Managing Transactions

Is a business license needed to use this service?

In order to setup a merchant account you must have a business.  A business license is not necessarily required, but if you are a sole proprietor you must submit documentation such as DBA paperwork filed with the state to indicate that you are Doing Business As "XYZ...

How do I search for a specific transaction?

There are several ways to search for a specific transaction. If you are doing a Capture, Void or Refund - you can search from inside those features by clicking on the magnifying glass icon.  The steps below will walk you through what to do after you have clicked on...

How do I void a transaction?

Void is used if you want to reverse a credit card or electronic check transaction on the same day as the initial transaction. To void a transaction: (make sure you are logged in to your account) 1) Click Void(In the left column, choose the "Refund" either under...

How do I refund a credit card or electronic check transaction?

If you want to reverse a transaction the same day, you should VOID the transaction.  Refunds are used if you want to reverse a transaction any time after the initial day of the transaction. To refund a transaction (make sure you are logged in to your account) Click...