To generate a report of the CardConnect integrated payments go to the A/R section of Printer’s Plan and open the Payments Received folder. In this folder, right-click on one of the list options and a menu will appear. On this menu select Add Filter:
The Find window will appear and in this window check-in the Advanced Find option:
In the By this field column highlight payments.PaymentSource, and in the If the field column highlight = equal. Enter 2 in the Enter Number field -- all CardConnect payments will have a payment source value of 2. Click the Add button to add this criteria to the filter. The Find window will look like this:
Add any additional criteria to the filter and click Find Now to display the results. Alternatively, if you created a default payment type for the integrated payments (as outlined in the CardConnect Default Payment Type section this guide) you can generate a payment report filtering by this payment type:
In addition to the payment filters, in Printer’s Plan you can log on to the CardPointe gateway to view credit card transactions.