Batch Details Report

View Detailed Report

Viewing the detailed report for the current batch of transactions allows you to see each individual transaction’s details and allows you to reprint or void the transaction if desired.

To view a detailed list of transactions for the current batch:

1. Touch the Action button on the main screen.     
2. Touch Settings.     
3. Enter the Merchant password and touch OK.    
4. On the Settings page, touch Reports.     
5. Touch Batch Details. A list of transactions in the current batch appears. 
   

   NOTE: If you have one or more clerks enabled on the terminal, you must choose whether to display the transactions for one clerk or all clerks.

6. Scroll to or search for specific transactions.    
7. Touch the transaction line to display any transaction’s details.    
8. Touch the transaction line again to hide the transaction’s details.    

Search Detailed Report

When viewing a detailed report, the current batch of transactions may be too large to easily scroll through when looking for a specific transaction. The search function allows you to locate a transaction using the invoice or sequence number.

To search a detailed list of transactions for the current batch:

1. Touch the Action button on the main screen.     
2. Touch Settings.     
3. Enter the Merchant password and touch OK.    
4. On the Settings page, touch Reports.     
5. Touch Batch Details. A list of transactions in the current batch appears. 
   

   NOTE: If you have one or more clerks enabled on the terminal, you must choose whether to display the transactions for one clerk or all clerks.

6. Touch the Search icon.
7. Use the keypad to begin typing the invoice or sequence number. Transactions matching the results appear automatically.
8. When you locate the desired transaction, touch the transaction line to display the details.

Print Detailed Report

You may want to have a printed copy of the transactions for the current batch prior to processing the settlement. Printing a detailed report allows you to reconcile each transaction as part of your bookkeeping.

To print a detailed list of transactions for the current batch:

1. Touch the Action button on the main screen.     
2. Touch Settings.     
3. Enter the Merchant password and touch OK.    
4. On the Settings page, touch Reports.     
5. Touch Batch Details. A list of transactions in the current batch appears. 
   

   NOTE: If you have one or more clerks enabled on the terminal, you must choose whether to display the transactions for one clerk or all clerks.

6. Touch the Print icon.

 

 

Copyright © 2021 PayFacto Inc.