Summary

The Payments page gives the merchant a visible list of the transactions they have processed. It has the ability to filter on date ranges, payment status, method of payment and type of payment. It also includes a search field that can be used to search for a specific amount, or transaction ID.

This page also give the option to export a detailed report based on the filters, or to print the report out.

<aside> <img src="/icons/unlock_gray.svg" alt="/icons/unlock_gray.svg" width="40px" /> Merchant Permission: View Payments

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<aside> <img src="/icons/unlock_gray.svg" alt="/icons/unlock_gray.svg" width="40px" /> Super Admin Role: Brand Manager, Support Specialist, User Administrator, Feature Manager, Platform Owner, Onboarding Manager, Risk Analyst, Tax Analyst

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Layout

Accessing

If the account doesn’t automatically open on the payments page then you can access this page by hitting the 'Payments' navigation button on the top left of the Payment Portal.

Filters

At the top of the Payments page there is the section for filters. There are three basic filters and an open text search field to assist with locating the Payment you are looking for. Below are details on the filters:

• Date Range
  • To select the date range to display on the list or to print or export.
• Status (Link opens page with additional details about the Status)
  • All
  • Incomplete
  • Uncaptured
  • Captured (Adyen) / Success (Stripe)
  • Error
  • Cancelled
  • Refunded
  • Partially Refunded
  • Waiting Payment
  • Capture Pending (Adyen Only)
  • Refund Pending
  • Cancel Pending
  • Disputed (Adyen Only, Will be added to Stripe
• Method
  • All
  • Card Present
  • Card Not Present
• Type
  • Stripe
    • All
    • In-Store
    • E-Commerce
    • Card Token
    • Pay by Link
  • Adyen
    • All
    • In-Store
    • E-Commerce
    • Pay By Link
    • Card Present Standalone
    • Card Manual Key Entry
    • EBT Food
    • EBT Cash
    • EBT Manual Key Entry
    • MOTO (Phone Manual Entry)
    • Card Token
• Search
  • The search field can be used to search for the transaction ID, Amount of transaction, or the last 4 of the credit card.

Export Report or Print

There is also the option to export or print the report. The export and print buttons can be found to the top right of the filters. The date range and filters will impact the data that is pulled into the export and printout reports.