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View your customers' bank transfer payments

You can use the Roc Terminal+ web portal to view the details of your customers’ bank transfer payments, including transaction details, virtual terminal details, and customer details.

  1. Log in to https://terminalplus.rocpos.com/login.
  2. On the side menu, select Transactions.
  3. Choose the type of transaction that you want to view:
    • To view a one-time payment, select ACH Sale Txn.
    • To view a recurring payment, select ACH Recurring Txn.
  4. (Optional) Search for the transaction using the following criteria:
    • Endpoint identifier (EPI) of your virtual terminal
    • Name of the customer
  5. (Optional) Filter transactions based on the transaction date:
    • ALL - View all transactions.
    • Recent - View all transactions that happened today.
    • Today - View all transactions that happened today.
    • MTD - View all transactions that happened this month.
    • YTD - View all transactions that happened this year.
    • Yesterday - View all transactions that happened yesterday.
    • Last Month - View all transactions that happened last month.
    • Current Week - View all transactions that happened this week.
    • Last Week -View all transactions that happened last week.
    • Custom (Within Last 90 Days) - View all transactions that happened in the last 90 days. You can adjust the date range if you need to.
    • Custom (Older Than 90 Days) - View all transactions that are older than 90 days. You can adjust the date range if you need to.
  6. Next to the transaction that you want to view, select More options, and then select Overview.