How to view, filter and search transactions in the SoftPoint dashboard.

 

Viewing, Filtering, and Searching Transactions

1. Log In:

   • Access the SoftPoint gateway and log in.

2. Navigate to Transactions:

   • Under the Operations tab on the left side, select Transactions.

3. Filtering Transactions:

   • Filter Section: The report is divided into two sections. The first section is for filtering.
   • Search Bar: Use this to search for a specific transaction by transaction number, ticket number, employee, or guest.
   • Date Filter: Choose a date range (Today, Yesterday, Last 7 days, This Month, Last Month, or Custom Range).
   • Location Filter: Select the location(s) you want to view transactions for.
   • Advanced Search: Located on the right side, it allows filtering by:
     • Transaction Type (Sale, Authorization, Tip Adjust, Void, Refund)
     • Tender Type (AMEX, Credit Card, MasterCard, Visa, Discover)
     • Status (Approved, Declined, Pending Review, Capture, Rejected)
     • Processor (Ding transactions, local currency transactions, USD transactions)
     • Bank, Payment Source, or Currency

4. Viewing Transactions:

   • The second section will display transactions based on the applied filters.
   • Details Displayed:
     • Type: Indicates whether the transaction is a capture, authorization, etc.
     • Status: Shows whether the payment is approved, declined, refunded, etc.
     • Transaction Number: Provided by the payment processor.
     • SoftPoint ID (located under the transaction number): A unique ID generated by SoftPoint.
     • Order ID & Guest ID: IDs sent by the collar application (like Maple or Singleview).
     • Currency, Amount, Tip, Surcharge: Displays financial details of the transaction.
     • Payment Method: Shows the card type and last 4 digits of the card number.
     • Under the BY filter: Source/Collar of the application: Indicates where the payment originated from (e.g., iframe, eComm).
     • Created By: Displays the location name, date, and time of the transaction.

Performing Voids and Refunds

1. Access Transaction Details:

   • Click the three-dot icon at the end of the transaction line (on the right).
   • Select Transaction Details.

2. Action Options:

   • In the transaction details, find the action button on the right for:
     • Viewing logs for support (on the top right by clicking on the three dots icon).
   • On the bottom: 
     • Emailing or texting a receipt.
     • Performing a Refund or Void.
   • To confirm a refund or void, click the button again.

Exporting Transaction Reports

1. Exporting Data:
   • In the second section of the report, click Export in the top right corner.
   • Choose the format (Excel, PDF, CSV) for exporting the report.

This process should help you efficiently manage and export transaction data in SoftPoint.