Online Help for Merchants

Recent Revisions to This Document

Changes to Feature Names

Toggling Between Classic and New Authorize.net

Finding Support Resources

Finding Help Through Ask Anet

Dashboard
- Tasks
  - Tasks For New Accounts
- Quick Actions
- News Center
- Business Insights

Customers
- Transitioning from Classic Authorize.net to New Authorize.net
- Add a Customer
- Manage Customers
  - Searching Customer Profiles
  - Filtering Customer Profiles
  - Downloading Customer Profiles
  - Editing a Customer Profile
  - Deleting a Customer Profile
  - Disabling Customer Information Manager
  - Enabling Customer Information Manager

Payments
- Accept Payment
  - Accepting Payment
  - Accept Payment Settings
- Manage Transactions
  - Using Quick Search and Filters
  - Available Search Filters
  - Transaction Search Queries
  - Transaction Options
  - Viewing Transaction Details for Unsettled Transactions
  - Viewing Transaction Details for Settled Transactions
  - Viewing Transaction Details for Suspicious Transactions
  - Transaction Details
  - Voiding Transactions
  - Refunding Transactions
  - Refund Requirements
  - Rebilling Transactions
  - Voiding Transactions in Bulk
  - Capturing Transactions in Bulk
  - Rebilling Transactions in Bulk
- Invoicing
  - Quick Search and Filters
  - Invoicing Actions
  - Creating Invoices
- Simple Checkout
  - Quick Filters
  - Creating Your Simple Checkout Items
  - Editing Your Simple Checkout Items
  - Deleting Your Simple Checkout Items
- Subscriptions
  - Search Filters and Quick Filters
  - Creating a Subscription
  - Editing a Subscription
  - Downloading Subscription Information
- Payment Settings
  - Changing the Hosted Payment Form Fields
  - Changing the Hosted Payment Form Colors and Fonts
  - Changing the Hosted Payment Form Header Text
  - Changing the Hosted Payment Form Footer Text
  - Changing the Receipt Page Receipt URL
  - Changing the Receipt Page Colors and Fonts
  - Changing the Receipt Page Header Text
  - Changing the Receipt Page Footer Text
  - Managing Response and Receipt URLs
  - Managing the Relay Response URL
  - Managing the Silent Post URL

Reports
- Settlement Report
  - Viewing Settlement Reports
- Account Updater Report
  - Viewing Account Updater Reports
  - Downloading Account Updater Reports
- eCheck Reports
  - Viewing eCheck Reports
  - Returns & Chargebacks
  - eCheck Return Codes
  - Notice of Change (NOC)
  - eCheck NOC Codes
  - Transaction Details

Account
- My Profile
  - Viewing and Editing Your User Profile
  - Viewing Your Role and Permissions
- My Business
  - Viewing and Editing Your Business Details
  - Viewing Your Products and Fees
  - Expanded Credit Capabilities
  - Viewing and Editing Your Processor Details
- Manage Billing
  - Viewing Fees
  - Viewing Your Recently Charged Fees
  - Viewing Your Billing History
  - Printing Your Billing History
  - Emailing Your Billing History
  - Paying The Outstanding Balance
  - Managing Your Payment Information
- Manage Users
  - Roles
    - Roles and Permissions
  - Adding a User
  - Editing a User Profile
  - Deleting a User Profile
- Account and API Settings
  - Enabling and Disabling Transaction Processing Mode
  - Configuring the Daily Velocity Filter
  - Configuring the AVS Settings
  - Configuring the CCV Settings
  - Advanced Fraud Detection Suite (AFDS)
    - Daily Velocity Filter
    - Hourly Velocity Filter
    - Suspicious Transaction Filter
    - Transaction IP Velocity Filter
    - Enhanced AVS Handling Filter
    - Enhanced CCV Handling Filter
    - Amount Filter
    - Shipping Address Verification Filter
    - IP-Shipping Address Mismatch Filter
    - Regional IP Address Filter
    - Shipping-Billing Mismatch Filter
    - Authorized API IP Addresses
    - IP Address Blocking
    - Setting Up Advanced Fraud Detection Suite (AFDS) Customer Responses
    - Review Transactions Filtered by the Advanced Fraud Detection Suite (AFDS)
    - Enabling, Disabling, and Configuring Filters in the Advanced Fraud Detection Suite (AFDS)
    - AFDS Filter Actions
  - Viewing and Editing Your Processor Details
  - Generating Your API Login ID and Transaction Key
  - Generating a New Transaction Key
  - Generating a New Signature Key
  - Generating a New Public Client Key
  - Authorizing an Application
  - Revoking an Authorized Application
  - Deleting a Device
  - Changing Accept Payment Form Fields
  - Changing Email Receipts
  - Changing the Transaction Cut-Off Time
  - Webhooks
    - Webhook Event Types
    - Creating Webhooks
    - Editing Webhooks
    - Testing Webhooks
    - Deleting Webhooks
  - Changing the Time Zone
- Digital Payment Solutions
  - Setting Up Apple Pay
  - Updating Apple Pay
  - Setting Up Google Pay
  - Managing Google Pay
  - Setting Up Paypal
  - Disabling Paypal

Marketplace
- Adding a Service
- Viewing a Service
- Discontinuing a Service

Viewing Settlement Reports

Follow these steps to view both summarized and detailed information for settlement batches for a specific day, week, month, or year.

Click

Click or tap

Tap

Reports > Settlement Report

.

Select a date range from the pull-down menu. The options for date ranges include:

ADDITIONAL INFORMATION

Today

Day

Week

Month

Custom

To view the details for an overview, charges, refunds, declines, errors, and voids associated with the date range,

click

click or tap

tap

Details

next to the appropriate section.

Step Result

The transaction details appear.

To view the details for a given batch,

click

click or tap

tap

the batch ID.

Step Result

The details of transactions in the batch appear.

To download the transaction information, choose one of these file formats to download, and then

click

click or tap

tap

Download Reports

. The following formats are available:

ADDITIONAL INFORMATION

Standard/Tab Delimited
: This format includes basic transaction details including payment method, amount, customer billing and shipping information, address verification status, and transaction response. Each field is separated by a tab character.

Standard with Card Code/Tab Delimited
: This format includes all standard details plus card code status. Each field is separated by a tab character.

Expanded Fields/Comma Separated
: This format includes expanded transaction details including Level II data and, for refunds, the reference transaction ID. Each field is separated by a comma.

Expanded Fields with CAVV Response/Comma Separated
: This format includes all expanded fields details plus the CAVV (Visa Secure or Mastercard Identity Check) response. Each field is separated by a comma.

Expanded Fields with CAVV Response in Excel
: This format is like the comma-separated format but in Excel file format.