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    How to locate a transaction in the Virtual Terminal

    Product
    Virtual Terminal

    Description

    How do I locate a transaction in the Virtual Terminal?

    Resolution

    You can locate a transaction in the Virtual Terminal using several different methods:

    • Transactions Menu:
      • Use the Transaction Search tool in the Quick Actions section on the left to search by Name, Account, (Last four digits of the card #) Order Number, Amount, Reference, Approval Code or Transaction Date.
    • Batch Management Menu:
      • Scroll through the transactions in your open batch. ¬†You can sort the transaction listings by clicking the column headings Card Type, Date, Customer Information, Type and Total.
    • Reporting Menu:
      • Select Transaction Search
      • Click on Transaction Activity, then select one of the following:
        • Today's Activity
        • Last 7 Days
        • Last 30 Days
      • You can also click on the Current Batch or Settled Batches option to view the transactions.

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