The Payment History page shows detailed information about your payment transactions, sales, and authorizations. You can search or sort by specific criteria, or access detailed reports about specific transactions.
Navigate to the Payments History page by clicking Payment History under Payments in the left hand navigation bar.
Payment History Features
Click here to view the features of the Payment History page.
Payment History Banner
View 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 Table
Locate 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 |
|---|
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 Actions
The 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 Transactions
The 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.
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 Merchant Portal.
Customize Your Payment History 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.
Expand the section below to view a complete list of the data that you can display on the Payment History table:
Click here to view Payment History table customizations.
Transaction Data
TXN ID
Date Created
Created By
Date Modified
Modified By
Subscription
Type
Currency
Platform
Captured
Description
Order Number
Tax
Amount
Status
Approved
Card
Refunded
Entity Data
Entity ID
Parameters ID
Type
Name
Address
City
State
Zip
Country
Phone
Fax
Email
Website
EIN
Status
Custom
Merchant Data
Merchant ID
DBA - Statement Descriptor
MCC
Date Created
Created By
Date Modified
Date Boarded
Last Transaction Date
Date Established
Status
Customer Data
First Name
Last Name
Company
Address
City
Zip
State
Country
Phone
Email
Filter the Table by Sales, Authorizations, or Refunds
View a single category of transaction by choosing one of the three buttons at the top left in the table: SALES, AUTHORIZATIONS, or REFUNDS. The table will repopulate to show only transactions of the category selected.
Perform Batch Actions on Select Transactions
Issue Refunds on certain transactions using the Batch Actions function by following the steps below:
Step 1: Select specific transactions from the Payments History table using the Check boxes in the table column on the right.
Step 2: Navigate to the Batch Actions drop down, select the grey triangle, and click REFUNDS.
Step 3: Confirm the refund request in the pop-up window, or cancel to go back to the Payments History page.
Related Pages
Click the links or items in the Payments History to access any of the following pages:
The Payment History page shows detailed information about your payment transactions, sales, and authorizations. You can search or sort by specific criteria, or access detailed reports about specific transactions.
Navigate to the Payments History page by clicking Payment History under Payments in the left hand navigation bar.
Payment History Features
Click here to view the features of the Payment History page.
Payment History Banner
View 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 Table
Locate 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 |
|---|
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 Actions
The 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 Transactions
The 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.
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 Merchant Portal.
Customize Your Payment History 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.
Expand the section below to view a complete list of the data that you can display on the Payment History table:
Click here to view Payment History table customizations.
Transaction Data
TXN ID
Date Created
Created By
Date Modified
Modified By
Subscription
Type
Currency
Platform
Captured
Description
Order Number
Tax
Amount
Status
Approved
Card
Refunded
Entity Data
Entity ID
Parameters ID
Type
Name
Address
City
State
Zip
Country
Phone
Fax
Email
Website
EIN
Status
Custom
Merchant Data
Merchant ID
DBA - Statement Descriptor
MCC
Date Created
Created By
Date Modified
Date Boarded
Last Transaction Date
Date Established
Status
Customer Data
First Name
Last Name
Company
Address
City
Zip
State
Country
Phone
Email
Filter the Table by Sales, Authorizations, or Refunds
View a single category of transaction by choosing one of the three buttons at the top left in the table: SALES, AUTHORIZATIONS, or REFUNDS. The table will repopulate to show only transactions of the category selected.
Perform Batch Actions on Select Transactions
Issue Refunds on certain transactions using the Batch Actions function by following the steps below:
Step 1: Select specific transactions from the Payments History table using the Check boxes in the table column on the right.
Step 2: Navigate to the Batch Actions drop down, select the grey triangle, and click REFUNDS.
Step 3: Confirm the refund request in the pop-up window, or cancel to go back to the Payments History page.
Related Pages
Click the links or items in the Payments History to access any of the following pages: