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Title - {Portal Page Name}(Portal Page Level Symbol)

Example: Payment History (R) = Payment History page for Referrers.

{Page Description}
A short paragraph explaining the overview of the page, where it’s located, and its general purpose.

Example: [Page: Payment History (R)]
The Payment History page shows detailed information about your merchants' payment transactions, sales, and authorizations over the last 30 days. You can search or sort by specific criteria, or access detailed reports about specific transactions.

Navigate to the Payments History page by clicking PAYMENT HISTORY under Payments The Policies page allows you to configure automated risk reviews and applicable response actions for your Merchants individually or in a Group. This feature allows you to standardize and streamline your risk review process by automatically applying your preferred underwriting review criteria and the appropriate response to save time.

Navigate to the Policies page by clicking Risk under the Admin, then clicking Policies in the left-hand navigation bar.

{Insert Screenshot Here of Top Level Page}

Include a caption for the screenshot of what the user is looking at.

{Portal Page} Features

{List of Features}
In bullet point format list out all features of the page from that view, each in a short sentence.

...

Policies Page Features

Payment History Banner

View a summary of your recent authorizations, sales, and refunds from the last 30 days. The banner is divided into the following categories:

  • Authorizations - Number of authorizations and average transaction dollar amount.

  • Sales - Total sales dollar amount and failure ratios by count and volume.

  • Refunds - Total number of refunds and total dollar amount of refunds, as well as refund ratios by count and volume.

Payment History Table

Locate individual merchant transactions
Expand
titleClick here to view the features of the {Portal Page} Policies page. (Example: Payment History (R))

Add New Policies

Click the Add Policy button in the upper right-hand corner to create a new policy, where risk decisions can be configured from the Policy Decisions page.

Policies Table

Locate existing policies in the main table on the Payments History Policies page. Individual transactions policies are listed by row. The default table view includes the following columns:

Enlarges the table by opening it in a full-screen dialog open

The Payment History

Payment History Policies Table Column Names

Description

Amount

The transaction amount is in dollars.

Status

Approved, Pending, or Voided. Hover over the icon to view details about the status.

Cardholder

The name of the cardholder.

Payment

The credit card brand and the last four digits of the card number.

Created

The date and time that the transaction was created.

Merchant

The name of the merchant.

Checkboxes

Tick to select specific transactions, or tick the checkbox in the table header to select all transactions.

Arrow Icon

Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions.

Payment History Actions

Name

Your custom name given to your policy.

Target ID

The ID of the Merchant being affected by the policy.

Stage

The Merchant boarding or Transaction processing stage where the Policy will be applied.

Status

Whether or not the Policy will be actively applied (Active or Inactive).

Policy ID

The unique ID for each listed policy to be recalled later.

Policy Actions

The Policies page table supports the following actions:

  • Access further transaction information info about the Decisions in a Policy by clicking any information in the transaction line policy listing on the table to view the Transaction DetailsPolicy Decisions page for that paymentpolicy. Print a receipt

  • Remove multiple existing policies at once by clicking any information in the transaction line to be redirected to the Transaction Details page, then click RECEIPT.

  • Load additional transactions to your Transactions History Table by clicking SHOW MORE RESULTS at the bottom of the table.

Reporting and Terminal Transactions

The Payment History page allows you to view the following additional information about individual transactions:

  • Generate a Transaction Details Report page by following the steps below:

    • Step 1: Click on TRANSACTION DETAILS REPORT, located in the upper right-hand corner of the Payment History page.

    • Step 2: You will be redirected to the Report History page, where you can generate a new Transaction Details Report.

Note: Previously generated Transaction Details Reports are available on the Reports page:

  • Click REPORTS in the Admin Category in the left-hand navigation bar, then click REPORT HISTORY in the drop-down menu below Reports.

  • See the Available Portal Reports Guide for more information on reports found in the Payrix Referrer Portal.

  • Access the Terminal Transactions page by following the steps below:

    • Step 1: Click on TERMINAL TRANSACTIONS, located in the upper right-hand corner of the Payment History page.

    • Step 2: You will be redirected to the Terminal Transactions page, where you can access information related to transactions initiated by a customer at a terminal associated with a merchant.

Customize Your {Portal Page} Table

For Portal pages containing tables, outline the page items and data options applicable. Copy the following verbatim:

...

  • the checkbox next to each listing, then clicking Remove under the Batch Actions drop-down at the top of the table

  • Load more policies when applicable by using the page options at the bottom of the table, clicking the Next icon, or selecting a higher number of Items per page.

Customize Your Policies Table

Sorting is not available on the Policies page. However, you can utilize the Search function to locate your specific policy based on the available table data:

Expand the section below to view a complete list of the data that you can display on the {Portal Page} table:

Expand
titleClick here to view {Portal Page} Policy table customizations. (Example: Payment History (R))

Transaction Data

  • TXN ID

  • Date Created

  • Created By

  • Date Modified

  • Modified By

  • Subscription

  • Type

  • Currency

  • Platform

  • Captured

  • Description

  • Order Number

  • Tax

  • Amount

  • Status

  • Approved

  • Card

  • Refunded

Entity Data

  • Entity ID

  • Parameters ID

  • Type

  • Name

  • Address

  • City

  • State

  • Zip

  • Country

  • Phone

  • Fax

  • Email

  • Website

  • EIN

  • Status

  • Custom

Merchant Data

  • Merchant ID

  • DBA - Statement Descriptor

  • MCC

  • Date Created

  • Created By

  • Date Modified

  • Date Boarded

  • Last Transaction Date

  • Date Established

  • Status

Customer Data

  • First Name

  • Last Name

  • Company

  • Address

  • City

  • Zip

  • State

  • Country

  • Phone

  • Email

Filter the Table by {Table Sorting Options}

Advise the user on the specific table filtering options available

View a single category of {page item} by selecting the buttons at the top left in the table: {Option 1}, {Option 2}, or {Option 3}. The table will repopulate to show only {page item} of the category selected.

{Page-Specific Quick Use Case}

Provide 1 to 2 quick page-specific uses, such as batched actions from the Portal page table or buttons available on the page item/listing. (Example: Payment History (R)):

(Example: Payment History (R)) - Issue Refunds on certain transactions using the Batch Actions function by following the steps below:

  • Step 1: Select specific transactions from the Payments History table using the Checkboxes in the table column on the right.

  • Step 2: Navigate to the Batch Actions drop-down, select the grey triangle, and click REFUNDS.

  • Step 3: Confirm the refund request in the pop-up window, or cancel to go back to the Payments History page.

Do not add objective-specific use cases, focus on small 2 to 4-step uses that are helpful when on the page. Link out to more detailed use cases if needed.

Related Pages

Provide links to any Portal pages you can directly access from the page you’re documenting as well as the Table Search and Sort Instructions link.

...

  • Name

  • Target ID

  • Stage

  • Status

  • Policy ID

...

Related Pages

Click the links or items on the Policies page to access any of the following pages: