Viewing the list of payments

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).

  Payment statuses:

  • 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 latest date for completing a payment for rendered services. On the next day, if not completed, it gets the Expired status (see Payment for rendered services). 
• Payment method (see Configuring payment methods):
  • The payment method the manager set on manually creating a payment (see Creating a payment manually).
  • The payment method the customer used to successfully complete a payment, except for paying from the account balance (see Pay payment).
  • The payment method the manager selected on approving a payment, except for paying from the account balance (see Approving a payment).
• 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 — the current personal manager of the account.
• 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 list supports the following filters:

• ID.
• Created at.
• Closet at.
• Status.
• Payment method.
• Manager.
• Invoice approved.

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