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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

View, Export, or Print Transaction Data

  • Updated:

This article will show you how to view, export, and print transactional data within the ePayment Center.

 

You can gain additional financial reporting information through the To Financial Reporting button located in the top right corner of the ePayment Center. This allows you to locate deposit reports for your account.

 

financial reporting button.

 

Who can use this feature?

System Administrator | Owner

 

 

Instructions

  1. Sign in to your site
  2. Navigate to Modules and on the Content tab, select ePayment Center
    Modules menu with ePayment selected.
  3. Expand View Options
    View Options.
  4. Select the desired filters
    Filter options.
    • Sort Transactions By: Date, Item, Name, Amount, Transaction ID, or Status
    • Display: Successful, Declined, Pending Shipping, Shipped, In Process, Cancelled, Error, or Abandoned
    • Received: Add a From and To date
  5. Click Apply
    Apply button.
  6. Find the transaction you wish to review
    Filtered transactions table.
    Note: Select the Transaction (Trans) ID to view the details of the individual transaction.
  7. You can Print or Export transactions
    print or export buttons.
    • Export: Export the Current View, only Marked Transactions, or export All Transactions.
      export options.
    • Print: Choose to Print Marked Transactions.
      print options.
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