Payment History for Transactions
This section provides an overview of the payment history feature in the Paytia platform, including its contents, functionality, and configuration.
Accessing Payment History
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Navigate to Reports and Alerts:
- On the left-hand side menu of the Paytia platform, locate and click on Reports and Alerts.
- From the sub-menu, select Payment History Report.
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Understanding the Report:
- The payment history report displays all financial transactions processed through Paytia.
- It includes details such as transaction outcomes, customer details, and associated charges.
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Feature Availability:
- If your package does not include the reporting license, you will only see the transaction report on-screen.
- Packages with the reporting license allow filtering by date, transaction type, and exporting the report.
Report Contents and Columns
- Sr No.: Line number of the record.
- Unique ID: A transaction-specific ID shared with payment providers for reconciliation.
- CDR ID: Unique Call Data Record ID linking the transaction to the specific call.
- Txn Type: The type of payment transaction.
- Reference No.: Business-specific reference number for the transaction.
- Account Number: Account number provided for the transaction.
- DateTime: Time and date of the transaction.
- Customer Tel Number: Customer’s phone number used during the transaction.
- Card Brand: Payment card type (e.g., Visa, Mastercard).
- Total Sell Price: The total gross amount processed.
- Transaction Charge: Percentage fee for processing the payment.
- Processing Charge: Fixed authorization charge for the transaction.
- Paytia Fee: Fee charged by Paytia (if applicable).
- Status: Outcome of the transaction.
- Acquirer Message: Bank-provided settlement message.
- Gateway Code: Response code from the payment gateway.
- Gateway Nickname: The gateway account used for the payment.
Search and Filter Options
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Outcome Filter:
- Use the dropdown labeled All to filter by payment processing outcomes such as:
- Success
- Failed
- Pending
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Date Filter:
- Specify a date range for your search by using the To and From date fields.
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Search Box:
- Enter text or numbers to search for specific data across all columns (e.g., customer name, transaction ID).
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Show Entries:
- Adjust the number of rows displayed on the page using the Show dropdown.
Exporting Reports
- Excel: Export the filtered or full report in Excel format.
- Export All: Download the entire report in one click.
This feature provides quick access to transaction data for analysis, reporting, and reconciliation.