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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 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.

This topic describes the following pages:

  • Policies

  • Policy Decisions

The Policies page allows you to configure automated risk reviews and applicable response actions for your Merchants individually. 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.

To access the Policies page:

  1. Click Risk under the Admin.

  2. Click Policies in the left navigation bar.

Tip

Tip: To learn more about the Policies tool and view a full list of available policy decision types, visit the Understanding Policies - Risk page.

Tip

Tip: To learn more about Group Decisions, which are the equivalent of applying a policy to a Group, visit the Understanding Decisions - Risk page.

...

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))

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

Load additional transactions to your Transactions History Table by clicking SHOW MORE RESULTS

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

The Payment History table supports the following actions:

  • Access further transaction information by clicking any information in the transaction line to view the Transaction Details page for that payment.

  • Print a receipt by clicking any information in the transaction line to be redirected to the Transaction Details page, then click RECEIPT.

    • 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.

    To review and configure decisions for the policy, click on any information in the row to open the Policy Decisions page.

    Add New Policies

    To add a new policy to your Policies page:

    1. Click ADD POLICY in the top right corner of the page to open the Add Policy lightbox.

    2. Enter a namefor the policy.

    3. Select a stage for merchant boarding or transaction status where the policy will be applied.

    4. Choose the Target (Merchant) for the policy to be applied to.

    5. Set the Status of the policy as Active or Inactive.

    6. To save the new policy, click the Add Policy button.

    Policy Actions

    The Policies page table supports removing existing policies and loading more policies.

    To remove multiple existing policies at once:

    1. Click the checkbox next to each listing.

    2. Click Remove under the Batch Actions dropdown menu at the top of the table.

    To load more policies when applicable:

    • Use the page options 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:

    “You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.”

    ...

    • Click the Next icon.

    • Select 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.

    Policy Decisions (R)

    The Policy Decisions page displays detailed information about existing automated risk decisions set within a specific policy. You can also add, edit, or delete decisions from a policy to adjust your automated risk review and response process as needed.

    To access the Policy Decisions page:

    1. Click Policies under Risk in the Admin category in the left navigation panel.

    2. Click the policy’s name in the table located on the Policies page to open the Policy Decisions page.

    Tip

    Tip: To learn more about the Policies tool and view a full list of available policy decision types, visit the Understanding Policies - Risk page.

    Tip

    Tip: To learn more about Group Decisions, which are the equivalent of applying a policy to a Group, visit the Understanding Decisions - Risk page.

    ...

    Policy Decisions Features

    ...

    Expand
    titleClick here to view the features of the {Portal Page} table customizationspage. (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.

    (Example: Payment History (R)) - Click the links or items in the Payments History to access any of the following pages:

    ...

    Transaction Details

    ...

    Transaction Details Report

    ...

    Terminal Transactions

    Policy Decisions Table

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

    Policy Decisions Table Column Names

    Description

    ID

    The unique ID for each decision added to the policy.

    Type

    Also known as “Subtypes”, the specific risk service or check corresponding to a distinct Decision type.

    Sub-Decisions

    Specific Decision criteria used to initiate the Decision Action.

    Dependencies

    The result of another Decision acts as a prerequisite to trigger the current policy.

    Failover Dependencies

    The action that should be taken if a Decision dependency fails or an error occurs to avoid the Decision action.

    Add Policy Decisions

    You can add policy decisions to an existing policy by clicking the Add Decisions button in the upper right corner of the page to open the Decision Creation lightbox.

    To add a new Decision to your policy:

    1. Click the Add Decision button to open the Decision Creation lightbox.

    2. Select a Decision from the listed Payrix or third-party risk services.

    3. Click Next.

    4. Select a Subtype (Decision Type) from the dropdown menu.

    5. Apply an applicable Operator, Value, and Action (Decision action) from the risk service results.

    6. Click Add to add additional Subtypes or Next to add Rules.

    7. (Optional) Select an Attribute (Subtype), Operator, and Value to add more decision rule criteria. Use and to make a combined rule with different parameters or use or to create a range of careful responses based on individual risk service results.

    8. (Optional) Select an existing Decision as a Dependency if you’ve already added a Decision to this policy to act as a requirement before this new Decision can be executed in the Policy.

    9. Step 6: (Optional) Select an existing Decision as a Failover Dependency to prevent executing this Decision if the set Decision Dependency should fail or time out.

    Policy Decisions Actions

    The Policy Decisions table supports editing and deleting existing policy risk decisions.

    To edit an existing policy risk decision:

    1. Click the ⋮ icon.

    2. Click Edit next to any decision listed to open the Edit Decision lightbox.

    To delete an existing policy risk decision.

    1. Click the ⋮ icon.

    2. Click Delete next to any decision listed to remove that decision.

    Customize Your Policy Decisions Table

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