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Pulse- Transaction Search

Written by Fabiana
Updated over 2 weeks ago

Once inside Pulse, select Transaction Search from the left menu to find more details about an individual transaction.

Click More Filters to see different search options

  • Merchant: the location/display name of your company

  • Date Range-search by specific date or date range

  • Account last 4- last 4 digits of the card

  • Account Holder Name: the name entered as the account holder at the time of the booking

  • Transaction ID: the ID that uniquely identifies a transaction processed by Automaid Pay (will be found on Charges page inside system)

  • Customer ID-Inside our system, your customer's profile has a unique ID inside the URL for the profile.

  • Transaction Status- read more about the most common statuses we use in the system here

  • Transaction Date Type- search by authorizations or batched transactions

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