Here are a few best practices for conducting a search from the General Search tab:
When searching using a payer's last name, if the last name is common, adding criteria in the first name field helps the search. You also can add a payment date range to the last name to narrow the search.
When using the confirmation number to search, you do not need to enter criteria in other fields as all confirmation numbers are unique.
Generally, searching using a User ID, Confirmation #, or email address brings up the payer or payment you are searching for and no additional fields need to be populated.
If your search criteria has more than 150 results, it may need to be refined. If this happens, enter additional data, such as a payment date range or first name, and try your search again.
After a search is completed, the results appear below the search criteria page. Click the User ID link to go to the Payer Profile page. Click the payment confirmation link to view the Payment or Recurring Payment Detail page.