View the payment history of a payment link

View a link's payment history on the Self-Care Portal.

You can use the Self-Care Portal to view a list of payments that your customers made through a payment link.

Note: For single-use links, only one transaction appears in your payment history.

To view the payment history of a payment link, complete the following steps:

Sign in to payments.payroc.com/merchant/selfcare/.
From the side menu, select Customers, and then select PayByLink.
Locate the payment link you want to view.
From the Action column, select , and then select Payment History.
(Optional) Use the filter to locate a transaction. You can select SAVE to save your filter for future use.
(Optional) To export the payment history as a CSV file, select EXPORT AS CSV.

The Self-Care Portal displays the following information about the payment history of a payment link:

Heading	Description
Date/Time	Date and time that the customer made the payment.
Order ID	Reference number for the payment.
Name	Name of the customer.
Type	Indicates whether the payment is a sale, a pre-authorization, or a pre-authorization that you captured. The value is one of the following options: SALE - You immediately take payment from your customer's account. PREAUTH - You temporarily hold funds in your customer's account. To capture a pre-authorization, go to Capture a pre-authorization. COMPLETION - You captured the pre-authorization.
Status	Status of the payment. The value is one of the following statuses: ACCEPTED - The processor has received the transaction but hasn't started processing it PENDING - We've received the transaction but haven't added it to the open batch. READY - We've received the transaction and have added it to the open batch. IN PROGRESS - The processor is processing the transaction. REFERRAL - The card issuer flagged the transaction for a manual review. DECLINED - The card issuer or processor rejected the transaction. PICKUP - The card issuer flagged the transaction as potentially fraudulent. COMPLETE - The processor settled the transaction and removed funds from the customer's account. EXPIRED - The card issuer approved the pre-authorization, but you didn't capture it before it expired. REVERSAL - You or the processor canceled the pre-authorization. ADMIN - The processor failed to process the transaction due to errors, for example, batching issues.
Account	Customer's payment details. The value depends on the payment method: Card - Masked card number and expiry date. Bank transfer - Masked account number.
Amount	Amount that the customer paid.
Action	Actions you can take to manage your transaction. You can: View the transaction details. Print a merchant copy or a cardholder copy of the receipt. For more information about how to print a receipt, go to Print a receipt.

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