Payment Page Details (M)

Payment Page Details contains editable information about a specific payment in your Payment Pages table. You can edit existing details, add information, or perform other actions on this page. Payment Pages provide a “static” invoice that can be paid by multiple customers when the page is embedded into a website. Payments can be accepted either for goods or services or for another type of payment, such as a donation or event signup.

Note: Payment Pages and Invoices are similar, however, unlike Invoices, Payment Pages can be used by multiple customers while an invoice can only be paid once.

Navigate to Payment Pages Details by following the steps below:

Step 1: Click Payment Pages in the Forms category in the left-hand navigation panel.
Step 2: Click on any information in a row for a Payment Page listed in the table to open Payment Pages Details.

Partial view of Payment Page Details, including the Payment Page Details editable form.

Payment Pages Details Features

Payment Details Form

The Payment Details form is located at the top of the page and displays the Payment Pages Details identification number and the date that the payment page was created. Below this information are editable Payment Pages Details fields, which include the following information:

Payment Details Form Field Name	Description

Payment Details Form Field Name	Description
Number	A numerical descriptor of the invoice or other payment page type.
Title	The title of the payment page.
Message	A message added to the payment page.
Payment Methods	The payment methods accepted for the page. Choose from the following: All Amex Visa Master Card Discover Diners Personal Checking Personal Savings Business Checking Business Savings
Subscriptions	Indicates whether the payment is part of a subscription.
Email	Your email address.

Items Form

The Items form is located below the Details form and lists any products or services associated with the payment page. The Items form contains the following fields:

Items Form Field Name	Description

Items Form Field Name	Description
Name	The name of the item sold.
Quantity	The quantity of items sold.
Price	The price per individual item.
Discount	Any discount applied to the sale.
Tax	The sales tax applied to the sale.
Total	The total dollar amount of the sale, including any taxes or discounts.

Details and Items Form Actions

The forms support the following actions: edit information, add an email, and add an item.

To edit information in both the Details and Items sections, follow the steps below:

Step 1: Click the PENCIL icon in the top right-hand corner of the page.
Step 2: Edit any information in the forms. Editable fields in the forms will appear yellow.
Step 3: Save your edits by clicking the CHECKMARK icon in the top right-hand corner of the page, or click the X icon to discard changes.

To add an additional email to the Details form, follow the steps below:

Step 1: Click the PENCIL icon in the top right-hand corner of the page.
Step 2: Click ADD ADDITIONAL EMAIL in the lower left-hand corner of the Details form.
Step 3: Add any additional emails to the Email field.
Step 4: Click the CHECK MARK in the top right-hand corner to save your changes, or click the X icon to discard changes.

To add an additional product to the Items form, follow the steps below:

Step 1: Click the PENCIL icon in the top right-hand corner of the page.
Step 2: Click ADD ADDITIONAL PRODUCT in the lower left-hand corner of the Items form.
Step 3: Add any additional products and their information.
Step 4: Click the CHECK MARK in the top right-hand corner to save your changes, or click the X icon to discard changes.

Action Panel

The Actions panel is located below the Items form and contains five action buttons:

Action Button Name	Description of Action

Action Button Name	Description of Action
Share Pay Page	Shares your Payment Page. Click this button to open the Share Pay Page lightbox, and then either copy the link to your payment page to share with others, or enter an email address to share the pay page by email.
Go To Pay Page	Opens the Invoice in another tab. The customer has the option to pay the invoice using this link.
Edit	Edits information in the forms on this page. Enter any new information and click the CHECKMARK icon in the top right hand corner to save, or click the X icon to discard any changes.
Duplicate	Creates a duplicate invoice. Click this button to send a duplicated invoice to the customer.
Delete	Deletes the invoice. Click this button to open the Delete lightbox in the page, then click DELETE to delete the invoice, or click CANCEL to return to Payment Pages Details.

Activity Table

The Activity table is located at the bottom of the page. It contains a list of transactions associated with the pay page. The table displays the following columns in the default view:

Activity Table Column Name	Description

Activity Table Column Name	Description
TXN ID	The transaction ID.
TXN Status	The transaction status: captured, pending, or failed.
Date	The date that the Pay Page was created.
Cardholder Name	The name of the credit card owner.
Credit Card	The type and last four digits of the credit card.
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.

Activity Table Actions

Access the Transaction Details page by clicking on any information in a row in the Activity Table.

Customize Your Payment Pages Details Table

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.

Expand the section below to view a complete list of the data that you can display on the Payment Pages Details Activity table:

Activity Data

Message
ID
Date Created
Created by
Shipping First Name
Shipping Last Name
Shipping Company
Shipping address
Shipping City
Shipping Zip
Shipping State
Shipping Country
Shipping Phone
Shipping Fax

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

Customer Data

First Name
Last Name
Company
Address
City
Zip
State
Country
Phone
Email

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