# Find and match payments

> Search transactions, compare sources, and make permitted corrections.

Language: en-US. Product guide: https://agencymesh.com/help/transaction-search-and-matching/.

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Open [Transaction Search](https://app.agencymesh.app/transactions/icrTransactionSearch) for payment records and corrections.

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## Find a transaction

1. Choose **Office**, **Data** (**Carrier**, **Merchant**, **AMS**, or **Bank Deposits**), **Start**, and **End**. Choose **Carrier** or **Bank** when shown.
2. Use **Advanced** for amount, customer, policy, deposit, agent, or **UUID** filters. **Deleted > No** shows current records; **Yes** finds marked records. Click **Search**.
3. Click a row or **Copy details** to copy it. Click **Export PDF** to save the search.

**All Offices** covers assigned offices; shared records may appear. Bridger Producer dates are sweep dates, not payment dates.

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## Compare the sources

1. In [Transaction Matching](https://app.agencymesh.app/transactions/icrTransactionMatching), choose **Office** and **Start date**. Leave **End date** blank for one day, or set a range up to **31 days**. Click **Run Matching**.
2. Expand a row for match details. Use the **AMS**, **Carrier**, **Merchant**, and **Bank Deposits** tabs for source records.

**No match** differs from **Not required**. Matching is automatic. For a mismatch, compare office, dates, amounts, customer, and policy with the supporting file. Look for unfinished imports in [Transaction Queue Report](https://app.agencymesh.app/transactions/icrQueueReport), correct the source, then rerun.

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## Correct a record

| Item | Guidance |
| --- | --- |
| Office | Choose the new **Office** in Search, or **Change office** in Matching’s **Carrier** tab. Saves immediately. |
| Carrier date | Accounting or Administrator: open **Date**, edit, then **Save**. Matching uses **Change date > New transaction date > Save**. A Manager’s visible date editor may still reject the change. |
| Deleted | Accounting: tick **Deleted** to mark a record or clear it to restore. Saves immediately; it does not void or refund payment. |

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## Void or refund a payment

1. For a pending payment, click **Void**, verify **Transaction** and **Amount**, type **VOID**, then **Confirm void**.
2. For a settled card payment, click **Refund**. Choose **Full remaining amount** or **Partial amount**. A **Partial refund amount** must be above zero and no more than **Available to refund**.
3. Type **REFUND**, then **Confirm refund**. Use **Receipt > Download PDF** when offered.

Requires Accounting. In Transaction Search, set **Data > Merchant** and find the original eligible Authorize payment.

> **Unclear result?:** Verify the original payment before retrying. These actions cannot be reversed here. A refund record cannot itself be voided or refunded.

## Related guides

- [Transactions](https://agencymesh.com/help/transactions.md)
- [Run carrier reports](https://agencymesh.com/help/transaction-queue.md)
- [Transaction reports and files](https://agencymesh.com/help/transaction-reporting-files.md)