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Manage and View GrowthZone Pay Transactions

Updated

The Payment Processing Report will allow you to view the date of transactions, and the success/failure of those transactions, and provide the opportunity to refund a transaction. This video shows where to view and manage your transactions. View the GrowthZone Pay Resource Guide.

  1. Select Billing in the left-hand navigation panel.
  2. Click the Reports tab.
  3. Click Payment Processing Reports/Management Tools in the Banking section.

  4. Enter desired filtering criteria:
    • Member: If you wish to filter the report to a single member, click the Select a Member hyperlink, and choose the desired member.
    • From/To: To filter the report on a specific date range, enter the From date and the To date. Alternately, click the more... link and select a range, or click Do Not Filter to run the report for all transactions.
    • Unresolved disputed transactions regardless of date: Click the radio button if you want to include unresolved disputes regardless of the date range selected.
    • Only show successful transactions: Click the radio button if you wish to see only successful transactions.
    • Show item details: Click this radio button if you wish to see the fee items and bill to contact in the report.
    • Show unresolved disputes: Click this radio button if you wish to show unresolved disputes in the report.
  5. Click Refresh Report.

 

 

A dispute occurs when a cardholder questions your payment with their card issuer. When a customer disputes a GrowthZone Pay charge, an email is sent to the staff member identified in the Email Address For Dispute Notifications: (Payment Processing Reports/Management Tools > Features & Settings). Within this email, a link will be provided for submitting dispute evidence. Alternatively, dispute evidence may be provided from the back office.

 

An indication that a card has been disputed will also be displayed in the Task List. From the task list, you will be able to click in and see the dispute and manage as described below. These will show on the Task List until someone from your staff submits a response. Once you have submitted evidence to support why this charge is legitimate, the dispute will no longer display in the Task List. NOTE: You may submit evidence up to 4 times prior to the deadline date on the dispute if desired, but this will only show in the Task List if no evidence has been submitted at all.

 

 NOTE: There is a limited period of time that disputes can be responded to (usually 7-21 days)—the amount of time available is provided within the dispute information. After that time has passed, no further responses or evidence can be submitted. Once you have submitted a response, it generally takes the card issuer 60-75 days to reach a final decision.

 

  1. Generate the Payment Processing Report as described above. The disputed charge will display Disputed.

  2. If the Submit Evidence hyperlink is available, click the link to open the Submit Dispute Evidence screen.

  3. Enter the information that you think the card issuer might want to see and/or upload evidence, such as a signed receipt. NOTE: If supporting documents have been previously uploaded, this will be indicated on the screen.
  4. Click Submit Evidence.

 

Once you’ve submitted a response, the dispute’s status is changed to under_review. If a dispute is found in your favor, this changes to won. If the card issuer upholds the cardholder’s dispute, the status changes to lost.

 

With GrowthZone Pay you will be able to refund payments directly through the database. See GrowthZone Pay Refunds.

 

 IMPORTANT: To refund back directly to the credit card processor, the refund must be issued within 90 days of the purchase.

 

The Bank Account Deposits/Transfers report provides a list of all transfers. This report will give you all of the payments that match up with a specific transfer to your bank account and the initial transaction date. This report should be used to find the fees associated with credit card transactions so that you can make the appropriate journal entries into your accounting software. This report will also display any adjustments and/or refunds made.

 

 NOTE: Your very first deposit (transfer) may take up to 7 days to be deposited. After that, deposits (transfers) are made daily and are typically composed of the payments that were processed two days prior for most US and Australian customers; seven days for other countries. For example, August 1st charges are deposited by August 3rd for most US and Australian customers; August 8th for other countries. August 2nd charges are deposited by August 4th for most US and Australian customers; August 9th for other countries. On occasion, banks may take 2-3 additional days to post funds. Also, keep in mind that transfers that are scheduled on weekends or holidays won’t be accepted by your bank until the next business day. Also, some US and Australian customers may initially be set for a seven-day transfer while business activity is evaluated.

 

  1. Select Billing in the left-hand navigation panel.
  2. Click the Reports tab.
  3. Click Payment Processing Reports/Management Tools in the Banking section.
  4. Click the Bank Account Deposits/Transfers button.

  5. The current month will be displayed by default. Select the desired Month to view a previous month, and click Refresh.
  6. A list of all transfers will be displayed. These transfers should be shown as deposits to your bank account.
  7. Click the Details button to view further information about a transfer.

 

 

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