Billing History

All processed recurring billing payments are recorded in your Billing History page. To access your Billing History, click ‘Billing History’ at the top of the Customers page.

This page will show the following information:

• Date the transaction was processed
• Customer Number
• Transaction ID
• Company Name
• Amount of the transaction
• Result of the transaction: Approved (A), Declined (D), or Errored (E)
• Reason of the decline or error status

Filter transaction results by clicking the 'All', 'Approved', 'Declined', or 'Errored' buttons located at the top right hand side of the page.

For example, clicking on 'Approved' displays all your approved recurring billing transactions. See image below.

Search For A Transaction In Billing History

To search for a specific transaction, click the search icon located at the top right hand side of the page.

When searching for a specific transaction, enter the customer’s information such as the Customer’s Number, Transaction ID, Company Name, or the Amount of the transaction.

Your Billing History page will automatically update. For example, if you entered the customer’s name ‘John’ on the search field. All the transactions with ‘John’ will be shown on your Billing History table.

Export Billing History

To export your Billing History data, click 'Options' (located on the top right hand side of your page) then select ‘Export’ from the drop down menu.

Select the format of the file you want your data to export as (CSV or TSV), then click 'Export'.

Your file will automatically download on your browser.

Print Billing History

To print your Billing History data, click 'Options' (located on the top right hand side of your page) then select ‘Print’ from the drop down menu.

A PDF print window will pop up on your web browser. Click 'Print' to print your PDF copy.