This topic describes the following pages:

Payment Pages contains a table of invoices and other records of previous payments made to your merchants and allows you to access more information about specific transactions. Payment Pages are static invoices that remain at a fixed URL link that multiple customers can use and display the number of times the payment has been used.

Note
Payment Pages and Invoices are similar, however, unlike Invoices, Payment Pages can be used by multiple customers while an invoice can only be paid once.

To access Payment Pages, click Payment Pages under Forms in the left navigation panel.

Payment Pages Features

Click here to view the Payment Pages features

Payment Pages Table

The Payment Pages table displays a list of invoices and other payment forms, including the following items in the default setting:

Title: The name of the payment, chosen by the merchant or {{variable.Partner}}.
Amount: The dollar amount of the payment.
Times Paid: The number of times that the payment has occurred.

Payment Pages Actions

Payment Pages supports accessing, duplicating, and deleting payments.

To access details about a specific payment, click any piece of information in the table to open the Payment Pages Details.

To create a duplicate of a specific payment page:

Click the THREE DOTS icon on the right side of the table to open the Duplicate or Delete lightbox on the page.
Click DUPLICATE and a duplicate copy of the payment will appear in the table.

To delete a payment:

Click the THREE DOTS icon on the right side of the table to open the Duplicate or Delete lightbox.
Click DELETE to remove the payment from the page or click outside the lightbox to return to Payments Pages.

Customize Your Payment Pages Table

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Payment Pages table:

Click here to view Payment Pages table customizations.

Payment Pages Data

Title
Amount
ID
Created
Discount
Due Date
Email status
Expiration
Message
Number
Send On
Status
Tax

Entity Data

Entity ID
Login ID
Parameters ID
Type
Name
Address
City
State
Zip
Country
Phone
Fax
Email
Website
EIN
Currency
Status
Custom

Merchant Data

Merchant ID
DBA - Statement Descriptor
MCC
Date Created
Created by
Date Modified
Modified By
Date Boarded
Last Transaction Date
Date Established
Status

Customer Data

First Name
Last Name
Company
Address
City
Zip
State
Country
Phone
Email

Payment Pages Details

Payment Page Details contains information about a specific payment in your Payment Pages table. You can edit existing details, add information, or perform other actions on this page. Payment Pages provide a static invoice that can be paid by multiple customers when the page is embedded into a merchant website. Payments can be accepted either for goods or services provided by the merchant or for another type of payment, such as a donation or event signup.

To access Payment Pages Details:

Click Payment Pages in the Forms category in the left navigation panel.
Click any information in a row for a Payment Page listed in the table to open Payment Pages Details.

Payment Pages Details Features

Click here to view Payment Pages Details features.

Payment Details Form

The Payment Details form is located at the top of the page, and displays the Payment Pages Details identification number and the date that the payment page was created. Below this information are editable Payment Pages Details fields, which include the following information:

Number: A numerical descriptor of the invoice or other payment page type.
Title: A title of the payment page given by the {{variable.Partner}} or merchant.
Message: A message added to the payment page by the {{variable.Partner}} or merchant.
Payment Methods: The payment methods accepted for the page. Choose from the following: Amex, Visa, Master Card, Discover, Diners, Personal Checking, Personal Savings, Business Checking, Business Savings.
Subscriptions: Indicates whether the payment is part of a subscription.
Email: The merchant’s email address.

Items Form

The Items form is located below the Details form, and lists any products or services associated with the payment page. The Items form contains the following fields:

Name: The name of the item sold.
Quantity: The quantity of items sold.
Price: The price per individual item.
Discount: Any discount applied to the sale.
Tax: The sales tax applied to the sale.
Total: The total dollar amount of the sale, including any taxes or discounts.

Details and Items Form Actions

The forms support editing information, adding an email, and adding an item.

To edit information in both the Details and Items sections:

Click the PENCIL icon in the top right corner of the page.
Edit any information in the forms. Editable fields in the forms will appear yellow.
Save your edits by clicking the CHECKMARK icon in the top right corner of the page, or click the X icon to discard changes.

To add an additional email to the Details form:

Click the PENCIL icon in the top right corner of the page.
Click ADD ADDITIONAL EMAIL in the lower left corner of the Details form.
Add any additional emails to the Email field.
Click the CHECK MARK in the top right corner to save your changes, or click the X icon to discard changes.

To add an additional product to the Items form:

Click the PENCIL icon in the top right corner of the page.
Click ADD ADDITIONAL PRODUCT in the lower left corner of the Items form.
Add any additional products and their information.
Click the CHECK MARK in the top right corner to save your changes, or click the X icon to discard changes.

Action Panel

The Actions panel is located below the Items form, and contains five action buttons:

Share Pay Page: Shares your Payment Page. Click this button to open the Share Pay Page lightbox, and then either copy the link to your payment page to share with others, or enter an email address to share the pay page by email.
Go To Pay Page: Opens the Invoice in another tab. The customer has the option to pay the invoice using this link.
Edit: Edits information in the forms on this page. Enter any new information and click the CHECKMARK icon in the top right corner to save, or click the X icon to discard any changes.
Duplicate: Creates a duplicate invoice. Click this button to send a duplicated invoice to the customer.
Delete: Deletes the invoice. Click this button to open the Delete lightbox on the page, then click DELETE to delete the invoice, or click CANCEL to return to Payment Pages Details.

Activity Table

The Activity table is located at the bottom of the page. It contains a list of transactions associated with the pay page. The table displays the following columns in the default view:

TXN ID: The Payrix Pro platform-generated transaction ID.
TXN Status: The transaction status: captured, pending, or failed.
Date: The date that the Pay Page was created.
Cardholder Name: The name of the credit card owner.
Credit Card: The type and last four digits of the credit card.
Arrow Icon: Click the grey triangle in any row to view additional details for a specific transaction or click the grey triangle in the table header to view additional details for all transactions.

Activity Table Actions

Access the Transaction Details page by clicking on any information in a row in the Activity Table.

Customize Your Payment Pages Details Table

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Payment Pages Details Activity table:

Click here to view Payment Pages Details Activity Table customizations

Activity Data

Message
ID
Date Created
Created by
Shipping First Name
Shipping Last Name
Shipping Company
Shipping address
Shipping City
Shipping Zip
Shipping State
Shipping Country
Shipping Phone
Shipping Fax

Transaction Data

TXN ID
Date Created
Created by
Date Modified
Modified By
Subscription Type
Currency Platform
Captured
Description
Order Number
Tax
Amount
Status
Approved
Card
Refunded

Customer Data

First Name
Last Name
Company
Address
City
Zip
State
Country
Phone
Email

Related pages

Click the links or items on the page to access any of the following pages: