1. Navigate to Merchant Management in the Sidebar Menu. 2. Select the Filter button in the middle of the Export and Action buttons. 3. Verify your Filter parameters by the following: Boarded on Owned by Merchant Type Processor Status (ALL / ACTIVE / ...
1. Navigate to Engage My Customer in the Sidebar Menu 2. Locate the Customer you wish to review, select the Vertical Ellipsis(⋮) followed by View Transactions.
1. Navigate to Engage My Customer in the Sidebar Menu 2. Locate the Customer you wish to review, select the Vertical Ellipsis(⋮) followed by View Cards. All Card details are not stored due to our Customer Privacy and Security procedures. Reusing a ...
1. Navigate to Transactions in the Sidebar Menu 2. Locate Transaction you need the receipt from, select the Vertical Ellipsis(⋮) followed by View Receipt. Here you can view the receipt with the same details as you would a paper receipt with the added ...
1. Navigate to Transactions in the Sidebar Menu. 2. Select the Recent drop down, select Time Filter for Transactions. You can also select Show only Approved tx to remove any Declined or Reversal transactions from this list.