Payment History Report
This report summarizes the total number of web and phone payments made by all payers during a specified time period and sums up the total dollar amounts resulting from the listed payments.
Enter a date range and click Run Report.
A summary of payments by their status is displayed. You can export your data by clicking on the Excel or CSV icon.
Click anywhere on the desired row to drill-down to the next level, for instance the list of Processed payments, in standard report format.
Each payment record in the Payment History report contains:
| Data | Description |
| Biller Key | The key that identifies the division receiving the payment This displays only if the Biller has multiple divisions. |
| Transaction ID | A unique ID assigned to the payment by DirectBiller. |
| Account | The Payer’s account with the Biller. |
| Invoice Number |
If Bill Presentment is supported, displays the invoice associated with the payment. If Bill Presentment is not supported, this is blank. |
| Customer Name | Name of customer associated with this payment. |
| Date Paid | Date the payment was made. |
| Bill Amount |
If Bill Presentment is supported, displays total of bill. If Bill Presentment is not supported, this is blank. |
| Paid Amount | Amount that was paid on this bill. |
| Fee Amount | User fee collected. |
| Payment Mode | Depending on the type of payment the Biller has chosen to accept, this may be Checking, Savings, VISA, MASTER, or other payment type. |
| Status | The current status of the payment. |
| Authorized By | If a CSR made the payments, this field displays the Login ID of the CSR. |
| If the customer made the payment directly, via IVR, or through the Web, then USER displays. | |
| Device Type | Depending on how the user accessed DirectBiller, this is either Web or Telephone. |
In addition, the Payment History may display any payment parameters or Pass-Through Fields that were setup for the Biller during implementation.
For more detail on any payment, click on the payment to display the Payment Details screen.
A report is initially broken into 10 records per page. If there are more than 10 records, then the First/Prev/Next/Last buttons are active. Click on these buttons to move through the results by pages. The page length can be changed from 10 to 50 or 100.
To sort the data, type in a word in the box above a column or use a drop down menu, then click the Filter button. Use the Clear button to clear all the editable cells.
To sort by column, click on the label of a specific column:
To reverse the sort, click on the label a second time.
You can export your data by clicking on the TXT, XML, Excel or CSV icon:
