Search For a Transaction

This page allows you to perform searches of all transactions stored for your payment gateway account. Search results can then be downloaded to your computer for future reference or for importing into third-party software or management systems.

Your search will return one or more transactions depending on the combination of search criteria you submit. In general, the more search criteria you enter, the more focused your results will be.

 

Step 1: Select a Settlement Date

Select a transaction status and/or settlement date or date range from the From: and To: drop-down lists. Note that you can also select unsettled transactions. If you select ALL Settled, you must enter at least one other search criteria.

Note: When ALL Settled is selected in the From: drop-down list and a date is selected in the To: drop-down list, your results will include all settled transactions between the date selected and the date of the most recent settled batch.

Step 2: Enter Credit Card/Bank Account Information

If desired, select a specific payment method from the Payment Method drop-down list and/or enter a credit card or bank account number.

Note: Searches by the full credit card or bank account number will return transactions that occurred within the past 120 days only. To expand your search, enter only the last four digits of the credit card or bank account number.  

Step 3: Enter Customer Information

If desired, enter the customer’s First Name, Last Name, and/or Customer ID.

Step 4: Enter Transaction Information

If desired, select the transaction’s status from the Status drop-down list, and/or enter the Transaction ID and/or Invoice Number.

Step 5: From the Show drop-down list, select the number of results you want to see per page: 10 (default), 15, 20 or 25.

Step 6: Click Search. Your results are displayed on the Transaction Search Results page.

Tips for performing a transaction search:

• Searching by Date Range: The Settlement Date drop-down lists display all of your settled transaction batches. It is possible to have multiple settlement batches on a particular day. To view certain transactions across all settlement batches, select ALL Settled from both the To: and From: drop-down lists. To view transactions that have not yet settled, select Unsettled from the From: drop-down list.