A client's case number can be used for performing a transaction search.
To search for a transaction using the case number:
1. Enter the case number into the Case # field in the Transaction Search section of the Client / Transaction Search page.
2. Select the time period from the Date
Range drop-down list
or
Enter the appropriate information into the Start
Date/Time and End
Date/Time fields
or
Click the Calendar Icon next to the
Start Date/Time and End
Date/Time fields and select the start date and end date.
|
The Start Date/Time and End Date/Time fields automatically populate based on the date range selected. |
3. Click the corresponding Results by Date radio button to view the results in Ascending date order (The default is Descending).
4. Click the Search button. The Transaction Search Results Page displays.
If you incorrectly enter the client's card number, click the Clear button and re-enter the card number again.
You can perform the following tasks on the page:
1. Click the Issue Card link. The Issue a New Card to a Client via Mail page displays.
2. Click the Create Account link. The Create Account page displays.
3. Click the Merchant Search link. The Merchant Search page displays.
4. Click the Help link. The page displays.
5. Click the Transaction Search link. The Transaction Search section of the Client / Transaction Search page displays.
6. Click the Back to Top link to return to the top of the Client / Transaction Search page.
See Also:
Searching for a Transaction Using Account Number
Searching for a Transaction Using Card Number