The payments menu introduces you to six tabs; “New”, “Activated”, “Refunded”, “Cancelled”, “Declined” and “All”. The tabs “New”, “Activated”, “Refunded”, “Cancelled” and “Declined” are predefined filters, while “All” allows you to customize your own search filter by combining one or multiple constraints.
Each payment tab features the following:
1. Action buttons
Action buttons are found under each transaction list. They are intended for bulk operations (i.e. processing multiple payments simultaneously). Which buttons are available in the action bar is tab specific. Please refer to each tab individually in the manual.
“Quick-action” refers to the drop-down menus found in the payment lists. These menus offer the available action options for a given payment and payment method. The options available are tab specific. Please refer to each tab individually in the manual.
3. Edit columns
It is possible to customize your payment view in each tab. By clicking “Edit columns” you can choose which columns to display, and the order in which they are shown. It is also possible to sort the content in each column by clicking on the column header.
4. Transaction ID
Clicking on a transaction ID in the list opens the payment’s order details page. This page gives you the following details:
- Invoice and credit notes
This section is only available the consumer has chosen to pay by invoice. It contains invoice and/or credit notes related to the order.
- Order details
This section contains customer information and what product or service they have purchased, and at what price. In cases where the shipping address differs from the payment address, both are shown.
- Transaction details
This section gives you a more technical overview of your payment. This includes the customer’s IP address, your acquirer, and the returned approval code. It also includes the payment’s “Transaction ID”, “Order ID” and “Conversation ID”. Clicking on the conversation ID initiates a search for all payments with the same conversation ID.
The History section provides you with a timeline of events specific to the chosen payment from its beginning to end. Any event that affects the state of the payment is listed here in chronological order.