Type:    
Description:
Items:


Tansaction Summary

Provides the information about the list of transactions associated with a selected merchant.
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Filter Transactions
Allows selecting criteria to filter the transactions on the list.
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Date
Allows to search transactions within a particular date range.
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Amount
Allows to search transactions associated with a particular amount.
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Add Filters
Allows setting additional filters for transaction search.
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Id
Allows to search transactions associated with a particular gateway-generated identifier.
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Transaction Type
Allows to search transactions associated with a particular transaction type.
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First Name
Allows to search transactions associated with a particular holder's first name.
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Last Name
Allows to search transactions associated with a particular holder's last name.
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Payment Card # / Bank Account #
Allows to search transactions associated with a particular a payment card/bank account number.
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Account Type
Allows to search transactions associated with a particular account type (direct debit, Visa, NasterCard, etc).
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Close
Excludes search criteria from the filters list.
Apply Filters
Applies the selected filters to the transaction search.
Export List
Exports a transaction list summary to the PDF format.
New Sale
Allows creating a new sale transaction for a merchant. Opens the New Sale form.
Account
Account number associated with a transaction.
Date
Date when a transaction was made.
Customer
Name of a customer associated with a transaction.
Type
Type of transaction.
Payment Method
Payment option associated with a transaction represented as an icon and last four digits of the credit card/bank account number.
Status
Status of transaction.
Amount
Amount of a transaction.
Details
Allows to view the transaction details and issue a refund for a sale transaction.
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Transaction Details
Allows to view the detailed information associated with a transaction. Opens the Transaction Details form.
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Issue Refund
Allows to issue a full or partial refund for a sale transaction.
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full
Submits a full refund to processing.
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partial
Allows creating a partial refund for a transaction. Opens the Issue Refund form.

Issue Refund

Creates a new partial refund.
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Original Amount
The original amount of the transaction.
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Remaining Amount
The remaining amount of the transaction.
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Refund Amount
The transaction amount has to be refunded.
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Cancel
Closes the form without saving any changes.
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Process
Submits a partial refund to processing.

Transaction Details

Provides information about the transaction.

Details

Includes basic information about the transaction.
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Amount
Amount of the transaction.
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Type
Type of the transaction.
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Date
Date when the transaction was made.
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Id
Gateway-generated idenitifer of the transaction.
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Status
Status of the transaction.

Payment Card Details / Bank Account Details

Provides information about the payment card/bank account associated with the transaction.
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Name On Card / Name On Account
Provides information about the payment card/bank account associated with the transaction.