This interactive guide will show you the basics of navigating the Payments Portal.
Navigating the Payments Dashboard
Upon logging in to the Payments Portal (click here to log in), you will be directed to the Payments Dashboard. On the left side of the screen you will see the navigation bar that you will use to get to different areas of the Payments Portal.
The Payments Dashboard provides a comprehensive overview of your payment activities by displaying the most recent 7 days of payments data upon login. This feature allows you to quickly assess your transaction history and monitor recent financial activity. When you click on a specific transaction listed on the dashboard, you will be directed to a detailed view that presents all relevant information related to that transaction.
Using the search bar at the top of the Payments Dashboard is an easy way to search for a specific transaction. Simply click on the search bar and begin typing relevant keywords or transaction details, such as the Transaction ID or Merchant Reference.
By clicking on the "Date" filter at the top of the screen, you can filter transactions by a specific date range. This functionality is particularly useful when you are looking to analyze your payment activities over a defined period, such as a week, month, or any other timeframe.
After clicking on the "Date" filter, a modal box will appear where you can enter the date range that you would like to view. Simply click on the calendar icon to select the start (from) and end (to) dates for your desired date range. Now click on "Apply" to view the payments data for this timeframe.
Clicking on the information icon to the right of a payment will show a simplified breakdown of the amount, fee, and total amount of the transaction. The "Amount" refers to the original payment made by the customer, while the "Fee" indicates any processing charges associated with the transaction. The "Total Amount" combines both the original amount and the fee, giving you a complete picture of the financial flow for that specific transaction.
Easily export payment data in .csv format for Excel by clicking on the "Export" button at the top right of the Payments Dashboard. This feature allows you to create a downloadable file that can be conveniently opened in Excel for further analysis or record-keeping. Before initiating the export, please note that the export function will apply any filters that have been selected, ensuring that you only receive the data relevant to your needs. For instance, if you filtered your transactions by date range or payment status, only those filtered results will be included in the exported file.
After clicking the "Export" button, your file will be generated and automatically downloaded to your device. You can find your exported payment data in your downloads folder, ready to be viewed and modified in Excel.
You can also filter by payment status whether authorized, settled, refunded, chargeback, failed, voided, captured, or refund attempted. Simply click on the "Status" filter and select which status you would like to view. When selecting a status, the status will appear to be highlighted when selected.
In order to see the details for a specific payment, simply click on the line of data corresponding to the payment you would like to view. This action will trigger the opening of the Payment Details , where you will find all comprehensive information about the selected transaction.
Within the Payment Details you will see transaction details such as Merchant DBA Name, Company Name, Transaction ID, Merchant Reference, Trace Number, Transaction Date, Currency, and the payment channel it was initiated from.
On the right side of the Payment Details you will see "Actions." Within the Actions you will have the option to Refund the Payment, view and send Merchant receipt, and view and send the Shopper receipt.
On the right side of the Payment Details under the Actions Box, you will see a Payment Timeline for the payment. By clicking on a status in the Payment Timeline, you will see the status details. For instance, by clicking on "Settled," you will see the itemized charges, Shopper Details, Merchant Details, and Payment Details.
Requesting Support
On the left-side navigation bar within the Payments Portal, you will find the "Support" option prominently displayed. Clicking on "Support" will redirect you to a dedicated support request form where you can communicate your concerns or inquiries directly to the AndDone support team. This form is designed to capture essential information that will help the support specialists address your issues more effectively.
You will be required to provide your name, email, subject, and a detailed message. When filling out the support request form, ensure that you include your full name so that our support team can address you appropriately. Your email address is essential for us to respond to your inquiry, so please double-check that it is entered correctly. The subject line should briefly summarize the nature of your request, helping our support team prioritize and direct your inquiry efficiently. In the "Message" section, please describe your issue or question as thoroughly as possible. Include relevant information such as transaction IDs, specific error messages, or any steps you have already taken to troubleshoot the problem. The more context and detail you provide, the better equipped our support specialists will be to assist you promptly and effectively.
When you have filled out the support form with all relevant details, click on the "Send Ticket" button to submit your support request to the AndDone team. Upon clicking this button, your inquiry will be securely transmitted to our support system, where it will be logged for review. You can expect to hear back from an AndDone support specialist shortly, typically within one business day. Our dedicated team is committed to providing prompt assistance, so please keep an eye on your email inbox for a response.
If you need assistance or have further questions, please refer to our self-service Knowledge Base!