How to View Transaction Log

Created by Cyndi DeBolt, Modified on Tue, Jul 15 at 12:29 PM by Corey Nolan

  • How to View Transaction Log 

    Follow these steps to view the payment Transaction log

    1. Use Search  icon to locate Customer Click hyperlinked name under Contacts to open the Contact

  • Record page 

  • 2. Under the Policies tab, click the hyperlinked Policy to open the Policy page > Click the Payments

  • Tab > Locate the Transaction Log   icon > Click to open

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    To view additional information > Click on any transaction > New Details window opens automatically. You can view Error Messages for Declined Payments here 

     




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