Online Help

Using Quick Search and Filters

The
Merchant Interface
 has tabs, quick search and filters to make it easier to find transactions.

Tabs

The Manage Transactions page has three tabs for searching unsettled, settled, and suspicious transactions.
Click
Click or tap
Tap
Unsettled Transactions
 to view transactions that have not settled. Captured transactions, including refunds, are settled arfter your next transaction cut-off time. For details on viewing and changing your transaction cut-off time, see Changing the Transaction Cut-Off Time.
Click
Click or tap
Tap
Settled Transactions
 to view previously settled transactions. You can view transactions that settled this calendar year and two years previous.
Click
Click or tap
Tap
Suspicious Transactions
 to view transactions that triggered one or more Advanced Fraud Detection Suite filters. For details on the Advanced Fraud Detection Suite, see Advanced Fraud Detection Suite (AFDS).

Quick Search

Use Quick Search to search for transactions intuitively.
When you use quick search without a filter, the results match these categories:
  • Transaction ID
  • Customer First Name
  • Customer Last Name
  • Last four digits of the Credit Card Number or Bank Account Number
  • Invoice Number
  • Customer ID
Typing letters causes quick search to suggest names and email addresses, and typing numbers causes quick search to suggest amounts and card numbers.
Click
Tap
Tap
 the quick search suggestion to view transactions that meet the search criteria. Some quick search suggestions become filters.
To clear Quick Search,
click
click or tap
tap
(clear)
.

Filters

To remove a filter,
click
click or tap
tap
(close)
.
Click
Click or tap
Tap
Clear all
 to remove all filters from the search.

Quick Filters

Use quick filters to view transactions that might require action.
Quick filters include these options:
To Review
Shows transactions filtered by the Advanced Fraud Detection Suite (AFDS) or pending eCheck review. This filter appears on the Unsettled tab.
Errors
Shows transactions that were not processed because of errors. This filter appears on the Settled and Unsettled tabs.
Refunds
Shows transactions that were refunded. This filter appears on the Settled and Unsettled tabs.
Declines
Shows transactions that were declined by the issuing bank or by your security settings. This filter appears on the Settled and Unsettled tabs.
Voids
Shows transactions that were voided. This filter appears on the Unsettled and Settled tabs.
Urgent Fraud Review
Shows transactions that require immediate review for fraud. This filter appears on the Suspicious tab.
Fraud Review
Shows transactions that require review for fraud. This filter appears on the Suspicious tab.