Difference between revisions of "XP Cloud:Payments List"

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For each individual payment the following information is available:
 
For each individual payment the following information is available:
 
* '''Payment''' - The payment's ID number.
 
* '''Payment''' - The payment's ID number.
* '''Order''' - Reference ID of the order to which the payment pertains. For tokenized payments (payments made using a card saved in a customer's profile for use in the store or previously saved as a method of payment on subscription), the Reference ID of the original order (the one associated with the initial payment in which the token for the payment card was saved) and a link to the details of the initial payment are provided.<br />[[File:xpc_payments_list_order_referenceid.png|500px|border]]<br />   
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* '''Order''' - Reference ID of the order to which the payment pertains. For tokenized payments (payments made using a card saved in a customer's profile for use in the store or previously saved as a method of payment on subscription), the Reference ID of the original order (the one associated with the initial payment in which the token for the payment card was saved) and a link to the details of the initial payment are provided.<br />[[File:xpc_payments_list_order_referenceid.png|500px|border]]<br />For card setup payments (authorizations made when saving a card in a customer's profile without placing an order) this shows as 'Card setup'.<br />[[File:xpc_payments_list_order_cardsetup.png|500px|border]]<br />   
 
* '''Origin''' - Information about the payment origin. For original payments, this shows as "Customer". For tokenized payments (payments made using a card saved in a customer's profile for use in the store or previously saved as a method of payment on subscription), this shows as a link to the original payment in which the card token was obtained.<br />[[File:xpc_payments_list_origin_payment_number.png|500px|border]]<br />
 
* '''Origin''' - Information about the payment origin. For original payments, this shows as "Customer". For tokenized payments (payments made using a card saved in a customer's profile for use in the store or previously saved as a method of payment on subscription), this shows as a link to the original payment in which the card token was obtained.<br />[[File:xpc_payments_list_origin_payment_number.png|500px|border]]<br />
 
* '''Submitted''' - Date and time when the payment was submitted.
 
* '''Submitted''' - Date and time when the payment was submitted.

Revision as of 10:18, 2 March 2020

X-Payments Cloud User Manual
  1. X-Payments Cloud: General information
  2. Get Started with X-Payments Cloud
  3. Two-factor User Authentication
  4. General Settings
  5. Payment Configurations
  6. Services
  7. Users
  8. User Interface
  9. Payments
  10. Supported Payment Gateways
  11. What's New in X-Payments Cloud

You can find the list of all the payments made by your customers using your X-Payments Cloud enabled payment method on the Payments page. This list is presented in the form of a table:

Xpc payments page.png

For each individual payment the following information is available:

  • Payment - The payment's ID number.
  • Order - Reference ID of the order to which the payment pertains. For tokenized payments (payments made using a card saved in a customer's profile for use in the store or previously saved as a method of payment on subscription), the Reference ID of the original order (the one associated with the initial payment in which the token for the payment card was saved) and a link to the details of the initial payment are provided.
    Xpc payments list order referenceid.png
    For card setup payments (authorizations made when saving a card in a customer's profile without placing an order) this shows as 'Card setup'.
    Xpc payments list order cardsetup.png
  • Origin - Information about the payment origin. For original payments, this shows as "Customer". For tokenized payments (payments made using a card saved in a customer's profile for use in the store or previously saved as a method of payment on subscription), this shows as a link to the original payment in which the card token was obtained.
    Xpc payments list origin payment number.png
  • Submitted - Date and time when the payment was submitted.
  • Last update - The last time that the payment was updated.
  • Status - The payment status (See Payment Statuses for more information).
  • Payment configuration - The payment configuration that was used to conduct the payment.
  • Customer IP - The IP address of the customer who made the payment.
  • Amount - The payment amount.

The table in the screenshot above does not provide all the above-listed types of information because some of the columns are hidden. You can change the set of visible columns in the Payments table as follows:

  1. Click on the Settings button in the table header:
    Xpc payments table settings.png
  2. Specify the columns that you want to be displayed by selecting the respective checkboxes.
    Xpc payments table columns.png
  3. Click Apply.

It is possible to change the sort order of payments. To change the way the payments are sorted, simply click on the table column headers. The table header will reflect the selected method of sorting:

Xpc payments table sorting.png

It is possible to filter payments / find specific payments based on certain criteria. See Filtering payments / Advanced search

On the Payments page you can:

  • Open the details of a specific payment for viewing;
  • Clear cardholder data for some or all payments (Note: The user does not have to have the permission to view cardholder data to be able to clear cardholder data);
  • Delete payments;
  • Capture payments with the 'Authorized' status.