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Payment history

Transaction history is available in the Payment Activity section of Project 2 Payment and in your merchant account.

  • Click Merchant Portal in the left sidebar (desktop) or hamburger menu (mobile) or click here.
  • A new window will open with the login page for your merchant account.
  • Enter the username and password for your Merchant Portal Login. This is different than the primary login you use to access Project 2 Payment. (See Why two logins? for more information)
  • Click the Log In button.
  • Go to Payment History in the left sidebar.

The header provides a summary of all authorization, sale, and refund information for the last 30 days.

  • Use the quick link in the upper right corner to be redirected to Reports to run a Transaction Details Report. 
  • Change column settings to modify views by selecting what data appears in each column and set sorting. Modify and save the default or create your own custom views.
  • Quick click buttons (Sales, Authorizations, Refunds) allows you to filter the view to that type in just one click. Click the button again to remove the filter.
  • Click on any field for a specific transaction to open the details.

 

Transaction Details

The header at the top of the page provides the transaction ID, payment method, payment status, transaction amount, last 4 digits of the payment method.

If the payment has not settled yet, you will see a Void button that allows you to cancel the payment. Voiding prior to settlement means the payment is canceled and the customer's account will not be charged. If the payment has settled, you will see a Refund button you can use to reverse a payment from within the merchant portal. We recommend initiating all payments, voids, and refunds from within Project 2 Payment. All activity in Project 2 Payment will appear in the merchant portal, but payments and refunds created in the merchant portal will not appear in Project 2 Payment. 

The Copy Transaction button allows you to create a brand new payment using the saved information from a previous payment instead of keying payment information again.  We recommend initiating all payments from within Project 2 Payment. All activity in Project 2 Payment will appear in the merchant portal, but payments created in the merchant portal will not appear in Project 2 Payment.

You can print a Receipt from within the merchant portal, but we recommend printing and emailing receipts from Project 2 Payment to ensure branding consistency for your customers.

  • Customer - information about the account holder such as full name, address, phone, and email address.
  • Transaction - transaction details such as the ID number, date, amount, and authorization information.
  • Payment Details - specific information about the payment method used.
  • Fees - transaction amount, status, and fees
  • Alerts - AVS and CVV results, risk thresholds and flags
  • Disputes - any disputes received for this transaction
  • ACH Return - return details if the transaction was returned by the customer's bank instead of funding
  • Related Transactions - other attempts for the same amounts using the same payment method