How can I see the transaction history of a Recurring Billing Profile?

Once a Recurring Billing Profile has processed a payment, you are able to view transactions within the profile.  This is helpful when confirming whether a transaction was successful and to see a complete list of transactions that have occurred.

Must know:

  • You must have at least Read Only access to Recurring Billing in order to view a Recurring Billing profile.

How can I see the transaction history of a Recurring Billing Profile?

  1. Within the Portal go to Processing > Recurring Billing.
  2. Select the profile.
  3. Click on ‘History’. 
  4. You will see a list of the transactions that the profile has captured. You can click on any of these transactions to view the transaction details.

Good to know:

  • Any transaction completed through a Recurring Billing Profile will show up on the Transaction Report. You can filter to see only these transactions by selecting “Recurring Billing” under “Trn. Source’.
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