Easily search and filter through all your payments to either locate a particular payment or generate custom reports. Depending whether you're using the Merchant/Partner portal or the No-code Payment Links Portal you may be presented with slightly different options to help locate payments, please see below for further guidance.
Merchant/Partner portal
To assist in locating a specific payment, the following options are searchable on the 'Single Payments' page within the Merchant/Partner portal; Payment amount, Payment ID, Customer & Merchant reference or Description.
Alternatively, you can find a specific payment using various filter options found in the top right of the Single Payments page, this includes by the particular Settlement account if there are more than one, the payment status and the transaction date range.
No-code Payment Links portal
When making use of the No-code Payment Links portal, we make use of slightly different search and filtering options more relevant to the Payment links you generate and send out. These make use of the exact fields filled out when generating the links. They include, the payment reference, the customer name and the payment amount. Filtering options include the payment status and the expiry date used when generating the payment link.
Generating reports
Whether on the Single Payments, Payment links or Reconciliation pages, once you have filtered the information to show the desired payments, you can then download this to a .CSV. Simply select the Download button, we will then send you an email to access to requested report.
If you have any questions or issues as it relates to searching, filtering and downloading payment information, please don't hesitate to get in touch and let us know.