Payment History

The Payment History screen displays all payments submitted by the users.

When clicked on Show Filters link the top portion of the screen contains the following elements:

1. Hide Filters — link that hides the filters on the screen
2. From Date and To Date — Drop-downs to select a date filter range
3. From Amount — Filter to enter the range of Amount.
4. To Amount — Filter to enter the TO Amount range.
5. Payment Method — Drop-down list with the list of all available Payment methods
6. Transaction Status — Filter drop-down to filter the transaction by their status, list includes Failure, Success, and Under Review
7. Transaction Type— Drop-down to filter the transactions by their Transaction Type, list includes Capture, Pre-Authorization, Refund, Sale, and Void
8. Created By Username— Drop-down with the list of the usernames who created the transactions
9. Memo— Field to enter the memo that is associated with the transaction to filter
10. Order Id'(s) — Field to enter the Order Id(s) that is associated with the transaction to filter
11. Last 4 Digits Card/Account #(s) — Filed to enter the last 4 digits of the card/account number and serach for the transaction
12. Gateway Reference #(s) — Field to enter the Gateway Reference Number(s) of the transaction
13. Transaction Category — Filter drop-down to select the transaction category Card Not Present or Card Present
14. Terminal Entry Mode — Filter to select the Entry mode of the POS Terminal i.e., EMV Contact, Magnetic Stripe etc.
15. Terminal Serial Number— Drop-down with the list of available Terminals by Serail Number.
16. Invoice Number(s)— Field to enter the associated Booking number to filter by, the user can enter multiple numbers seperated by a comma
17. Currency — Drop-down to select the Currency, this is filter is hidden if the Multi-Currecny Pricing is turned off at the merchant level.
18. Auth Code(s)— Field to enter the Auth code
19. Reset button — Clear the filters and restore any default values
20. Filter button — Apply the selected filters to data on the screen
21. Show Entries — Dropdown to control how many rows will display on each page
22. Search — Dynamically search for data in the table

1. Table with a list of all payments submitted by a user
   • S No. — The sequence number of the payment in the table
   • Transaction Date & Time — The date and time the payment was submitted
   • Posting date — The date on which the transaction has been posted
   • Payment Method — The method of payment that was used
   • Name On Card/Account Holder Name — The name entered by the user when making the payment or the name associated with a paying account (e.g., PayPal)
   • Card Number/Account Number/Gateway Username — The card or account number entered by the user when making the payment or the email address associated with a paying account (e.g., PayPal)
   • Amount — The amount of the payment
   • Currency — Type of the currency with which the payment made
   • Order Id — The application's unique, internal identifier for the payment
   • View — An hyperlink when clicked takes the user to the Payment Detail page
   • Transaction Type — Type of the transaction like Auth/Capture/Refund/Sale etc.
   • Transaction Status — Status of the transaction whether success or Failure
   • Created By Username — Username who created the transaction
   • Gateway Reference Number — The payment processor's unique identifier for the payment
   • Invoice Number — Invoice number for which the payment is made
   • Transaction Category — Type of the Terminal via which the transaction has been done
   • Serial Number — POS device serial number which is used to make a payment if Payment made via Card Present
   • Terminal Entry Mode — Terminal Entry Mode which is used to make a payment if payment is made via Card Present
2. A pager that will let the user navigate between pages of payments if there are more than can fit on one screen
3. Export — Button to export the screen's data

View A Sample Export File

The user can click the View link to view the details of a payment.

If the Convenience Fees is enabled at the Merchant level, then the Payment History page shows up with an additional column of Convenience Fees and the Amount column is renamed as Total Amount and the page looks as follows:

Payment Detail¶

The Payment Detail screen has email and print buttons so that users can email or print the details of a selected payment.

The screen also contains the following elements:

1. Payer Information — Card/account information and the amount of the payment
2. Payment Response — Payment-related information that comes back from the payment gateway 3.Billing Information — Billing Information associated with the card/account or user
3. Other Information — Other payment-related information without a specific category
4. Customer Information — Section displays all the Customer related information
5. Payment History link — Takes the user back to the Payment History screen

6. Make A Payment link — Takes the user to the Make A Payment page

7. Clicking on Email button in the Payment Detail screen, Email Transaction Details popup will open and the screen contains the following elements:

1. Subject — Subject of the email
2. Recipient's Email — Field to enter the Recipient's email
3. Re-enter Recipient's Email — Field to re-enter the Receipient's email
4. Legal & Privacy Policy
5. Close — Button to close the popup
6. Add Recipient — Button to add another Recipient's email address
7. Send — droppable Button to send an email to Recipients in the selected language

Likewise Clicking on Text Message button will open the Text Message Transaction popup and the User can send text message.
The screen looks as follows and contains the following elements:

1. Recipient's Mobile Number — Field to enter the recipient's mobile number along with the Country code and mobile carrier drop-downs
2. Re-enter Recipient's Mobile Number — Field to re-enter the recipient's mobile number
3. Legal & Privacy Policy
4. Close — Button to close the popup
5. Add Recipient — Button to add another Recipient's mobile number
6. Send — Button to send a text message to Recipients

Clicking on Print button prints the transaction details.

The Payment Information can also be displayed in Image view on the Payment Detail page as below by toggling the switch from Text to Image.

If the Product/Services module is enabled, one more section Booking Information will display on the Payment Detail page.

If the Convenience Fees is enabled at the merchant level, then an additional field of Convenience Fees gets displayed under the Payer Information section.

Mobile View¶

The mobile view of the Payment History screen uses a card interface in order to display as much data as possible while still making it viewable on a mobile device.

The screen contains the following elements:

1. Screen Title
2. Menu button
3. Show Filters link that will hide/show the available screen filters
4. A card that shows payment-related information
5. View link when selected takes the user to Payment Detail screen to verify the payment.
6. Export button to export screen's data in CSV format.

The mobile view of the Payment Detail page looks as follows:

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Updated As Of Version 5.0.0.8