How Will I Confirm Credit/Debit Card Transactions?

November 10, 2014

treehouseadmin

Patriot Software will charge your credit card on a monthly basis for the software you use each month.  Your monthly charge will automatically hit your credit card on the 1st day of the month. Every time we charge your credit card, you will receive an email message.

In addition, billing records are paperless and can be downloaded at your convenience. To view your monthly software charges from Patriot Software, go to Dashboard > Account Activity > View Billing Activity.

Customizing the report.

  • You can customize the time period for your monthly software fees report. The default setting ranges from any transaction in the past 90 days, up to  transactions that are scheduled to occur in the next 7 days. You can adjust the date range by changing the start and end dates near the top of the screen. Then click RUN REPORT.
  • You can also customize the report by clicking on the small arrow beside one of the column headers. That will sort your results according to the information in that column. If you click the arrow a second time, it will reverse the order from ascending to descending.

Transaction ID. The items listed under Transaction ID in the first column of data are clickable links. If you would like to see the details for a charge (or save or print the detailed explanation), click the link for that transaction. A new tab will open and display the details of that one transaction in a PDF document.

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