How do I search for a transaction?

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. You can find the last four numbers of the customer’s card on the customer’s receipt.

To search for a transaction:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

Step 1. On the toolbar, click History.

Step 2. Click Find.

Step 3. Type the Reference Number, or enter one or more of the following:

  • Time Range
  • Transaction Type
  • Payment Type
  • Name On Card
  • Card Number
  • Invoice Number
  • Purchase Order
  • Customer ID
  • Amount
  • Batch Number
  • Authorization Code
  • Merchant User Name
  • Register
  • Transaction Result
  • Checking Account Number
  • Name on Check
  • Check Status
  • Check Type
  • Check Funding Status

Step 4. (Optional) To display only transactions that were processed using Store and Forward, select Only Show Stored Transactions.

Step 5. Click Find Transactions.

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