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
- Go to the PGM -> Clients -> Club Members.
- After selecting a club Member from the list, their Profile shows up in a new screen.
- Go to Transactions.
- 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.
Hints
- Get to know how to create Online Payment Request in Member Profile.
- Get to know how to check GoCardless mandate status.