The transaction dashboard is designed to allow ezyCollect clients who has ezyCollect Payments to view and manage transactions received through ezyCollect (Collect Now, Scheduled Payments, and Auto-Collect) or Simplypaid.
Note: Please note this will only show transactions made when you signed up to ezyCollect Payments.
How to view your Transactions Page
Login to your ezyCollect file
From the side menu, go to ezyCollect Payments then Transactions.
The transaction list contains details and status updates of transactions.
Amount - amount of the original paid transaction
Status - current status of transactions
Successful - Transactions received through ezyCollect payments successfully
Refunded - Transactions that have their amount fully refunded
Partial Refunded - Transactions that had their amount partially refunded
Failed - transactions that failed to go through
Transaction ID - transaction reference
Description - reference number/s of invoice/s paid
Customer - customer name
Status Date - current status update date
Transaction Date - original transacting processing date
Search bar
ezyCollect clients can filter the transaction list using the search bar and use the following parameters below:
Transaction ID
Description
Customer Name
To view how you can access and action transactions using the Refund functionality, click here.
Important notes:
Transaction Dashboard is only visible to ezyCollect clients with ezyCollect Payments
User access: you must have Manager level access within ezyCollect to view the Transaction Dashboard