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Merchant Portal

Understand payment statuses

Separate approval, settlement, declines, returns, and refunds before acting.

Menus and available actions depend on your role and enabled services. In the local demos, use sample records only; no real payments or messages are sent.

A successful payment response and a deposit into your bank are separate events. Read the status on the individual record.

What the labels mean

Label How to use it
Approved The payment attempt was accepted. Check its later transaction and funding status.
Pending The record is not yet shown as settled. Do not take a second payment merely because settlement is pending.
Settled The transaction is reported as settled. Match funding separately in Deposits and at your bank.
Declined The attempt was not approved. Review the response before another attempt.
Returned An eCheck was returned after initial processing. Review its return details.
Refund / eCheck refund Transaction types describing money being returned, not the original purchase's status.
Auth An authorization-type record. Check its details before treating it as a completed sale.

Additional states can appear if supplied by the source. Open the drawer and ask your operator when the next step is unclear.

Resolve an uncertain outcome

  1. Search Transactions by approximate date, amount, customer, and masked method.
  2. Check terminal Recent activity if the payment originated there.
  3. Record the transaction ID and exact response.
  4. If the portal says the result is unconfirmed, have support confirm it before charging again.

A timeout or missing success message is not the same as a decline. For confirmed exceptions, see Returns & Declines. For a reversal, see refunds and voids.