Transaction Manager User Guide

Contents

Introduction

Transaction Manager provides you with a streamlined way to view and manage your customers' allpayments transactions in one place.

In the future, more of our card payment channels will be moved into the Transaction Manager, allowing you to manage all card transactions from a single location.

Accessing Transaction Manager

Transaction Manager is accessed through the allpay Payments Hub. Logging in to the Payments Hub is really easy! You can find details on how to do this in the Payments Hub User Guide

User permissions

There are two permissions users can allocated to users to access transaction manager,

  • Transaction Viewer - Allows access Transaction Manager, view customer accounts, and transactions
  • Transaction Refunder - Allows access to the refund functionality

Viewing Customers in Transaction Manager

Using the filters in the top right you can identify your customers that use the allpayments mobile app or website by:

  • First Name
  • Last Name
  • Email Address

Once you have entered this information, click Search to load a list of all the customers that match the entered criteria.

Need to filter the results further?


You can also use the smart table columns that appear on screen after your initial search to refine your results. To apply additional filters, including Payment Reference Number (PRN), simply enter your criteria into the search bars provided at the top of each column.

Click View on the right side of the customer's account to access more information.

Customer Account

On the Customer Account page you'll find the customer's contact details as well as any PRNs, associated to your organisation, that they have saved to their account.

Each Customer Account includes four tabs:

  1. Transaction History - Displays all customer transactions that have reached, at least, the review stage of the payment (whether the transaction was successful or abandoned at this stage)
  2. Payees - Lists PRNs (Payment Reference Numbers) saved to the customer's account, associated with your organisation (e.g. if the customer has accounts on multiple client codes)
  3. Payment Methods - Shows the payment cards saved to the customer's account
  4. Audit - Logs and displays all activity performed on this account, such as adding or deleting cards, adding or removing payees, changes to the personal details (name, email, etc.)

Transaction History

This page displays a list of attempted transactions on this account to your organisation that have reached, at least, the review stage.

What is the review stage?


If a customer selects their PRN, payment method, and payment amount the transaction reaches the review stage, even if the payment isn't successfully completed.

For each transaction, you'll see your organisation name, PRN, payment method, amount and status. There are three possible transaction statuses:

  1. Completed - The payment was successfully completed and will appear in your Payment Information Files (PIFS) on the next working day
  2. In Progress - The customer is currently on the payment page, or the payment is pending
  3. Abandoned - The customer selected their PRN, payment method and payment amount, but either stopped at this step or the payment was rejected by their selected payment method

Transaction details

Click on a transaction to open the details panel on the right side of the screen. This includes

  • Reference Number
  • Authorisation code
  • Payment time
  • Payment details
  • PRN


At the bottom of this panel you can:

  • Click Download PDF receipt to download the same PDF receipt available to the customer
  • Select Request refund to begin the refund process

Requesting Refunds

To initiate a refund, click Request refund on the transactions detail panel. A confirmation window will appear, asking "Are you sure you want to refund this transaction?" and the refund amount. Click Confirm to proceed with issuing the refund.

Is the Request refund button greyed out?


You'll need the 'Transaction Refunder' permission for Transaction Manager to issue refunds. You can find more information on managing permissions in the Payments Hub User Guide


If your refund request is successful, a confirmation message will appear in a callout box at the bottom right of the screen.

Contact us

allpay provides a wide range of support services which covers all aspects of the business and its products and services. Normal office hours at allpay are 8:00am to 6:00pm, Monday to Friday.


For all contact details, please refer to our contact page on our website: www.allpay.net

Related Articles