Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

This is where you can see a detailed view of your transactions that have been made through Open Banking via your Blink Page and Requested Payments.

Navigation

To access Open Banking Transaction History page, select Open Banking under Reporting on the left-hand navigation bar.

This page will display a list of you Open Banking payments, ordered by date. For each transaction, you will receive the following:

  1. Date and Time

  2. Customer Email

  3. Source (either Blink Page or Requested Payment)

  4. Reference

  5. Amount

  6. Gateway Status, which has three options:

    1. Processing - the payment was successful

    2. Success - the payment was successful

    3. Failed - the payment was unsuccessful

  7. Merchant Name

  8. You can select a transaction to display further information and the available actions.

    1. (Open Banking) Merchant ID

    2. Gateway Transaction ID

    3. (SalesForce ID)

There is also a View Button for every transaction. If the payment source is a Requested Payment, the View button redirects to the Requested Payments page, where you can see when the link was sent, open and paid.

If the payment source is a Blink Page, the View button redirects to My Blink Pages.

Further Actions

You can filter your open banking by:

  1. Date

  2. Gateway Status (Processing, Success or Failed)

You can also export your transaction data into CSV format.