> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ecrypt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

***

## 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

***

## Credit Cards

### Transactions

Read-only ledger of every card transaction (sales, authorizations, credits, refunds, validations, and their resulting statuses).

| Column           | Notes                                                                  |
| ---------------- | ---------------------------------------------------------------------- |
| ID               | Unique transaction ID. Click to open the Transaction Detail Slide-Out. |
| Transaction Date | Date and time the transaction was created.                             |
| Amount           | Settled amount. Refunds show in parentheses and red.                   |
| Type             | Sale, Refund, Authorize, Credit, Validate.                             |
| Account Data     | Masked card number with brand icon.                                    |
| Customer         | Linked customer name (if attached).                                    |
| Status           | Approved, Settled, Declined, Voided.                                   |

**Tip:** Status colors give you a quick read — green for Settled, blue for Approved (not yet captured/settled), red for Declined.

### Refunds

A bulk-refund workspace listing transactions eligible for refund (typically Settled sales).

| Column           | Notes                                                                                                        |
| ---------------- | ------------------------------------------------------------------------------------------------------------ |
| ☐                | Checkbox to include the row in the bulk refund batch.                                                        |
| ID               | Transaction ID.                                                                                              |
| Transaction Date | Original transaction date.                                                                                   |
| Amount           | Original transaction amount (the maximum refundable).                                                        |
| Refund Amount    | Editable input. Placeholder: \$999,999,999.99. Enter the amount you want to refund per row (can be partial). |
| Account Data     | Masked card with brand.                                                                                      |
| Customer         | Linked customer name.                                                                                        |

Top right: **Process Refunds** button — submits all checked rows with their entered Refund Amounts in a single batch.

### 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.

| Column                                                             | Notes                                               |
| ------------------------------------------------------------------ | --------------------------------------------------- |
| ☐                                                                  | Checkbox to include the row in the bulk void batch. |
| ID, Transaction Date, Amount, Type, Account Data, Customer, Status | Standard transaction columns.                       |

Top right: **Process Voids** button — voids all checked rows at once.

### Captures

A bulk-capture workspace for converting Authorize-only transactions into Sales. Empty for merchants who only process Sale transactions.

| Column                       | Notes                                                                                  |
| ---------------------------- | -------------------------------------------------------------------------------------- |
| ☐                            | Checkbox to include the row.                                                           |
| ID, Transaction Date, Amount | Standard transaction details.                                                          |
| Captured Amount              | Editable — the amount you intend to capture (must be ≤ the original Authorize amount). |
| Account Data, Customer       | Standard columns.                                                                      |

Top right: **Process Captures** button.

### 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).

| Column                       | Notes                               |
| ---------------------------- | ----------------------------------- |
| ☐                            | Checkbox to include the row.        |
| ID, Transaction Date, Amount | Standard transaction details.       |
| Tip Amount                   | Editable — the tip you want to add. |
| Account Data, Customer       | Standard columns.                   |

Top right: **Process Tip Adjust** button.

### 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).

| Column                                                             | Notes                                          |
| ------------------------------------------------------------------ | ---------------------------------------------- |
| ID, Transaction Date, Amount, Type, Account Data, Customer, Status | Standard transaction columns — no bulk action. |

***

## Check (ACH)

### Transactions

The ACH ledger mirrors Credit Cards → Transactions.

| Column           | Notes                                                       |
| ---------------- | ----------------------------------------------------------- |
| ID               | Click to open the Transaction Detail Slide-Out.             |
| Transaction Date | Date and time of the transaction.                           |
| Amount           | Transaction amount. Refunds display in parentheses and red. |
| Type             | Sale, Refund, Credit.                                       |
| Account Data     | Masked account number with bank icon.                       |
| Customer         | Linked customer name.                                       |
| Status           | Approved, Settled, Declined.                                |

### Refunds

Same bulk layout as Credit Cards → Refunds, but for ACH transactions.

| Column                                                                 | Notes                              |
| ---------------------------------------------------------------------- | ---------------------------------- |
| ☐, ID, Transaction Date, Amount, Refund Amount, Account Data, Customer | Refund Amount is editable per row. |

Top right: **Process Refunds** button.

### Voids

Bulk-void of ACH transactions that haven't settled.

| Column                                                                | Notes                                |
| --------------------------------------------------------------------- | ------------------------------------ |
| ☐, ID, Transaction Date, Amount, Type, Account Data, Customer, Status | Same layout as Credit Cards → Voids. |

Top right: **Process Voids** button.

***

## 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.

### 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.)

### 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

### Billing & Shipping Addresses

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

### More Info

| Field      | Notes                                                                                                                                    |
| ---------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| Subtotal   | Amount before tax and surcharge.                                                                                                         |
| Tax        | Tax portion of the transaction.                                                                                                          |
| Surcharge  | Surcharge portion (if applicable).                                                                                                       |
| AVS Status | Address Verification result code. Hover the info icon for the plain-English meaning (e.g., **Z = "Postal code match only"**).            |
| CVV Status | CVV result code. Hover the info icon for the meaning (e.g., **Unavailable = "CVV not available"**). For ACH, this is always Unavailable. |

### Subscription Info

Appears only when the transaction belongs to a subscription.

| Field         | Notes                                                         |
| ------------- | ------------------------------------------------------------- |
| Billing Cycle | Daily, Weekly, Monthly, etc.                                  |
| Installments  | Total installments (or N/A for open-ended subscriptions).     |
| Send Receipts | Yes / No — whether receipts are auto-emailed to the customer. |

### Order Information

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

***

## Left-Panel Menu

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

### 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.

### 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

### 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.

***

## Action Panels (Right-Side Drawers)

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

### 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

### 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.

### Charge Again

Re-runs a payment using the same payment method on file — useful for repeat purchases or retrying a declined charge.

| Field                            | Notes                                                                                   |
| -------------------------------- | --------------------------------------------------------------------------------------- |
| Transaction Type                 | Default Sale. Same options as Manual Payment Entry (Sale, Authorize, Credit, Validate). |
| Amount                           | Pre-fills from the original; editable.                                                  |
| Tax (Exclusive)                  | Optional.                                                                               |
| Saved card / bank                | Read-only — displays the original payment method.                                       |
| Billing address same as shipping | Checkbox, checked by default. Uncheck to enter a separate shipping address.             |
| Pricing Summary                  | Sidebar showing the calculated totals.                                                  |

Click **SUBMIT PAYMENT** to process the new transaction.

### View Receipt

Opens the printable / emailable receipt for the transaction.

### 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.

### View Customer

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

### Subscription History

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

### Pay Early

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

### Cancel Subscription

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

### Pause Subscription

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

### Edit Subscription

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

***

## 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.