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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
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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
The Transaction ID number
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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 |
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Search |
by customer or transaction details
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Date
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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, you can 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 DetailsInfo |
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If multiple filters are selected, you can remove the filters by clicking Clear All Filters. Note, this option is only available when more than one filter is selected |
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Filter
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Sort by Column
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Viewing Individual Transaction Details
Action | Display |
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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
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