Searching, Filtering, and Downloading Submissions

At the top of the table, you will have the option to search for Submissions. 


Search by SOC invoice number, amount min/max and amount type, a specific date range, date type, and location of your choice.

Screenshot of searching for submissions

You can also filter by payee or submitter location, view by Merchant Number or ID, or simply search for the Merchant Number yourself in the search bar.

Screenshot of filtering by location

For easier access, you can filter by date range or choose from a list of quick date ranges.

Screenshot of filtering by date

When all filters have been applied, you can download submissions with the selected view or change one of your filters right within the download modal. Download in .CSV, .XLS, or .PDF formats.

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Live Chat


Click the 'Chat' button once you've logged in to your Merchant Account to chat with a member of our service team.

Mon-Fri, 8:00am to 6:30pm ET

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Our Merchant Customer Care Professionals will assist you Mon-Fri, 8:00am to 8:00pm ET