The Search by Business Day page allows you to perform searches of settled or unsettled transactions stored for your payment gateway account. Search results can then be downloaded to your computer for future reference or for importing into third-party software or management systems.
If you are searching for unsettled transactions, you can only specify payment method or transaction status to narrow down the search results.
The Search by Business Day page provides four options for searching for settled transactions:
Search by Business Date Range
Search by Business Day
Search by Month
Search by Quarter
The Business Day is the day that a transaction is batched by the payment gateway and sent to your processor for settlement. It is a 24-hour window that is defined by the Transaction Cut-Off Time for your account. For example, if your transaction cut-off time is configured as 3:00 PM, then the business day for your account ends at 3:00 PM. Transactions submitted through your account after 3:00 PM are accounted for on the next business day.
You might want to consider configuring your transaction cut-off time to reflect the time each day that you would like to “close” business and send transactions for that day to your processor.
Note: The default time zone for the payment gateway is Pacific. To ensure that your transaction cut-off time, and therefore your business day is configured to the right local time, you should also configure the Time Zone setting for your account.
Search Options
Identify the type of search you would like to perform and follow Steps 1 through 3 for that search type. Then skip down to follow Steps 4 through 8.
To search for settled transactions by business date range:
Step 1: Select Settled transactions from the drop-down list box.
Step 2: Select Date Range from the search type drop-down list.
Step 3: Enter the start and end dates for your date range (dd/mm/ yyyy) or click the calendar buttons to select your start and end dates.
Note: You can select a date range within the past three months from the current date. To find older transaction data, select Business Day, Month or Quarter to search records from the past three years. This search enhancement improves the performance and speed of your search as well as the organization and management of your downloaded transaction archives.
If you use the calendar button, click the Month drop-down list or click the backward and forward buttons to select a month. Then click on the day of the month you would like for your start date or end date. If applicable, click the Year drop-down list to select a year.
To search for settled transactions by business day:
Step 1: Select Settled transactions from the drop-down list box.
Step 2: Select Day from the search type drop-down list.
Step 3: Enter the date of the business day you would like to search (dd/mm/yyyy) or click the calendar button to select the day.
If you use the calendar button, click the Month drop-down list or click the backward and forward buttons to select a month. Then click on the day of the month you would like for your start date or end date. If applicable, click the Year drop-down list to select a year. Continue to step 4.
To search for settled transactions by month:
Step 1: Select Settled transactions from the drop-down list box.
Step 2: Select Month from the search type drop-down list.
Step 3: Select the month and year for the month you would like to search from the appropriate drop-down lists. Continue to step 4.
To search for settled transactions by quarter:
Step 1: Select Settled transactions from the drop-down list box.
Step 2: Select Quarter from the search type drop-down list.
Step 3: Select the quarter of the past 12 fiscal quarters you would like to search.
To search for unsettled transactions:
Step 1: Select Unsettled transactions from the drop-down list box. Skip to step 4, below.
At this point, if you have selected Settled transactions, a summary of the approximate number of records matching your time frame and Transaction Filter criteria will appear in the Search Tips box on the right side of the page. To further narrow your search results, you can enter additional search criteria.
Note: The record count preview only reflects matches based on the time frame and Transaction Filter search criteria provided. As a result, when additional search criteria are provided, the search narrows and the number of full records returned may be less than the record count preview.
Step 4: If applicable, select a form of payment from the Payment Method drop-down list.
Step 5: If applicable, select a transaction status from the Transaction Status drop-down list.
Step 6: To further narrow your search results, you can enter any of the following optional search criteria: Credit Card Number, Bank Account Number, Customer First and Last Name, Customer ID, of Invoice Number.
Note: Searches including the full credit card or bank account number will return transactions that occurred within the past 180 days only. To expand your search, enter only the last four digits of the credit card or bank account number.
Step 7: Select the number of records you would like to view on each page of search results from the Show drop-down list (50 or 500).
Step 8: Click Search. The payment gateway will process your search request and your results are displayed on the Settled Transaction Search Results page. You can also click Reset to clear your search criteria and start again.
Search Status
The payment gateway will display a search status bar while processing your search request. You can stop processing and go back to the Search by Business Day page at any time by clicking Return to Search.
During processing, all functionality on the search results page is disabled. To perform any actions on the search page, you need to wait until your search results are completely processed.
If your search criteria match a high volume of transaction records, during processing you can click the Enough Results button on the Search Status bar to immediately view the records downloaded so far.