Searching for Apple Pay Transactions

Use the Transaction Search page in the
Business Center
 to identify Apple Pay transactions. You can search for transactions by date, application type, customer name, and other transaction identifiers.
For information about the Transaction Request Report, see the
Business Center
Reporting Developer Guide
.

Search for Transactions

Your transactions are a vital part of your business, whether they originate from your merchant account or from one you manage. The Business Center helps you track, view, and process those transactions in the
Transaction Management
 module. You can search for transactions in a variety of ways.
Use the Transactions page to search for transactions that have been (successfully or unsuccessfully) processed on your account or for one or more of your merchants. Your search can include up to 13 months of transactions. You can use the search toolbar to limit the results that appear and further apply filters to refine which transactions are returned.
13-month data retention for transaction searches is not available for India merchants.
You can click Cancel Search on the Transactions page or press the Escape key to end an in-progress transaction search.
  1. In the left navigation panel, click the
    Transaction Management
     icon.

AFTER COMPLETING THE TASK

Transaction Search Methods

You can search for transactions that occurred during the past six months using the following search methods.
  • General
    : Search using one or more transaction criteria, text-based queries, or filters. Use filters in the search toolbar, column headers in the Transaction List, or the search field at the top of the page.
  • Focused
    : Search using predefined transaction criteria, including the processing phase and payment type used or errors encountered. Searches appear in the left navigation panel under
    Transaction Management
    .
  • Similar
    : Search for values in other transactions that share information with the selected transaction (email or physical address, name, account number, or a combination). The results appear on the Transaction Details page for all transactions.

Search Toolbar Tips

To begin searching for transactions start with the Search toolbar. Each filter that you add narrows your results.
You can click Cancel Search on the Transaction Details page or press the Escape key to end an in-progress search.
For additional information about using Quick Search and other filtering options, see Using Quick Search and Filters.
The following tips will help you to use filters to search for transactions:
  • Filters displaying a Refresh icon cannot be removed, but they can be modified.
  • Click the
    Delete
     icon to remove optional filters from the search.
  • Use multiple filters to create an AND search.
  • Click
    Add Filter
     to insert a new filter; if this option is not available, you have added the maximum number of filters.
  • Click
    Clear
     to remove all optional filters and return to the default search.
  • A date (or date range) is always required and defaults to the past seven days. You can select a preset range (for example, the Last 30 days) or custom date range from the Date Range filter. Define a custom range by designating a start date and end date from the calendar.

Using Quick Search and Filters

Quick Search

Quick search must include at least three characters.
When you use quick search without a filter, it returns results that match these categories:
  • Transaction Reference Number
  • Account Suffix
  • Processor
  • Merchant Reference Number
  • Account Prefix
  • Payment Category
  • Customer ID
  • Device ID
  • PA Transaction ID
  • Request ID
  • First Name
  • Last Name
  • Token ID
  • Email

Filters

  • Click the
    Delete
     icon to remove optional filters from the search.
  • Click
    Add Filter
     to insert a new filter; if this option is not available, you have added the maximum number of filters.
  • A date (or date range) is always required and defaults to the past seven days. You can select a preset range (for example, the Last 30 days) or custom date range from the Date Range filter. Define a custom range by designating a start date and end date from the calendar. Custom date range is valid for a maximum of 180 days.
  • Click
    Clear
     to remove all optional filters and return to the default search.
  • Enter search text and filter results based on the available fields. For a list of the available search filters and parameters, see Available Search Filters.
  • Combine multiple filters to create an “AND” search. For example, to search for Visa credit card transactions that ran through the Virtual Terminal for the past month, you would add one filter for Payment Method as Visa, and another filter for Connection Method as Virtual Terminal, along with the date filter:
    1. Date Range > Last month
    2. Add a Filter > Payment Category > Credit Card > Visa
    3. Add a Filter > Connection Method > Virtual Terminal

Available Search Filters

These filters are available for transaction search:
Account Number
Account Prefix
Account Suffix
Acquirer Account ID
Amount
Applications
Authorization Code
Authorization Indicator
Billing Address 1
Billing First Name
Billing Last Name
Billing Phone Number
Billing Postal Code
Business Application ID
Connection Method
Currency
Device ID
Digital Payment Method
Select the digital payment method type from these options:
  • Android Pay
  • Apple Pay
  • Authorize.net
  • Chase Pay
  • CyberSource In-App Solution
  • Cybersource MPOS Solution
  • Enterprise mPOS SDK
  • Google Pay
  • Mastercard Network Token (COF)
  • Masterpass
  • PlaySpan
  • Samsung Pay
  • Visa Checkout (now Click to Pay)
  • Visa Network Token (COF)
Installment Identifier
Identifies an installment payment plan for a customer. Each payment made for that plan uses the same installment identifier. Use the installment identifier to search for all transactions connected to that installment plan.
JCCA Terminal ID
Merchant Customer ID
Merchant ID
Merchant Reference Number
Partner Original Transaction ID
Partner Solution ID
PA Transaction ID
Payment Method
Payment Processor
Retrieval Reference Number
Reply
Request ID
Sales Slip Number
Shipping Address 1
Shipping First Name
Shipping Last Name
Shipping Phone Number
Shipping Postal Code
Terminal ID
Terminal Serial Number
Token/Subscription ID
Transaction Reference Number
XID

Edit the Transaction Table Format

You can customize the format of the Transactions table by adding, removing, or changing the order of columns in the list.
At least one transaction must appear in the Transactions table to perform these functions.

Save Transaction Searches

Saving a search enables you to create a set of search criteria that you can reuse without re-selecting the filters each time. See Apply Saved and Default Searches for more information about running saved searches and setting a default search.
  1. In the left navigation panel, click the
    Transaction Management
     icon.
  2. Click
    Transactions
    . The Transactions page opens.
  3. Do one of the following:
    1. Perform a new search using the filters and options of your choice. See Using Quick Search and Filters for details. Click
      Save
      .
    2. Perform a previously saved search, modifying search criteria to meet your needs. Click
      Save As
      .
  4. Type a name for the search (up to 60 characters) and click the
    check mark
     icon.

Apply Saved and Default Searches

Business Center enables you to save a set of search criteria so that you can run the search again at any time with a single click. If you search for transactions based on that search frequently, you can also set it as the default, and Business Center automatically generates the search when you access the
Transactions
 page. You can also rename, edit, or delete a saved search as needed. Click
Cancel Search
 on the
Transactions
 page or press the Escape key to end an in progress transaction search.
  1. In the left navigation panel, click the
    Transaction Management
     icon.
  2. Click
    Transactions
    . The Transactions page opens.

    Step Result

    If you have already designated a default search, results for that search appear in the Transactions .

Export Transaction Search Results

You can export transaction search results from the Transaction List in either CSV or JSON format. The file contains the information displayed in the Transaction List, including any customizations you make to the list and any filters you have applied. If you choose to export more than 2500 records, use Business Center’s Reporting feature.
  1. At the top of the Transactions page, click the
    Export
     icon and choose which file format you want.
  2. Follow your browser's instructions to open and save the file.

Search for Similar Transactions

Business Center enables you to quickly search for other transactions related to the details of the displayed transaction. Only exact matches are returned.
  • All
  • Email
  • Name
  • Account Number
  • Billing Phone
  • Shipping Phone
  • Shipping Address
  • IP Address
  • Device Fingerprint
  1. In the left navigation panel, click the
    Transaction Management
     icon.
  2. Click
    Transactions
    . The Transactions page appears.
  3. Search for Transactions using your preferred methods.
  4. Click the
    Request ID
     link of the transaction you want to view. The Details page opens.
  5. Perform one or more of the following:
    1. Under Similar Searches, click any link to access the Similar Search page. Matching transactions display in the results table.
    2. On the Similar Search page, click
      Settings
      . The Similar Search Settings page appears. Select the fields you want to include when the search runs, and whether or not to include normalized email addresses in results (search ignores variants of "." and "+").
    3. Perform available actions for the transaction.

Search by Transaction Phase

This search enables you to view transactions in any phase of the processing cycle. The phase that you choose determines which actions are available to further process a transaction. A searche returns a maximum of 2000 transactions.
When you choose the Custom option in the Date drop-down menu, you can access 13 months of data, but you can select only a 31-day range within that 13 months.
You can use one of these filters:
  • Settlements Pending Batch
    :
     Use this filter to find transactions that were settled by the merchant in the past 48 hours, but that are not yet forwarded by Business Center to the backend processors to fulfill a transaction. You can also choose to export search results or void any transaction that does not require further processing.
  • Authorizations Ready to Settle
    :
     Use this filter to find authorization transactions that are not settled. You can hide selected transactions from future searches. Use this option when you know that you will never capture an authorization for the transaction. For example, fraudulent or canceled orders cannot be captured. You can also choose to quickly settle or hide selected transactions.
  • Authorizations Needing Review
    :
     Use this filter to find authorization transactions flagged for review for either Smart Authorization or Authorization Code Needed reasons. You can hide transactions from future searches. Use this option when you know you will never capture an authorization for the transaction. For example, fraudulent or canceled orders cannot be captured. You can also quickly settle or hide one or more flagged transactions.
  • Exception Search
    :
     Use this filter to review details, including the reason, for transactions that encountered an error during processing. This data can also be found in the Transaction Exception Detail report.
To search by transaction phase:
  1. In the left navigation pane, click the
    Transaction Management
     icon.
  2. Click
    Search by Transaction Phase
    . The Transactions by Phase page appears.
  3. Select the appropriate filter.
  4. Perform one or more of these:
    1. Export the results to a local file.
    3. Hide Transactions from future searches.

Settle Transactions

Hide Transactions

Hidden transactions do not appear in future search results.
  1. On the Transactions by Phase page, Search for Transactions using your preferred methods.
  2. Select one or more transactions and click the
    Hide
     icon above the Search by Phase list.
  3. Click
    Confirm
     to verify your selection. A confirmation panel displays the selected transactions.
  4. Close the panel to update the Search by Phase list.

Void Transactions

  1. To void one or more transactions, check the box for the transaction row and then click the
    Void
     icon above the Search by Phase list.
  2. Click
    Confirm
     to void transaction(s).

    Step Result

    A confirmation panel displays the selected transactions.
  3. Close the panel to update the Search by Phase list.