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WindLinks Tips & Tricks

Wind River has developed a new reporting tool – WindLinks – so you can access account data when you need it. You may have seen our communications via email, and if not, click here to view our video highlighting the features of this system.

WindLinks is your online access point for merchant statements, transaction details, business trends and much more. As you log into WindLinks and familiarize yourself, we will send some tips & tricks from time to time. Here is your first one!

How Can I Look up a Previous Customer’s Transaction?

WindLinks has many different parameters you can search under. Perhaps you have only the last 4 digits of the credit card # or only know the date and amount of the transaction. All these search options and more are available now under the WindLinks Processing Data Tab (See Below).

Step 1) Select the Processing Data Tab located on the top left hand corner of your screen and scroll down to select “Transaction Search.”

Step 2) Enter data into any of the fields to find your transaction by either date range, first 6 or last 4 digits of the credit card number, authorization number or transaction amount.

Note: Not all fields need to be entered in, but the more specific the search details, the more likely you will be able to find the particular transaction you are searching for.

We hope this tip proves helpful the next time you need to look up a customer’s past transaction at your business. For more questions, please email us at info@windriverfinancial.com.

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