This transaction list allows you to review invoices that were paid through the Pay Invoices by Email/SMS process.

Searching for Records

You may enter search criteria into any of the available search fields.  The fields available for filtering data are: Customer Number or Notifications Email. There are also drop downs for Date range, Document Status, and Connection. Once you have entered your search criteria press the Apply button and your record set will be returned for your review.  Each Document Status is explained below.

Remember that during the Pay by Email process an email is sent to the customer allowing them to enter their credit card information directly to pay open invoices. Once that email is sent the document is in Pending status.  As soon as the customer uses the link to pay invoices the status moves to Authorized. Emails that are never utilized and expire move to Expired status.  Voided documents are those that you manually void via JD Edwards.

Once the results are returned to you can may choose to sort the data by any of the options seen below:

Please note that there are two hyper links available in your search results. The first is Number of Invoices.  When pressed you will see detailed information about the invoices paid for within the transactions such as Invoice Number, Gross Amount, Open Amount and Amount Paid.  The second hyper link is Total Paid Amount. This hyper link shows the break down of the payment made by Payment Type, masked Card Number, Payment Reference, Paid Amount, Surcharge Amount, and Payment Date.  You may also expand each line shown to see the specific invoice number.

Additionally, you may expand each result line to see the PPC Token and Connection name used as well as the Surcharge Rate and Notification Emails used.

If it is easier for you to analyze the results in Excel you may choose to export the data to Excel.  Simply press the Export action to begin the export.

Please be aware that the use of wild cards (is: *, > , <, etc) is not supported in the search criteria fields.