From any page in the Gateway, use the search bar at the top of the screen. You can search by: Transaction ID Order ID Customer last name Full card number or last four digits This search returns results from the past 90 days and is the fastest way to locate a known transaction.

For more detailed searching: Go to Trans Reports → Reports Scroll to the Search Transactions section Enter any combination of search criteria, including: Transaction ID Order ID Platform ID or Customer ID Customer name, company name, or email Credit card or bank account number (full or last four) Transaction status (pending, complete, declined, etc.) Transaction type (credit card or check) Action type (sale, refund, void, auth, capture) Processor (if you have multiple MIDs) Merchant Defined Fields Amount range Date range Click Submit to run the search

How to Search for a Specific Transaction

Q: Use Date Filters to Narrow Results

The date range defaults to the current month You can: Enter custom dates manually Use the calendar picker Select quick options like today, this week, last 30 days, or last 365 days

The Easy Pay Direct Gateway gives you several ways to quickly find a specific transaction, whether you have an exact ID or only partial details.

Quick Search

From any page in the Gateway, use the search bar at the top of the screen.

You can search by:

Transaction ID
Order ID
Customer last name
Full card number or last four digits

This search returns results from the past 90 days and is the fastest way to locate a known transaction.

Search Using Reports

For more detailed searching:

Go to Trans Reports → Reports
Scroll to the Search Transactions section
Enter any combination of search criteria, including:
- Transaction ID
- Order ID
- Platform ID or Customer ID
- Customer name, company name, or email
- Credit card or bank account number (full or last four)
- Transaction status (pending, complete, declined, etc.)
- Transaction type (credit card or check)
- Action type (sale, refund, void, auth, capture)
- Processor (if you have multiple MIDs)
- Merchant Defined Fields
- Amount range
- Date range
Click Submit to run the search

Use Date Filters to Narrow Results

The date range defaults to the current month
You can:
- Enter custom dates manually
- Use the calendar picker
- Select quick options like today, this week, last 30 days, or last 365 days

View Transaction Details

Click the Transaction ID in the results list to open the transaction detail page
From there, you can:
- View full transaction information and history
- Void or refund the transaction (if applicable)
- Print or email a receipt
- Add the customer to the Customer Vault
- Create a recurring subscription

Helpful Tip

If you only have partial information, start with:

Last four digits of the card number
Customer last name
A narrow date range

You can then refine the search further as needed.

Searching transactions through the Reports section gives you the most control, while the global search bar is ideal for quick lookups when you already know what you are looking for.