Transaction Express User Guide - Merchant Service Group

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Recurring Part 5 – Recurring Reports Recurring Reports – Recurring Detail Report 62 [Transaction Express User Guide] Access this by selecting Reports > Recurring Detail from the left navigation menu. The Recurring Detail Report will pull a report of all Recurring Profiles and will report each of the times the Recurring Profile billed, and the results, within the specified timeframe. Payment Type includes: • All • Credit Card • Purchase Card Recurring Status includes: • All • Active • Inactive • Expired Customer Reference ID—This field allows you to provide the Customer Reference ID you are searching for. If provided, the report will only return results which match this Customer Reference ID. A Wildcard character of * is allowed in this field if you only have a partial value. Account Name—This field allows you to provide Account Name you are searching for. If provided, the report will only return results which match this Account Name. A Wildcard character of * is allowed in this field if you only have a partial value. Press Submit after all of your search criteria is set to return the results.
[Transaction Express User Guide] The Recurring Detail Report output is extensive: Recurring Detail Report Output fields: • Recurring ID—The system assigned ID for this Recurring Profile • Gateway ID— The Gateway ID the Recurring Profile was set up on • Customer Reference ID— The Customer Reference ID which was assigned to this Recurring Profile • Date Entered— The date the Recurring Profile was added to Transaction Express • Payment Type— Payment type for the transaction—Credit Card • Account Number— The Account Number saved on the Wallet • Expiration Date— The Expiration Date of the card saved in the Wallet • Routing Number— Placeholder for Routing Number (ACH) • Account Name— The Customer Name • Next Process Date— The next date on which this transaction will process • # of Payments—The Total Number of Payments this Recurring Profile is set to process • Payment # — The Payment Number which was just processed on this Recurring Profile • Recurring Status— Specifies if Recurring Profile is Active, Inactive or Expired • Amount— The Amount for which this Recurring Profile will process By clicking on the arrow on the left, the Recurring ID selected will be expanded to show transaction detail information. The Transaction ID can be clicked to be routed to the Transaction Details page for that transaction. The Available Action (credit/refund in this example) can be clicked to perform the Next Available Transaction which is displayed in that column. 63
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Transaction Express User Guide - Merchant Service Group

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