Content: This article describes the transaction overview in "Shift4 Customer Hub" and its key features. It explains the options for analyzing, filtering, and managing transactions, handling multiple locations, exporting data, and using custom views. In addition, it presents the available transaction details including status, history, and customization options. A successful login to "Shift4 Customer Hub" is required to use these features.
The transaction overview is a versatile tool in "Shift4 Customer Hub" that allows merchants to easily find, analyze, and compare individual transactions in near real-time. Various search, sort, and filter options, customizable table views, and detailed tracking of the transaction lifecycle are available.
The transaction overview can be accessed via the left navigation by first selecting "Transactions" and then the subcategory "All Transactions". Alternatively, on the "Dashboard" below the transaction list, the link "Manage Transactions" is available, which also navigates to the transaction overview.
A successful login to "Shift4 Customer Hub" is required to access this feature.
The "Locations" filter:
When managing multiple locations under one account, use the location filter "Locations" to select and display transactions for specific locations. Check the box next to each location you want to display and select "Confirm." Use "Reset" to clear the selection and close the menu.
The filter is not available if there is only a single location.
Filter options in the transaction overview
In the transaction overview, all transactions within the selected period are displayed. The period is determined via the "Period" field. By default, the last 7 days are selected. To change the period, left-click the "Period" field. In the menu that opens, predefined periods are available on the right side, such as "Today," "This Week," or "This Month." Use the scrollbar on the right to navigate through the list entries. Click to select the desired period. The period will be displayed accordingly in the calendar view on the left.
To define a custom period, click the corresponding days directly in the calendar view. To display a single day, double-click it with the left mouse button. To set a period, first click the start day and then the end day. Switch months using the arrow icons to the left and right of the month display. The current day is highlighted in blue in the calendar view.
Click "Apply" to confirm the selected period. Select "Cancel" to discard the selection.
In addition to period selection, more filter options are available at the top of the transaction overview. These filters are also selected by left-clicking. In the menu that opens, select the desired details. Multiple filters can be selected at the same time. Use "Reset" to the right of the filter options to clear all selected filters.
Above the filter options, the "Search" field allows you to perform a specific search by entering a search term. For example, if you are looking for a specific transaction, enter the transaction ID here. Once the search field is clicked, a dropdown list opens where you can specify additional search criteria, such as searching only a specific column like "Transaction ID." Use the scrollbar on the right to navigate through the list entries. Select the desired column by clicking on it. To search all columns, confirm the search with the "Enter" key.
Additionally, you can create a template with filter options tailored to your requirements. This can be saved and reused the next time you access the list. To create a template, click the "Filters" field located next to the search field at the top.
In the selection fields that open, set your desired filter options. On the left side, the available filter options "Available Filters" are listed. Click these to specify further details. The details are displayed on the right side accordingly. Use the scrollbar on the right to navigate through the list entries. The blue bar to the left of the filter options indicates the currently selected filter option. In the "Active Filters" section, all the filter options that have already been selected are listed.
Once you have selected all filter options according to your requirements, save the template via "Save as Template" to use it again the next time you access the list. If you want to use the customized template only once, click the "Apply" button. The list will now be displayed according to your adjustments. By clicking the "Reset" button, all selected filter options will be cleared.
To use an already saved template, click the "Filters" button. In the window that opens, the "Filter Templates" dropdown menu is available at the top left, where you can select the desired template. Then click the "Apply" button. The transaction list will now be displayed according to your filter options.
Transaction list
The transaction list displays all transactions for the selected period. By default, transactions from the last 7 days are shown. The transaction list contains several columns with their respective information. Navigate within the list using the scrollbars on the right and bottom edges.
Below the list, you can adjust the number of displayed entries using the "Rows" (rows) or "Show Totals" (show all) options. You can navigate through the individual list pages using the arrow icons on the right side.
