IN BRIEF
Learn how to access the PAYMENTS>“Transactions” view and the information it provides.

The PAYMENTS view is only available for customers who have been migrated to iClassPro's new payments platform.

• Overview
• Main “Transactions” view
  • Filters
  • Totals
  • Transactions Entries
• View Transaction on Family Ledger
• Transaction Details

Overview

The “Transactions” view allows you to view information about individual payment transactions that were processed via the payment gateway within a defined date range, along with any fees charged and the payout status. 

By clicking on the “magnifying glass” icon next to a specific entry, you can view information about the specific transaction from the family's ledger.

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Main “Transactions” view

The main “Transactions” view displays information about transactions that were processed within a defined date range, along with any fees charged and the payout status.

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Filters

Filter options include:

• Date - allows you to filter results to transactions that were processed during a specified date range.
  • Defaults to the current month.
• Type - allows you to filter results based on the type of transaction that was processed.
  • ACH Return
  • Capture
  • Chargeback
  • Failed
  • Notification of Chargeback
  • Refund
  • Settled
• Payment Method - allows you to filter results based on the original payment method used for the transaction.
  • Card issuer - each card issuer is listed separately.
  • eCheck
• Source - allows you to filter results based on the source of the transaction.
  • eCommerce - Card Not Present/eCheck
  • POS - Card Present
• Payout ID - allows you to filter results to transactions associated with specific payout IDs.

An Export option in the top right-hand corner (beside the filter reset button) allows you to export the filtered results in CSV format.

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Totals

At the top of the screen, totals will be displayed for the filtered results:

• Total Chargebacks
• Total Chargebacks Amount
• Total Captured Transactions
• Total Amount
• Total Fees
• Total Net Amount

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Transactions Entries

A table below this will list each transaction within the defined date range (taking into account any status filters). For each transaction entry, the following information will be displayed:

• Ref ID
• Transaction ID
• Transaction Date
• Payout Date (or status, if the transaction has not yet completed)
• Type (i.e., transaction type)
• Payment Type (card issuer)
• Last Four
• Customer Name
  • NOTE: For Swipe/Insert/Tap payments where the customer name is not available, the name may display as N/A.
• Amount
• Processing Fees
• Net Sale

The Pagination view (in the upper right-hand corner, above the transaction entries table) can be adjusted to display more results if desired.

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View Transaction on Family Ledger

Clicking on the “Currency” icon to the left of a transaction entry will display the entry for that specific payment from the family ledger.

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Transaction Details

Clicking on the “Magnifying glass” icon to the left of a transaction entry will bring up detailed information about the transaction, including a timeline of events for the transaction.

• Customer Details
  • Name and Email Address
    • NOTE: For Swipe/Insert/Tap payments where the customer name is not available, the name may display as N/A.
• Date/Time
  • Date/time of the transaction
• Card/eCheck Details
  • Last 4 digits of card or account number
• Gateway
  • Gateway name
• Batch ID
• Capture Amount
• Processing Fee
• Timeline
  • Timeline of events with date/time the transaction status we updated

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