Field

Meaning

Status

Shows the status of the payment.

PSP Pending - The order is received, but the payment authorisation for the PSP hasn't.

Pre-Authorized - The payment has been pre-authorised by the PSP.

Waiting for CC details - The customer has selected the 'Credit card details sent separately' payment option.

Pending - The payment details are received, but not processed yet.

PSP Test Mode - The order has been taken with a PSP while in test mode.

Partial Payment Received - Some payment is recorded, but it is less than the order total value.

Full Payment Received - Payment has been recorded that matches the order value.

Excess Payment Received - Payment has been recorded that exceeds the order value.

Method

The payment method selected by the customer on the website. Payment methods are selected in 'Business Settings | Payment and Security' - see Selecting Your Online Payment Methods.

Credit Card Information

If the order was taken with the 'Credit card details captured for later processing' payment method, then the payment information supplied by the customer online will be visible here. This will include the credit card 'Type and 'Number' and any other information you have set up the store to request. See Configuring Credit/Debit Cards for details on setting up credit card payments.

If the order was taken with the 'Credit card details sent separately' method, then you will have empty fields here to enter the payment information once it is supplied.

ECI

Indicates whether or not the order is an online order. Any order retrieved from the website will have this flag selected automatically.

Field

Meaning

Date/time created

When the payment was created.

In the case of a PSP transaction, this shows when the authorisation from the PSP was received by the online store.

Mode

How the payment was entered.

Automatic - when the payment is taken online with a PSP.

Manual - when the 'New Entry' button has been clicked.

Type

What type of transaction is it?

Production - a live credit card number.

Test - when the transaction is taken in 'Test Mode' with a payment service provider. See What Is A Payment Service Provider? for more.

Comment

You can enter a comment for the payment here. This will appear on the customer invoice.

Status

The status of the payment. Most commonly, the payment is simply 'Received', but if you are using a PSP, it may be 'Pre-authorised'.

Any problems with the payment can be recorded here.

Transaction

The type of transaction.

This normally will be 'Credit Card Debit', but you can do a 'Credit Card Credit' if you are doing a refund.

You can also record if you have received a cheque or cash for the payment.

Amount

The amount of the transaction.

When you click 'New Entry', this field will be the full amount of the transaction. You can edit this if you want to take partial payment.

You cannot enter a negative number here. If you are recording a refund, then ensure you use the 'Credit Card Credit' option in the 'Transaction' field.

CC Auth Code

The authorisation code for the credit card transaction.

If you are processing numbers manually, you can record the authorisation codes here.

If you are using a PSP, then this is automatically filled in online.

PSP Provider Ref

The PSP's reference number for the transaction. You will need to quote this if you have any questions for the PSP.

Customer Ref

This is the code from the PSP that refers to the customer. You may not receive this reference depending on the PSP you are using.

PSP Response

This field is used for a variety of reasons, depending on which PSP you choose.

Date/time actioned

In the case of a PSP transaction, this will show the date/time that the payment authorization was downloaded to your PC.