Receipt Lookup by Credit Card

Point of Sale > Electronic Interfaces > Credit Card > Receipt Lookup by Credit Card

Use this routine to view, print, and email a customer receipt by credit card number. This process is available for users of the Shift4 platform only; it is not available for the STORIS Legacy or Tender Retail interfaces.

Shift4 users can either swipe the credit card or enter the last 4 digits of the credit card number. Once the credit card type, start date, and card number are indicated, the process gathers a list of those transactions that were paid for with that card type and with a card ending with the same last 4 digits. The list is filtered by a date range, which defaults to 30 days prior to the current date and may go back as far as 60 days prior to the current date. The results are presented in a grid, from which you can select a specific transaction. Once a transaction is selected, a Shift4 receipt is generated and displayed for review. You then have the option to print or email the receipt for the customer.

Depending on your transaction retention days setting, the entire period you selected to be searched may not be available.

You can define a date range to limit the list of orders shown in the grid. This date defaults to 30 days prior to the current date, but can be changed. Up to 60 days prior to the current date can be selected. Click the calendar icon to choose a date. The date range always includes the current date. Only those items whose Order Date is within the range defined here are displayed.

This optional field is needed if not swiping the customer's credit card. Click the arrow button to select the type of credit card. If you indicate a card type here, you then use the following field to enter the last four digits of the credit card.

For a card not present situation, you select the card type and then enter the last four digits of the consumer’s credit card in this field. If you are swiping the card, you can skip this field.

If the credit card is present, click this button to swipe the card. It is not necessary to fill in any of the 3 fields above, unless you wish to limit the list of orders to a specific date range.

Click the Save button to search for orders based on the criteria entered. Orders paid for with the indicated card type and card ending with the same last 4 digits, within the specified date range, are listed in the grid. All sales and pre-authorizations are eligible for selection. Returns, Voids, Declines or any other type of transaction is not considered an eligible transaction. Also excluded from the selection are installments, financed receivables, and revolving receivables.

The grid lists transactions that meet the criteria you selected. Select the transaction from the grid for which you want to print or email the receipt.

Reference Number
Name
Amount
Order Date