Moneris Portal - Manage Transactions

This article provides instructions on how to find and manage transactions in Moneris Portal.

Procedure

Product

Moneris Portal

Overview

The Find A Transaction module in Moneris Portal features provides a very powerful transaction search feature that enables you to locate and view transactions in a closed batch, as well as transactions in the current batch.  You can use the module to:

  • determine if a transaction was double-charged
  • locate a specific transaction for a refund
  • confirm the status of a Pre-authorization transaction 
  • look up near real-time transaction data

 

In this article, you will learn how to:

 

Here is a helpful video to quickly get you started.

 

Note:   Even though the video is titled Merchant Direct 2, the functionality demonstrated in the video is the same as what you will experience in Moneris Portal. 

 

Moneris Portal - Accessing the Find A Transaction module

Moneris Portal - Searching for transactions

Moneris Portal - Viewing transaction details

Moneris Portal - Processing Refunds

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