E-payments

PortaBilling allows payments to be processed online without your intervention by either charging the customer’s credit card or debiting their bank account.

You can filter account e-payments for a specific date and time range. Specify one or more of the search criteria listed below and click Search. Click Default filters to reset search criteria.

Search for e-payments by the period when they were made. Click Calendar to select the date and time or type it in the “yyyy-mm-dd hh:mm” format (2019-03-19 00:00)

To clear the selected date, click Cancel .

By default, PortaBilling filters payments made during the recent 24 hours up to the present moment.

Select the payment system used to carry out the transactions.

Filter transactions by their result:

• Any – displays all transactions.

• Completed – the transaction was successful, funds were transferred.

• Authorized – a "check funds" transaction was successful (but no actual charges were applied to the credit card and no balance modification was done to the billing).

• Started – the transaction processing has started.

• Canceled – when using payment systems with "external authorization" it is possible for a transaction to be interrupted (e.g., user has pressed the "cancel" button when entering credit card info on the remote processor website).

• Failed – the transaction has failed (choose Failed to get further information, such as the error code or a response from the remote payment processor).

• Voided – shows canceled transactions of the "check funds" type.

Filter the e-payments made in the test mode.

Filter transactions by the payment method used to perform them. To search for transactions made via payment systems with "external authorization" such as PayPal, specify the external transaction ID.

Here you can browse the customer’s transaction history that matches your search query. Each entry in the e-payments list consists of:

• Date – the date when the transaction was performed.

• Status – the transaction result.

• Amount – the transaction amount.

• Payment method – the icon on the left specifies which type of payment method was used (e.g., VISA or MasterCard); the actual card/account number is displayed in the "safe" mode with some of the digits masked by an "x".

• Payment system – the payment system used to carry out this transaction.

• Test mode – indicates whether it is a test transaction.

Expand the transaction record to see its details.

• Change the table – click Settings  in the title bar to customize columns and change row style.
• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click the arrow (or ) next to the column header to re-sort the rows. For example, the E-payments list panel displays e-payments in chronological order starting from the newest one. You can re-sort them in the reverse order.
• Change the default number of results globally – use the Number of results dropdown list in the upper right corner to adjust the maximum number of rows that appear on the panel. By default, the panel displays 25 rows. Once the number is changed, it's automatically saved, so the same number of rows is shown for PortaBilling entities, e.g., customer, account, reseller, etc.