Secure Payments Transaction History Search

Introduction

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:

Filter

Description

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 created a search, click the triple-bar icon in the top right corner to export them to a CSV file.

Transaction Summary

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 display the following window which shows the transaction summary and history:

This window not only displays information but gives you the option to void a transaction or mark it as failed. Not every transaction will show you the option of "Mark Failed"; this is only available if the transaction is in 'Processing' status.

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.

Summary Tab

Basic Info

Transaction details include the following information:

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 Tab

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

The statuses of a transaction can be pending, processing, failed, or voided.

Additional Information Tab

If you select the 'Additional Information' tab, the following can be displayed depending on the transaction:

Fields that may be included in the additional information tab are as follows:

Field

Description

transaction_id

The ID of the transaction

response_code

This is the code for the response of the transaction

operation_success

This shows if the transaction was a success

status

This shows the status on the transaction

reason

The reason for the status of the transaction.

message

A message notifying you on a transaction.


How did we do?


Powered by HelpDocs (opens in a new tab)