How to Pull a Report in the Virtual Terminal
Please Note: The Paya Virtual Terminal has been updated to a newer version that offers new features and functionality of the program. This article refers to the previous version. For instructions on using the new Paya Exchange Virtual Terminal, please visit New Sage Exchange: Frequently Asked Questions.
How to pull a report in the Virtual Terminal
How do I pull a report in the Virtual Terminal?
There are a few Reporting options in the Virtual Terminal:
- If you would like to pull a report on your Current Batch (unsettled transactions) go to Batch Management, then choose Credit Card or Virtual Check.
- If you would like to pull a report listing all of your transactions from the current day, up to 30 days, go to Reporting, then choose TransactionActivity (select one from the sub menu - Options include Today's Activity, Last 7 days, or Last 30 days)
- You can perform a custom search of reports by going to Reporting and then selecting Transaction Search.
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