Video Walkthrough: A video walkthrough is available on the ElevateNow education platform. Access ElevateNow here. If you do not have a login to ElevateNow, please contact the Support Team for assistance here.
Table of Contents
Description:
The Payment History feature allows you to view and analyze your payment transactions without needing to log into the Payrix portal. This integrated report displays a summary of the last 30 days' payments, sales, authorizations, refunds, and other key metrics. It also provides a detailed Payment History table with transaction specifics, making it easier to manage and track payment activities directly.
Special Notes:
Each practice is limited to one user with access to the Rx Payments Portal.
Giving a user access rights to this area will allow them access to the Rx Payments Portal admin user.
Accessing the Payment History Report
Steps to Access the Payment History Report:
Navigate to:
Reports > Dashboard > Payment History
You will be directed to the Payment History report. If your location has multiple Merchant IDs (MID), select the appropriate Merchant Account from the drop-down menu. If your location has only one MID, it will automatically display.
Payment History Summary (Last 30 Days)
At the top of the Payment History page, you will see a summary of your transaction data from the last 30 days. This summary includes the following key metrics:
Authorizations (Last 30):
Displays the number of authorized transactions.Average Transaction Amount:
The average dollar amount per transaction in the last 30 days.Total Sales (Last 30):
The total dollar value of transactions processed within the last 30 days.Failure Ratios:
Shows the number of failed transactions divided by the total authorizations.Refunds:
Displays the number and total amount of refunds, e.g., 0/$0.00.Refund Ratios:
The count of refund transactions divided by the total number of sales.
Payment History Table
Viewing Detailed Transactions:
The Payment History table displays detailed information for each transaction processed through your account. The table includes the following columns:
Amount: The dollar amount of the transaction (e.g., $30.00).
Status: The status of the transaction (e.g., Settled, Captured, Approved, Failed).
Cardholder: The first and last name of the cardholder.
Payment: The card type and last four digits of the card used for payment (e.g., Visa 4456).
Created: The date and time the transaction was processed (e.g., 12/14/2023 18:04:13).
Pagination and Scroll:
You can view 50 transactions per page using the scroll option located to the right of the table. Scroll down to load more transactions.
How to Download the Report:
After generating the report, locate the Export or Download button (typically found in the upper right-hand corner).
Click this option to download the report as a CSV file for offline analysis and record-keeping.
