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FirstView™ FAQ

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Kris Anderson
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FirstView™ provides the easiest and most robust reporting of Deluxe transaction and deposit history.  

Instructions are provided below for these common tasks:

  1. View the High Single Ticket and Monthly limits on your account
  2. View details on all transactions (failed and successful)
  3. View Daily Deposit Details and the processing fees incurred
  4. View Chargeback Details
  5. View/Edit Bank Account/DDA (Demand Deposit Account) Details

Login in to FirstView™

Firstview™ can be accessed from your Deluxe Payment Platform (menu link - see below) or by logging in directly (using the same credentials) at https://www.firstview.net/.

1.  View the High Single Ticket and Monthly Limits

When in FirstView™, Click on Account Settings > Account Details

All transactions exceeding the High Single transaction or High Monthly Volume will automatically fail.  

  • If you think your limit is too low for many expected transactions, you can contact Deluxe to request a higher limit (this may involve submitting additional financial records).    
  • If you expect a handful of higher transactions during your event, contact Deluxe a couple of weeks prior to your event, explain the situation and their loss prevention team will temporarily raise the limits for the payment period of your event.
  • If you need to process a payment that exceeds your current limit - you can apply two payments, each under the limit from the orders  or gala check-out pages - or ask for payment by check (avoiding the $300 processing fee on a $10k order).

2.  View Details on ALL transactions (failed and successful)

Go to Reports > Authorization Detail

This report will display all  transactions for the time period specified.   It is particularly useful for investigating reports from your supporters that "their card won't go through".      If they are attempting to pay for an order that already exists (via self check-out etc) - you will be able to see their failed attempts and the error messages in the payment section of their order.   But if they are attempting to buy something online (eg tickets, fundraising campaign etc) that requires payment to complete - the order isn't created until the payment is successful - so the only place to view the failed transaction is on this report.

If the transaction is successful, it will display as a "sale".   If it was unsuccessful,  the error or decline description will be noted in the far right columns.

If the transaction fails due to a correctable error (eg amount exceeds single ticket limit, zip code does not match billing address etc) the error message will usually detail the issue.    A simple "decline" error without elaboration usually indicates the card balance/limit has been reached or it is being failed as a potential fraud attempt.   Keep in mind that once a card is declined three times, all further attempts will be blocked with a straight "decline" error as potential fraud.

3.  View Daily Deposit Detail and Processing Fees Incurred

A summary of the processing and transactions fees incurred displays on your monthly statements.    

To view fees on daily transactions, Go to:  Reports > Daily Deposit Detail

You can find more details on Deluxe fees here.

* Deluxe has acknowledged that our contract does not include collection of a daily network inquiry fee - and they are adjusting their automated process to remove it permanently from our customers accounts. Until then, they are manually refunding any daily fees assessed on a monthly basis.  The refund process takes place after their monthly reconciliation on the 17th - so it has been taking about 45 days after the end of each month for the refunds to be credited, but rest assured, these fees will be refunded to your account.

4.  View Chargeback Details

Go to:  Reports > Chargeback Detail > Search by Date, Transaction ID, or Case #

5.  Edit Bank Account/Direct Deposit Details

Go to:  Profile Updates > DDA (Demand Deposit Account) Maintenance Request

Still have questions?

We have provided answers to these FAQ as a convenience to our customers - if you still have questions about your Deluxe account, reporting or specific transactions - please contact the experts on the Deluxe Support Team.   Their help desk is available 24/7 and is staffed by real (and friendly) people!   You can reach them by calling  888 453 4538 or clicking on the Live Chat icon in the lower right corner on  FirstView™ screens.

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