Failed Transaction Report GuideLast updated on 03/22/2022
Purpose of the Failed Transaction Report:
This report provides a list of all failed transactions, including declined credit card and declined ACH / bank transfer transactions. You can run the report by Batch Number, Business Unit, or Date Range. Data in this report is based on the Paid On date of the failed payment.
Common uses for this report:
Use this report as a contact list to follow up with customers with failed transactions.
How to find this report:
Click Reports > Search Failed Transaction > Click the report name. Then you will be able to set filters and run the report.
Filter by batch number.
Filter by business unit. This report can be run by a single business unit or all business units.
Filter by date range. Use the From and To fields to set a date range. When you set a date range, the report will display all failed payments with a Paid On date within these dates.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns
The report includes the following columns:
Date the transaction was attempted.
Bill To customer on the invoice.
Bill To customer phone number.
Bill To customer email address.
Date that the office has confirmed work is resolved. This is also the date that will drive most accounting reports since it is when the revenue presented on a job is recorded.
The Invoice Number will be attached to a particular job. Your account can be configured so the invoice number will always match the job number by default. You may configure the invoice number to be the same as the job number.
Amount due after taxes have been applied.
Type of payment that was received. Payments can be made in the form of credit card, ACH, etc.
Decline Response from the processor.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.