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All CollectionsFor Financial AdminsSE Payments
How to View SE Payments Transactions
How to View SE Payments Transactions
Updated over 4 months ago

Permissions are required to view SE Payments transactions. Click here to learn how to view your permissions.

  1. Click Business Tools > SE Payments > SE Payments Transactions from the left navigation menu.

  2. From here:

  1. Select a starting and ending date range. The default is the last 30 days.

  2. Filter by invoice Status (Succeeded, Failed, Pending) and Type:

    • Monthly Fee - SE Payments usage fee.

    • Class - Payments made through the Classes system.

    • Gateway Charge - Fee assessed to cover gateway usage and any CC Fees when electronic processing is used.

    • Transaction Fee - electronic payments transaction fee.

    • Fundraising - Fundraising donations.

    • Dispute Fee - Fee assessed for processing related to extraction of payment for a filed dispute (chargeback).

    • Refund Fee - Fee assessed or not returned when completing a refund through the gateway.

    • Registration - Payments made through the Competitive Registration system.

    • Point of Sale - Payments made through the Point of Sale system.

    • Dispute - Payments or debits associated with a completed dispute.

      • A payment is a won dispute, and a debit is for a lost dispute.

    • OnDemand - Payments made on-demand by admins or users.

    • Gateway Refund - Fees refunded directly through the gateway/payment processing tools.

    • Other — Auto payments made through monthly invoicing or payments that do not fit into the categories above.

  3. Search for any term, from a name to an amount.

  4. Select which columns to view on the screen.

  5. Export the currently displayed data set to an Excel Spreadsheet. It always includes all columns.

  6. Click a column header to sort by that column. Click again to sort in descending order.

  7. Click anywhere in a row to view that transaction.

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