Knowledgebase
Therasoft Support site > Therasoft Help Desk > Knowledgebase

Search help:


OpenEdge View - Accessing Credit Card Payment Transaction History and Reports

Solution

OpenEdge View is a secure, online reporting resource that serves as a central location for all OpenEdge merchants to process and track all types of payments. 

How do I access OpenEdge View?
Go to https://openedgeview.paygateway.com/ on your preferred browser. View will prompt you for username and password (sent during your installation appointment).


How do I view processed transactions or access reports?
After logging into OpenEdge View:

  1. Select Chain tab to enter a Chain Name

  2. Select the TRANSACTIONS tab

  3. Choose the Date & Time of the transactions you would like to view

  4. Under the Account section, press the SELECT button. Choose any desired Accounts and select the SAVE SELECTION button

  5. Additional search information may be entered as desired, such as Transaction ID, Amount, etc.

  6. Select the SEARCH button; the matching transactions will display

 

If you need to contact OpenEdge:

800.774.6462, Opt3  • Customer Service Number
800.774.6462, Opt 2  • Support Number
800.338.6614, Opt 4  • Installations Number
 
 
 
 
 
Was this article helpful? yes / no
Related articles OpenEdge Contact Info
Merchant Account Application
Setting up your Client Portal and myTherapist app permissions
Most commonly used reports:
How to refund or void a credit card transaction
Billing, new credit card information
How to add and apply an insurance authorization
Emdeon Vision - Helpful Hints
How to add a new therapist/admin user to Therasoft.
How to upload/update intake documents
Article details
Article ID: 120
Category: Credit Card Reports
Date added: 7-May-2019 5:04pm
Views: 49
Rating (Votes): Article not rated yet (0)

 
« Go back