Client Card Transactions

This section of the Customer Portal is where you can see all client-initiated transactions, including monthly round-up contributions and funded cash back rewards.

To search for client card transactions:

  1. Filter by member ID and/or card ID
  2. Click the three dots next to the transaction
  3. Select Go to Details to open the client card transaction detail page

Client Card Transaction Detail Page

On this page, you can see details about a specific client card transaction, including the client card transaction ID, created date, description, and payment gateway details.