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.
To access the Payments History page, click Payment History under Payments in the left navigation bar.
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:
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 the 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.
Checkboxes: Select specific transactions or select the checkbox in the table header to select all transactions.
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.
Payment History Actions
The Payment History table supports the following actions: access more information and 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:
Click on TERMINAL TRANSACTIONS, located in the upper right-hand corner of the Payment History page.
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:
Click on TRANSACTION DETAILS REPORT, located in the upper right-hand corner of the Payment History page.
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 Reports page:
Click the Report History tab from the Reports page.
See Available Portal Reports for more information on reports found in the Merchant Portal.
Related pages
Click the links or items in the Payments History to access any of the following pages: