View History
A quick way to review transaction data without running a report is to use the View History tab in MerchantView. The View History feature is available to all user roles which are unable to perform Reporting functions, including Cashiers.
The following data fields can be searched singularly or in combination to retrieve transaction data:
| MerchantView History Search Options | |
| Field Name | Field Description |
|
Bill Type |
Many merchants have more than one Bill Type associated with their account. If you know the Bill Type of the transaction(s) you’re looking for, select it from the list. For a broader search, use All. |
|
Show Inactive Checkbox |
When checked, the Show Inactive checkbox will show and allow searches for any Bill Types that were previously associated with the merchant but have been deactivated or renamed. |
| Transaction ID | To search by Bill Pay Transaction ID, enter the full Transaction ID into the field. Only full IDs will return a result. |
|
Base Amount |
Base Amount refers to the amount of a transaction before any transaction fees were added. |
| Fee Amount | Fee Amount refers to the amount of the fee associated with a transaction. |
|
Last Name |
Enter the Last Name of the Payor associated with the Transaction(s) you’re looking to find. |
|
Identifier 1-4 |
These four fields refer to the Bill Pay Custom Data Elements associated with the merchant. ID 1 is required for all accounts and will always contain data. |
|
ZIP Code |
Search for the ZIP Code provided during the payment process. Since this value is not unique, it can return a high number of entries. |
|
Start Date |
Select or enter the start date of a date range. Transactions that occured before the selected date will not appear in the results. |
|
End Date |
Select or enter the end date of a date range. Transactions that occured after th eslelcted date will not appear in the resulsts. |
To perform a View History search, complete the following steps:
- Log into MerchantView with your unique username and password.
- Click the View History tab in the main menu bar.
- Select a merchant from the drop-down list.
- Enter your search criteria.
- Click Submit.
The start and end dates cannot be the same day. When searching a single date, your start date should be the date of the transaction and the end date should be the following day. (Example: To search for January 7th, 2021 your start date should be 1/7/2021 and end date should be 1/8/2021.)
Print or Email a Payment Receipt
If you need to print or email a payment receipt for a completed transaction, perform the following steps:
- Log into MerchantView with your unique username and password.
- Click View History and perform a search for the transaction(s).
- If the needed transaction is returned in the search results, click the checkmark icon on the left-hand side of the row associated with that item. It will open a Transaction Detail dialogue box.
- To obtain a printed copy, click Download Receipt in the Transaction Details dialogue box and it will display a PDF version of the receipt.
To email a receipt, click Email Receipt and enter one or more email addresses into the Email Receipt dialogue box, and then click Send. - When you’re finished, click any tab on the main menu, or click Revise Search to start your search again.
Void a Payment
- Log into MerchantView with your unique username and password.
- Locate the transaction by performing a View History search.
- From the list of transactions, select the one you want to void by clicking the checkmark icon on the left-hand side of the row associated with that item. It will open a Transaction Details dialogue box.
- Users with the proper permissions will see the Refund button in the Transaction Details box. Click Refund to begin the process.
- On the next screen, click Confirm Amount to void the full transaction amount. If you are issuing a partial void of the transaction, enter that amount into the Base Amount to Void box, then click Confirm Amount.
- When prompted, enter a reason for the void into the box provided, and then select Submit Reversal.
- A confirmation page will display the original transaction information and the reversal. The payment reversal will be assigned a new Bill Pay Transaction ID.
From this screen, you may email the receipt or download a PDF copy and print it
Refund a Payment
Payments can be refunded through MerchantView by users with the correct permissions. Transactions are eligible for partial or full refunds if they are in a batch that has already closed.
To refund a transaction, complete the following steps:
- Log into MerchantView with your unique username and password.
- Locate the transaction by performing a View History search.
- From the list of transactions, select the one you want to refund by clicking the checkmark icon on the left-hand side of the row associated with that item. It will open a Transaction Details dialogue box.
- Users with the proper permissions will see the Refund button in the Transaction Details box. Click Refund to begin the process.
- On the next screen, click Confirm Amount to refund the full transaction amount. If you are issuing a partial refund of the transaction, enter that amount into the Amount to Refund box, then click Confirm Amount.
- When prompted, enter a reason for the refund into the box provided, and then click Submit Reversal.
- A confirmation page will display the original transaction information and the reversal. The payment reversal will be assigned a new Bill Pay Transaction ID.
From this screen, you may email the receipt or download a PDF copy and print it.
