APPLIES TO: Admins
Last updated: March 20, 2024
How to change your NETBANX password?
To change your password:
- Click the Settings tab at the top of any back-office page.
- Click the Change Password submenu. The Change Password page opens
- Enter your current password in the Current Password field
- Enter your new case-sensitive password in the New Password field and again in the Confirm New Password field
- Click the Save button
How to view your merchant account statement?
To view your merchant account statement:
- Click the Account Statement tab at the top of any back-office page
- Click the On Demand sub-menu
- Choose an account from the Account drop-down list
- Click in the Start Date and End Date fields to select a date range for your account statement. The maximum range is 12 months.
- Select a sub-account from the Sub-Account drop-down list.
- Current - contains the bulk of activity in your merchant account
- Security - displays any amounts held by Paysafe as a security deposit
- Reserve - displays debits, credits, and balance of your rolling reserve account
- Select the Show Summary check box to display a statement summary along with statement details.
- Click the Generate button
- The page displays activity in your account for the date range you selected.
- Click on a link in the Debit or the Credit column to drill down on an entry. The Transaction Details page opens.
The Transaction Details page displays a variety of information, depending on the transaction type you drill down on. For example, for a credit entry due to Settlements into your merchant account, you can view the transaction date, the amount, and the card brand used
How to run an activity report?
- Click the Reports tab at the top of any back-office page.
- Click the Activity Report submenu
- Select the Summary tab.
- Select the Payment Method you want to run a report on (e.g. Credit Card).
- The more information you include, the more exact your search will be. For example, if you supply the account number, a narrow date range, and a card brand, the results will be refined accordingly.
- Date Range - Select the date range for your search. Maximum range = 6 months.
- Account - Select a merchant account number for your report. If you do not specify a merchant account, the report will be run on all merchant accounts available to you.
- Currency - From the drop-down list, select the currency of the accounts you want to run a report on. If you do not specify a currency, the report will be run on merchant accounts of all currencies available to you.
- Click the Generate Summary button
- The resulting page displays all the transactions that match your search parameters. Click a link in the Status column for the transaction type you want to view, e.g., Completed Settlements.
- The resulting page displays all the transactions, group by account, that match the transaction type you clicked on. Click the link to drill down to view individual transactions.
- On the resulting screen, click the link in the Txn ID column for a single transaction to view its details.
- The transaction details page is displayed.
- This page displays a variety of information, depending on the transaction type you drill down on. For example:
- Transaction type and status
- Merchant account number
- Transaction date
- Customer name and address
- Card brand and last 4 digits
- Bank name and transit number
- Payment transaction number
- This page displays a variety of information, depending on the transaction type you drill down on. For example:
How to download an activity report?
- Generate your activity report
- On the resulting page, click the Attachment icon for the transaction type for which you want to download a report (e.g., Completed Settlements).
- On the Download Report pop-up, you can use Ctrl+click to select fields to include in addition to the report's default fields, and click the Download button.
How to run a batch report?
- Click the Reports tab at the top of any back-office page.
- Click the Batch Report submenu.
- Complete the following fields:
- Account - Select a merchant account from the drop-down list.
- Start Date/End Date - Select a date range from these calendar fields. The maximum range is 31 days.
- Status - Choose the status of the batch from the drop-down list.
- Click the Generate button
- On the Batch Summary page, click a link in the Batch ID column to drill down to Settlement or Credit batch details.
- The Batch Details page displays information for each transaction in the batch, such as the transaction ID, amount and, and card brand.
How to run a Chargeback History report?
- Click the Reports tab at the top of any back-office page.
- Click the Chargeback History submenu.
- Complete the following fields:
- Account - Select an account number from the drop-down list.
- Start Date/End Date - Select a date range from these calendar fields. The maximum range is twelve months
- Report Type - From the drop-down list, select the type of record you want to generate a report on (e.g., All Chargebacks).
- Click the Download button