Searching for Transactions
The transaction search is the most used feature in Merchant Track because you can find a specific transaction or set of transactions. Additionally, you can confirm a refund for a customer went through or find out why a customer's payment failed.
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To search for a transaction, the EPASS user needs the Merchant Track - Transaction Search security option. See EPASS Pay Security Options for more details.
To Search for a Transaction
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Start Merchant Track by clicking its button on the toolbar.
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On the left side menu, click Transaction Search.
There are a several filter options to narrow your search of a transaction.
| A | If you have access to multiple locations, you can select a single location from the dropdown menu. If there are multiple locations, the menu list will be in Alphabetical order. |
| B | Filter the search results by payment method (for example, VISA, Mastercard, American Express). |
| C | Each transaction has a status associated with it. You can filter your search by status type here. For a complete list of statuses and what they mean, view Transaction Statuses. |
| D | Every payment made in EPASS Pay is associated with a transaction ID, account holder name, and customer ID. If you need the status of a specific transaction, you can enter one or more of these pieces of information here. |
| E | If you'd like to search for transactions within a certain date range, enter a start and end date here. If a date range is not selected the entire transaction history is returned in the search results. You can also select which date is used from the Transaction Date dropdown: the Authorization Date or the Capture Date. |
| F | If you'd like to search for a payment on a specific invoice, enter the invoice number here. |
| G | Enter the last four numbers of a card used for payment to find all transactions associated with that card. |
See Also
Updated
October 27, 2023