Wise-Pay keeps track of all the payment transactions with their status. A set of actions is associated with every status value. Automatic payment transactions are tracked separately to help you during audits. The following pages are available to Administrators:
- Payments: Lists all payment transactions. This page can serve as audit trail as it displays manual and automatic payment transactions. This page lists both successful and unsuccessful payment transactions.
- Automatic Payments: Lists payment transactions for which the payment was made through automatic payments. This page lists both successful and unsuccessful payment transactions.
The Payments page enables you to find a payment transaction used to pay an invoice. This page lists the following transactions (both successful and unsuccessful). This also includes payments made through batch payments.
- Transaction for a payment made through the Pay Now option
- Transaction for a payment made through the Schedule option
- Transaction for a payment made through the virtual terminal
- Transaction for a Payment made through the automatic payment feature.
Note: It displays the transactions performed during the last 30 days by default. You can use filters to restrict the transactions to a specific date range.
Here's how to do it:
- Navigate to Transaction History > Payments
- The following tables describe the details displayed for each of the transaction and the actions available for these transactions.
Available Fields
Field | Description |
---|---|
Date Created | The date and time of the creation of this transaction. |
Date Scheduled | Applicable to scheduled transactions. The date and time when the transaction was scheduled for payment. |
Date Paid | The date and time when the payment was made for this transaction. |
Reference | A unique reference id for this transaction. For a payment towards a single invoice, the invoice number is displayed. For an invoice that was a part of the payment batch, a unique reference number is displayed. To know more about batch payments, see What are Batch Payments. |
Provider ID | The identification number of the payment processor. |
Transaction ID | The unique transaction identification provided by the payment processor. |
Payer Company | The name of the payer company as registered with your merchant account. |
Amount | The amount paid in this payment transaction. |
Surcharge | Applicable for credit card transactions. The surcharge applicable on the amount paid for the invoice. To know more about how to configure surcharges, see How To Configure Allowed Credit Cards and Surcharges. |
Total | The total amount paid in this transaction. |
Status | The status of this transaction. It can have any of the following values:
|
Type | Applicable for credit cards. The type of credit card used to make payment. |
Actions | The actions available on this transaction. These options vary with the status of the transaction.
|
Searching Transactions
You can use the basic of advanced search to find a particular transaction.
Basic Search
The basic search lets you find the transaction just by entering the invoice number, name, transaction id, amount or name.
Here's how to do it:
- Enter the detail (such as invoice number) in the Search box
- Click Search to view the desired transactions.
Advanced Search
The advanced search enables you to search a transaction with a particular amount range, date range, or even the credit card type.
Here's how to do it:
- Click the Advanced Search button to view the advanced search options. The options described int he following table are displayed.
- Select the desired option and click Search to view the results.
Field | Description |
---|---|
Invoice number/Reference | The invoice number of the invoice or the reference number in the case of batch payment. |
From Date and To Date | To view transactions happened in the specified date range. |
From Amount and To Amount | To view transactions having amount within the specified range. |
Transaction status | To view transactions based on its st |
Transaction Id | To search a transaction with the specific id. |
Name | The company name of the payer. |
Card Type Id | To search the transactions where the payment was made using the specified card type. |
Merchant Type | To search transactions processed through the selected payment processor. |
Has Surcharge | To search transactions with surcharges. You can select True, False, or ignore. |
Is Direct Debit | To search transactions paid through direct bank transfer. You can select True, False, or ignore. |
Is Part of Batch | To search transactions that were a part of a payment batch. |
The Automatic Payment Transaction Search enables you to find an automatic payment transaction used to pay an invoice. This page lists both successful and unsuccessful automatic payment transactions. It displays the transactions performed during the last 30 days by default. You can use filters to restrict the transactions to a specific date range.
Here's how to do it:
- Navigate to Transaction History > Automatic Payments to view the Payments page.
- The following tables describe the details displayed for each of the transaction and the actions available for these transactions.
Field | Description |
---|---|
Submitted | The date and time of the creation of this transaction. |
Scheduled | The date and time when the transaction was scheduled for payment. |
Processed | The date and time when the payment was made for this transaction. |
Reference | A unique reference id for this transaction. |
Transaction ID | The unique transaction identification provided by the payment processor. |
Payer Company | The name of the payer company as registered with your merchant account. |
Amount | The amount paid in this payment transaction. |
Surcharge | Applicable for credit card transactions. The surcharge applicable on the amount paid for the invoice. To know more about how to configure surcharges, see How To Configure Allowed Credit Cards and Surcharges. |
Status | The status of this transaction. It can have any of the following values:
|
Details | The details of the transaction |
Type | Applicable for credit cards. The type of credit card used to make payment. |
Actions | The actions available on this transaction. These options vary with the status of the transaction.
|
Searching Transactions
You can use the basic of advanced search to find a particular transaction.
Basic Search
The basic search lets you find the transaction just by entering the invoice number, name, transaction id, amount or name.
Here's how to do it:
- Enter the detail (such as invoice number) in the Search box
- Click Search to view the desired transactions.
Advanced Search
The advanced search enables you to search a transaction with a particular amount range, date range, or even the credit card type.
Here's how to do it:
- Click the Advanced Search button to view the advanced search options. The options described int he following table are displayed.
- Select the desired option and click Search to view the results.
Field | Description |
---|---|
Invoice number/Reference | The invoice number of the invoice or the reference number in the case of batch payment. |
Created From Date and Created To Date | To view transactions created in the specified date range. |
Scheduled From Date and Scheduled To Date | To view transactions scheduled for payment in the specified date range. |
Processed From Date and Processed To Date | To view transactions for which the payment was processed in the specified date range. |
From Amount and To Amount | To view transactions having amount within the specified range. |
Transaction status | The status of the transaction. |
Transaction Id | To search a transaction with the specific id. |
Card Type Id | To search the transactions for which the payment was made using the specified card type. |
Merchant Type | To search transactions processed through the selected payment processor. |
Has Surcharge | To search transactions with surcharges. You can select True, False, or ignore. |
Is Direct Debit | To search transactions for which the payment was made through direct bank transfer. You can select True, False, or ignore. |