Transactions Search
Transaction searches can be done using any of the following search facilities:
1. QuickSearch
Located at the top of the portal, the QuickSearch facility allows a user to search for any of the following references:
- Merchant reference:
This reference is issued by the merchant's system and provided to the PayU platform at the time of transaction processing.
- PayU Reference
This reference is issued by the PayU platform and provided back to the merchant's system as part of the system's response at the time of transaction processing.
- Gateway reference
This reference is generated when the PayU platform interacts with a third party platform and is provided back to the merchant's system as part of the system's response at the time of transaction processing.
- Bank reference
This reference is generated by the bank during credit card processing and is provided back to the merchant's system as part of the system's response at the time of transaction processing.
To use:
- select the type of reference you would like to search for using the green dropdown
- enter the full reference number (*partial reference searches are currently not supported)
- press the enter button on your keyboard
2. QuickFilter
Located on the left hand side, the QuickFilter facility allows a user to filter on any of the following payment methods:
- Credit Card
- SmartEFT
- DiscoveryMiles
- eBucks
- Masterpass
When clicking on any of the filtering options transactions matching today's date will automatically be retrieved and displayed on the search results section.
3. Advanced Search
The Advanced search is located at the top of the search results page and allows refinement of the transaction search parameters
Parameters include:
Date range | Provides search functionality to retrieve transactions within a date range |
Reference | If populated it will the platform will search for transactions matching the type of reference chosen from the green drop down |
Store | Provides search functionality to retrieve transactions for PayU stores associated to the user. |
Transaction type | Provides search functionality for transactions matching one or more transaction types which include:
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Transaction status | Provides search functionality for transactions matching one or more transaction status which include:
|
Payment method | Provides search functionality for transactions matching one or more payment methods which include:
|
Basket Amount | Provides search functionality to retrieve transactions with a basket amount within a range |
These transaction can also be exported as well as printed via the button made available on the advanced search page.
Transaction search results
Search results action bar
The transaction search results bar has the following information
- Amount of transactions currently displayed
This is shown on the top left hand side. Based on the maximum amount of transactions more pages can be viewed by using the pagination facility (described further below) located on the far left hand side - Change the maximum amount of transactions displayed
The maximum amount of transaction displayed changed by clicking on the dropdown box in the middle of the results page and selecting one of the options in the dropdown - Pagination
Thisis facilitated by clicking on the First, Previous, Next, Last links on the far right hand side - Column based sorting
Transaction can be sorted by clicking on the column header located in the green header bar at the top of the search results bar
Accessing order details
A transaction's order details can be viewed by clicking on:
- the PayU reference
- the + sign and then on more details
Transaction life cycle management
When clicking on the + icon, any of the following options are made available based based on the current state of the transaction - Credit, Reserve Cancel and Finalise. When clicking on the these options a popup box will appear with the relevant details for the applicable action.
