Viewing gateway transactions

Staff users can review credit card payments to ensure that payments have been successfully processed by the gateway.

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Note
As a safeguard to prevent failed invoices from being stuck in the Pay Central Service, the Pay Central Service does not retain invoices without update for a period greater than five days. Therefore, UK Direct Debit invoices must be submitted no earlier than five days before payment is due. If UK Direct Debit invoices are submitted earlier than five days before payment is due, the invoices will be flagged as Failed to reconcile – timed out. Submit the invoices again within five days of the payment due date for the UK Direct Debit invoices to be processed.

If you have security access to view gateway transactions, the Finance navigation item is displayed:

Select Finance > Pay Central > Gateway transactions.
(optional) Select a query to narrow results. The following fields can be searched on in the Transactions query.
- All transactions – All transactions that have been processed through a gateway.
- By contact – Review all transactions for a contact.
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Note
If you select this query, the Full name contains field is a required value. You cannot click Find to search for all payments.
- Pay Central transactions – Staff users can review Pay Central Service payments to ensure that payments have been successfully processed by the payment gateway. This query returns the Authorization Code for successful Pay Central Service-processed payments. If the payment fails, there will be no Authorization Code returned.
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Note
There might be instances where a payment is rejected by the gateway. In this situation, Staff intervention is required to find the rejected transactions.
- With no payment – All transactions that have been processed through a gateway where a Payment Key does not exist.
All queries can be found at $/Accounting/DefaultSystem/Queries/Gateway Transactions.
Click Find.
Select the desired transaction to view details.