Secure Payments Transaction History Search

Updated 3 months ago by Cole

General

The transaction history search lets you search through customer transactions. From this page, you can filter through results, get NACHA batch IDs, and get additional information about each transaction.

Transaction History page in Secure Payments. On one transaction, a box highlights the lowercase 'i' icon that opens the transaction details window.

There are five ways to filter search results:

Keyword – Enter any keywords you want to use to filter the results of your transactions into the “Search” field.
Date – To view transactions that occurred in a specific date range, use the drop-down to choose the date range. Options include the past day, week, month, or quarter; from the beginning of the year to the current date; and a Custom Range, which lets you select a start and end date.
Status – Use this drop-down to filter transactions by status.
Category – Use this drop-down to filter by transaction category. The available categories are Debit/Credit Card, Bank Account/ACH, and Canada EFT.
Batch ID – Use this drop-down to filter transactions by batch id.
R Code – Use this drop-down to filter your search by the NACHA return code associated with each transaction.

Most selections will automatically update your search results. If you are filtering by keyword, press Enter to run the search.

Once you have done your search, click the triple-bar icon in the top right corner to export them to a CSV file.

Transaction Details

Select the lowercase 'i' icon next to any transaction to see its details (it's in the little red box in the picture above). Clicking it will bring up this window showing the transaction summary and history:

This window both displays information and gives you the option to void a transaction or mark it as failed. You may void the transaction directly from this window if the payment has not already began to be processed by selecting . You may also mark the transactions as failed from this window by selecting 'Mark Failed'.

Note: If you are marking a transaction as FAILED, an "R-Code" is required. Our NACHA Returns article explains what R-Codes are and lists all the available codes.

Transaction details include the following information:

Basic Info

Field	Explanation
Transaction ID	This is the ID of the transaction in Secure Payments.
Operation	This is the operation that will be performed on the payment.
Amount	This is the amount of the transaction.
Submit Date	The date and time (UTC) that the transaction was submitted to Secure Payments.
Batch ID	The batch ID that has been assigned to the payment. This is only applicable for NACHA payments.
Processor ID	The ID of the payment processor being used to process the transaction.
Processor Category	The Category of the payment processor being used to process the transaction.
Processor Name	The Name of the payment processor being used to process the transaction.
TX Status	This is the current status of the transaction within Secure Payments.
TX Response	This is the final NACHA return code of the transaction (e.g. R01). This is only applicable for NACHA payments. For a complete list of return codes see NACHA Returns.
TX History Note	This displays codes received by integrated processors for the transaction, and any messages associated with that code.

Payment Information

Field	Explanation
Loan ID	This is the Display ID of the account for which the transaction is being processed.
Payment ID	This is the Display ID of the transaction within LoanPro.
Account Number	This is the number of the account from which the funds are being transferred.
Routing Number	This is the Routing Number of the account from which the funds are being transferred.

Customer Information

Field	Explanation
Customer Name	This is the name of the customer making the transaction.
Address	This is the address of the customer making the transaction.
ZIP	This is the ZIP Code of the customer making the transaction.
City	This is the city of the customer making the transaction.
State	This is the state of the customer making the transaction.
Country	This is the country of the customer making the transaction.
Email	This is the email of the customer making the transaction.
Phone	This is the phone of the customer making the transaction.
SSN	This is the social security number of the customer making the transaction.

Transaction History

If you select HISTORY, you may see the history of the transaction by status: