Last week we introduced SegPay’s new Merchant Portal. Today we made a few updates, based on feedback:
When viewing the details of a specific purchase record, you now see the consumer’s billing terms, including the type of purchase – recurring membership, one-time sale, etc. – along with the price, recurring charge and billing interval (if applicable). Go to My Consumers → Manage Consumers, run a search and click View Record on one of the results.
At the bottom of the same page, in the table that lists specific transactions associated with a purchase, you now have a Status column to show whether each transaction was Completed, Declined, Refunded, Voided or Charged Back.
Finally, when you run the Reserves Report, the date range now defaults to the prior 6 months, the most common setting since reserves are paid out to you after 6 months.