Managing Transactions

The Transactions feature in the Merchant Portal allows users to view, search, and export card transaction details across all terminals. It provides a comprehensive view of transaction activity, helping merchants track payments, refunds, and settlements efficiently.

Key Features

1. Filter Transactions:

• Users can filter transactions by Transaction Date, Settlement Date, or No Date.

• Additional filters allow searching by minimum/maximum amount and the last four digits of a card number.

1. Advanced Search Options:

• Clicking "Adv. Filters" expands additional criteria for refining search results.

• Users can quickly find specific transactions without manually reviewing all data.

1. Manage Columns:

• The "Manage Columns" option lets users customize their transaction view.

• Users can enable or disable fields such as Transaction ID, Type, Status, Card Details, Amount, Tip, Response Code, Batch, and more.

1. Clear and Search Functionality:

• The "Clear" button resets all filters, allowing users to start a new search.

• The "Search" button retrieves filtered transaction results instantly.