All Transactions Report

+ More

Table of Contents

Step 1 Step 2 Step 3 Step 4 Step 5 (Optional)

The All Transactions Report contains a record for every payment that has been processed through Biller Genie's invoicing platform (using your connected payment processing account). It will not contain transactions that were made via cash, paper check, or that were processed outside of Biller Genie.

You can access this report to:

Confirm the details of a transaction
Detach a transaction from an invoice
Apply a standalone transaction to an invoice
Generate a receipt for a transaction
Refund or Void a transaction

Step 1

In the Biller Genie portal, navigate to Reports > All Transactions

Image of a menu containing report options

Step 2

Filter and sort as needed.

Use ‘Filter By Date’ to narrow the window of when the transaction occurred.
Use the dropdown on the right to toggle between Approved and Declined transactions.
Click the funnel on any column to sort by that value.
Use the search bar by entering any transaction data you already have.

Not all transactions will have an invoice/sales receipt attached, but those that do will have a hyperlink for quick access of those documents.

Transactions dashboard showing multiple transaction records. Each record includes an ID, Transaction Type (Trx Type), Type, Response Message (RespMSG), Cardholder Name, Amount, Payment Location, Invoice/Sales Receipt Number, and Processed On date. There are filter options for each column, and a "Filter By Date" button is highlighted on the top left. The dropdown on the top right allows filtering by status (All, Approved, Declined), and there is an "Export to CSV" option.

Step 3

Click the ID number to open the transaction record.

Transaction record options:

Click the customer name to open their customer record
Click the payment method will take you to the payment method record where you can view the expiration date and delete the record
Click the invoice number(s) to view the associated invoice
When applicable, click ‘Detach Transaction’ to unlink the invoice and the payment (this will not refund the payment)
When applicable, click ‘Attach Transaction’ to link an invoice to the payment
To reverse the sale, click the 'Refund' or 'Void' button (Biller Genie will allow whichever option is currently available).
Click 'Email Receipt' to be given the option to change the email address and then send a receipt via email
Click ‘Print Receipt’ to print the receipt or generate a PDF copy

Transaction details page showing Type, Response Message, Name, Payment Method, Amount, Invoice, and Processed date. There are options to "Refund" or "Void" the transaction at the top right. At the bottom, there are buttons to "Email Receipt" and "Print Receipt." The transaction is noted as being attached to an invoice, with an option to detach. There's also a "Transactions Details" section expandable below.

Step 4

Click 'Transaction Details' to expand the window and see more transaction details.

Expanded "Transactions Details" section showing detailed information about a transaction. The details include Card Type, Input Method, Reference ID, Auth Code, Name on Card, Address, City, State, Zip, Phone, Email, and other transaction-specific data.

Step 5 (Optional)

For ACH transactions, click ‘'Show Status Logs’ to display both the payment date ('Accepted') as well as the clearing date ('Paid')

purchases log deals summary

Contact Us