Viewing the list of payments

To view the list of payments for a given account, go to the Payments tab of the account details page (see Viewing and updating account's details).

To view the list of payments of all accounts, go to Payments (see Navigation).

The list includes the following columns:

  • ID — the unique identification number of a payment (see Viewing payment details).
  • Payment number — the payment number as it is defined in the system settings (see General system settings).
  • Account — the name of an account linked to a payment (see Viewing and updating account's details).

  • Status — the payment status (for details, see Payment types).

    • Waiting for payment (waiting_for_payment — in the API methods) — the initial status of a new payment. A payment is created and not yet completed.
    • Expired — a payment is not completed before the due date.
    • Cancelled — a payment is cancelled.
    • Receipt creating (receipt_creating) — a manager manually prepares a receipt (see Processing a payment that requires manual receipt creation).

    • Receipt sent (receipt_sent) —  a manager sent a manually prepared receipt to a customer.

    • Processing — a temporary status while a payment on the payment gateway side is processed. In the Processing status, all operations for a payment are not available.
    • Completed — a payment is processed (a customer paid for a payment).
    • Paid from balance (paid_from_balance) — a customer paid for a payment using the account balance.

  • Due date — the date when a payment for rendered services gets the Expired status if it is not completed (see Payment for rendered services). 
  • Payment method — the selected payment method (see Configuring payment methods).
  • Discount — the discount amount.
  • Total — the total amount of a payment.
  • External total — if managing invoices for the Postpay model by a third-party ERP system is activated (see Managing invoices for the Postpay model by a third-party ERP system), may display the amount and currency of a third-party invoice after the invoice approval. By default, not displayed.
  • External currency — if managing invoices for the Postpay model by a third-party ERP system is activated (see Managing invoices for the Postpay model by a third-party ERP system), may display the ISO code of the currency of a third-party invoice after the invoice approval. By default, not displayed. Sorting is not supported.
  • Invoice number — for the Postpay model, the invoice number as a link to its details page. By default, not displayed. Searching the list of payments by partial match of the invoice number is supported (see Searching and filtering). 
  • Invoice approved — if managing invoices for the Postpay model by a third-party ERP system is activated (see Managing invoices for the Postpay model by a third-party ERP system), indicates whether a linked postpaid invoice is approved. By default, not displayed.
  • Balance — the account balance at the Closed at moment.
  • Manager — a manager responsible for processing a payment.
  • Created at — the date and time when a payment is created.
  • Closed at — the date and time when a payment got the Completed, Paid for balance, or Cancelled status.

The payments report (see Exporting a list as a file) may include the following columns: