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E-payments in Member Profile - Overview

Updated

Introduction

Here, you will get more information about the E-payments page on the Member Profile in the PGM system. It allows investigating all electronic payment attempts performed by a given club member.

  • This article will be helpful to PG Champion, Club Manager, Accounting and Finance and Club Owner. 

Feature Description

  1. Go to the PGM -> Clients -> Club Members. 
  2. After selecting a club Member from the list, their Profile shows up in a new screen.
  3. Go to Transactions.
  4. Click on E-payments tab.

Here, you are able to check:

  • payment gateway attempts 
  • payments attempts made with saved card (tokenized) on Client Portal / Kiosk / PGM / POS 
  • recurring payments booked via PGM CC 
  • history of card tokenization attempts   
  • recurring payments booked via PGM DD 
  • history of DD registration attempts 
  • refunds done via payment provider

You can filter by Date. 

Initial date - displays when the payment was initiated in the PGM system or in Client Portal. 

Status - displays e-payment logs:

  • Successful - Green - Ok
  • In Progress - Yellow - In Progress
  • Unsuccessful - Red - Error

Mind that some logs can display without any status. 

  • To check detailed status or error message of payment click on the status circle. 

E-payment type - displays the type of payment

Payment Id - displays both types of the Payment Id - one according to PGM and second according to Payment provider. 

  • To see PGM payment ID and Provider payment ID, click info icon on the left of the Payment Id field. 
  • To copy PGM payment Id, click on the double square icon. 

Provider - displays the name of the Payment provider that was used for this transaction. 

Description - displays automatic description of the transaction. 

Amount - displays the transaction amount. 

  • To check Related Contract Transaction click info icon above amount. 

Related Contract Transaction will only be displayed when relating to a Contract purchase. Product purchase transactions will not be displayed here.

Source ID - displays member's payment source number, i.e. credit card or bank account number.

Application - displays the application by use of which the payment was done, i.e. Membership Portal (here meaning Client Portal) or PGM. 

By clicking on three dots icon, you can go to:

  • Details - it displays more information on the transaction in a new window. 
  • Check on provider site - it redirects to Payment provider's admin panel.

Check on provider site function is available only for: Straal, Adyen, Espago and EzyPay. 

 

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