How do I view customer transactions in Payment Manager – Virtual POS?

Customer Transactions screen

The customer transactions screen lists all the transactions based on search criteria, including those triggered by scheduled recurring as well as once-off.  The difference between a scheduled recurring payment and a transaction is that the transaction is created only when a payment is processed.

For example, trying to charge a customer’s credit card creates a transaction where the transaction outcome can be approved or declined.  Scheduled recurring payment on the other hand generates transactions based on the pre-defined frequency and tries to process payment for those transactions.

The transactions can be searched based on variety of options. The dropdown enables the user to select the transaction search criteria based on ‘Transaction Date’, ‘FirstName’, ‘LastName’, Reference’, ‘CardFirstFour’, ‘CardLastFour’, ‘Mobile Number’ and ‘ReceiptID’.

Once a search criteria has been selected and appropriate search string has been entered (in the above example ‘Start Date’ and ‘End Date’ are the search strings) click on the ‘Search’ button. This will return all the transactions matching the search criteria and list them in a grid.

The ReceiptID column in the grid shows the ‘ReceiptID’ of the receipt that gets sent to the customer’s email address (if provided), the ‘First Name’ and the ‘Last Name’ column display the customer’s name, the ‘CardNumber’ column display the first four and last four digits of the credit card that was used to process the transaction, the ‘Status’ column displays the transaction outcome for example ‘Declined’, ‘Approved’ or ‘Refunded’, the ‘Amount’ column shows the transaction amount, the ‘Date’ column shows the date the transaction was processed, the ‘Refund’ column is used to refund a payment back to the customer. The Refund column will only have the ‘Refund’ button next to it if the transaction status is ‘Approved’. As soon as the refund is performed the transaction status changes to ‘Refunded’.

To search within the grid use the search field in the top left of the grid to filter the records in the grid. For example to filter the records to show only those where the word ‘Denise’ appears type ‘Denise’ (without quotes) in the search box.

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3 thoughts on “How do I view customer transactions in Payment Manager – Virtual POS?

  1. It’s truly a great and useful piece of information. I’m glad that you shared this helpful information with us. Please keep us informed like this. Thank you for sharing.

  2. I think this kind of payments system would be great to improve my cash flow? Some customers are so slow paying and I spend more time chasing the money than doing the work. The pricing looks better than others I have seen like Eway or Paypal. At the moment my bank just dumps a chunk of cash into the account for the days EFT payments and it takes ages to sort out who has paid. So good reporting is important to me because it saves me sooooo much time. Well done! cheers, SJS

  3. What a great solution and the video is easy to follow. Good to see Australian innovations shining through and taking on Paypal. Keep up the good work. Regards, Johnno