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Transaction lists on your Carbon Mobile 5

By February 23, 2021March 3rd, 2022Uncategorized
Last updated: 3 March 2022

This article is about the Carbon Mobile 5 without a printer. Click here if your Carbon Mobile 5 has a printer.

 

You can see the details of all transactions processed on your Carbon Mobile 5 from up to the last 6 months. Search and filter transactions to see just the ones you need, resend a customer or merchant receipt, start a refund from the transaction detail and even email yourself a transaction list from any calendar day.

Search for transactions made on a particular card by inserting, swiping or tapping the card or search using:

    • the TRAN number from the EFTPOS receipt
    • the invoice number from the EFTPOS receipt 
    • exact or approximate amount
    • a date range
    • and more!

You can also see a list of all declined transactions and pending offline transactions.

NOTE: If your terminal is swapped out, your Transaction History is not transferred to the replacement terminal.

 

Access your Transaction History

From the Payment screen, tap the hamburger menu and then tap Transaction History.

This will bring up your transaction list. Transactions are organised by transaction date and time. Tap a particular transaction to view transaction details, resend the customer receipt, or start a refund.

Tap the printer icon next to the date to view a detailed transaction list for all transactions processed on that date. You can also email the list directly from your EFTPOS terminal.

Details included in this report for each transaction:

      • Transaction time and amount
      • Card number (only the last four numbers are visible)
      • Card type i.e. Chip, Contactless Card etc. MOTO transactions are listed as Manual
      • TRAN number (the 6-digit TRAN number on the receipt below the time)
      • Transaction type i.e. Purchase, Cash Out, Refund

 

Search and filter transactions by card

If your customer has the card they used to make the transaction you’re looking for:

      1. From the Payment screen, tap the hamburger menu
      2. Tap Search Transactions and then tap the card icon
      3. Your customer can then either swipe, insert or tap their card

NOTE: You can also enter the last four digits of the card into the search field next to the icon

 

Search and filter transactions by TRAN or Invoice number

If you have an EFTPOS transaction receipt you can search using the TRAN or Invoice number:

      1. From the Payment screen, tap the hamburger menu
      2. Tap Search Transactions and then tap ADVANCED SEARCH
      3. Type any 4 or more digits from the TRAN or Invoice number into the search field and then tap Search

NOTE: Once you tap a field and enter a value, tapping the green button on the virtual keyboard will move the cursor to the next field. If you only want to enter one value, tap the downwards triangle button to close the keyboard.

 

Advanced search

If you don’t have the customer’s card or receipt, you can use ADVANCED SEARCH to search for the transaction using additional details including the exact or approximate amount or a date range. You can also filter the list to only view declined transactions or pending offline transactions.

To access Advanced Search:

      1. From the Payment screen, tap the hamburger menu and then tap Search Orders
      2. Tap ADVANCED SEARCH

NOTE: Once you tap a field and enter a value, tapping the green button on the virtual keyboard will move the cursor to the next field. If you only want to enter one value, tap the downwards triangle button to close the keyboard.

 

Search for pending offline transactions

See a list of all pending offline transactions that have not been processed.

      1. From the Payment screen, tap the hamburger menu
      2. Tap Search Transactions
      3. Tap ADVANCED SEARCH
      4. Tap Only Pending Offline
      5. Tap Search

Search for declined transactions 

See a list of all declined transactions. 

  1. From the Payment screen, tap the hamburger menu 
  2. Tap Search Transactions
  3. Tap ADVANCED SEARCH 
  4. Tap Declined Transactions 
  5. Tap Search 

 

Helpful links: