How do I find a recurring transaction (or scheduled transaction)?

How to find a recurring transaction

PayJunction allows you to search by transactions, contacts, or recurring transactions:

  1. To look for recurring transactions, click Search on the left.



  2. Select what search criteria you wish to search by in the drop down menu.

  3. Type in the details of the customer relative to the search option that you selected.



  4. Click the Search button.



  5. If no results are found, then revise your search.

  6. Once you find the customer's recurring transaction, click on the eyeball icon to the left for information about the scheduled recurring transactions.


    You will see the summary of the schedule on the next page:



  7. You may add or edit the scheduled transactions as appropriate.

 

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