Ecommerce payment report
How do I access information about the payment links sent to customers?
Ecommerce payment report
Payment links and Web Checkout transactions are all classed as Ecommerce (online) transactions. Both are licensed services on the Paytia platform. If your portal or user screens do not have the following reports and you would like the Ecommerce payment report enabled, please speak to Paytia Sales (sales@paytia.com)
The Ecommerce payment report are accessible in two parts of the Paytia platform.
Admin view - This is the master report showing all payment links sent out to customers of the business by any of your business users.
User view - This is the view of real-time payment links the user has sent to the customers they are assisting.
1. Admin View
Administrators can log into the Paytia portal to access the Payment Links report sub menu
Portal access link https://accounts.paytia.com/login
Once you are in the Paytia administration portal you can view Payment links reporting from the Reports and alerts menu > Ecommerce payment report sub-menu.
2. User view
The user view is available for processing users logged into the Paytia portal with the login type of User rather than Administrator
Processing users can see a menu on the left-hand side of their Secure Virtual terminal user interface showing the Ecommerce payment report
Note: Both Admin and User reports show the following information
Report filters
You can filter the view to look for payment links by links that have and have not been opened by the customer.
You can filter the data using a start and end date range.
The payment link report shows the following information
| SR.No | The row number |
| Email ID | The e-mail address of the customer who received the payment link |
| Unique ID | The Unique ID used to track the transaction |
| Reference No | The unique reference number the user assigned to track the transaction for the business |
| Account Number | The account number/name for the person whom the transaction was taken for |
| First Name | The cardholder's first name |
| Last Name | The cardholder's last name |
| Company Name | The cardholder's company name |
| Card Last Four Digit Number | The last 4 digits of the card used to make payment |
| DateTime | The date and time the payment link was sent |
| Card Brand | The card brand used by the customer when they paid |
| Amount | The transaction amount collected |
| Transaction Charge | The % charge for processing the secure payment |
| Processing Charge | The one-off flat fee for processing the secure payment |
| Paytia Fee | Any charge levied by Paytia for processing the secure transaction |
| Link Status | The active status of the payment links process. This tells you if a link was received and opened or not by the customer |
| Payment Status | The status of the payment. This shows if the payment was successful or not |
| Payment By | This shows the payment types used to facilitate the payment i.e. credit card, PayPal |
| Acquirer Message | The result from the acquiring bank when the payment was processed |
| Payment Type | The type of service processing the transaction i.e. payment link |
| Expiration Time | The time set when the link will expire and no longer be usable by the customer |
| Custom Fields | Additional custom fields included with the transaction |
| Action | A button allowing additional information to be seen about the transaction |
If you click the View button you will also see additional information.
| Created By: | The user ID and email address of who took the transaction |
| Customer name | The First and last name of the customer who is making a payment |
| Gateway | The payment gateway the transaction went through |
| Email ID | The email address of the customer |
| Unique ID | The Unique ID used to track the transaction |
| DateTime | The date and time the payment link was sent |
| Amount | The transaction amount collected |
| Transaction Charge | The % charge for processing the secure payment |
| Processing Charge | The one-off flat fee for processing the secure payment |
| Paytia Fee | Any charge levied by Paytia for processing the secure transaction |
| Billing address | The payee's billing address |
| Payment link | The payment link URL generated |
| Payment status | The status of the payment. This shows if the payment was successful or not |
| Acquirer message | The result from the acquiring bank when the payment was processed |
| Payment date | The date payment was made |
| Payment response | The full API response from the payment gateway |
Export
Users with the correct security right assigned have the ability to export the transaction reports in a filtered or all-records view simply by clicking the Excel export buttons.
Excel - Exports any data in a filtered view
Export All - Exports all the data records accessible to the user's view.
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