Pulse (Merchant Track)

To see more details of your recent funding click see more 

• • You will be brought to a page with your Funding Summary.
  • Click the Funding ID for funding details. 

Under the merchant statement section click 'view'

• • Choose the desired merchant account, month, and year, then click view. 

MERCHANT STATEMENT SECTIONS

• Summary is not the summary for the entire statement but is only referenced for summary by day, all the transactions processed during that month. This is affected by batch cutoff times.
  • The standard batch time is 8:05 PM CST 
• Summary by Day - is a summary of transactions by day which includes refunds, chargebacks, and fees
• Summary by Payment Method – is a summary of payment methods (card brands e.g. Visa, Mastercard, Discover, and American Express) of transactions processed during the month
• Summary by Deposit - is a summary of deposits received within the selected month
• Fee Summary – is a summary of fees in the selected month but will be for card brand fees from transactions processed two months prior
• Chargeback Summary – is a summary of any chargebacks that occurred within the selected month

MERCHANT STATEMENT OVERVIEW

At the top of the Funding Summary you will see the filters. 

• • Make sure you have the correct merchant account selected for the search.  

• • Click the Funding ID for the details of the deposit. 

• • To see the details of a transaction in the deposit click the Transaction ID. 

 

At the top of the report you will find the filters. 

• • Make sure the filters match the merchant account and date range needed. 

• • The main page will show a variety of information incuding the transaction amount and date funded. 
  • Click the Transaction ID to see details on the transaction. 

 

Recur360Pay does not use this feature at this time. 

The Transaction Summary Report will show a breakdown of transactions ran on a particular date. 

• • You will see the date, how many transactions there were, and the amount.

Clicking the arrow to the left opens a summary of the types of payment methods, how many, and the amount of sales. 

The Transactions Report shows the Transaction ID, Date, Invoice number (if one is available), account last four, amount, and status. 

• • To see the individual details of a transaction, click the Transaction ID. 

The Chargebacks Summary Report will display chargebacks based off of the selected filters. 

• • This list will show a summary of chargebacks that have cpme through. 
  • If there are multiple on the same day the count will reflect there are 2. 

In the Chargebacks Report, you will see chargebacks based on the selected filters. 

• • To see the details of a chargeback, click the Chargeback ID. 

In the ChargeBacks Action Report you will see a list of the charge backs. 

• • Under the Action Type column you will see the what the next step for you is. 

The merchant statement is a complete record of the transactions and fees for any given month. 

• • Select the account, month and year then click view. 

MERCHANT STATEMENT SECTIONS

• Summary is not the summary for the entire statement but is only referenced for summary by day, all the transactions processed during that month. This is affected by batch cutoff times.
  • The standard batch time is 8:05 PM CST 
• Summary by Day - is a summary of transactions by day which includes refunds, chargebacks, and fees
• Summary by Payment Method – is a summary of payment methods (card brands e.g. Visa, Mastercard, Discover, and American Express) of transactions processed during the month
• Summary by Deposit - is a summary of deposits received within the selected month
• Fee Summary – is a summary of fees in the selected month but will be for card brand fees from transactions processed two months prior

Chargeback Summary – is a summary of any chargebacks that occurred within the selected month

MERCHANT STATEMENT OVERVIEW

The Merchant Deposits Report will show your monthly funding summary, as well as showing the summary of the deposits into your account. 

• • If you click the Funding ID you will see further details for that deposit. 

Note: Please keep in mind these screenshots are from a demo account not really receiving deposits. Yours may look slightly different. 

The EFT Returns Summary will show the ACH returns for merchant account and date range selected. 

• • If there are multiple returns on the same day, the count will show and the return total is the overall total for both.

In the EFT Return Report you will see all of the ACH returns for the merchant account and date range selected. 

On this report will be the return code, return description, amount, and date, and fee charged to you. 

• • If you click the Transaction ID it will open more details of the original transaction. 

Recur360Pay does not use gift cards at this time. 

Recur360Pay does not use gift cards at this time.