How to search transactions in Converge

To search transactions in Converge, use the search field on the current or settled batch screen, or use Search Payments for a quick or advanced search by date range, amount, last 4 of the card number, customer name, invoice number or customer code. Detailed Search covers the past 21 days.

Applies to: Converge (web interface)
You’ll need: a Converge login; Search Payments must be enabled on your account

On this page

How do I find a transaction on the batch screen?

Basic method: show all records and use Ctrl+F

Open the batch. For settled batches: first click on the batch date you wish to search, for current batch: this will be on main screen.
At the bottom right of the screen is the record per page drop down menu. Expand that to the maximum.
Utilize Ctrl+F keyboard shortcut to enter keyword into the search box that pops up.

Search box

On both current and settled batch screens (For settled batches: first click on the batch date you wish to search, for current batch: this will be on main screen) is a search field. Enter the information you are trying to locate.

Converge Settled Batches screen with Search Payments, the browser Ctrl+F Keyword box, the batch Search field and Records per Page circled — The search field and the record per page menu on the batch screen.

How do I use Search Payments (quick or advanced search)?

If you do not have this option enabled, please reach out to us. There will be the option to do a quick or advanced search.

For advanced search:

First select a date range for the transaction you are trying to locate.
Then you can filter down by additional filters (i.e., amount, last 4 of card #, customer name, invoice #, customer code)

Converge Search Payments with a date-range calendar and the Select a Filter list: Transaction Date, Payment Type, Amount, Card Number, Customer Name and more — Advanced search: set a date range, then add filters.

You can download or generate the report of the filtered results by selecting the download or generate report button.

What does Detailed Search do?

Detailed Search allows you to perform a quick search on various criteria from the payments page by pressing on the detailed search button. If you have custom fields set up, the detailed search will allow you to search by those as well.

Converge Payments page with the DETAILED SEARCH button and the Detailed Transaction Search panel: start and end dates, amount, account number and other fields

Common questions

I don’t see Search Payments. Why?

Search Payments has to be enabled on your account. If you don’t have it, contact Cartis at 1-888-712-0770 or support@cartispayments.com.

Can I export the results?

Yes. After filtering in Search Payments, select the download or generate report button.

Updated November 2, 2026

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Taking payments with Converge? See Converge from Cartis