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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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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: 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 date the transaction took place If available, the customer name The Transaction ID number Payment type The amount of the transaction
Click the Transaction ID, or Details, to view Transaction Details Click the ← arrow in the top left to return to Transaction History
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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 BarFrom 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): Transaction ID Order ID Last Name Email Address Card Number (Last 4)
Click the Transaction ID, or Details, to view Transaction Details
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FilterFrom 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, 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 Details | |
Sort by ColumnClick on a column title to numerically or alphabetically arrange the transaction list by selected column Click the Transaction ID, or Details, to view Transaction Details
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Viewing Individual Transaction Details
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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 you have the options to Refund Transaction and Email Receipt For Refunded, Declined, or Voided transactions you only have the option to Email Receipt
Show History Shipping Subtotal Discount Convenience Fee Tax Total Payment Method Transaction ID
Click the ← arrow in the top left to return to Transaction History
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Transaction Status
Status | Authorized | Completed | Declined | Refunded | Voided |
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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. |
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