# Online Payments Dashboard

The Online Payments Dashboard provides a centralized view of all payment gateway transactions made by students through their portals in Edusuite. This module allows users to review and monitor transactions, assign OR/AR numbers, and print receipts.

## Access and Navigation

You can access the **Online Payments Dashboard** under **Finance**.

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Check the privilege assigned to your user account or role if you cannot view a link from the list.

{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
{% endhint %}

## Filters

Users can filter transactions based on the following criteria:

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* **Term** – The academic period (Semester, Trimester, Quarter) in which the payment was recorded or applied
* **Status** – The transaction's status as determined by the payment gateway (Dragonpay or UnionBank)
* **Payment Channel** – The gateway used for the transaction (Dragonpay or UnionBank)
* **Receipt Number** – Filter payments based on whether they have assigned receipt numbers

## Columns

Each transaction includes the following details:

* **Student** – Displays the student's full name and ID number
* **Payment** – Shows the payment gateway used and the reference number generated when the transaction is marked as "PENDING"
* **Amount Paid** – The amount paid by the student
* **Status** – Indicates the payment's current status:
  * **CREATED** – The transaction has been initiated, but the payment gateway has not yet processed it
  * **PENDING** – The payment is being processed by the gateway but is not yet confirmed
  * **FAILED** – The payment attempt was unsuccessful
  * **SUCCESS** – The payment was successfully processed and credited to the school’s account
  * **UNKNOWN** – The payment status is not recognized by the payment gateway
* **Date Recorded** – The date when the student initiated the transaction
* **Date Posted** – The date when the payment gateway marked the transaction as "SUCCESS"
* **Term** – The academic period in which the payment was recorded or applied
* **Type** – Specifies whether the payment is for assessment or other fees
* **Receipt Number** – Displays the school's issued official receipt number. Only transactions marked as "SUCCESS" can be assigned an OR or AR number

## Frequently Asked Questions (FAQs)

**Question:** How do I view more details about a transaction?

**Answer:** Click the **Details** button in the right-most column. A pop-up window will display:

* Student ID Number
* Student Name
* Student’s Program
* Student’s Amount Due
* Transaction Date of Record
* Transaction ID
* Transaction Status
* Payment Gateway Used
* Payment Gateway Reference Number

***

**Question:** How do I issue an OR or AR number for an online payment?

**Answer:**

* Click the **Details** button in the right-most column
* Ensure the transaction status is **SUCCESS**, as only these transactions can be assigned OR/AR numbers
* Click **Issue Receipt** to open a new pop-up
* Select whether to assign an OR or AR number using the toggle switch
* Enter the receipt number
* Click **Save** to confirm

***

**Question:** How do I print an Official Receipt from the Online Payments Dashboard?

**Answer:**

* Click the **Details** button in the right-most column
* In the pop-up window, click **Print** to generate the official receipt
* The system will redirect you to a print preview, where you can print or download the receipt\\

{% hint style="info" %}
Only transactions with a **SUCCESS** status can generate an official receipt.
{% endhint %}

***

**Question:** What if a payment has already been credited to the school's account but is not marked as "SUCCESS" in the dashboard?

**Answer:** Click the **Manual Refresh** button next to the **Details** button in the right-most column to update the transaction status.


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