Online Payments Dashboard
Last updated: July 4, 2021 by BAS
The Online Payments Dashboard contains all of the Payment Gateway transactions made in Edusuite by students from their portals.
To get to this screen, click the Online Payments Dashboard menu under the Finance menu group.
Filtering and Searching for Transactions
The Online Payments Dashboard by default will show all transactions from all terms with all statuses displayed as well. Transactions are sorted by their timestamp; newest transactions are always displayed first.
1) Click the first available dropdown on the upper left portion to filter the transactions by term.
2) Click the second dropdown to further filter the transactions by status:
Created - This is a transaction's first state. This also means that the student has attempted to make a payment and that the Payment Gateway channel has not processed this yet.
Pending - In this state, the payment gateway has already started processing the payment of the student but has not formally determined whether the transaction was a success or failure.
Failed - The payment attempt was unsuccessful.
Success - Payment of the student was successfully processed and has been or is ready to be debited to the school's account.
Unknown
3) Click the 3rd dropdown to see the available payment channel
Dashboard Columns
Refer to the list below for the columns found in the Dashboard:
Student - This column indicates the Full Name and ID Number of the student who initiated the transactions.
Payment - The Payment Column shows the payment gateway channel used by the student and its reference number. The reference number is to be generated by the payment gateway once a transactions is marked Pending.
Amount Paid - This will reflect the amount that has been paid
Status
Created - This is a transaction's first state. This also means that the student has attempted to make a payment and that the Payment Gateway channel has not processed this yet.
Pending - In this state, the payment gateway has already started processing the payment of the student but has not formally determined whether the transaction was a success or failure.
Failed - The payment attempt was unsuccessful.
Success - Payment of the student was successfully processed and has been or is ready to be debited to the school's account.
Unknown
Date Recorded - Refers to when a transaction was created or initiated by the student from their portal.
Date Posted - Refers to when a transaction was marked as success by the Payment Gateway.
Term - Refers to which academic period (Semester, Trimester, Quarter) a payment was recorded or applied to.
Type - Type of payment
Receipt Number - Refers to a school's issued OR/AR number for the payment processed.
Only transactions marked as success can be assigned an OR or AR number.
View Additional Details of a Transaction
At the right-most column, click the Details button.
This will show a pop-up window containing the following information:
Student ID Number
Student Name
Student's Program
Transaction ID
Transaction's Date of Record
Student's Amount Due
Payment For:
Payment Gateway Used
Transaction Status
Payment Gateway-issued Reference Number
Amount Paid
Issue OR and AR Numbers to Transactions
At the right-most column, click the Details button. This will show a pop-up containing additional details of the transactions as well as the option to issue an OR or AR Number.
Only transactions with SUCCESS statuses are eligible to be issued or assigned an OR/AR Number.
1) Click the Issue Receipt button. Another pop-up will appear where you can choose to issue an OR or AR Number. Toggle the setting according to what you will be assigning.
2) Proceed to input the receipt number.
3) Click the Save button.
Issuance of OR and AR Numbers to transactions is a requirement when generating Sales Reports.
Official Receipt Printing
At the right-most-column, click the Details button. This will show a pop-up window containing additional details of the selected transactions as well as the option to Print an Official Receipt.
Simply click the 'Print' button on the pop-up. This will redirect you to a print-preview view of the Official Receipt to be printed or downloaded.
Only transactions with SUCCESS statuses are eligible to be issued or generated a copy of the official receipt and an Official Receipt Carbone template is required in order to generate a PDF of the Official Receipt.
Manually Refreshing Transactions
Click the 'manual refresh' button next to the Details button found at the right-most column for instances where a payment may have already been debited to the school's account but has not yet been marked as 'Success' in the Online Payments Dashboard.
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