New Merchant Portal Feature: See More Detailed Info about Purchases

Last week we introduced SegPay’s new Merchant Portal. Today we made a few updates, based on feedback:

When viewing the details of a specific purchase record, you now see the consumer’s billing terms, including the type of purchase – recurring membership, one-time sale, etc. – along with the price, recurring charge and billing interval (if applicable). Go to My Consumers → Manage Consumers, run a search and click View Record on one of the results.

At the bottom of the same page, in the table that lists specific transactions associated with a purchase, you now have a Status column to show whether each transaction was Completed, Declined, Refunded, Voided or Charged Back.

Finally, when you run the Reserves Report, the date range now defaults to the prior 6 months, the most common setting since reserves are paid out to you after 6 months.

 

 

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