Page Comparison

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To navigate to the Balance Details page, follow these steps:

Step 1: Navigate to the Merchant Dashboard /wiki/spaces/RP/pages/23339434009 page in the Merchant Portal.
Step 2: Click BALANCE DETAILS in the upper right hand corner of the Dashboard page.

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Balance Details Features

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title	Click here to view the features of the Balance Details page.

Balance Details Information Banner

The Balance Details information banner contains an overview of your account balance, including the Total, Reserved, Pending, and Account Balance. The Balance Details information banner is located at the top of the Balance Details page. Click the REFRESH icon, located at the top right hand corner of the panel, to view your most recent balance details.

Balance Entries Table

The Balance Entries table contains a list of all balance entries associated with your account balance. Individual entries are listed by row. The default view includes the following information:

Balance Entries Table Column Name	Description
ID	The Payrix-generated entry ID number.
Date	The date and time that the entry was created.
Event	The type of transaction event associated with the balance entry.
Total	The total dollar amount of the transaction associated with the balance entry.

Balance Entries Table Actions

The Balance Entry table supports the following actions:

View additional information about any entry by clicking on any row in the Balance Entry table.
Access additional details about a specific entry by clicking any information in the table row to view the Merchant Entry Details page for that item.

Customize Your Balance Entries Table

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

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title	Click here to view Balance Entries Table customizations.

Entries Data

ID
Date
Event
Total
Event ID
Description
Date Created
Created by
Date Modified
Modified By
From
Entity ID
Fee ID
Disbursement ID
Refund ID
TXN ID
Dispute ID
Adjustment ID
Opposing Entry

Entity Data

Company
Created by
Date Modified
Modified By
Login ID
Parameters ID
Type
Address
City
Zip
State
Country
Phone
Fax
Email
EIN
Currency
Custom Website
T&C Version
T&C Date
TIN Status

Filter the Table by Processed, Pending, or Statement

View a single category of transaction by choosing one of the three buttons in the top left hand corner of the table: PROCESSED, PENDING, or STATEMENT. The table will repopulate to show only transactions of the category selected.

Related Pages

Click the links in the page to access any of the following pages:

Versions Compared

Old Version 4

New Version Current

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