E-Pay Transaction Search

You can find specific transactions based on a variety of criteria. To search for E-Pay Transactions:

1. On the Applications menu, click Customer Management > E-Pay Transaction Search. This displays the E-Pay Transaction Search window.

   Note

   You will only be able to view customers based on your User Limit-To profile.

   

2. Select any combination of search criteria as described below. (Selecting no criteria returns all transactions.)

   Status	Select one or more status(es) from the list.
   AVS Code	Select one or more AVS code(s) from the list.
   Reason Code	Select one or more Reason codes from the list.
   Account Type	Select one or more: Credit Card, ACH Bank, or LEC.
   Type	Select a transaction type from the drop-down list.
   Credit Card Number	Enter the credit card number to search. Note Credit Card numbers are masked, so a search will result in the credit card number with the longest set of “*” characters being sorted and returned first.
   Bank Account Number	Enter the bank account number to search. Note Bank Account numbers are masked, so a search will result in the bank account number with the longest set of “*” characters being sorted and returned first.
   Bureau Transaction ID	Enter the bureau transaction ID to search. This is the number the credit service/bureau assigns to a transaction after it is submitted for processing.
   Process Date	Enter the From and To dates of the transactions to search by.

1. Click Search to display the search results. The Search window remains open so you can perform another search if you choose to. Click Close when you are finished with the Search window.

   

Using the Search Results

From the search results you can:

• View the E-Pay accounts for a customer. Right-click on a row and select View Customer or double-click on a row.

• Create a printable receipt for a selected EPay transaction. Right-click on a row and select Reports > Account Transaction Statement filtered by EPayTransactionID

• Use the Action button to:

  • execute a bulk status change. This changes all transactions with processing errors or a declined status to Unprocessed, so the transactions may be voided

  • manually approve sent transactions.

    The E-Pay Transaction Search Results window contains the following information.

    Account Number	Customer's IDI platform account number.
    ID	Unique transaction identifier
    Status	Unprocessed, Sent, Approved, and so on.
    Description	Description of the transaction (Monthly InCharge, Partial Payment, Deposit, or Final Payment).
    Type	Debit or credit.
    Card Number	Credit card number if the transaction is associated with a credit card. The number is masked, showing only the last 4 digits of the number.
    Amount	Dollar amount of the transaction.
    Process Date	Date and time the transaction is processed by the the IDI platform .
    Approval Date	Date and time the transaction is approved by the authorizing company (such as Authorize.NET, Shift4 or LinkPoint).
    Approval Code	6-digit authorization code received from the credit card processor for an approved transaction.
    Bureau Transaction ID	Number the credit service/bureau assigns to a transaction after it is submitted for processing.
    Bureau Description	Description of the credit service/bureau assigned to the transaction.
    Reason Code	Alphanumeric code that defines why a transaction is declined.
    AVS Code	Address validation error that caused the transaction to be declined.
    Bank Account Number	Bank account number if the transaction is associated with a checking or savings account. It displays masked.
    Contact Name	Billing contact's name.
    Contact Address	Billing contact's street address, city, and Zip Code.
    Contact Phone #1	Billing contact's main phone number.
    Contact Phone #2	Billing contact's secondary phone number.
    Last Modified	Date that the account was last modified.
    User ID	Name of the user who last modified the account.