Manage Transactions

The Manage Transactions module is where you view, search, and act on every payment that flows through your merchant account — both card and bank account (ACH/Check) transactions. From this area you can drill into an individual transaction to see its full payment story, take per-transaction actions like void, refund, or charge again, or use the bulk-processing pages to handle refunds, voids, captures, and tip adjustments in batches. This guide covers the Credit Cards module, the Check (ACH) module, and the universal Transaction Detail Slide-Out that opens when you click any transaction row.

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Navigation

From the left sidebar:

• Credit Cards (expand): Transactions, Refunds, Voids, Captures, Tip Adjust, L2/L3
• Check (expand): Transactions, Refunds, Voids

The two modules mirror each other in layout. Credit Cards has additional sub-pages (Captures, Tip Adjust, L2/L3) that don’t apply to ACH. Every sub-page shares the same toolbar:

• Filter By chip — defaults to the current Transaction Date range (e.g., last 7 days)
• FILTERS — opens advanced filter panel
• CLEAR FILTERS — resets filters to default
• Rows per page — 10 / 25 / 50 / 100
• Pagination arrows at the bottom right

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Credit Cards

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Transactions

Read-only ledger of every card transaction (sales, authorizations, credits, refunds, validations, and their resulting statuses). Tip: Status colors give you a quick read — green for Settled, blue for Approved (not yet captured/settled), red for Declined.

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Refunds

A bulk-refund workspace listing transactions eligible for refund (typically Settled sales). Top right: Process Refunds button — submits all checked rows with their entered Refund Amounts in a single batch.

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Voids

A bulk-void workspace listing transactions eligible for void — i.e., authorized/approved but not yet settled. Once a transaction settles, it can only be refunded, not voided. Top right: Process Voids button — voids all checked rows at once.

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Captures

A bulk-capture workspace for converting Authorize-only transactions into Sales. Empty for merchants who only process Sale transactions. Top right: Process Captures button.

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Tip Adjust

A bulk-adjust workspace for adding or modifying tip amounts on transactions after the original sale (commonly used by restaurants and service businesses). Top right: Process Tip Adjust button.

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L2/L3

Read-only listing of transactions with Level 2 / Level 3 enhanced commercial card data attached (typically applicable to B2B and government card payments).

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Check (ACH)

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Transactions

The ACH ledger mirrors Credit Cards → Transactions.

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Refunds

Same bulk layout as Credit Cards → Refunds, but for ACH transactions. Top right: Process Refunds button.

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Voids

Bulk-void of ACH transactions that haven’t settled. Top right: Process Voids button.

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Transaction Detail Slide-Out

Click any row in any Transactions/Refunds/Voids list to open the slide-out. This is the central place to inspect a single payment and take per-transaction actions.

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Header

• Status badge — APPROVED, SETTLED, DECLINED, VOIDED
• Timestamp — date and time the transaction was created
• Merchant — the merchant account that processed it (e.g., MIAMI)
• Initiated By — source of the transaction (e.g., API KEY (06FA91), a username, or HOSTED PAYMENT)
• Transaction # — the transaction ID
• If the transaction is part of a subscription: BILLED [cycle] chip and NEXT PAYMENT DATE: [date] chip
• Subscription ID — clickable link to the parent subscription (subscription transactions only)
• Response chips: RESPONSE (e.g., APPROVED, TRANSACTION PROCESSED.), APPROVAL CODE, CURRENCY (USD), ENTRY MODE (KEYED, SWIPED, etc.)

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Payment Card Visual

• Credit card transactions: Cardholder name, Payment Amount, masked card number, expiration, brand logo (Visa, Mastercard, Discover, Amex)
• ACH transactions: Account holder name, Payment Amount, masked Account Number, masked Routing Number

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Billing & Shipping Addresses

Displayed below the card visual. Shows the address fields submitted with the transaction, or N/A if none were captured.

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More Info

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Subscription Info

Appears only when the transaction belongs to a subscription.

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Order Information

Displays line items / order metadata if captured. Otherwise N/A.

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Left-Panel Menu

The left side of the slide-out is split into MENU, ACTIONS, and (for subscriptions) ACTIONS FOR SUBSCRIPTIONS.

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MENU

• Payment Information — the default view described above.
• Transaction History — chronological list of every event tied to this transaction (Sale, Void, Refund attempts, etc.) with type, status, timestamp, and amount.

