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Navigate to the Payments History page by clicking Payment History under Payments in the left hand navigation bar.
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| title | Click here to view the features of the Payment History page. |
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Payment History BannerView a summary of your recent authorizations, sales, and refunds from the last 30 days. The banner is divided into the following categories: Authorizations - Number of authorizations and average transaction dollar amount. Sales - Total sales dollar amount and failure ratios by count and volume. Refunds - Total number of refunds and total dollar amount of refunds, as well as refund ratios by count and volume.
Payment History TableLocate individual transactions in the main table on the Payments History page. Individual transactions are listed by row. The default view includes the following columns: Payment History Table Column Names | Description |
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Amount | The transaction amount in dollars. | Status | Approved, Pending, or Voided. Hover over the icon to view details about the status. | Cardholder | The name of cardholder. | Payment | The credit card brand and the last four digits of the card number. | Created | The date and time that the transaction was created. | Check boxes | Tick to select specific transactions, or tick the checkbox in the table header to select all transactions. | Arrow Icon | Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions. |
Payment History ActionsThe Payment History table supports the following actions: access more information, print a receipt. Access further transaction information by clicking any information in the transaction line to view the Transaction Details page for that payment. Print a receipt by clicking any information in the transaction line to be redirected to the Transaction Details page, then click RECEIPT.
Reporting and Terminal TransactionsThe Payment History page allows you to view additional information with transaction details reports and a list of terminal transactions associated with your account. Access the Terminal Transactions page by following the steps below: Step 1: Click on TERMINAL TRANSACTIONS, located in the upper right hand corner of the Payment History page. Step 2: You will be redirected to the Terminal Transactions page, where you can access information related to transactions initiated by a customer at a terminal associated with a merchant.
Generate a transaction details report by following the steps below: Step 1: Click on TRANSACTION DETAILS REPORT, located in the upper right hand corner of the Payment History page. Step 2: You will be redirected to the Transaction Details Report page, where you can generate a new report.
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| Note: Previously generated Transaction Details Reports are available on the Report History page: Click REPORTS in the Admin Category in the left hand navigation bar, then click REPORT HISTORY in the drop down menu below Reports. See the Available Portal Reports Guide for more information on reports found in the Payrix Merchant Portal.
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Customize Your Payment History Table
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Click the links or items in the Payments History to access any of the following pages:
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