Platform
Customer record management
Managing Customer Data in Paytia Overview Paytia offers a structured approach to customer data management, allowing administrators to import, export, edit, and classify sensitive information securely. This guide outlines the steps for managing ...
How do I schedule reports?
Scheduling Reports in Paytia This guide provides step-by-step instructions to schedule reports within the Paytia platform, ensuring timely delivery of essential data to your team. Step 1: Access the Report Scheduler Log in to your Paytia Account: ...
Access E-mails sent log
Instructions for Accessing and Managing the Email Sent Log in Paytia The Email Sent Log in Paytia provides a comprehensive report of all emails sent from your account via Paytia’s payment platform. This includes tracking the delivery status of ...
Feature settings
Note: Feature settings are all licenced so you may not have all the settings we will explain on this article. The Feature settings are used for system wide services allowing control of different aspects of the Paytia service. To find Feature ...
Manage numbers list
This article discusses the Manage numbers list category and how to assign inbound/outbound calls to your users while still using the numbers you've assigned. It covers the following: The Manage Numbers list Paytia service Number type Additional ...
How to Find and Use the Whisper Announcement Feature
How to Find and Use the Whisper Announcement Feature The Whisper Announcement feature informs users that an incoming call is related to a Paytia inbound payment. This is done by playing a short double beep at the start of the call. Follow these steps ...
Extra features
Adding Extra Features to Your Merchant and User Account You can enhance your Paytia experience by adding extra features to your merchant and user account. Follow the steps below to locate and purchase additional features. Step 1: Navigate to Add ...
Third-party logs
Third-Party Logs Menu The Third-Party Logs menu in the Paytia platform provides insights into webhook data sent to your system when using Paytia's API services. This feature allows you to view detailed logs of all transactions, including their ...
CDR details view
Call Detail Records (CDR) View in Paytia Overview The Call Detail Records (CDR) View provides a detailed breakdown of every call processed through the Paytia system. This feature allows users to access a logged record of each event occurring during ...
Log information
What Can You Do with the Log Information Menu? The Log Information menu on the Paytia platform provides access to detailed records and logs related to transactions, third-party integrations, and telephone calls. This menu includes sub-menus for ...
Access third-party webhook logs
What Does the Third-Party Webhook Log Show? The Third-Party Webhook Log provides a comprehensive view of all data received from third-party systems into the Paytia platform. This data is filtered by the unique X-PAYTIA-API Key, which is specific to ...
Transaction logs
Understanding Transaction Logs The Transaction Logs feature in the Paytia portal provides detailed insights into payment transactions processed via the platform. These logs are essential for monitoring, troubleshooting, and auditing payment-related ...
Payment history
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 Navigate to Reports and Alerts: On the ...
Data-capture
Customizing Data Capture on the Paytia Platform This guide explains how to configure the Data-Capture section on the Paytia platform, including setting up custom fields and enabling the Address Verification System (AVS) to enhance your payment ...
Call records report
Call Records Report Guide The Call Records Report provides detailed information about telephone calls and transactions processed through the Paytia system. Below is an instructional guide on how to access, navigate, and utilize this report ...
SIP call settings
How to Navigate and Configure SIP Call Settings on the Paytia Portal The SIP Call Settings feature allows you to manage how inbound and outbound telephone numbers are processed through Paytia. This includes defining CLI (Caller Line Identification) ...
Default call presentation
Configuring Default Call Presentation The Default Call Presentation settings allow you to manage how your secure payment number is used for incoming and outgoing calls. This ensures that calls are routed correctly, with the appropriate caller ID ...
Call presentation
Navigating Call Presentation Settings on Paytia This guide explains how to configure the Call Presentation, Payment System Voice Assistance, and Whisper Announcement settings on the Paytia platform. 1. Accessing Call Presentation Settings Log in to ...
Ecommerce payment reports
Accessing E-commerce Payment Reports on Paytia Paytia provides detailed reports for e-commerce transactions, including payment links and web checkout transactions. These reports can be accessed through the administrative portal or the user view. ...
How do I add extra sub administrative users?
How to Add Extra Sub-Administrative Users in Paytia If you need to add users with limited administrative access to Paytia's Agent Capture Assist, follow the steps below. Sub-administrators can only access specific menu options assigned to their role. ...
How do I find my transactions?
Looking at transaction reports for payments you have taken There are two transaction reports merchants and users can use to check payments taken. 1. The merchant administrative portal - this holds the consolidated transaction and payment history ...
What does the call records log menu allow me to do?
Call Records in Paytia Overview The Call Records menu provides an overview of all inbound and outbound telephone calls made through the Paytia platform. This menu gives access to additional detailed information using the Action buttons: View and ...
Departments
How to Create and Navigate Through Departments This guide provides step-by-step instructions to configure and manage departments in your Paytia system. Contents of Departments A default department named All is created during the initial onboarding ...
Users
Navigating the Users Section in Paytia The Users section in the Paytia Admin Portal allows you to add, edit, or delete user accounts and licenses. Below is a step-by-step guide to managing users effectively. Accessing the Users Section Log in to the ...
Dashboard
Understanding the Dashboard in Paytia's Agent Capture Assist The Dashboard is the central hub where you can monitor your account status and activity when signed into Paytia's Agent Capture Assist. Key Sections of the Dashboard: Package Information: ...
User role rights
This article will guide the merchant on creating user role rights and how to apply them to user that they create This guide walks you through the process of creating user role rights on the Paytia platform and applying them to users. User role rights ...
How do I add an user?
Adding agents for capturing User ID and security pin Agents exist in the system for two licenses; Capturing an User ID number when using the Paytia service by telephone handset only Providing the user access to the Paytia SAgent Capture Assist web ...
Reconciling Payments Made via Paytia
Reconciling Payments Made via Paytia Paytia provides detailed metadata for every transaction processed, allowing merchants to easily reconcile phone payments with their order records. This guide explains how to match payment data and streamline your ...