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The Payment History page shows detailed information about your merchants' payment transactions, sales, and authorizations over the last 30 days. 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 merchant 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.

Merchant

The name of the merchant.

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 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.

  • Load additional transactions to your Transactions History Table by clicking SHOW MORE RESULTS at the bottom of the table.

Reporting and Terminal Transactions

The Payment History page allows you to view the following additional information about individual transactions:

  • Generate a Transaction Details Report page 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 Report History page, where you can generate a new Transaction Details Report.

Note: Previously generated Transaction Details Reports are available on the Reports 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 Referrer Portal.

  • 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.

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:

 

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