Viewing Payments
In this interface, orders can be viewed, exported and completed.
Figure : The 'Payments' interface
The list view is split into three tab:
- Started - any orders that have been started but not yet paid for.
- Submitted - orders that have been paid for but not yet completed.
- Processed - orders that have been completed in the Control Centre.
The view can be changed by using the 'Status' buttons under the heading of the interface. The default view on page load is 'Submitted'.
Viewing a specific order
To view a specific order in more detail, click the corresponding order number in the list view. This will open the order in the 'Order details' interface.
This interface gives more detail on a specific order, such as the currency paid in, the payment provider used, and an itemised list of services purchased. It will also provide details for the submitting customer or administrator if applicable.
Notes can be added to an order by completing the 'Notes' text area at the bottom of the 'Payments Details' interface. Any existing notes for the order will appear in this text area, and can be edited. Once this text area is completed, save the notes by clicking the 'Save Notes' button.
Exporting order(s)
Orders can be exported from the list view, or from the details page for a single order.
To export order(s), click Actions and then click Export Order(s).
Orders can be exported from PayBridge in three formats:
- Fixed-width
- CSV
- XML
The fields present in the exported file are identical for all three formats, and are as detailed in the table below:
| Field | Data | Fixed-width info |
|---|---|---|
| date | The date the order was submitted, in the format dd/mm/yyyy | Always 10 characters |
| time | The time the order was submitted, in the format hh:mm | 6 characters, left-aligned |
| reference | The item reference number | 15 characters, left-aligned |
| fund | The fund code relating to the service | 4 characters, left-aligned |
| cardType | The card type of the order | 8 characters, left-aligned |
| amount | The amount of the order item | 10 characters, right-aligned |
| orderID | The id of the order that the item is part of | 12 characters, left-aligned |
| orderItemID | The id of the order item | 12 characters, left-aligned |
| payeeName | The name of the payee, blank if payees are not used | 30 characters, left-aligned |
| payeeTel | The telephone number of the payee, blank if payees are not used | 30 characters, left-aligned |
| payeeEmail | The email of the payee, blank if payees are not used | 40 characters, left-aligned |
| payeeAddress1 | The first line of the payee's address, blank if payees are not used | 30 characters, left-aligned |
| payeeAddress2 | The second line of the payee's address, blank if payees are not used | 30 characters, left-aligned |
| payeeCity | The city that the payee lives in, blank if payees are not used | 30 characters, left-aligned |
| payeePostcode | The postcode of the payee, blank if payees are not used | 10 characters, left-aligned |
Completing the order
Orders can be completed from the list view, or from the details page for a single order.
This can be done by selecting Complete Order from the Actions dropdown menu. Completing an order will change its status from 'Submitted' to 'Completed'.