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• Enter your email address and password and click Sign in to your account

Managing your Transactions

To view a list of your transactions:

• From your dashboard landing page, click on Transactions > Purchases

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• From here you can view all your credit card transactions sorted by date
• You can expand the date range to view older transactions on this page as well:

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Processing a Refund

To process a refund, click on the Transaction ID from the list of transactions

• Click on the Gear Icon in the top right > Refund

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• This will bring up an option to either process a Full Refund or process a Partial Refund

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• Refunded transactions will now appear under Transactions > Refunds as well as Transactions > Purchases

Configure a Daily Transaction Report to be Emailed

To configure a transaction report:

• Go to Admin > Reports > Subscribers

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• Click on Actions in the top right > New Subscriber

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• Enter a Recipient Name & Email and select a Settlement Report, click on Add Subscriber

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Individual Transaction Search

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Settlement Summary Report

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Settlement Summary Report

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Settlement Summary Report

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Settlement Summary Report

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Settlement Summary Report

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Settlement Summary Report

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Settlement Summary Report

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Settlement Summary Report

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