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Transaction Detail Receipt View/Print and Layout Options

March 21, 2024

Description

How to view and preview/print a transaction receipt or change the layout of the Transaction Details page

What's in this article?

Use the ⋮ More options menu on the Transaction Details page to access additional actions such as viewing a print preview, view receipt information and edit the layout of the Transaction Details page. Other actions might also be available depending on the status of the transaction.

To access the Print Preview, View Receipt and Edit Layout menu

  1. Log in to your Merchant Services account in Business Advantage 360 online banking. 
  2. From the left navigation, select Transactions > Transaction List. The Transaction List page appears, showing all transactions performed in the past 7 days.
  3. Transactions performed in the last 7 days will appear. Click the Date Range filter to change this range as needed. You can view up to the last 13 months of transactions.
  4. Locate the transaction that you would like to review and select the hyperlink in the Request ID column. Transaction Details page will display.
  5. Select the ⋮ menu in the upper right-hand corner to Print Preview, View Receipt or Edit Layout
Print Preview

Print preview allows you to view and print a receipt in a format that can be easily understood. No changes can be made from this page.

View Receipt

View receipt allows you to view a substitute receipt with basic transaction information. From this page, you are also able to email a copy, print and download the receipt. This option will only be available after settlement.

View a substitute receipt with basic transaction information within the View Receipt option

NOTE:
The Merchant ID (MID) does not appear on the receipt, per Visa regulations.

Edit Transaction Detail layout

You can edit which modules display and where they are placed on the Transaction Details page.

  1. Click ⋮ More options menu.
  2. Select Edit Layout.
  3. Click the left and right arrow buttons, action buttons, remove buttons, and add card buttons to customize your Details page.
  4. Once complete, click Save.

The Edit Layout screen and options



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