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What is an Unattached Receipt?

Administrators and cardholders are able to attach a receipt to a pending transaction. Ordinarily, a pending transaction will be matched with the merchant settlement, and the receipt (and any transaction notes) will be saved together with the settlement. However, there are cases where a receipt may be unmatched:

  1. If  the merchant did not settle the transaction within 5 days of the purchase
    • If the transaction is cancelled, and you do not expect a settlement from the merchant, then the attached receipt can be deleted
    • You can contact the merchant and let him know that he did not settle the charge
  2. If the merchant reversed the pending transaction and reprocessed it
    • You can download the receipt from the "Unattached receipts" page, save it to your computer, and attach it to the new transaction in the cardholder’s transaction history.
    • Type the transaction notes that were included with the receipt in the “Add a new note” field.
    • This scenario is common with hotels.
  3. If the merchant settlement details do not match the pending transaction
    • You can download the receipt from the "Unattached receipts" page, save it to your computer, and attach it to the correct transaction in the cardholder’s transaction history.
    • Type the transaction notes that were included with the receipt in the “Add a new note” field

How to Review Unattached Receipts:

  1. Log into the Administrator Site
  2. Click the "Account" tab
  3. Click "Unattached Receipts" in the blue bar
  4. Review, delete, or download unattached receipts

Unattached_Receipt_2.png

Review, delete, or download Unattached Receipts

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