Payments

Payments is one of the most crucial parts of a business. By setting up an efficient payment method, one can ensure a hassle-free functioning of transactions. This module helps you enable a variety of payment methods for your online store. It also helps you manage all your payments (pending and to be paid).

When any customer checks out from your website, they are able to select the payment methods for their orders based on the payment modes enabled by you.


Important Note
You need to add KYC details in order to receive online payments.

1. From the Admin panel, click on Payments.

The following page gets displayed. It consist of the following details:

  • Date: Displays the date and time when order was placed.
  • Order: Displays the order number that was placed on that particular day. In-case there is more than 1 order , then the count of orders will be displayed, clicking on which all the order numbers will appear.
  • Customer: Displays the mobile number of the customer. Hovering on the 74 will display all the details of the customer.
  • Amount/Mode: Displays the amount and mode of payment of the order placed.
  • Charges: Displays the payment gateway charges and tax levied.
  • Transferred: Shows the status whether the expected amount is pending or received.
  • Invoice Status: This column displays whether or not there is a need to upload an invoice for the transaction that was carried out for that order.

Note
Invoice is required only if the transaction is carried out using Jd Pay.

2. Click on the tab next to search bar to view the customers whose payments have either been successful or has failed.

3. Click on the calendar tab to sort payment transaction history either on a daily, weekly, monthly, or on a custom basis. Click on Apply to save changes made.

4. You can also export payment details or payment history, by clicking on .

The following page gets displayed. Enter the Start Date and the End Date between which you want to export the data. Click on Export Report for analyzing or sharing purposes.

Click on Download file to download the report.

5.Click on the required order to view the payment details.

The following slider gets displayed.

  1. Displays the name of the customer and their payment details.
  2. Provides an option to whats-app the customer.
  3. Displays the Transaction ID and Payment source.
  4. Displays order and invoice number.
  5. Displays uploaded Invoice file or image.
  6. Includes customer details such as name and contact.

Note
Online payments will not be transferred to your bank account if KYC is not updated and approved. Bank details are required to transfer online payments to your bank account.

1. From the Admin Panel, tap on Payments.

The following page gets displayed.

  1. Displays the name of the customer you paid the amount.
  2. Displays the amount paid by customer.
  3. Displays the payment mode and payment details.
  4. Displays the Invoice Status.

Note
Invoice is required only if the transaction is carried out using Jd Pay.

Step 2.
Click on the required order to view the payment details and the following slider will be displayed.

  1. Displays the name of the customer.
  2. Displays the amount of the payment transaction.
  3. Displays the date of the transaction as well as the payment type.
  4. Displays the Invoice status.
  5. Provides an option to whats-app the customer.
  6. Includes payment details such as Transaction ID and payment source.
  7. Displays uploaded Invoice file or image.
  8. Includes customer details such as name and contact.

Note

Online payments will not be transferred to your bank account if KYC is not updated and approved. Bank details are required to transfer online payments to your bank account.

Was this Article Helpful?
Yes
No
Glad We Could Help You!

One thought on “Payments”

  1. how to export online payment information | how to track online payments | how to check my online payment status

Comments are closed.