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Quick Links

Table of Contents

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

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

  2. The transactions will be listed in the most recent order, and each transaction will display:

    • The Date the transaction took place

    • If available, the Customer Name

    • Payment type

      • If payment was done via credit, the issuer and last four digits of the card number will display

    • The Transaction ID

    • The Status of the transaction, i.e., completed, voided, declined, refunded, etc.

    • The amount of the transaction

  3. Click anywhere on the Transaction to view Transaction Details

  4. Click ← Back to Transaction History to go back

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

By

by customer or transaction details

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

  2. In the Search Bar, use any of the following to search for a specific transaction(s):

    • Transaction ID

    • Order ID

    • Last Name

    • Email Address

    • Card Number (Last 4)

  3. Press Enter to execute search

  4. Click anywhere on the Transactionto view Transaction Details

Date

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

  2. To sort by date, click on one of the dates in the upper left corner

    • To select a custom date range:

      • Select Custom

      • Input the Start and End Dates desired

        • Select dates will display in highlight on the calendar

    • Or select a preset time frame option:

      • Today

      • This Week

      • This Month

      • Last Week

      • Last Month

    • Click Apply Filters

  3. Click anywhere on the desired Transaction to view Transaction Details

Filter

  1. Click the Filter button

  2. Select the desired Transaction Status(es):

    • All transactions (selects all)

    • Authorized

    • Completed

    • Refunded

    • Declined

    • Voided

    • Unknown

  3. Click Apply Filters

  4. Click anywhere on the desired Transaction to view Transaction Details

Sort by Column

  1. 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

  2. Click anywhere on the Transactionto view Transaction Details

Viewing Individual Transaction Details

Action

Display

  1. Select a transaction to pull up the Transaction Details and view the following:

    • Transaction Status, i.e., Authorized, Completed, Declined, Refunded, or Voided

      • For Authorized or Completed transactions there are the options to Refund Transaction and Email / Print Receipt

      • For Refunded, Declined, or Voided transactions there is only the option to Email / Print Receipt

    • Show History

      • View any additional history related to the transaction

    • Shipping

    • Subtotal

    • Discount

    • Convenience Fee

    • Tax

    • Total

    • Payment Method

    • Transaction ID

  2. Click ← Back to Transaction History to go back