Payment History

The payment history allows you to view transaction details for your account. The page can show requests, transactions, and allows you to search for a specific transaction by a Reference ID or Transaction #.

To view your payment history follow the steps below:

1. Log into your account with your merchant login.

2. Select Reporting and then select History.

3. Start by deciding if you wish to view Requests or Transactions. There is a toggle on the top right to select either option.

status_of_payment_request.png

Requests: This table will show requested payments from customers and transactions.

Transactions: This table will show transactions with tabs to view All, ACHCredit Card, Future (scheduled payments), and ACH Returned.

Note: ACH and Credit Card options will only show if they are active on the account.

4. You may set a date range and filter payments to a specific form or template then click the Search.

 

Reports-_payment_history.png

 

5. The table will display details on the transactions in your set date range. If you would like to view further details for a transaction or request you may select the View button.

 

Reports-_payment_history_2.png

 

Note: you are also able to select the file icon below the history table to download that report type.

 

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