Using search parameters

You can search agreements using a range of parameters, such as:

For example, you can use Agreement ID, Payment Type or Merchant reference. You can also refine searches by Agreement Type and Agreement Status. The system can display up to 1000 records in response to a search.

1.       Login to the Merchant Interface and select the FuturePay option from the left-hand Menu.
The Merchant FuturePay Administration Page displays.

2.       Select the Reports option under FuturePay, from the left-hand Menu.
The Reporting Page displays, listing the types of reports that are available.

Each report type is a link that opens the appropriate reporting page.

3.       Select FuturePay Search Results.
The Reporting Page for this type of report displays.

4.       Select the FuturePay search criteria from the Search By drop-down list.

5.       Select an Agreement Type, Agreement Status, and Payment Method from the drop-down lists.

6.       Select Match By, and enter the details for the search criteria.

7.       There are a number of other formatting fields with preset default values. Accept these defaults and select the generate button.
The report displays when it has been generated. All FuturePay agreements that match your search criteria will be displayed.

8.       Select an Agreement ID from the page to display transaction details for that agreement.

You can choose to view the results as a Web page, as an email, or save them in various formats, such as Excel or PDF.

For more details, see Recurring Payments Search Results.