Merchant Service Reports
Credit card batch reports can be run that summarize transactions either by batch or by card type for any specified period.
To run a credit card batch report:
- Select MERCHANT SERVICE as the report type and then CREDIT CARD BATCH REPORT.
- Select MODIFY REPORT. Specify a date range and other report options, as necessary.
- To report by batch, select BATCH NUMBER in the Group Values By filter field.
- To report by card type, select CARD NAME in this field.
- If MODIFY REPORT –> FILTERS –> SHOW DETAILS is set to NO, the report simply contains a list of the credit card transactions for the selected date range, broken down by card or batch. If the SHOW DETAILS option is set to YES, the report also shows the card number (first and last four digits) and the type of each transaction. The possible transaction types are listed below.
- Select DISPLAY, PRINT, or EXCEL, depending on your output needs.
| Type | Explanation |
S |
Sales — A sale occurs when a credit card is used as payment on a sales receipt. |
R |
Return — A credit return occurs when the credit card is used on a return receipt or if the receipt listing the credit card transaction is reversed. |
V |
Voids occur when payment is cancelled after authorization is received but before the receipt is updated. This occurs at the Payment Screen when the user selects to delete the payment (using the DELETE button) or selects CLEAR PAYMENTS. |
Click here for additional terms and conditions by service.
