Tracking transactions

Tracking transactions

How can I track transactions on my program?



You've set up your payment stage, your program is online and you're receiving your first deposits and payments. Congratulations!
Now, how do you keep track of your program's transactions?
Alert
This feature is only available on PRO and CUSTOM plans.

Transactions menu

  1. In the “Payments” menu, click on “Transactions”. 



  1. The “Validated transactions” tab shows all validated transactions (credit card and proof of payment). Total transactions also include validated external transactions (proof of payment).
Notes
This is where you can find all the transactions carried out on your program.
In particular, you can see : 
  1. Payment reference
  2. Payment method
  3. Respondent's full name
  4. Product/Service purchased
  5. Total amount 
  6. Payment status (validated, awaiting validation, failed) 
  7. Payment date 
  8. Refund made (Yes/No )



  1. In the “Transactions to be validated” tab, you'll find a list of transactions requiring validation or refusal.



  1. To validate or decline a transaction, select it by clicking on it. You will then have access to the transaction details, with two buttons: “Validate payment” and “Archive payment” at the bottom of the page.



  1. Once the transaction has been validated, click on the “Validate payment” button.



  1. You will be presented with the following message: “By validating the payment, you confirm that you have received a transfer equivalent to the amount due at this stage. You will no longer be able to cancel this action."  Then click on the “Validate” button.



  1. Once the payment has been validated, you'll see this interface with the green notification “Payment successfully validated” and the transaction no longer appearing in the “Transactions to be validated” tab.



  1. If the transaction is rejected, click on the “Archive payment” button.



  1. You'll be taken to this interface with the following message: “If you click on ‘Archive payment’, the payment will not be posted and will appear in the ‘Archived payment attempts’ tab."  You'll then need to click on the ‘Archive’ button.



  1. Once the payment has been archived, you'll see this interface with the green “Payment successfully archived” notification and the transaction no longer appearing in the “Transactions to be validated” tab, but in the “Archived payment attempts” tab.



  1. The rejected transaction therefore appears in the “Archived payment attempts” tab.



Notes
It is important to inform the applicant when their proof of payment is archived.
You can :
  1. Send a message : Messaging
  2. Send an e-mail: Set up and send e-mail templates
  1. In the “Transactions” menu, you can also export the transaction list (Excel) by clicking on the “Export” button.





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