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Transactions

All prior transactions (from both the Virtual Terminal, as well as the SpotOn Payments app) will be shown in chronological order by default. However, there are many ways to search and manipulate the list in order to find certain transactions, from the Search bar to the Filter settings.

Transaction History List

Action

Display

From the Terminal, select Transactions from the Menu bar on the left hand side of the screen to access the Transactions list
The transactions will be listed in the most recent order, and each transaction will display:
1. Transaction type (sale, void, declined, or refund)
  - An orange dot on the transaction type icon indicates it is a declined transaction
  - A red dot indicates the transaction has been refunded
  - A gray dot indicates the transaction has been voided
2. The date the transaction took place
3. If available, the customer name
4. The Transaction ID number
5. Payment type
  - If payment was done via credit, the issuer and last four digits of the card number will display
6. The amount of the transaction
Click the Transaction ID, or Details,to view Transaction Details
- See the Viewing Transaction Details section below for more information
Click the ← arrow in the top left toreturnto Transaction History

Search Transaction History

There are multiple ways to search the Transactions list, such as the Search bar, selecting a specific time frame, or even by transaction status.

Action

Display

Search Bar

From the Terminal, select Transactions from the Menu bar on the left hand side of the screen to access the Transactions list
In the Search Bar, use any of the following to search for a specific transaction(s):
1. Transaction ID
2. Order ID
3. Last Name
4. Email Address
5. Card Number (Last 4)
Click the Transaction ID, or Details,to view Transaction Details

Filter

From the Terminal, select Transactions from the Menu bar on the left hand side of the screen to access the Transactions list

To choose a period of time select an option from the Period Selector:
- Today
- This Week
- Last Week
- This Month
To choose a specific set of dates, click Date Range. Highlight the desired time frame by selecting Start and End dates in the calendar

2. In Transaction Status, narrow the search by selecting one or more statuses

3. Click Apply Filters to search

4. Click the Transaction ID, or Details,to view Transaction Details

Info
If multiple filters are selected, remove the filters by clicking Clear All Filters. Note, this option is only available when more than one filter is selected

Sort by Column

Click on a column title to numerically or alphabetically arrange the transaction list by selected column
- The selected column will display a triangle symbol next to the title
Click the Transaction ID, or Details,to view Transaction Details

Viewing Individual Transaction Details

Action

Display

Select a transaction to pull up the Transaction Details and view the following:
1. Transaction Status, i.e., Authorized, Completed, Declined, Refunded, or Voided
  - For Authorized or Completed transactions there are the options to Refund Transaction and Email Receipt
  - For Refunded, Declined, or Voided transactions there is only the option to Email Receipt
2. Show History
  - View any additional history related to the transaction
3. Shipping
4. Subtotal
5. Discount
6. Convenience Fee
7. Tax
8. Total
9. Payment Method
10. Transaction ID
Click the ← arrow in the top left toreturnto Transaction History

Transaction Status

Status	Authorized	Completed	Declined	Refunded	Voided
Description	Approved by the issuing bank, but not yet settled.	Posted transaction, the merchant has been paid and the credit or debit card has been charged. Also displays for cash transactions.	Transaction declined by the issuing bank and was not processed.	Original transaction has been refunded in full.	The transfer of funds from the customer’s account to the merchant has been cancelled.
Display