Payment Manager Admin Manual2016

Payment Manager Admin Manual2016
PaymentManager
AdminManual
INTRODUCTION
ThePaymentManagercollectsallofthefinancialtransactionsmadebyyoursite,includingthosefromFormsManager,
RegistrationManagerandCommerceManager.WithinPaymentManager,userscanviewindividualtransactionsaswell
ascustomgroupsoftransactions,createreportstoviewspecificpiecesoftransactiondata,andexporttransactioninfo.
Table of Contents
Introduction..............................................................................................................................................................................1
PaymentManagerLayout.........................................................................................................................................................1
TransactionReports..................................................................................................................................................................1
SortingandFilteringReportData........................................................................................................................................2
Sorting............................................................................................................................................................................2
Filtering..........................................................................................................................................................................3
CustomizingtheTransactionReport...................................................................................................................................3
SavingCustomReportViews...............................................................................................................................................4
ExportingPaymentTables...................................................................................................................................................4
RecurringPaymentPlanReports...............................................................................................................................................4
RecurringPaymentData......................................................................................................................................................5
PAYMENT MANAGER LAYOUT
Liketheotherfinalsitemodules,PaymentManagerisaccessedviatheSiteManagermenu.Clickon“PaymentManager”
anditwillpopopeninanewwindow.
TherearethreetabsinPaymentManager:TransactionReports,RecurringPaymentPlanReports,andPermissions.
TRANSACTION REPORTS
TheTransactionReportsscreenisthedefaulttabinPaymentManagerandisdisplayedwhenPaymentManagerisfirst
opened.
Eachrowrepresentsaseparatetransactionfromsomeoneonthewebsite,whetherit'saform,aneventoracommerce
(schoolstore)purchase.Eachcolumnrepresentsaseparatepieceofdataaboutaparticulartransaction.
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Bydefault,theTransactionReportdisplaysthefollowinginformationabouteachpurchase:
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Transaction ID: a unique identifier for every transaction made via the website. All transactions, regardless of
paymenttype,willhavetheirownTransactionID.
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Date:thedateandtimeapurchasewasprocessed.
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Nameoncard:thenameprovidedbytheenduserwhentheymadeapurchaseonthesite.
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Amount:theamountofthetransaction.
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Status:displayswhetherthetransactionwascompleted,oriftherewasanerrorpreventingitfromgoingthrough.
Possible values are “Abandoned,” “Awaiting Payment,” “Canceled,” “Completed,” “Completed (0 sum),”
“Declined”and“Pending.”
•
Source: specifies whether a transaction came from a Form, an Event, a Commerce order, or via the admin
interface(“Terminal”).
•
Method:thepaymentmethod;thiswillusuallybeacreditcardtype,followedbyapartialcreditcardnumber.
Transactionsmadeviaanalternatepaymentmethod(check,purchaseorder,etc.)willdisplaythenameofthe
paymenttype.
•
InvoiceID:displaysauniqueidentifierassociatedwithaparticularform,aspecificevent,etc.(InFormsManager
andRegistrationManager,theInvoiceIDcanbecustomizedbytheadminwhocreatedtheformorevent.)
•
Gateway Transaction ID: applies only to credit card transactions. This is a unique identifier assigned by the
paymentgatewaythatprocessedthecreditcardtransaction.
SeeCustomizingtheTransactionReportforalistofotheravailableinformationthatcanbedisplayed.
SORTING AND FILTERING REPORT DATA
Each of the columns on the Transaction Report can be sorted and filtered so that users can reorder the entries on the
table,hidethedatatheydon'tneed,andthereforeonlylookattheinformationtheywanttosee.
Sorting
Eachcolumnheaderhasasmallgrayrectangletotherightoftheheaderlabel.Clickonthetriangleoncetosorttheentire
tablebythevaluesinthatcolumn,inascendingorder(i.e.,withthelowestvaluelistedfirst,andthenext-highestvalue
listedinorderafterthat).Clickthetriangleagaintore-sortthelistbythesamecolumnvalues,onlyindescendingorder.
For example, if a user wanted to view the highest dollar-value transactions ever
processed,theycouldclickthetrianglenexttothe“Amount”header.Thelistwouldthen
re-orient into ascending order by Amount, so the lowest-value transaction would be
displayed in the top row, and successively higher-priced transactions listed out below.
Clicking the triangle a second time would reverse that, and display the costliest
transactionatthetopofthetable.
Thetransactionreportdefaultstosortingindescendingdateorder,withthemostrecenttransactionsatthetopofthe
table.Sortingwillneverremoveanyindividualentriesfromthedisplay–allofthetransactionswillstillbelisted,justina
newsequence.
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Filtering
Unlike sorting, applyingafiltertotheresultstablewillremoveany transactions that don't
matchthefilter'sspecifiedvalueorvaluerange.
Clickonthe“Magnifyingglass”iconinanycolumnheadertocreateafilter.Themostbasic
filtersareasimpletextmatch;forexample,clickingonthefiltericoninthe“Nameoncard”
columnwillprompttheusertoenteraname.Afterenteringanameandclickingthe“Filter”
button,onlythosetransactionswhichincludethegivennamewillbedisplayedinthetable;
allotherresultsthatdon'tmatchthegivennamewillberemovedfromview.
