How do I download a summary of my sales and activity? To download a summary of your sales and activity in .CSV format: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: On the toolbar, click Overview. To select a time range, use the Period drop-down menu.… Read More “How do I download a summary of my sales and activity?”
How do I view my Activity Overview? To view your Activity Overview: On the toolbar, click Overview. Click Activity Overview. To select a specific time range, use the Period drop-down menu.
Can I view daily reports about my transaction activity? Yes. Using the Scheduled Email function, you can receive daily emails from the Payments Portal that include a .CSV file containing reports on your transaction activity. Users with multi-merchant accounts can also receive reports from across their business locations.
Can I view recurring billing reports? Yes. You can view the following reports using the Recurring Billing page: Tomorrow’s schedule Suspended contracts Expired cards The customer’s billing reports Viewing tomorrow’s schedule Use Tomorrow’s Schedule to view a list of transactions that the Payments Portal will run the next calendar day.… Read More “Can I view recurring billing reports?”
How do I set up scheduled emails? Use the Scheduled Emails page to set up daily emails with reports on your transaction activity. You must complete all Required fields. Note: Multi-merchant users can use the Search tool to filter business locations by name. To set up scheduled emails: Option 1.… Read More “How do I set up scheduled emails?”
How do I view scheduled email settings? To view scheduled email settings: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: From the top-right of the page, click your user name. From the drop-down menu, click Scheduled Emails.
How do I edit scheduled email settings? Use the Scheduled Email page to change existing settings. You must complete all Required fields. Note: Multi-merchant users can use the Search tool to filter business locations by name. To edit scheduled email settings: Option 1. Complete the steps in the following video: Option 2.… Read More “How do I edit scheduled email settings?”
What is Statements and Reporting, and what can I use it for? Statements and Reporting is an online reporting system that you can use to view the following: An overview of your transactions across all merchant locations Your monthly statement Reports, which include the following: Payment history: Deposits, debits, and adjustments for your merchant locations Batch history: Batch information and detailed batch transaction history Voids and declines Monetary rejects: Batches that failed due to processor or setup error Authorization log: Transaction lists of all approved sales, including their authorization codes Returns Transaction search: Search for individual transactions by date, card number, authorization number, or dollar amount Retrievals and chargebacks: Information about retrievals and chargebacks Fixed acquirer network fee: Fees charged by Visa based on the locations and volume of card not present transactions Merchant adjustment: Deposits and withdrawals from your bank account that are not part of a processing batch … Read More “What is Statements and Reporting, and what can I use it for?”