Viewing Payments

The Payments module in the left sidebar displays all the payments collected using Zoho Payments. The list view provides the basic details of all payments such as the Payment Date, Amount, Status, Customer Details and Transaction ID. 

Clicking a payment lets you drill down and view more details.

Payment Details

The details page contains the following sections:

Transaction Overview

This section gives a summary of the payment and includes the Payment Amount, Payment ID, Date and Time, Customer Details, Payment Method, Status, and Risk Rating. 

A Description of the transaction is also auto-generated that makes the transaction comprehensible.

In case you have refunded the payment, a mini summary of the refunds will be available when you click View Details near the refund information.

Payment Details

This section contains the details of the Amount Paid by the customer, Amount Refunded (if any), the Transaction Fee and the Payment Descriptor you had provided in your settings.

Payment Method

This section gives you all the details regarding the card used such as the Card Number, Card Type, Expiry Date and the card holder’s Address.

Risk Assessment

Our internal risk tool calculates the risk involved in your transaction. The risk could be either Normal, High or Elevated. You can also configure basic fraud prevention measures under Settings > Risk Management to ensure secure transactions.

History

A log of all the actions performed on your transactions are tracked under this section. Every payment or refund along with the date and time will be displayed for your convenience.

Payment Statuses

The payments are broadly classified into the following four statuses:

Succeeded: Payments that have been successfully processed.

Failed: Payments that were initiated by the customers but failed authentication or could not be processed due to an issue in the card network, temporary glitches or other errors.

Refunded: Successful payments that have been refunded due to any reason. Payments can also be Partially Refunded.

Blocked: Payments that were blocked when they fail CVV verification or when they’ve been blocked by the risk rules you’ve set.

Filter Payments

If you’d like a filtered view of the payments or would like to look for a specific transaction, you can use the filters available. There are two ways to do this:

• View transactions by status
  Switch between the status tabs available on top of the list view table to view transactions in each status.

• Filter transactions 
  Click the Filter icon to filter transactions based on the Date, Transaction ID or the Status of the transaction.