Payments report

The Payments report allows to view information related to any transactions done through any of your sales channels. The way the information is displayed makes it easier to identify any group of transactions that may have some issue with the payments, or get information by shift location to be able to evaluate specific agencies.

Betterez has several payment methods integrated into its system, including both in-person and online options.

To access your Payments Report, click on Payments under the Intelligence menu

Once in the Payments report page, you will see there are a variety of filters to select the data that you are interested in seeing. As shown below, the filtering options available include filtering by Payment type, shift location, creation date, transaction date, payment status, and transaction status. It's important to notice that the creation date is recorded when the transaction is registered in the system, while the transaction date shows the timestamp of when the payment passed and was recorded as success. Once you select the data you would like to display, click on the "Apply Filters" button to display the data.

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

Additionally, there are fields that can be selected to see that field more detail, such as the transaction # and the Shift #

If you click on the Shift #, for example, you will be able to see the Shift Summary information page where you'll be able to see more specific information for it.

Failed payments and AVS

The payments report can be specially useful when troubleshooting failed online payments. You can see the failed or pending payments by including "All" in the Payment Status and Transaction Status filters. By also activating all the fields with the gear icon, you will be able to see the AVS code, the CVD code, and the CC response code. In this way, you can tell your customers the reason why their payment might have been rejected. This can also be useful to determine if the AVS whitelist configured for your account is correct or it should be changed to be less/more strict.

For example, in this partial screenshot of the payments report, we can see that there are failed payments with a mismatch in the CVD code. Also, an AVS code of Y means a postal code match, so that wouldn't be the source of the error:

Please go to your payment gateway's support site to check the meaning of each AVS code response, as they may vary between gateways.