TABLE OF CONTENTS
Overview
The Transactions section in your Merchant Dashboard plays a crucial role in managing and tracking authorization activities for all payments processed through our new payment processor. It provides a comprehensive overview of all authorization requests, helping you ensure smooth and secure transaction processing. Here's a summary of its key features and functionalities.
Features of the Transactions section
Comprehensive Transaction Tracking: Gain visibility into all transactions processed through your dashboard. From credit card payments to payments made in person or checks sent in by a parent or guardian via the student, this section provides a detailed overview of each transaction, including date, terminal, authorization status, and more.
Efficient Filtering and Search: Seamlessly filter and search for specific transactions based on various criteria such as date range, transaction type, or authorization status. This feature enables you to quickly locate and review relevant transaction records as needed.
Detailed Transaction Information: Access comprehensive details for each transaction, including transaction date, amount, authorization status, and terminal information. This level of detail allows you to perform in-depth analysis and reconciliation of your transaction data effortlessly.
Export Functionality: Export transaction data in various formats such as CSV for further analysis or reporting purposes. This feature facilitates seamless integration with your accounting or financial management systems, ensuring accurate and up-to-date transaction records.
User-Friendly Interface: Navigate the Transactions section with ease thanks to its intuitive and user-friendly interface. Easily access transaction details, apply filters, and export data with just a few clicks, streamlining your transaction management process.
Key components
Settlement batches
Settlement batches represent the funds deposited into the merchant's bank account from processed transactions. Users can view and analyze settlement batches to reconcile payments and track daily revenue. The platform offers filtering options to streamline batch searches based on specific date ranges.
Batches
Batches comprise multiple transactions grouped together for processing. Users can drill down into individual batches to access transaction details, including card information, transaction amounts, and timestamps.
Transactions: This section provides a detailed overview of individual transactions processed through the merchant's payment system. Users can access transaction details such as transaction IDs, payment amounts, card information, and terminal details. Additionally, users have the option to export transaction data for further analysis.
Authorizations
Users can monitor authorization requests for payment transactions, including approved and declined authorizations. The platform displays relevant information such as transaction dates, terminal IDs, and authorization statuses.
Disputes: The Disputes section allows users to manage chargebacks and disputes initiated by customers. Users can track dispute cases, review reason codes, and access transaction data associated with each dispute. Additionally, the platform facilitates exporting dispute data for documentation and resolution purposes.
Statements
Users can access monthly merchant statements for financial reporting and reconciliation. The statements provide an overview of transaction activity, funding details, and chargeback information for the specified period. Clients can preview or download statements as needed.
Common support queries
Statement Access: Users often inquire about accessing and downloading their monthly merchant statements for financial record-keeping purposes.
User Management: Clients may require assistance with adding new users to their Merchant Dashboard accounts and managing user permissions.
Email Notifications: Users seek guidance on configuring email notifications for various events, such as funding deposits or dispute notifications.
Transaction and Batch Inquiries: Support queries may involve clarifications on transaction details, batch processing, and authorization statuses.