The View Payments feature allows you to search and view upcoming scheduled recurring transactions by selecting a customer profile, frequency, status, and date range.
An additional feature of the PayTrace Virtual Terminal and the API is the ability to process recurring transactions for any existing customer profile. If you wish to process recurring transactions and If you are not already signed up for this feature, please get in touch with your Merchant Service Provider or PayTrace Support at Support@PayTrace.com.
How to Use This Page
Select the Customer Profile (or set it to Any Customer Profile).
Select a Frequency (or set it to Any Frequency).
Select a Status (or set it to Any Status).
Enter any Searchable Text (or leave it blank).
Select a Next Date From (or leave as is).
Select a Next Date Through (or leave as is).
Click Search.
If you wish to view all of your recurring payments, set the date range to include all potential next dates and click Search.
Detailed Help
Links
Would you like to download these results?
Download the search results as a .csv file.
ID link
Redirects you to the Edit Payment page. Customer Name link redirects you to the Edit Customer page.
Field Information
Optional Fields
Customer Profile
You may search for payments referenced to a single customer profile or for all customers.
Frequency
You may search for payments scheduled on a single frequency or for all frequencies.
Status
You may search for payments of a specific status or all statuses. Note that Active payments are payments whose current count has not yet reached their total count and are still scheduled to be processed in the future. Completed payments are payments whose schedule and/or total count has been met.
Date Range
You may search for payments based on the date that they are scheduled to be processed next.
Note that you may set the From Date to a date in the past to see payments with complete status.
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.