How to View Transaction History

Wise-Pay keeps track of all the payment transactions with their status. A set of actions is associated with every status value. Automatic payment transactions are tracked separately to help you during audits. The following pages are available to Administrators:

  • Payments: Lists all payment transactions. This page can serve as audit trail as it displays manual and automatic payment transactions. This page lists both successful and unsuccessful payment transactions.
  • Automatic Payments: Lists payment transactions for which the payment was made through automatic payments. This page lists both successful and unsuccessful payment transactions.
View Payment Transaction View Automatic Payment Transaction

The Payments page enables you to find a payment transaction used to pay an invoice. This page lists the following transactions (both successful and unsuccessful). This also includes payments made through batch payments. 

  • Transaction for a payment made through the Pay Now option
  • Transaction for a payment made through the Schedule option
  • Transaction for a payment made through the virtual terminal
  • Transaction for a Payment made through the automatic payment feature.

Note: It displays the transactions performed during the last 30 days by default. You can use filters to restrict the transactions to a specific date range.

Here's how to do it:

  1. Navigate to Transaction History > Payments 
  2. The following tables describe the details displayed for each of the transaction and the actions available for these transactions.

Available Fields

Field

Description

Date CreatedThe date and time of the creation of this transaction.
Date Scheduled

Applicable to scheduled transactions.

The date and time when the transaction was scheduled for payment.

Date PaidThe date and time when the payment was made for this transaction.
ReferenceA unique reference id for this transaction. For a payment towards a single invoice, the invoice number is displayed. For an invoice that was a part of the payment batch, a unique reference number is displayed. To know more about batch payments, see What are Batch Payments.
Provider IDThe identification number of the payment processor.
Transaction IDThe unique transaction identification provided by the payment processor.
Payer CompanyThe name of the payer company as registered with your merchant account.
AmountThe amount paid in this payment transaction.
Surcharge

Applicable for credit card transactions.

The surcharge applicable on the amount paid for the invoice. To know more about how to configure surcharges, see How To Configure Allowed Credit Cards and Surcharges.

TotalThe total amount paid in this transaction.
Status

The status of this transaction. It can have any of the following values:

  • Paid: The transaction has been paid successfully
  • Cancelled. The transaction has been canceled.
  • Error: There was an error in processing this transaction
  • Scheduled: The transaction has been scheduled for payment.
  • Payment Error: The payment has failed for this transaction.
  • Processing Error: The payment is successful but the transaction is unmatched.
  • Part Paid: The transaction is partially paid.
  • Deleted: The transaction was deleted. 
  • Overpayment: An overpayment has been made for this transaction. 
Type

Applicable for credit cards.

The type of credit card used to make payment.

Actions

The actions available on this transaction. These options vary with the status of the transaction.

  • Print Invoice: Print the invoice for the amount paid
  • Print Online Processing Fee Invoice: Print the invoice for the surcharges paid
  • Show Details: Displays the transaction details for the transaction
  • Check Request: Available for the scheduled transactions. Checks the payment status with the bank.
  • Cancel Payment: Available for the scheduled transactions. Cancels a scheduled payment.
  • Download PDF: Downloads a PDF copy of the invoice.
  • Mark as resolved: Available for transactions with error due to unmatched or unprocessed payments. This option is not recommended as there would be no record of the fix applied.
  • Fix: Available for transactions with an error. Wise-Pay tries to match the unmatched payments.


Searching Transactions

You can use the basic of advanced search to find a particular transaction. 

Basic Search

The basic search lets you find the transaction just by entering the invoice number, name, transaction id, amount or name.

Here's how to do it:

  1. Enter the detail (such as invoice number) in the Search box
  2. Click Search to view the desired transactions. 

Advanced Search

The advanced search enables you to search a transaction with a particular amount range, date range, or even the credit card type. 

Here's how to do it:

  1. Click the Advanced Search button to view the advanced search options. The options described int he following table are displayed.
  2. Select the desired option and click Search to view the results.

Field

Description

Invoice number/ReferenceThe invoice number of the invoice or the reference number in the case of batch payment.
From Date and To DateTo view transactions happened in the specified date range.
From Amount and To AmountTo view transactions having amount within the specified range.
Transaction statusTo view transactions based on its st
Transaction IdTo search a transaction with the specific id.
NameThe company name of the payer.
Card Type IdTo search the transactions where the payment was made using the specified card type.
Merchant TypeTo search transactions processed through the selected payment processor.
Has SurchargeTo search transactions with surcharges. You can select True, False, or ignore.
Is Direct DebitTo search transactions paid through direct bank transfer. You can select True, False, or ignore.
Is Part of BatchTo search transactions that were a part of a payment batch.


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