Description: Transaction Manager is a comprehensive tool in Lighthouse Business Manager (LBM) that enables merchants to effortlessly locate, analyze, and compare single or grouped transactions close to real-time, with seamless search, sorting, and filtering options, customizable table views, and detailed transaction lifecycle tracking for informed decision-making.
You can find Transaction Manager by logging in to LBM and selecting the Transactions > All Transactions dropdown from the left navigation menu.
All Transactions
If you manage multiple locations, use the Locations filter to select and view specific location transactions. Place a check next to each location you wish to view and select Confirm. This filter will not appear if you only have a single location.
Transaction Manager provides a simple way to locate and analyze a single transaction or group of transactions.
Transactions load close to in real time while offering seamless search, sorting, and filtering options based on key order and transaction attributes. Users can easily customize table views and layouts to suit their preferences, ensuring a personalized experience.
You can see a comprehensive view of transaction data by allowing users to set multiple filters to tailor the results to specific needs. Users can filter by:
- Time Period: Select a specific date range to analyze transactions within that timeframe.
- Transaction Status: Focus on transactions based on their current status (e.g., settled, unsettled, declined, failed, chargeback).
- Order Type: Sort transactions by different order types (auth, sale, refund, void, non-sale/info) to understand patterns and performance across categories.
- Total Amount: Filter by transaction amount to focus on high-value transactions or to analyze spending patterns.
- Event Status: Narrow down results based on the status of related events, allowing for targeted analysis of event-related transactions.
- Acquirer Response: Examine the responses from acquiring banks to assess transaction approval or decline rates.
- Risk: Identify transactions with varying risk levels, enabling enhanced monitoring of potentially high-risk activities.
- Batch Number: Filter by batch number to review transactions processed together, facilitating batch-level analysis.
You can save these filters as a template so that you can quickly access them and apply them next time. To do so, select the Save As Template button.
This dynamic transaction capability enhances decision-making by enabling users to pinpoint trends, identify anomalies, and generate insights based on tailored data views.
A key feature is the search utility, which allows you to filter across all transactions to isolate a specific field when searching for specific transactions.
Another key feature is the ability to create and edit custom reports. You can do this by selecting the three dots in the upper right corner and selecting the column data you want to view.
Select the "View" button to reload the data to fit your custom report needs. You can easily download this custom report as a CSV or an Excel file. Use the "Save As Template" button to save your view as a template so that you can access it quickly next time!
Transactions Summary
The Transactions Summary shows comprehensive information about the transaction, the payment method used, the customer who initiated the transaction, the account verification response, and more. On this page, you'll also find the event log, which shows where in the transaction lifecycle this specific transaction is and related transactions by payment method, email, customer reference, and more.
You can search and filter transactions across multiple locations and/or location groups.
Events show the lifecycle of the transaction from the initial verification and/or auth to settlement and beyond.
For details about refunds and adjustments, please visit:
You can also find Related Transactions by credit card/email/customer reference, etc.
New Transaction
Use New Transaction from the left navigation menu to create a sale transaction.
You can fill out Basic Transaction Information, Purchasing Card Information, Customer Information, and Miscellaneous Notes here. Select Submit to create the sale.
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