Find and match payments
About this guide
Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Open Transaction Search for payment records and corrections.
Find a transaction
Section titled “Find a transaction”- Choose Office, Data (Carrier, Merchant, AMS, or Bank Deposits), Start, and End. Choose Carrier or Bank when shown.
- Use Advanced for amount, customer, policy, deposit, agent, or UUID filters. Deleted > No shows current records; Yes finds marked records. Click Search.
- 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.
Compare the sources
Section titled “Compare the sources”- In Transaction Matching, choose Office and Start date. Leave End date blank for one day, or set a range up to 31 days. Click Run Matching.
- 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, correct the source, then rerun.
Correct a record
Section titled “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. |
Void or refund a payment
Section titled “Void or refund a payment”- For a pending payment, click Void, verify Transaction and Amount, type VOID, then Confirm void.
- 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.
- 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.