Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

 View Transactions enables you to search and find transactions you have processed on PayTrace.

The View Transactions page can only email up to 27 receipts at one time.

How to Use This Page

To organize your transactions, you can sort them by customer ID, transaction type, and date range. If you need to view or print a receipt, simply click on the receipt link located on the right side of the transaction table. The total dollar amount for your selected transactions will be displayed at the bottom of the table. If you need more information about a specific transaction, click on the transaction ID on the left side of the row.

  1. Click on the View Transactions link from the Virtual Terminal Menu.

  2. Select the criteria for the transactions you are looking for.

  3. Click Search.

  • The searchable text can include the invoice, billing name, shipping name, email address, customer ID, discretionary data, description, last 4 digits of the card number, and amount of the transaction.

  • To view authorization-only transactions captured at a later date, use the Date Settled filter. Transactions viewed by settled date won't show authorization-only transactions since the date is based on the original authorization. Custom Reports also don't include past authorizations captured later.

  • If the Transaction ID is entered in the Order ID field, then no other criteria or date range is needed. Searching on this ID will find and show the one single transaction associated with the ID provided, regardless of other criteria entered.


Detailed Help

View Printable Results

Displays the search results in a view that is formatted for printing.

Download Results

Download results in .csv format. 

Download Detailed Results

Download detailed results in .csv format. 

View Transactions Video

https://vimeo.com/269041284

Need more help?

Our support team will be happy to assist you.

If you are unsure where to go, try the search bar on the top right of any page.

If you cannot find the documentation you are looking for, please let our support team know so we can continue to improve this documentation.

  • No labels