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ACTIONS (per-transaction)

What appears here depends on the transaction’s status and type: For APPROVED transactions (not yet settled):

• Void Transaction
• View Receipt
• Charge Again
• Add to customer vault (if not already linked to a customer)
• View Customer (if linked)

For SETTLED transactions:

• Refund Transaction (replaces Void Transaction once settled)
• View Receipt
• Charge Again
• Add to customer vault (if not already linked)
• View Customer (if linked)

For DECLINED transactions:

• View Receipt
• Charge Again

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ACTIONS FOR SUBSCRIPTIONS

Shown when the transaction is a subscription payment:

• Subscription History
• Pay Early
• Cancel Subscription
• Pause Subscription
• Edit Subscription

These actions affect the parent subscription, not just this one transaction.

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Action Panels (Right-Side Drawers)

Clicking an item in ACTIONS opens a secondary panel that slides in from the right.

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Void Transaction

Available on Approved (unsettled) transactions. Cancels the transaction before it settles, so no funds move.

• Read-only summary: Amount, Card/Account Number, Date, brand/bank logo
• Description: “Voiding a transaction refers to the act of canceling or reversing a previously processed transaction.”
• CONFIRM button — submits the void

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Refund Transaction

Available on Settled transactions. Returns funds to the customer.

• Read-only summary: Payment Amount, Card/Account Number, Date, brand/bank logo
• Description: “Refunding a transaction refers to the act of refunding a previously processed transaction.”
• Refund Amount field — pre-filled with the full transaction amount; editable for partial refunds
• Helper text: “Amount CANNOT exceed $[original amount]”
• CONFIRM button — submits the refund

Tip: For partial refunds, change the amount before confirming. You can issue multiple partial refunds until the cumulative refunded total reaches the original amount.

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Charge Again

Re-runs a payment using the same payment method on file — useful for repeat purchases or retrying a declined charge. Click SUBMIT PAYMENT to process the new transaction.

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View Receipt

Opens the printable / emailable receipt for the transaction.

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Add to customer vault

Available on any transaction not yet linked to a Customer Vault record. Saves the payment method (and contact info) to a new or existing customer profile for future use without re-entering card/bank details.

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View Customer

Available when the transaction is linked to a vaulted customer. Jumps to that customer’s profile in the Customer Vault.

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Subscription History

Lists every billing cycle that has run (or been skipped) for the parent subscription, with date, status, and amount per cycle.

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Pay Early

Triggers the next scheduled subscription payment immediately, ahead of its normal billing date.

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Cancel Subscription

Permanently cancels the subscription. No further automatic charges will run.

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Pause Subscription

Temporarily suspends billing without canceling. You can resume it later.

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Edit Subscription

Opens the subscription editor where you can change cycle, amount, end date, send-receipt setting, and more.

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Tips & Best Practices

When something looks off on a card transaction, the AVS Status and CVV Status info-tooltips are the fastest way to understand why — they translate raw response codes into plain English (“Postal code match only”, “CVV not available”, etc.). For non-settled transactions, prefer Void over Refund whenever possible. Voids reverse the authorization before any funds move, so the customer never sees the charge on their statement and you avoid the processing fees associated with a refund. Use the bulk Refunds, Voids, Captures, and Tip Adjust pages when you have many transactions to process at once — for example, end-of-day tip adjustments at a restaurant or batch refunds after a chargeback investigation. Always double-check the editable Amount fields before clicking the Process button at the top right; there is no per-row confirmation in the bulk flow. The L2/L3 sub-page is read-only and exists primarily as a record of which transactions had enhanced commercial card data attached. If you process B2B or government cards, including L2/L3 data typically qualifies your transactions for lower interchange rates. For Check (ACH) transactions, remember that AVS and CVV are always Unavailable — these checks don’t apply to bank account payments. Decisions about ACH transaction risk should rely on customer history, account verification, and your own fraud rules rather than card-style verification codes. When a transaction is part of a subscription, the slide-out gives you two layers of control: the ACTIONS section affects just the one payment (void, refund, charge again), while ACTIONS FOR SUBSCRIPTIONS affects the recurring schedule itself. Choose carefully — refunding a single subscription payment is very different from canceling the whole subscription.