Find ACH payment
What you will learn
✅ How to find a specific ACH payment in COS Explorer
✅ How to drill down to see details about that payment
If you send a payment via API be sure you register for webhooks to see information about their status.
Learn about ACH.
Before you begin
Make sure you have:
- Identifying information about the payment, such as the:
- Reference ID (received when you send the payment)
- Date sent
- Recipient name
- Amount
Process overview
After a payment is sent, you often want to see details about it such as its status. Use the COS filters to find the payment, and click it to see more details.
To find a payment
To find a payment go to Payments under ACH.
If you have the reference ID (Ref ID) of the payment, enter it in the appropriate field in the filter pane on the right.
Change the date in the From field to some date before when the payment was sent.
- If you only change the year or the month the changes will not be applied.
- You can also select and type the date without going into the calendar.
If you don't have the reference ID, add information in any other fields that will help you find the payment.
At the very bottom of the filter pane, click Apply. The results appear.
If you get no results, verify the date span is big enough to include the payment you are looking for.
If you still get no results, verify that the other information is correct.
If you searched on other values and not the exact reference ID, you'll have to look at all the payments returned by the search to identify the one you want. Use more details in the filter to refine your search.
To view payment details
In the search results, click the Ref ID. The payment details screen opens.
Scroll down the page to see specific information about the payment such as:
- ACH holds
- Memo posts
- Related transactions
What happens next
The Payment Actions menu on the side of the Payment Details screen offers options that you can use if your role requires them. For example, you might need to reverse a payment.