Navigating Your Transaction History
    • 25 Jan 2024
    • 2 Minutes to read

    Navigating Your Transaction History

    Article summary

    The Payments tool allows you to access all your transaction history, create new payments via the Virtual Terminal or send Payment Requests. You can also process refunds, voids, captures, and receipts in this tool.

    View Transaction History

    To review your recent transactions, click on the Payments icon and you will be taken to the Transactions dashboard. You can also use the side menu within Payments to click Transactions to view your transaction history.

    Transaction history

    The list of transactions is pre-filtered to your Credit Card and Debit Card transaction history. 

    To switch between your transaction types, click on Credit Card to open the drop down menu.

    credit card drop down menu

    Coming Soon!
    You will soon be able to view your ACH transactions, Other tender transactions, and Test transactions in our new and improved UI. The current versions of these lists will still be displayed in the Classic view. 

    View Additional Columns

    To customize which columns are displayed in your Transactions list, click on the Table icon on the right hand side and select the columns you would like to view.

    Customize Columns

    Searching for a Transaction

    You can search for specific transactions by using the search bar, date filter, or by using additional filter criteria to narrow your search results. If a transaction matches your filter criteria, it will appear in the transactions list below. 

    Search Bar

    Use the search bar to quickly search transactions by customer name, cardholder name, amount, or the last 4 digits of the card number used. 

    search bar

    Filter by Date

    To search transactions by date, use the Calendar icon to select the time frame you want to filter it by. If you would like to search for a specific date, you can click twice on a single date and click apply.

    filter by date

    Filter by Users

    To filter by Users, first select Filters then the drop down arrow next to Users. Here you can select which User you want to see. This will display all the transactions processed by that User. Once selected, hit 'Apply'. 

    Refunds or Captures will also display the specific user that performed these actions. 

    Filter by Users

    More Filters

    Click the Filters icon to further filter your transactions by:

    • Amount
    • Status
    • Payment Type
    • Payment Source
    • Currency

    Actions Available from the Transactions List

    Use the three-dot menu to download or view a transaction receipt, send an email receipt, or take additional actions depending on the status of your transaction such as capturing, voiding or refunding a transaction. 

    actions available from the transaction list

    You can access this menu direct from the transactions page by selecting the 3 dots on the right hand side of the menu as shown below.  

    Transaction list with 3 dots highlighted

    For guides on capturing and managing pre-auths as well as voiding or refunding transaction, click the links below 

    View Transaction Details

    To find out more about a specific transaction, simply click on it to reveal additional details about the customer, invoice, and credit card associated with the transaction. 

    • Transaction Details: Contains important details about the transaction including time processed, transaction type, and batch number
    • Payment Details: Displays the transaction amount
    • Payment Method: Contains important details about the card type and card details used to make the payment
    • Verification Responses: Displays Approval code, Address Verification Service (AVS) response, and CVV/CVC response 

    view transaction details


    Was this article helpful?