Note that the filter will include both full and partial
matches.Inthisexample,afilterof“Alex”willreturn
resultscontainingboth“Alex”and“Alexander.”Also,
themagnifyingglassiconnexttothe“NameonCard”
header label is shaded light gray to indicate that a
filterhasbeenappliedtothatcolumn.Toremovethe
filter,clickonthemagnifyingglassagainandclickthe
“Clear”button.
Filters on some columns can be more complex. The “Amount” column, for instance, will let
usersfilterbasedoncomparingthegivenamounttothevalueofeachtransaction.Userscan
filterontransactionsthatequalwhat'sbeenentered,transactionsthataregreaterthanorless
thanwhat'sbeenentered,aswellas'greater-than-or-equalto'or'less-than-or-equalto.'
Because the “Status” column will only ever display one of seven possible values (see “Transaction
Reports,”above),thefilterforthatcolumnisasimpledropdownmenu.Userscansetthefiltertoonly
showthosetransactionswhichmatchagivenstatus.
The “Source” filter is a composite; users can select one or more
checkboxes to set which transactions are displayed (those from Forms,
from Events or from Commerce purchases), as well as use the optional text field to further
narrowdowntheresults.
CUSTOMIZING THE TRANSACTION REPORT
In addition to the default information listed above, there's much more information available
about each transaction. Any piece of available data can be added to (or removed from) the
TransactionReport.
Toeditthedisplayedinformation,clickthe'gear'iconattheupper-rightofthetable,andselect
“SetColumns.”Anewwindowwillopen,showingeverypieceofdataassociatedwithpayment
transactionsmadeviathesite.Usethecheckboxestoselectwhichdatashouldbedisplayedon
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thePaymentManagertable.
Availablecolumnsinclude:
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•
•
•
•
•
•
•
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TransactionID
Date
NameonCard
Amount
Status
Source
Method
InvoiceID
GatewayTransactionID
•
•
•
•
•
•
•
•
•
BillState
BillZIP
RecurrenceID
BillCountry
PaymentGateway
CardType
CardNumber(partial)
Currency
Recurrence
•
•
•
•
•
Email
TransactionType
BillCity
BillAddress2
BillAddress1
Theverticalarrowhandlesontheleftcanbeusedtore-arrangetheorderofthevariouspiecesofinformation.Click“Set”
tosavethecolumnview.Thetablewillrearrangetoshowalloftheselectedcolumns.
SAVING CUSTOM REPORT VIEWS
Afterselectingcolumns,userscansavethecurrentviewsothattheycancomebacktoitin
the future by clicking the green “Save current view” button on the right. Give the custom
view a unique name, and click “Save.” The name of the custom view will appear as a link
under“SavedViews.”Clickingthatlinkwillautomaticallyrearrangethecolumntoshowthe
selectedcolumnsintheircustom-definedorder.
EXPORTING PAYMENT TABLES
This image cannot currently be displayed.
PaymentManagerinformationcanbeexportedsothatdataonwebsitetransactionscan
besavedandeditedinotherapplications.
To export information, click on the “gear” icon and select “Export List.” On the next
flyout menu, choose a format for the exported data – either XLS (Micosoft Excelcompatible spreadsheet), CSV (comma-separated values, suitable for upload into many
database systems) or XML (eXtensible Markup Language, used by some SIS and other
datasystems).
Afterselectingaformat,thebrowserwillsaveafiletotheuser'sharddrive.
The information in an exported file will mimic what's displayed on the table – users
shouldcustomizethereportviewtoincludeeverythingtheywantinthesavedfilebefore
exporting.
RECURRING PAYMENT PLAN REPORTS
Recurring Payment Plans let site users setup a payment that repeats on a set schedule, such as a monthly or yearly
donation to a school fund. Recurring Payments can be set up for any form created in Forms Manager. The Recurring
PaymentPlanReportstabdisplaysinformationpertainingspecificallytothesetypesoftransactions.(Recurringpayments
can be viewed on the Transaction Reports tab as well; this tab focuses on the Recurring Payment transaction type
specifically,andprovidesinformationaboutrecurringpaymentsthatisn'tavailableontheTransactionReportstable.)
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RECURRING PAYMENT DATA
Bydefault,theRecurringPaymentstableshows:
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BillingName:thenameofthecardownerusedtomakethepayment
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Email:theemailaddressoftheuser(requiredwhencreatingarecurringpayment)
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Status:thecurrentstateoftherecurringpayment(“Active”or“Aborted”)
•
InvoiceID:eachformcreatedinFormsManagerhasauniqueInvoiceID;thiscanbecustomizedinthe“Payments”
tabofFormsmanagersothatit'seasiertodeterminewhichformgeneratedthepayment
•
NextDate:thedateandtimeofthenextscheduledtransactionforarecurringpayment
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PriorDate:thedateandtimeofthemostrecenttransaction
AswiththeTransactionReportstab,theRecurringPaymentstabcanbecustomizedtoshowselecteddata.Customized
viewscanthenbesavedforlateruse,andexportedtobesharedoutsideofPaymentsManager.
Otheravailablecolumnsare:
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ZIP/postalcode*
•
State*
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Address1*
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Cyclecount
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StartDate
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Address2*
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PaymentGateway
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First
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EndDate
•
City*
•
CycleDuration
•
Amount
•
Currency
•
Frequency
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Last
*Name and address information is
drawnfromthecreditcardaccountused
toestablishtherecurringpaymentplan.
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GrossTotal
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