Payment Request Report
You can easily export a CSV file of the Accounts Receivable table for reporting.
How to export
- Use the filters on the table to refine your data. You can filter by date, amount, or other available criteria.
- Once filtered, click the Export button in the top-right corner of the table. Note, you may need to scroll horizontally to see the button.
A CSV file will be generated. Open it in Excel, Google Sheets, or any compatible tool for further analysis.
What the report contains
| Column | What it means |
|---|---|
| ID | Unique ID for the payment request. |
| Merchant ID | The unique ID for your merchant account. |
| Amount | The payment request amount. |
| Currency | The currency of the payment request, e.g. EUR, GBP, USD. |
| Payment Methods | The payment methods enabled on the payment request (e.g. card, Pay by Bank, Apple Pay etc.). |
| Description | Description entered on the payment request. |
| Customer ID |
|
| Order ID | An order ID assigned to the payment request (if applicable). |
| Inserted | When the payment request was created. |
| Last Updated | When an update was last made to the payment request. |
| PISP Account ID | The ID of the account designated to receive Pay by Bank payments. |
| PISP Account Name | The name of the account designated to receive Pay by Bank payments. |
| Base Origin URL |
|
| Card Authorize Only | Specifies whether the card payment is set to authorise only rather than capture immediately (True = yes). |
| Card Create Token | Specifies whether a card token has been created for repeat payments (True = yes). |
| Card Create Token Mode |
|
| Status | The current status of the payment request (e.g. None, PartiallyPaid, FullyPaid, Overpaid). |
| Partial Payment Method |
|
| Customer Email Address | The email address of the customer entered (if applicable). |
| Card Stripe Payment Intent ID |
|
| Card Stripe Payment Intent Secret |
|
| Notification Email Addresses | Email addresses set to receive payment notifications (if applicable). |
| Priority Bank ID | The Bank ID, if set as a priority. |
| Title |
|
| Partial Payment Steps |
|
| Amount Received | The total amount received against this payment request. |
| Amount Refunded | The total amount refunded against this payment request (if applicable). |
| Amount Pending | The amount pending against this payment request. |
| Created By User ID | The ID of the user who created the payment request. |
| Created By User Name | The name of the user who created the payment request. |
| Merchant Token Description |
|
| Transaction IDs |
|
| Payrun ID | The ID of the payrun linked to this payment request (if applicable). |
| Shipping Address |
|
| Billing Address |
|
| Customer Name | The name of the customer (if applicable). |
| Payment Processor | The processor used to handle payments on this request. |
| Tags | Any tags applied to the payment request. |
| Due Date | The payment due date (if set). |
| Custom Fields | Any custom fields added to the payment request and their values. |
If you have questions about a specific payment request, contact us at support@nofrixion.com.