Where can I see my payment reports?
View Payments Page Live Transaction Report
Everyware allows you to view summary tiles of your latest transaction data, and view a table of transaction details, which you may also customize, filter, and export for further analysis.
Go to Payments > View Payments to see your transaction summary tiles and a detailed payments table.
View Payments Summary Tiles
There are six tiles at the top of the View Payments page which summarize transaction data for the week, month and since you began using this portal sales site for processing.
- TOTAL Volume: Your sales sites all-time transaction volume amount.
- SALES This Month: The total amount for transactions paid in the current month.
- SALES This Week: The total amount for transactions paid in the current week.
- SALES Today: The total amount for transactions paid the day you are viewing the report.
- AUTHORIZED This Month: Total amount of transactions authorized (but not yet charged) for the current month.
- REFUNDS This Week: The total amount of transactions refunded in the current week.
Customize Columns in View Payments Table
A handful of columns show by default but you may use the Show/Hide button at the upper right hand of the table on the page to adjust and save the data columns you wish to see.
| Item Name | Definition | Show/Hide Option |
|---|---|---|
| Account Name | The name of the Account Holder of the payment method used to pay for the transaction. |
Y* Default to Show |
| Account Number | The last four digits of the credit card or bank account used to pay for the transaction. |
Y* Default to Show |
| Account Type | Card: Visa, Mastercard, American Express, Discover, etc ACH: Bank Account |
Y* Default to Show |
| Address City | City for account holder's billing address | Y |
| Address Country | Country for account holder's billing address | Y |
| Address Line 1 | First line of account holder's billing address | Y |
| Address Line 2 | Second line of account holder's billing address | Y |
| Address State | State/Province account holder's billing address | Y |
| Amount Paid | If paid successfully, the amount the customer actually paid toward the total amount due. |
Y* Default to Show |
| Business | The name of the Business as shown in the sales site business profile. |
Y* Default to Show |
| ChargeBack Date | Date Chargeback was initiated | Y |
| Convenience Fee | $ amount of optional convenience fee added to transaction | Y |
| Currency | Currency the transaction was performed in (USD/CAD supported) | Y |
| Customer ID | Optional Customer ID associated with customer. Appears in Customer Profile and can be provided through ExternalID API parameter. | Y |
| Date Added | The date of the charge, invoice, or refund. |
Y* Default to Show |
| Delivery Fee | $ amount of optional delivery fee added to transaction | Y |
| Expiration Moth | Card Expiration Month | Y |
| Expiration Year | Card Expiration Year | Y |
| ExternalID | Optional External ID attached to contact. | Y |
| Failure Code | For failed payments, a specific failure code for an unsuccessful transaction provided by bank or processor. | Y |
| Fee | The Everyware Fee applied to all transactions for a sales site, if applicable. | Y |
| Individual ID | Everyware "EW ID" | Y |
| Initial Amount | Initial $ amount of transaction before any fees applied | Y |
| Invoice ID | Transaction aka Invoice unique identifier | Y |
| isChargeBack | Shows as Y if a ChargeBack associated with the transaction | Y |
| Location | The name of the sub-account, a portal sales site organized beneath a master account. | Y |
| 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. |
Y* Default to Show |
| Modified Date | NA - Temporary |
Y |
| Net | The net amount received after all fees applied | Y |
| 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. |
Y* Default to Show |
| Other Fee 1 | $ amount of optional extra fee 1, if configured for the sales site under Misc. Settings. | Y |
| Other Fee 2 | Other Fee 1$ amount of optional extra fee 2, if configured for the sales site under Misc. Settings. | Y |
| Partial Payment | If Partial Payments are allowed per the sales site's settings, their invoice may include a "Pay Other Amount" field.
|
Y* Default to Show |
| Payment Method |
The payment method selected by the customer or indicated through the ChargeType parameter in the APIs.
|
Y* Default to Show |
| Payment Type | The way the payment was captured, which may be:
|
Y* Default to Show |
| PaymentID | NA - Temporary |
Y |
| Phone | Contact's mobile phone number. | Y |
| Product/Service | The invoice line item description for the product or service the customer has purchased. This appears on the customers receipt and invoice. |
Y* Default to Show |
| Provider | Provider set for the invoice if Providers and Locations are configured for the sales site and updated in the Create Invoice settings. | Y |
| Receipt Email | Email address receipt was sent to if "Send Email Receipt" checkbox was selected in the payment screens by a customer. | Y |
| Receipt Number | Optional receipt number automatically generated by Everyware for each transaction. | Y |
| Refunded |
Indicates whether the paid transaction was subsequently refunded via API call or manually by a staff member using the Refund button.
|
Y |
| Refunded Amount | If the status of transaction shows it has been refunded, the amount refunded will appear in this column. |
Y* Default to Show |
| SalesRep | This data applies only when a sales agent's name is manually entered in the Create Payment (aka Virtual Terminal) pop up window. | Y |
| Status (tag) |
The status of the transaction shown as a color coded tag, which corresponds with the Transaction Status and may be:
|
Y* Default to Show |
| 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. |
Y |
| Tip Amount |
$ amount of optional tip value attached to transaction if tipping is enabled in Misc. Settings for the sales site. |
Y |
| Transaction Fee |
Possible fee charged by Everyware per transaction. Discussed during merchant onboarding, if applicable. |
Y |
| Transaction Status |
Current status of the transaction - succeeded, failed, etc |
Y |
| 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." |
Y* Default to Show |
| UserID |
NA - Temporary |
Y |
| 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 |
Y* Default to Show |
| Verified |
Shows if a bank account was added and verified by an integrated Everyware API. |
Y* Default to Show |
| 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” |
N |
| Refund |
A link that allows users to Refund a transaction when a refund has not yet been submitted |
N |
Filter View Payments Table Results
Use the Filter button at the upper right of the payments grid and adjust the date range and select parameters you wish to use to narrow table results or find a specific transaction.
Export View Payments Table
Use the Export button at the upper right of the payments grid to save a PDF, CSV or Excel file format of your payment table's filtered results.
It can take a few minutes for the system to generate and export a large report. If your export is large (over 500 transaction rows), you will see a notice about returning when the report is ready to use a download link to access it.
When you report is ready, the bell icon at the upper right of your portal screen will show a new notification is available. Click on the icon and you'll see a window containing a link to download your newly generated report file.
These downloadable file links will remain available for download for 7 days form the day they are generated.
Additional Payment Reports
To see more variations of transaction data reports you may also go to Payments > Payments Reporting and select on the tab with the data you seek:
-
- Duplicate Payments Report
- Payments on Hold Report
- Invoice Status Report
- Chargebacks Report
- Batch Payments Report
- Batch Files Report
- Withdrawals Report
Filter & Export Payment Reports
You may filter and export any of the payment data tables.
- Use the 'Filter’ button to select the range of data you want to see
- Use the ‘Export’ button to copy, print, print to PDF or export the filtered data as an Excel or CSV file
Note: Everyware will provide 1,000 records at a time by default. If you need to see more records, use the Filter tool to pull all the data you need.