Reports

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Pay Now Transactions overview

The Pay Now Transactions Overview provides a comprehensive visual summary of your transaction activity. Through a variety of intuitive charts and graphs, you can easily analyse trends, track performance, and gain valuable insights into your Pay Now transactions. The data can be conveniently filtered across different time periods, allowing you to focus on the information that matters most to you.

 

Navigate to Services > Pay Now > Reports > Transactions overview

 

To select a period to filter from the drop down menu.

Filter by:

  • This month
  • Last month
  • Last 3 months
  • Last 6 months
  • Last year

 

The following charts and graphs are displayed for your convenience.

  1. Success rate by payment method
  2. Volume & value by payment method
  3. Payment methods total revenue

Processed transactions

This is one of the most essential reports for monitoring your Pay Now activity. It allows you to easily follow up on transactions and quickly determine whether a payment has been successfully processed or not. In addition, the report provides the convenience of saving or printing a confirmation, giving you reliable proof of the transaction whenever it is needed.

 

The Processed Transactions Report offers a comprehensive view of all transactions associated with your Pay Now solutions. This includes eCommerce payments, payment requests, payment button transactions, subscriptions, and billing activities. With all transaction types conveniently consolidated in one place, this report makes it easy to review, track, and manage your complete Pay Now transaction history.

 

Navigate to Services > Pay Now > Reports > Processed transaction report.

 

2 Options are available: Search all & Search specific

 

1. Search all

  • Enter the date range for your search
  • Select account: select your relevant account for the pay now transactions you would like to view.
  • The drop down includes sub accounts, making navigation easier and more convenient.
    Click on submit.
  • Alternatively, additional search criteria can be captured, such as search where and is like, if you would like a more specific search.
  • A list of all your pay now transactions will be displayed related to your search criteria.

2. Search specific

  • Enter the date range for your search
  • Select account: select your relevant account for the pay now transactions you would like to view.
  • The drop down includes sub accounts, making navigation easier and more convenient.
  • Transaction type: Select the applicable payment method from the drop down, such as credit card, Ozow, etc.
  • Click on submit
  • Alternatively, additional search criteria can be captured, such as search where and is like, if you would like a more specific search.
  • A list of all your pay now transactions will be displayed related to your search criteria.

The following transaction information will be displayed:

Transaction date | Your reference | Our reference | Description | Method | Amount

Pay Now Transaction Detail Report

There are two reports available for each transaction. These icons for these reports are next to each transaction on the left hand side. The first is the Pay Now Transaction Detail Report, which provides a comprehensive breakdown of individual transactions. This report includes key information such as:

 

  • Date
  • Transaction ID
  • Our Reference
  • Your Reference
  • Payment Method
  • Amount
  • Bank From Name
  • Status
  • Result
  • IP Address
  • Description
  • Email Address
  • Telephone Number
  • Extra 1
  • Extra 2
  • Extra 3

 

With this level of detail, the report enables you to easily review and verify transaction information, ensuring full transparency and traceability for every Pay Now transaction.

Transaction Tracking Report

The second report available is the Transaction Tracking Report, which provides a detailed view of the journey each transaction has taken. This report outlines the timeline of events, capturing key actions along the way, such as when the Netcash payment gateway was loaded or when a specific payment method (e.g., Pay by Capitec Pay) was selected.

 

By presenting each step with corresponding dates and activities, the Transaction Tracking Report gives you clear visibility into the full lifecycle of a transaction, making it easier to understand the processing flow, identify any delays, and support troubleshooting when needed.

Exporting Data

You can easily export your data for further analysis or record-keeping by selecting the XLS or Download buttons. These options allow you to quickly save the report in a convenient format for offline use, sharing, or printing.

Note: Refunds and unsuccessful payments are displayed in red on the Processed Transactions report for Payflex and Ozow refunds.

Transaction Values

Transaction values are initially recorded as R0.00 on the day the transaction takes place. These values are then updated the following morning to reflect the correct transaction amounts.
If you need to view the actual transaction value before this update occurs, you can refer to the Transaction Detail Report, which displays the accurate transaction amount in the interim.

Unprocessed transactions

Please note that the transactions displayed below have not yet been completed by your customer or processed on the Netcash system.

 

To view all transactions that have been successfully processed, please refer to your Processed Transactions Report.

Transaction tracking

The Transaction Tracking Report provides a detailed view of the journey each transaction has taken on the payment gateway. It shows exactly where your customer has interacted, including the payment options they selected, such as cash, credit card, EFT, or any other methods you have made available.

 

This report presents a clear timeline of events, capturing key actions along the way, such as when the Netcash payment gateway was loaded or when a specific payment option (e.g., Pay by Capitec Pay) was chosen.

 

By displaying each step alongside the corresponding dates and activities, the Transaction Tracking Report offers full visibility into the transaction lifecycle. This makes it easier to understand customer behaviour, monitor the processing flow, identify potential drop-off points, and assist with troubleshooting when needed.

 

Navigate to Services > Pay Now > Reports > Transaction tracking.

 

  • Either your reference description or amount.
  • Click on Select.
  • The system will search and display the required transaction.
  • By clicking on the icon on the left of the transaction, additional information is displayed.

Search by transaction ID

This search function helps you to easily find the customers transaction details if they provide you with the transaction ID number, which is a unique number allocated to every transaction that is processed.

 

The transaction ID number is displayed on your customers bank statement next to your chosen abbreviated name.

 

Navigate to Services > Pay Now > Reports > Search by transaction ID

 

Insert the transaction ID and click on submit. The transaction will be displayed.

Expired subscription credit cards

Navigate to Services > Pay Now > Reports > Expired subscription credit cards

 

This page shows any credit cards that are expired or nearing expiration and are connected to your subscriptions.

 

Filter by status’s drop down:

    1. All
    2. Expired credit cards
    3. Expiring credit cards (next 30 days)

 

The following fields will be displayed:

    • Your ref
    • Card holder name
    • Card number
    • Card expiry date
    • Amount
    • Active

 

Once a credit card has expired, new card details must be obtained from the customer.

 

If you are using subscription templates linked to a payment request, you must create a new payment request and link it to the subscription template. The new credit card details must be tokenised, and the initial transaction must be processed as a 3D Secure transaction.

 

If a custom subscription is in place (such as your website etc), updated card details are required to continue processing payments.

Note: When working with a subscription template, ensure you consider the remaining billing cycles on the current subscription and adjust the template accordingly.

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