Reports

Estimated reading: 4 minutes 1833 views

Index

Pay Now Transactions overview

Navigate to Services > Pay Now > Reports > Transactions overview

 

Various chart and graphs can be viewed with regards to your Pay Now transactions and can filtered in various periods:

 

To select a period, click on the drop down

Filter by:

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

 

The following charts and graphs are displayed

  1. Transaction volume by payment method
  2. Payment methods vs transactions (volume and value)

Processed transactions

This is the report you will make the most use of if you are required to follow up and see if a payment has been successful or not. You are also able to save or print proof of this transaction.

 

  1. Select Services.
  2. Click on Pay Now from the dropdown menu.
  3. Click on Reports > Processed transaction report.
  4. Select the required date range and click on Select.
  5. The required transaction list will be supplied.

  6. Click on the magnifying glass next to each transaction to view the details of the transactions tracking. The transaction tracking lists the activities and the dates of that particular transaction.

  7. Export data by clicking on the XLS or Download buttons.
  8. Click on the detailed transaction icon to the left of the transaction for additional details. Your customers have the option to add their email and mobile numbers when making payments using Pay Now EFT and Retail payments. These details will be displayed on the transaction report and used to send notifications to the payer.
  9. Click on the Export icon and select the preferred format to download your report.

 

Search a Transaction type by:
  • Amount
  • Description
  • Email
  • Number
  • Your reference
  • Our Reference

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

Transaction tracking

This report will show you where on the payment gateway your customer has clicked, such as cash, credit card, EFT, etc. This would also depend on what payment options you have made available to your customers.

 

  • Select Services.
  • Click on Pay Now from the dropdown menu.
  • Click on Reports > Transaction tracking.
  • Insert your reference/description and 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.

Unprocessed transactions

This report shows transactions have not yet been completed by your customer or processed on the Netcash system. Refer to your processed transaction report to view all transactions that have been processed.

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.

 

  • Select Services
  • Click on Pay Now from the dropdown menu
  • Click on Reports > Search by transaction ID

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.

Share this Doc

Reports

Or copy link

CONTENTS