Navigation
To access the Open Banking Transaction History page, select Open Banking under Reporting on the left-hand navigation bar.
How does it
workswork?
This page will display a list of your Open Banking payments, ordered by date. For each transaction, you will be able to view the following details:
Date and Time
Customer Email
Source (either Blink Page or Requested Payment)
Reference
Amount
Gateway Status, which has three options:
Processing - the payment was successful
Success - the payment was successful
Failed - the payment was unsuccessful
Merchant Name
You can select a transaction to display further information and the available actions.
(Open Banking) Merchant ID
Gateway Transaction ID(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, opened 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:
Date
Gateway Status (Processing, Success or Failed)
You can also export your transaction data into CSV format.