This article provides information on how to filter for the following specific data:
- Who has stored their card
- How many transactions were declines
How do I pull/extract a file of all of the unsuccessful transactions that we have to pay for?
This will have to be pulled/extracted from the system on a monthly basis - see below for step-by-step process:
- Login to the BIP and select the Transactions tab
- Select your desired time period
- In the "Select a filter" drop-down box select the "Status" option
- You will now have the option to click and select the "Rejected" option
- Click on search to display the desired list of rejected transactions
- You have the option of exporting this data in .csv and/or .txt format by clicking on the export icon (see below for what icon looks like)
- In the popup window that opens select the data fields for the transactions you want to export (default template setting is "quick")
- You can select and deselect fields by moving them to the right or left box respectively
- If you don’t get any popup window please make sure you don’t have a popup blocker active
- Now select the parameters for the file format you would like data to be in.
- Click on the button “export” to download the file.
I would also like a file to show who tokenized/stored their card so I can double check it against the line item raised on the invoice.
- Select Transactions Tab and select desired time period
- In the "Select a filter" drop-down box select the "Type" option
- You will now have the option to click and select the "Register (RG)" option (More info on transaction types available here: Transaction Types Explained)
- Once the desired transactions are displayed on the page you will have an option to export the data by clicking on the export icon
More info here : https://peachpayments.freshdesk.com/a/solutions/articles/47001098505