View Payments

Item Name

Definition

Account Name

The name of the Card Holder  used to pay for the transaction.

Account Number

The last four digits of the credit card or bank account used to pay for the transaction.

Account Type

Card: Visa, Mastercard, American Express, Discover, etc
ACH: Bank Account

Address City

City for account holder's billing address

Address Country

Country for account holder's billing address

Address Line 1

First line of account holder's billing address

Address Line 2

Second line of account holder's billing address

Address State

State/Province account holder's billing address

Amount Paid

If paid successfully, the amount the customer actually paid toward the total amount due.

Business

The name of the Business as shown in the sales site business profile.

ChargeBack Date

Date Chargeback was initiated

Convenience Fee

$ amount of optional convenience fee added to transaction

Currency

Currency the transaction was performed in (USD/CAD supported)

Customer ID

Optional Customer ID associated with customer. Appears in Customer Profile and can be provided through ExternalID API parameter. 

Date Added

The date of the charge, invoice, or refund.

Delivery Fee

$ amount of optional delivery fee added to transaction

Expiration Moth

Card Expiration Month

Expiration Year

Card Expiration Year

ExternalID

Optional External ID attached to contact.

Failure Code

For failed payments, a specific failure code for an unsuccessful transaction provided by bank or processor.

Fee

The Everyware Fee applied to all transactions for a sales site, if applicable. 

Individual ID

Everyware "EW ID"

Initial Amount

Initial $ amount of transaction before any fees applied

Invoice ID

Transaction aka Invoice unique identifier

isChargeBack

Shows as Y if a ChargeBack associated with the transaction

Location

The name of the sub-account, a portal sales site organized beneath a master account.

Message

Shows either the last text message sent or received with the customer billed, or the detailed error response if there was an issue with the transaction.

Modified Date

NA - Temporary

Net

The net amount received after all fees applied

Order Number

The number that appears at the top of the invoice, which was either auto-generated by Everyware or included in the Order Number field of the Create Invoice portal window or in the CreateInvoice API when the invoice was created.

Other Fee 1

$ amount of optional extra fee 1, if configured for the sales site under Misc. Settings. 

Other Fee 2

Other Fee 1$ amount of optional extra fee 2, if configured for the sales site under Misc. Settings. 

Partial Payment

If Partial Payments are allowed per the sales site's settings, their invoice may include a "Pay Other Amount" field.

• Yes: If customers paid any amount below the invoice total amount due
• No: Customer paid the entire amount due (and/or partial payments are not enabled for the sales site)

Payment Method

The payment method selected by the customer or indicated through the ChargeType parameter in the APIs.

• Credit card
• ACH

Payment Type

The way the payment was captured, which may be:

• Virtual Terminal: Create Payment
• Invoice: Create Invoice, Quick Pay, Batch Import
• AutoPay: Subscription plan auto-payment
• HostedPay: A new payment made through a Hosted Payment Page URL, if enabled and activated for the Sales Site

PaymentID

NA - Temporary

Phone

Contact's mobile phone number.

Product/Service

The invoice line item description for the product or service the customer has purchased. This appears on the customers receipt and invoice.

Provider

Provider set for the invoice if Providers and Locations are configured for the sales site and updated in the Create Invoice settings. 

Receipt Email

Email address receipt was sent to if "Send Email Receipt" checkbox was selected in the payment screens by a customer. 

Receipt Number

Optional receipt number automatically generated by Everyware for each transaction.

Refunded

Indicates whether the paid transaction was subsequently refunded via API call or manually by a staff member using the Refund button. 

• True: Paid and Refunded
• False: Not Refunded

Refunded Amount

If the status of transaction shows it has been refunded, the amount refunded will appear in this column. 

SalesRep

This data applies only when a sales agent's name is manually entered in the Create Payment (aka Virtual Terminal) pop up window.

Status (tag)

The status of the transaction shown as a color coded tag, which corresponds with the Transaction Status and may be: 

• Charge
• Refund
• Failed
• Chargeback
• Void

Subcenter

Subcenters can be indicated with Providers for healthcare business types and set on an invoice if Providers and Locations are pre configured in Settings. 

Tip Amount

$ amount of optional tip value attached to transaction if tipping is enabled in Misc. Settings for the sales site. 

Transaction Fee

Possible fee charged by Everyware per transaction. Discussed during merchant onboarding, if applicable. 

Transaction Status

Current status of the transaction - succeeded, failed, etc

User Name

The name of the Staff member for the account who initiated the transaction or ran the charge. If the transaction was generated automatically through the API or a recurring payment portal feature, the Username associated will appear as "System."

UserID

NA - Temporary

Validated

The Validated column status only applies if you're using the Authorize Only method for 2 factor SMS authentication rather than an instant charge. Normal charges do not include a validation step, so look for the 'Captured: Yes' status to show the payment was successfully captured. A Validated Status will be either: Yes or No

Verified

Shows if a bank account was added and verified by an integrated Everyware API.
Yes: Bank Account Verified
No: Bank Account Entered Manually and Not Verified

Receipt

By clicking “View Receipt” you will be able to view the receipt for the purchase, or refund. You will have the option to “Resend” the receipt [if your sales site has these permissions activated] or “Print”

Refund

A link that allows users to Refund a transaction when a refund has not yet been submitted