--- title: "Payment Transaction Search" slug: "payment-transaction-search" updated: 2026-07-29T10:02:57Z published: 2026-08-11T11:12:09Z canonical: "help.idibilling.com/payment-transaction-search" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Payment Transaction Search #### Searchable Transactions You can search on the following transactions: - Credit card payments entered via iframe in POS and OnlineBill - ACH transactions made via iframe in OnlineBill - Creation of credit card E-Pay accounts in Care > [!NOTE] > Note > > Payments made against existing E-Pay accounts and/or recurring accounts are not searchable as the payment account information is not being entered into a web browser iframe at the time of the transaction. #### Search Criteria The basic search lets you search for payment transactions by Account Number, Last Name, Amount, Approval Code or Provider Transaction ID. You may also enter a date range. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84415.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D) The advanced search (by clicking **More Options**) provides the following additional criteria: - Payment Type **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84416.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D) - Response **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84417.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D) - User (enter user name) #### Search Results The Search results lists the matching transactions. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84426.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D) The following information is provided for each transaction (as available from the provider): - Create Date - Account Number - Name - Request - Response - Provider Transaction ID - Approval Code - Amount - Payment Type: - Credit Card: ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83666.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D) - ACH: ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83667.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D) > [!NOTE] > Note > > There are times when a result row will not have an icon. For those instances either an error occurred before the payment type was confirmed or the transaction doesn’t have a payment type (e.g.: save payment account). #### Exporting the Search Results The Transaction Search page provides an Export button in the lower right corner. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84427.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D) This lets users export search results that can then be used for audits. Clicking Export displays a blank loading screen and prompts users to either open or save the export as a .CSV file. #### Transaction Details Clicking the Create Date displays the corresponding transaction details. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84425.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D) This view has five tabs. **General** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83051.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D) **Payment Detail** > [!NOTE] > Note > > Account token field is masked. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83055.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D) > [!NOTE] > Note > > This tab is only available for Admin users **Gateway Settings** > [!NOTE] > Note > > LoginID and Password fields are masked. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83060.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D) **Activity Log** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83063.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D) **Additional Information** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83066.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A47Z&se=2026-11-14T11%3A41%3A47Z&sr=c&sp=r&sig=31iI%2FKxg7MN%2BD69JnmfmTJ7zx0cNw6kXBJ7ov2%2F8uoM%3D)