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View payment history

Access and review the transactions on your account. Filter, search, and sort the log, see a transaction's lifecycle, and open any payment for its full details.

Payments › Payment HistoryPartners, merchants, and finance teams12 stepsVideo walkthrough
Walkthrough video: select play to watch View payment history walkthrough video thumbnail

What you can do here

  • View the complete transaction log for the account you're accessing
  • Filter by category, payment method, transaction type, instrument, and date
  • Search by name, last four digits, auth code, or transaction ID
  • See a transaction's lifecycle without leaving the list
  • Open any transaction and verify its customer, transaction, and payment details
Before you start. Log in to the portal and use the Accessing switcher to select the partner or merchant account whose payments you want to see. New to this? See Log in and reset your password and Switch between accounts.

01Open Payment History

Payment History is the central ledger for the account: every processed and attempted transaction, with its details and status updates.

1

Open Payment History

In the left navigation sidebar, open Payments and select Payment History. The list for the account you're accessing opens. Each row shows:

  • Type: the kind of transaction, such as Sale, Authorization, Capture, or ACH debit.
  • Amount: the transaction amount.
  • Status: where it stands, for example Captured, Completed, Funded, Settled, Open, or Failed.
  • Account Holder: the name on the card or bank account.
  • Payment: the card brand and masked card number.
  • Created Date: when the transaction was made.
  • DBA: the name the business trades under.
  • Actions: the arrow that opens the transaction.
The Payment History page with the search bar, filter button, Transaction Details Report and Quick Charge buttons, and the transaction list
The Payment History page. Names and businesses shown are test data.
Seeing the wrong account? The Accessing box at the bottom of the sidebar shows whose transactions you're looking at. See Switch between accounts.

02Find a transaction

Search, the filter panel, column sorting, and the Transaction Details Report get you to the right transaction.

2

Filter the list

Select the filter button next to the search bar. The Filter by panel opens:

  • Category: Sale, Authorization, Refund, or Failed.
  • Payment Method: Card or ACH.
  • Transaction Type: Sale, Authorization, Capture, Void, Refund, Credit, Return, Cancel, ACH Debit, or ACH Credit.
  • Instrument and Processed From: a card brand or account type, and the date the transaction was processed.
Payment History with the Filter by panel open, showing Category, Payment Method, Transaction Type, Instrument, and Processed From
The filter panel.
3

Search

Type in Search to find a transaction by the customer's name, the last four digits of the card, the auth code, or the transaction ID. The list narrows as you type.

Payment History narrowed to one Sale of $250.00 with status Captured after searching by transaction ID
Searching by transaction ID narrows the list to one row.
4

Sort the list

Select the Type or Account Holder column heading to sort by it. Select it again to reverse the order.

5

Export the list

Select Transaction Details Report in the top right to generate the transaction data for your records. For the full reporting options, see Find, run, and download a report.

Looking for a dispute instead? Chargebacks have their own page under Payments. See Manage and respond to disputes.

03See the lifecycle at a glance

6

Expand the row

Select the arrow at the left of a row. The Transaction Lifecycle panel opens under it and lists each event on the transaction, such as Authorize, Incremental Authorize, and Capture, with its amount, status, and time stamp, and the final outcome. Select the arrow again to close it.

A Payment History row expanded to show the Transaction Lifecycle panel with Authorize, Incremental Authorize, and Capture events and the final outcome
A row expanded to show its Transaction Lifecycle.

04View a transaction's details

Open any transaction for the full record behind it. This is where you verify the customer, transaction, and payment details for investigations, customer questions, and refunds or voids.

7

Open the transaction

In the Actions column, select the arrow at the end of the row. The Transaction Details screen opens.

8

Read the summary panel

The panel on the left shows the Transaction ID, the type and status (for example Sale and Captured), Amount, Payment method, Account Holder, and Created date. If the transaction can still be voided, Void Transaction shows in the top right.

9

Check the Customers tab

Customers shows the customer's first and last name, address, city, state, ZIP code, country, and phone.

Transaction Details, Customers tab, with the summary panel on the left
Transaction Details, Customers tab. Customer data shown is test data.
10

Check the Transactions tab

Transactions shows the IDs and references behind the transaction: ID, Merchant ID, Customer Reference, Created, TIP/Gratuity, TAX, Surcharge/Fee Amount, Last 4, Card Brand/Account Type, Channel, Transaction Type, Related Transaction, Token, and DBA.

Transaction Details, Transactions tab, listing ID, Merchant ID, Customer Reference, Created, TIP/Gratuity, TAX, Surcharge/Fee Amount, Last 4, Card Brand/Account Type, Channel, Transaction Type, Related Transaction, Token, and DBA
The Transactions tab. Values shown are test data.
11

Check the Payment Details tab

Payment Details shows the Last 4 Digits, BIN/Routing Number, Card Brand/Account Type, and Bin Type.

Transaction Details, Payment Details tab, with Last 4 Digits, BIN/Routing Number, Card Brand/Account Type, and Bin Type
The Payment Details tab.
12

Check the Transaction Lifecycle tab

Transaction Lifecycle shows the Total Duration, the number of Events Logged, the Final Outcome, and each event with its amount, status, and time stamp. Select Back in the top left to return to the list.

Transaction Details, Transaction Lifecycle tab, with Total Duration, Events Logged, Final Outcome, and the Authorize, Incremental Authorize, and Capture events
The Transaction Lifecycle tab.
Need to cancel or return a payment? See Void a transaction for a payment that hasn't settled, and Refund a transaction for one that has.

Key terms

Sale
A payment that's approved and charged in one step.
Authorization
A hold that confirms the card can cover the amount. The charge is captured later.
Capture
Completing an authorized payment so it settles.
ACH debit
A payment taken from a bank account rather than a card.
Auth code
The approval code returned when a card payment is authorized.
DBA
Doing business as: the name the business trades under.
Payment HistoryVoid a transactionOpen guide Payment HistoryRefund a transactionOpen guide DisputesManage and respond to disputesOpen guide
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