Scheduled Transactions screen allows you to generate Credit Card and Checks transaction report based on the available status and specific timeline. You can also create new transaction.

Table of Contents

Scheduled Transaction - Credit Cards

What to do

Feature	Description
Active Merchant	Select the merchant in the drop-down to view the associated merchant transaction
Language	Select the preferred language in the drop-down
	Select to view dashboard in full screen
	Select to minimize the menu bar
Search	Enter the entity to display the transaction data based on the search
	Change the color of the widget
-	Collapse the widget. Click again to expand the widget
	View the widget in new page
Copy	Copy the transaction details in clipboard. The steps to copy the transaction are: Click the copy button The Copy to clipboard dialog box pops up Press ctrl or + C to copy the table data to your system clipboard Click the dialog box or press escape to close the dialog box
Excel	Download the transaction data in excel format
PDF	Download the transaction data in PDF format
Print	Print the transaction data
	Select to display the number of transaction per page. The valid values are 5, 10, 15, 25, 50, 100.
First	Go to first page
Previous	Go to previous page
Next	Go to next page
Last	Go to last page

Scheduled Transactions - Search

Figure 1: Scheduled Transactions - Search.

Field	Description
Status	Select the appropriate option. The valid values are: Scheduled Processing Completed Stopped Cancelled
Schedule	Select the appropriate option. Weekly Every Other Week Monthly Every Other Month Quarterly
First Name	Enter the first name
Last Name	Enter the last name
Date Range	Click the calendar widget. Select the From date. Click the calendar widget. Select the To date.
Search	Displays the Checks or Credit Card transaction data based on the entities entered

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Scheduled Transactions

Click the New Scheduled Transaction link to create New transaction.

Click here to create New Transaction

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Scheduled Transactions - Checks

Scheduled Transactions - Checks displays the transaction data of ACH account.

Click the Checks button. The transaction data of ACH account based on the search is displayed.

Figure 2: Scheduled Transactions - Checks.

Field	Description
First Name	Displays the first name
Last Name	Displays the last name
Status	Displays the status
Type	Displays the type
Schedule	Displays the schedule
Start Date	Displays the start date
Last Billed	Displays the last billed date
Next Bill	Displays the next bill date
Amount	Displays the amount
Term	Displays the term

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Scheduled Transaction - Credit Card

Scheduled Transactions - Credit Card displays the transaction data of Credit Card account.

Click the Credit Card button. The transaction data of Credit Card account based on the search is displayed.

Figure 2: Scheduled Transactions - Credit Cards.

Field	Description
First Name	Displays the first name
Last Name	Displays the last name
Status	Displays the status
Type	Displays the type
Schedule	Displays the schedule
Start Date	Displays the start date
Last Billed	Displays the last billed date
Next Bill	Displays the next bill date
Amount	Displays the amount
Term	Displays the term

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