Viewing Recurring Status Report

Overview

The Recurring Status Report feature under the Tools menu provides merchants with a detailed summary of all recurring transactions attempted within a selected date range. It is particularly useful for monitoring failed and successful recurring payments.

This feature allows filtering by error status, payment type, and other identifiers to help merchants analyze recurring billing behavior and troubleshoot issues quickly.

Prerequisites

• You must have access to Transaction Manager with valid login credentials.
• If you do not have login credentials for Transaction Manager, please email the support team support@chargeanywhere.com to request access.

Login URL

• Test URL: https://sandbox.chargeanywhere.com/TransactionManager/Login.aspx
• Production URL: https://www.chargeanywhere.com/transactionmanager/login.aspx

Accessing Recurring Status Report

1. Log in to Transaction Manager with your partner credentials.
2. If applicable, select your merchant account.
3. Click on the Tools menu located in the top navigation bar.
4. Select Recurring Status Report.

The Recurring Database Status page is displayed.

Using Search Filters

The search panel allows merchants to narrow down recurring transaction results using the following filters:

Field	Description
Payment Type	Choose the payment method used: All, Credit, or ACH.
Error	Filter by transaction outcome: All, Yes (only errored transactions), or No (only successful transactions).
Company Name	Displays the name of the merchant (auto-filled).
Identification	Optional field to search by device or terminal identification.
Customer #	Filter results for a specific customer number.
Amount	Specify a transaction amount to narrow results.
Date From / Date To	Define a date range to view transactions executed between specific days using the calendar picker.

Note: Use the Clear button to reset all filters before performing a new search.

Viewing Search Results

After clicking Search, results are displayed in a tabular format at the bottom of the page. The table includes the following columns:

Field	Description
Date	Date of the recurring transaction attempt.
Description	Additional information about the transaction.
Ref #	Unique reference number for the recurring transaction.
Customer #	Identifier for the customer involved in the transaction.
Identification	Associated device or terminal identification.
Payment Type	Indicates whether the transaction was Credit or ACH.
Account #	Masked account number used for the payment.
Routing #	Routing number for ACH transactions (if applicable).
Amount	Amount attempted in the recurring charge.
ResponseText	Descriptive response from the gateway (e.g., Approved, Declined).
Error	Flags if an error occurred (Yes or No).
Processor	Name of the payment processor used.
Channel	Transaction origin channel (e.g., API, VT, etc.).

You can adjust the Items per page dropdown at the bottom-right to display more records per page.