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The Withdrawal Details page contains information about a specific withdrawal from a merchant or other user account associated with your referrer account, and includes details about the withdrawal, alerts, and disbursement information.

Navigate to the Withdrawal Details page by following the steps below:

  • Step 1: Click on Merchants in the Management category in the left hand navigation panel.

  • Step 2: Click on a specific merchant in the merchants table to open the Merchant Profile page.

  • Step 3: Scroll down and click on the Withdrawals tab in the Merchant Account Overview section of the Merchant Profile page.

  • Step 4: Click on the specific withdrawal located in the Withdrawal History table to open the Withdrawal Details page.

Withdrawal Details Features

 Click to view the features of the Withdrawal Details page.

Withdrawal Details Information Banner

The Withdrawal Details Information Banner, located at the top of the page, contains an overview of the specific withdrawal and access to the merchant’s dashboard. The following information is included in the Information Banner:

Information Banner Field Name

Description

Withdrawal Status

The status of the withdrawal: Approved, Pending, or Failed. The withdrawal status also includes the date that the status was last updated.

Withdrawal Amount

The dollar amount of the withdrawal.

Withdrawal Date

The date that the withdrawal transaction occurred on.

Processed Date

The date that the withdrawal transaction was processed on.

Schedule

The frequency of the withdrawal for withdrawal schedules.

Account

The account number that the withdrawal was made from.

Entity

The merchant or other entity associated with the withdrawal transaction.

Information Banner Actions

The Information Banner supports the following actions:

  • Access the Merchant Dashboard View for the merchant associated with the withdrawal by clicking on the DOOR icon next to the Entity name in the Information Banner.

  • View the Merchant Profile page for the merchant associated with the withdrawal by clicking on the name in the Entity field.

Alerts

The Alerts section is located below the Information Banner, and will display a table with any alerts that are associated with the specific withdrawal. The table contains the following information:

Alerts Table Column Name

Description

Created

The date and time that the alert was created on.

Code

The code associated with the type of alert.

Message

The message generated by the alert code.

Disbursement Details

The Disbursement Details section is located at the bottom of the page, and contains information about how disbursement occurred following the withdrawal transaction, including the following fields:

Disbursement Details Field Name

Description

Trace Number

A 15-digit number that represents the entry detail record based on the merchant's bank routing number. 

Amount

The dollar amount of the disbursement associated with the withdrawal.

Platform

The platform terminal that the withdrawal transaction was processed on.

Disbursement Totals

Additional details of the disbursement that includes the types transactions, a count of each transaction type, the monetary amounts for each type, and how much of the amounts was disbursed into your account.

Related Pages

Click the links or items in the Withdrawal Details page to access any of the following pages:

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