PayXpert - User documentation
Transactions history
You can consult your past in-store transactions in the Transactions history. The transactions are “streamed in” from our secure servers via API and for security and performance reasons are not “stored” in the POS device (it needs to be connected to the Internet).
You will only see the transactions made on the individual POS device, not all the transactions across your business' other devices.
The Transactions history feature is not available on the Sunmi P2 Smartpad, but works across all other devices for card payments.
Access from the main menu
The feature is available right from the main menu:
Main page
On the main page, your Transactions history is already divided by day. Notice that you can expand or contract a day with the tap of a button:
If a day is not displayed, then there were no transactions on that day.
You can filter the transactions list by date (see Transactions history | Filter by date) or transaction details (see Transactions history | Filter by transactions).
Transaction details
On the main page, for each successful transaction, we show you:
1 | Time of day transaction was performed |
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2 | If the transaction has yet to be collected | Collection occurs after hours every night Awaiting collection vs. collected |
3 | Masked card number | You can filter for these last 4 digits. Later we’ll show you how. |
4 | Card brand used in transaction | In the case of a co-branded CB card, the brand that was used in the end to process the transaction |
5 | Transaction type | Transaction types possible on a POS device: debits, cancellations, refunds. |
6 | Whether the transaction was successful or not | Besides the icon, declined transactions are shown in strikethrough in the amount: |
7 | The amount of the transaction |
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But that’s not all. Drilling down on a transaction we also display:
8 | Authorization number of the transaction | Not the ID of the transaction. A reference assigned by bank when processing the transaction |
|---|---|---|
9 | File collection reference number | Only if the nightly transaction batch has been collected by your bank. This is your bank’s reference number for the collection file containing this transaction. |
10 | The account of yours used to process the payment | Contact or contactless |
11 | Card issuer | Country and bank that issued the card used in the transaction |
12 | POS | SN of this particular device used |
13 | PayXpert ID | The ID of the transaction in our system |
| Refusal code | In the case of a declined transaction, we show you the reason: |
Ticket
Viewing a single transaction you can reprint or even send the ticket to a desired email:
Transaction totals
The transactions history page conveniently shows you the totals of the transactions it is displaying. Notice the two places we show transaction totals:
For the day:
For the selected time period:
Summary page
Tap the Transactions total area to see a Summary page of the transactions shown:
We show you how the ‘total transactions’ amount is actually calculated by showing you how the debits, cancellations and refunds for that time period and those filtering conditions equal that total amount.
Share/Print out
You can print or share your Transaction totals summary via the Share button:
Offline-mode transactions
Even if Offline mode (Degraded mode) has been activated on your device, you will not be able to see the transactions performed this way in the Transactions history until your POS goes back online. This is because the transactions has not yet been pushed to our servers nor to the bank.
However, once it goes back online, these transactions will be pushed to the servers. Therefore, you will be able to see them in the Transactions history. They are denoted as such (with the offline logo):
Date filters
Use these time period options to filter by date.
Tap the buttons for the default time periods to view the transactions from:
The current day
The last 7 days
The last month: this shows the transactions collected during the current month:
This monthThe last 30 days: this shows the transaction collected from 30 days ago until now:
Includes some of last month
Or, set your own time period by tapping “Personalized” and selecting your desired dates and times:
If your business is open late night, set the end of the day to the early hours of the next morning:
Transaction filters
Tap the filter button to open all the filter options:
You can filter by:
Card number: Enter the last 4 digits of the customer’s card to find the related transaction
Amount: Enter the amount of a transaction to find it quickly in the Transactions journal
Remisal reference: the Payxpert-generated File Collection ID for the remittance file containing some transactions. (This is not the bank-assigned ID).
Remote collection status: to see the transactions that have/haven’t been collected yet
Type of transaction: to see only refunds, for example
Accepted or declined transactions
Contact or contactless transactions (also specific payment cases like DCC and Conecs)
Processing scheme: if desired to restrict the transactions shown to the schemes you select (multi-select allowed):
Tips given or not (both shown by default)
Before tapping “Apply filters”, remember that your currently selected time period is also considered in the output!
Here we can see that 1 filter has been applied. Any and all active filters are shown in little tiles:
How to enable
If you are a Partner and would like to enable this feature on your Group of POS devices, see Personalization of PayXpress | Build a main menu for more info.
Related FAQs
Frequently Asked Questions (FAQs) related to the Transactions history area:
How to verify that telecollection has been completed
The transaction is not visible in the Transactions history, what should I do?
Can I consult my past transactions?