FirstView™ provides the easiest and most robust reporting of Deluxe transaction and deposit history.
Instructions are provided below for these common tasks:
- View the High Single Ticket and Monthly limits on your account
- View details on all transactions (failed and successful)
- View Daily Deposit Details and the processing fees incurred
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. Your high single transaction limit needs to be sufficient for all but a handful of expected transactions (you always have the option of submitting multiple payments for unexpectedly high transactions).
If the limit is too low, use the blue help widget on your event site to contact our support team - we can help you request a higher limit (typically requires submitting three months of financial statements and an underwriting review.)
2. View Details on ALL transaction attempts (failed and successful)
Go to Reports > Authorization Detail
This report will display all attempted 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.
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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