Billing History

All processed recurring billing payments are recorded in your Billing History page. To access your Billing History, click ‘Billing History’ at the top of the Customers page.

Billing History

This page will show the following information:

  • Date the transaction was processed
  • Customer Number
  • Transaction ID
  • Company Name
  • Amount of the transaction
  • Result of the transaction: Approved (A), Declined (D), or Errored (E)
  • Reason of the decline or error status

Filter transaction results by clicking the 'All', 'Approved', 'Declined', or 'Errored' buttons located at the top right hand side of the page.

For example, clicking on 'Approved' displays all your approved recurring billing transactions. See image below.

Billing History

Search For A Transaction In Billing History

To search for a specific transaction, click the search icon located at the top right hand side of the page.

Billing History

When searching for a specific transaction, enter the customer’s information such as the Customer’s Number, Transaction ID, Company Name, or the Amount of the transaction.

Billing History

Your Billing History page will automatically update. For example, if you entered the customer’s name ‘John’ on the search field. All the transactions with ‘John’ will be shown on your Billing History table.

Export Billing History

To export your Billing History data, click 'Options' (located on the top right hand side of your page) then select ‘Export’ from the drop down menu.

Billing History

Select the format of the file you want your data to export as (CSV or TSV), then click 'Export'.

Billing History

Your file will automatically download on your browser.

To print your Billing History data, click 'Options' (located on the top right hand side of your page) then select ‘Print’ from the drop down menu.

Billing History

A PDF print window will pop up on your web browser. Click 'Print' to print your PDF copy.

Billing History

 

For inquiries contact us at (720) 277-0648