Search Order Payment Information
SEARCH ORDER PAYMENT INFORMATION
The Payment Search Type is used to create campaign target recipient groups for Payment Type campaigns (e.g. Declined CC, High Value Clients). Learn more about Campaign Types in this Article>
Search can also be used to locate payment information, and filter a result list based on common data points within the database. Search is also used to create lists for targeted marketing email campaigns, create export files and bulk modify results to add tags, or update other information in each customer record. To streamline workflows, use the search form to create saved searches for daily routines and fast reporting for metrics, sales and finance.
To learn all about the Search forms and related tools, begin with this Article >
PAYMENTS SEARCH FORM
To begin a payments search, navigate to Search > Payments > Search. A basic Payments search should only include one Payments form with a blue border, to designate information that will be included in the search results. And, to ensure the form is starting by default with blank fields always select "Clear All" before beginning a new search as seen in the dotted red box below.
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Create Date
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Use the smart-search to create a dynamic saved search, or enter specific dates that payments were created in the date range.
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Date Range
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Specific dates the payments were created. This also can be set as a range.
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Funds Cap.
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Use the smart-search to create a dynamic saved search, or enter specific dates that funds were captured in the date range.
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Date Range
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Specific dates the funds captured records were created. This can also be set as a range.
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Status
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Paid, Credit, Refunded, Partial Paid, Authorization CC, Billed, Cancelled, Declined CC, Not Paid, Void.
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Payment $
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Search by payment range.
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Payment Type
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Credit Card, Check, PO and or Cash
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Card Type
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Master Card, Visa, Amex, Discover |
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Name on Card
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Ability to search for a payment using the Name on the Credit Card used
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CC Last 4
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Ability to search by credit card last 4 digits
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Gateway
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Search by payment gateway
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$0 Payments
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Choose to include or exclude $0 payments |
SORT AND SEARCH
At the bottom of the search forms is a button to submit the criteria to view results. When you submit the criteria, the criteria are stored in session and will reload when you click the View menu item for the same search type. For example, navigating to Search > Payments > View will reload the customer type search most recently performed with the criteria still selected in the form.
At the bottom of the search form, select a desired sort format based on the information available.
PAYMENT RESULTS
The list of results will display primary payments information in a card list view. From here the results can be switched to customer or connected order records. Learn more about the Search Results Toolbar and Actions here
