Your transactions are listed and managed according to two categories. Firstly there are all the invoices, payment requests, reminders, and campaigns you create. Each of these is effectively a payment page. You can locate all your invoices and payment requests in My Invoices, and your campaigns in My Campaigns. All payments received are listed in your Payment History section.
Note: When you open a customer record from your My Customers section, you will see the invoices and payment requests you sent to that customer as well as the payments they made.
Creating an invoice or a payment request is the same action in Paysley. Both are payment requests with their unique payment page. The only difference is when you choose to attach or create a printable invoice (pdf, tiff, or jpg) to the payment request.
Step 1: To access all your payment request click on the My Invoices link on the left menu bar.
Step 2: To view the detail of a payment request, click on the detail arrow icon (>)
Step 3: If you wish to edit or send the payment request, click on the actions icon (3 dots) and select Edit.
Other functions available include:
From your My Invoices section you can also create a new payment request by clicking the Create New Invoice button. You can also Export all your transactions.
You can create and manage an unlimited amount of campaigns. Each campaign is a payment page with a added section for your campaign description and detail. Campaigns can de use for selling products & services or to do fundraising.
Step 1: To access your campaigns click on the My Campaigns link on the left menu bar.
Step 2: To view the detail of a campaign, click on the campaign date link.
Step 3: If you wish to edit or delete a campaign, click on the actions icon (3 dots) and select Edit or Delete.
Other functions available include:
From your My Campaigns section you can also create a new campaign by clicking the New Campaign button. You can also Export all your campaigns.
The Payment History section shows every successful and unsuccessful payment made on all your payment requests, campaigns, virtual terminal, and POSLink. From here, you can Reverse or Refund successful payments, and view transaction details and error messages of unsuccessful transactions.
Step 1: To access your transaction list click on the Payment History link on the left menu bar.
Step 2: Find the payment you wish to reverse or refund.
Reverse: Within the first 24 hours of the payment, you will have the option to ‘Reverse’ the payment before it is completed. This cancels the transaction before the payment is removed from the customer's bank account.
Refund: After the payment has gone completed (funds are settled), you will have only the option to ‘Refund’ the payment and have a charge placed on your account to reimburse the customer for their payment.
Note: Reversing or refunding a transaction will incur additional fees.
You can export your payment history to Quickbooks. When a payment is exported, it will create an invoice in Quickbooks and mark it as paid.
For a full guide on Quickbooks integration with Paysley, download the Quickbooks Online Integration Guide.
You can view all the available information per transaction, as well as the reason why a payment failed.
Step 1: Access your transaction list. Click on the Payment History link on the left menu bar.
Step 2: Find the payment you wish to view details for. In the ‘Detail’ column, click the ‘>‘ icon and the details of the payment will open directly below the transaction.
Tip: At the bottom left of the payment Detail view is a link to "View related payments". Click this link to view all payments part of a payment plan or subscription.
When you want to know why a customer's payment failed, go to the failed payment's detail section (follow the instructions above). You will see the reason for the failed payment under Result Description.
The most common reasons for failed transactions include:
Paysley has no control over any of these failed payment attempts. Paysley constantly monitors payments, and if payments fail due to a technical error on our side, we will notify you.
Card expired: The customer’s card has expired.
Error on the external gateway: There can be intermittent connection issues between the acquiring bank and the card associations. The payment should be reattempted at a later time.
Invalid CVV/brand combination: The customer has entered invalid details.
No response from connector/acquirer: There are intermittent connection issues between the bank and card associations. The payment should be reattempted at a later time.
Risk management transaction timeout: The customer has not completed the 3D Secure authentication process in the permitted time frame (limited to regions where banks require 3D Secure).
Transaction declined by authorization system: The customer’s bank has declined the transaction which might include a variety of risk management guidelines such as excessive transactions, transactions in multiple geographic regions or transactions outside of customer’s normal transaction range. Card holder should contact the issuing bank directly for more detail.
Transaction declined (limit exceeded): The transaction amount is above the allowed limit on the customer card.
User Authentication Failed: The customer failed to complete the 3D secure authentication correctly (limited to regions where banks require 3D Secure).