Accessing the Payments View
Merchants have the ability to address payment exceptions directly from the Payments view in the merchant dashboard. The Payments view can be accessed by logging in to your merchant account and then selecting the Payments link on the left menu bar.
In the Payments view, invoices can be filtered by the three tabs across the top. The first tab, All, allows you to view all of your invoices. The second tab, Paid, allows you to view just your paid invoices. The third tab, Unresolved, allows you to view just your invoices with unresolved payment exceptions. The fourth tab, Invalid, allows you to view invoices currently in an invalid status.
In each of these tabs, a list of invoices will be displayed, including the following:
- Alternatively the BitPay invoice Id or the order Id assigned by the Ecommerce plugin (for instance WooCommerce) or custom integration.
- Invoice Creation Date & Time
- Invoice Amount & Currency
Additionally, you can search a payment or filter by date range using the Search icons or the date range filter in the top right corner.
You can search payments using:
- The BitPay invoice ID
- The order Id assigned by our Ecommerce plugins (for instance WooCommerce, Shopify) or if you built a custom integration using the `orderId` field.
- The cryptocurrency transaction hash corresponding to the customer's transaction, which is recorded in their cryptocurrency wallet.
Invoices can have one of the following statuses:
- Paid - The invoice has been paid and is pending confirmation on the blockchain. This is not a payment guarantee
- Confirmed - The cryptocurrency transaction made to pay the invoice has been confirmed on the corresponding blockchain network.
- Complete - The payment has been credited to your account ledger and will be paid out with the next settlement.
- Overpaid - more than the amount due on the invoice was received
- Underpaid - less than the amount due on the invoice was received
- Refunded - invoice has been refunded
- Invalid - transaction has been transmitted, but has not been added to the blockchain yet (not shown, rare occurrence)
Viewing the invoice details:
To review the details of an invoice, select the desired invoice from the Payments view list. The Payment Details view will be shown, which includes the following details:
- invoice ID (at the top)
- the fiat amount and currency that the invoice was priced in
- the total amount in the corresponding cryptocurrency selected by the user
- the total amount paid by the user in the selected cryptocurrency
- the order Id if you are using one of our Ecommerce plugins (for instance WooCommerce, Shopify) or if you built a custom integration using the `orderId` field.
- the invoice status
- the number of confirmations for the transaction on the corresponding blockchain
- the cryptocurrency used to pay the invoice
- the time and date that the invoice was created (in your time zone)
- the history of the invoice (creation, payment received, refund sent, credited)
- a link to the corresponding cryptocurrency transaction on a blockchain explorer
Once the a payment as reached the Complete status, the invoice can be refunded if the balance on your BitPay account allows it, otherwise the Refund button on the payment view is grayed out.
Using the Payments View:
The possible actions that can be performed from the Payments view includes the following:
- Refunding the full amount of a fully paid invoice
- Refund a partial amount of a fully paid invoice
- Refunding an underpaid invoice
- Refund the overpaid portion of an overpaid invoice
- Once processed, cryptocurrency transactions are not reversible.
- Some payment exceptions cannot be resolved via the dashboard and you will need to submit a request to resolve them.
- Late payment - Notifications are sent to the notification email address specified in Order Settings
- Erroneous payment - Payment sent to BitPay controlled cryptocurrency address that does not automatically get associated with a BitPay invoice.
- Multiple payments - More than one payment sent to the same cryptocurrency address associated to a single invoice but not all payments made are successfully applied to the invoice.
|The Refund button is grayed out (fully paid invoices only)
||Try again once the payment has at least received enough confirmations on the blockchain network
|Unable to click Refund Payment button to proceed with refund of specified amount||Confirm that you have entered the same value that is shown on the confirmation page.|
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