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.

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Accessing Payment History

1. 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.
     
     

2. 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.

3. 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.
     
     

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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.

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Search and Filter Options

1. Outcome Filter:

   • Use the dropdown labeled All to filter by payment processing outcomes such as:
     • Success
     • Failed
     • Pending
       
       

2. Date Filter:

   • Specify a date range for your search by using the To and From date fields.
     
     
     

3. Search Box:

   • Enter text or numbers to search for specific data across all columns (e.g., customer name, transaction ID).
     
     
     

4. Show Entries:

   • Adjust the number of rows displayed on the page using the Show dropdown.
     
     
     

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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.