The zHealth Pay Advanced Search Report provides a breakdown of all the details related to a transaction that were processed via zHealth Pay within the specified date range. The report page shows transaction details, account number, and other information. An explanation of each field is given below:
Header | Explanation |
---|---|
Trans Date | Month/Day the transaction was initiated. |
Fund Date | Month/Day the transaction was completed. |
AccountNum | The account number associated with this transaction. |
TransactionInfold | The unique transaction identifier for this transaction. |
Trans # | Number to identify this transaction in communications to ProPay. |
Invoice # | Any number, word, or phrase entered as identifier |
Type | Type of transaction.
|
Name & Email | Name of the person and last 4 digits of the account for this transaction. |
Gross Amount | Amount for the transaction. |
Disc Fee | Transaction processing rate charged to the transaction. |
Per Trans Fee | The per transaction fee charged to each processed transaction. |
Credit | Amount for a credit issued to a cardholder. |
Net Amount | Amount after fees have been paid. |
Trans State | The current state of the transaction (Completed, Pending, etc.) |
Username | The account username associated with this transaction. |
1. Access your zHealth dashboard. Hover the cursor over to your name. A drop-down menu will open. From the dropdown list, click on the option - Reports. |
2. On the Reports window, scroll down to the bottom. Click on Transactions Report under zHealth Pay Reports section. |
3. To generate the Advanced Transaction Search Report, enter the following details: (i). Select Date Range for this Report (ii). Enter Search Criteria, such as: a. Gross Amount b. Invoice Number c. Transaction Number d. Username e. Last 4 digits of Account f. Payer Name g. Authorization Currency h. Payer Email i. Comment #1 j. Comment #2 k. Click the checkbox to select Show Additional Data l. Click the checkbox to select Consolidated Fee (iii). Click "Search" |
4. The zHealth Pay Advanced Transaction Search Report will look like this: |
5. To export Advanced Transaction Search Report, click the green colored "Export" button. |