Transaction Details


This article describes the information contained in the Transaction details page.

When to Use

  • Purchase confirmation: Allows you to verify the details of the purchase, such as travel dates, schedules, selected seats, prices and payment methods.
  • Reservation management: Facilitates the change, cancel and/or refund of reservations, with all relevant information.
  • Trip history: Serves as a record of all trips taken per customer.
  • Customer Support and Troubleshooting: Allows the support team to quickly access booking information to resolve user questions and problems.
  • Fraud prevention: Helps detect potential fraudulent activity by analyzing unusual purchase or payment errors.

Transactions

This section provides a comprehensive overview of all transaction information. We can clasify them in 3 parts:

transaction details page

  1. Key Transaction Details:
  • Transaction Reference Number
  • Customer Information (Email, Name and ID)
  • Current Status
  • Assigned Shift
  • Total Transaction Value
  1. At the right side you will have a set of buttons to perfomed any of the following actions:
  • Cancel: Terminates the current transaction.
  • Email Transaction Details: Sends a detailed email to the customer.
  • Print Transaction Details: Generates a printable document with transaction information using the print format set for backoffice.
  • Print Items: Prints both transaction and ticket details using the print format set for backoffice.
  • Comment: Allows you to add notes or comments to the transaction.
  1. You can also see the details of
  • This indicates the exact moment when the transaction was generated after the payment.
  • This indicates the customer who the pay for the transaction
  • This indicates the date and hour of the last update

Roles and permissions for Transaction details

/tickets/transactions to be able to visualize transactions and tickets /tickets/transactions/cancel Access to the "cancel" button. Update permissions will enable or disable the button. /tickets/transactions/cancel/cancel-set Access to the "cancel" activity within transaction details - several tickets /tickets/transactions/complete-referenced-payment enables "Pay Manually" /tickets/transactions/edit Access to edit transaction details (customer and email) /tickets/transactions/find to be able to look for transactions and tickets on the search bar /tickets/transactions/find-by-auth-code Find transaction in the search bar by payment auth code /tickets/transactions/find-by-ref-nbr Find transaction in the search bar by payment reference number /tickets/transactions/pay-deferred-payment Enables loan payments /tickets/transactions/pay-referenced-payment Enables payments for referenced payments with the new "pay referenced payment" button /tickets/transactions/retry-invoicing Enable invoice retry when info is incorrect

ticket details page

Some fields, such as the section/row/seat from a ticket may be enabled depending on your account's configuration.

More Details

transaction details page

Transaction Summary: In this section you will have the details of the ticket or tickets the transaction has generated. Each ticket comes with all the information regarding the status, complete prices and payment type.

In case a ticket has gone through some of the actions previously discribed in section 2, you will see the status of it and what it may have generated after.

Example: Changed ticket (new status)

transaction details page

For Flex Passes transactions, you will have the link of the flex pass ID:

transaction details page

Every change/cancellation or update that involves a new payment, will always generate a new transaction. In the details of the new transaction you will also have a reference to the old one, to track information and undertsand the status.

Payment Information: All the information about the payment or payments done to get the transaction, according to the payment methods enabled.

Tickets: Ticket or tickets obtained by the transaction, and the basic details of them such as trip information, status, price and payment.

Comments: Another section for adding any comments regarding updates, changes or something important about the transaction.