The most relevant data in the transaction list is explained below:
- Merchant Name: This column shows the name of the merchant through whom the respective transaction was processed. For accounts with multiple locations, this display allows a clear assignment of the transaction to the corresponding location.
- Date : This column shows the date and exact time of the transaction, allowing a clear chronological assignment of the payment process.
- Total Amount: This column shows the total amount of the transaction. This information provides an overview of sales and helps identify individual payments.
- CreditCard: This column shows the card type logo (e.g., Visa) and the last four digits of the credit card number. This information allows for quick identification and assignment of a transaction, for example, when clarifying duplicate bookings.
- CardType: This column shows the card type used (e.g., debit or credit card). This information provides an overview of preferred payment methods and gives insights into customer payment behavior as well as the evaluation and selection of the booked rate model (e.g., flat rate or IC++).
- CardToken: This column displays a number if a payment was made via mobile, for example, using a smartphone, and not with a physical card. In this context, the fee "Mastercard Network Token Fee" appears on the statements.
- Transaction Status: This column shows the current status of a transaction, for example, "Settled," "Declined," or "Failed."
The status Unsettled identifies payments that have been authorized but not yet completed. Authorized payments for the current day are listed as "Unsettled" until the end-of-day process at 00:00. After batching, these transactions receive the status Settled. - Transaction ID :This column shows the unique identifier of the transaction. The transaction ID is especially required for inquiries or to clarify issues such as duplicate bookings and must be provided when forwarding to a specialist dealer.
The transaction list allows you to create and download custom views.
Using the "three-dot menu" in the upper right corner, you can customize the displayed columns according to your requirements. After clicking the "three-dot menu," the "Data Table View" window opens. All available columns are displayed here. If you no longer want a column to be displayed in the list, you can remove the "blue checkmark" by left-clicking it. The column will no longer be displayed in the list. Clicking again will reactivate the column. Navigate within the list using the scrollbars on the right. You can use the search field to display the desired column directly.
Additionally, the order of the columns can be changed via drag-and-drop. After completing your adjustments, click the "Save as Template" button to save the current view as a template, which will be available for future use. Clicking the "View" button applies the customized view once.
To use an already saved template, click on the "three-dot menu." In the window that opens, the "Table View" selection menu is available at the top, where you can select the desired template. Then click the "View" button. The transaction list will now be displayed according to your adjustments.
The displayed data can be exported as a CSV or Excel file. To do this, click on the "arrow menu" at the top right. In the selection menu that then opens, select the desired format. The download will start automatically.
Transaction details
By clicking on a transaction, the detail page opens.
This contains comprehensive information about the payment process. Additionally, in the "Event" section, an event log is displayed that shows the current status of the transaction within the transaction lifecycle. The listed events show the progress of the transaction from the first check or authorization through to completion.
Furthermore, related transactions determined by certain characteristics are displayed at the bottom.
The "Refund / Adjust" feature on the detail page is relevant. This is available as a button at the top right. The refund feature is used to initiate a refund to the customer. This is useful, for example, if a double booking was made due to human error. To do this, select "Full Refund" from the selection menu. Refunds are not time-limited and can be made regardless of the original transaction date. Each refund is recorded as a separate transaction and shown in the corresponding reports under "Refunds."
Note: A refund initiated in the portal does not automatically trigger a cancellation in the POS system. If a cancellation is required in the POS system, this must be done separately and manually in the respective system.
If a double booking occurred due to a technical error, please contact your partner and provide the transaction number.
The "Clone Transaction" button creates a copy of the selected payment. The original payment amount can be adjusted. The transaction is then resubmitted for processing.
A new charge is only permitted if:
a valid legal basis exists (e.g., an outstanding claim, installment agreement, or a subsequent charge is contractually provided for).
the person liable for payment has given their consent.
no unauthorized double charge occurs.
transparency and information obligations are met.
If a charge is made without the appropriate consent, it is considered an unauthorized transaction within the meaning of § 675u of the German Civil Code (BGB).
Use the arrow button at the top left to return to the list view.
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