Viewing Transactions on the Payments Portal

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Viewing Transactions on the Payments Portal
Payments Portal Overview
Accessing the Payments Portal
Running Transactions on the Payments Portal
Batching Transactions on the Payments Portal
Managing Users on the Payments Portal
Recurring Billing on the Payments Portal
Updating Your Refund or Return Policy on the Payments Portal

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: Step 1. On the toolbar, click Overview. Read more

How do I search for a transaction?

You can use the Find tool on the History page to narrow your search results using multiple search options. Note: If you do not have the customer’s full card‑number, you can search for the last four numbers on their card. Read more

What can I do with my search results?

When you are viewing the search results you can: Group or ungroup your results – group any related transactions, for example, a pre‑authorization with its completed sale. Download your results in .CSV Read more

How do I view my Activity Overview?

To view your Activity Overview: Step 1. On the toolbar, click Overview. Step 2. Click Activity Overview. Step 3. To select a specific time range, use the Period drop-down menu. Read more

How do I view my Sales Overview?

To view your Sales Overview: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Overview. Step 2. Click Sales Overview. Read more

How do I view the Sales Overview for multiple locations?

When you have a multi-merchant account, the Sales Overview displays a summary of the total sales, pre-authorizations, and refunds across all your stores. On the Sales Overview page you can: Refresh your overview Sign out Search for a merchant location Filter the number of merchants shown Use navigation tools to view more merchants To view the Sales Overview for multiple locations: Option 1. Read more

Can I manage multiple business locations from a single Payments Portal account?

Yes. You can apply for a multi-merchant account if you have two or more merchant locations. For more information, contact our Customer Support Team. What can I do with a multi-merchant account? Read more

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. Read more

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. Read more

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: Step 1. From the top-right of the page, click your user name. Read more