Managing Transactions

The Card Transactions page provides you to view, search, filter, and export card transaction details across terminals. Use the Transactions page to review payment activity, refunds, and other transaction details.

Watch the interactive walkthrough below to search, filter, and review card transactions.

Key features

1

Filter transactions

• Filter transactions by Transaction Date, Settlement Date, or No Date.
• Use additional filters to narrow results by minimum or maximum amount and the last four digits of a card number.

2

Advanced search options

• Select Adv. Filters to expand additional criteria for refining transaction searches.
• You can quickly find specific transactions without manually reviewing all data.

Screenshot: Card transactions

3

Manage columns

• Select Manage Columns to customize the transaction table. Enable or disable columns such as Transaction ID, Type, Status, Card Details, Amount, Tip, Response Code, and Batch.

Screenshot: Manage columns

4

Clear and search functionality

• Select Clear to reset the selected filters.
• Select Search to display transactions that match the selected filters.