Collection History
The Collection History report shows you all the batches processed recently. We have split this report into 2 reports - Batch History and Collection History search. Both are available from the Reports menu.
Batch History: It shows you the recent batches that have been processed (including Pay Now payments - each Pay Now session is a single batch). You can drill into the batch to see the transactions included in that batch. If the batch was an upload type, you can also manage the status of transactions from the detailed batch history screen - see below for more on this one.
For each batch we display the number of successful invoice collections and the number of errors. The total always reflects the total of the successful collections.
From this screen you can:
- View: You can view the detailed list of transactions that made up any of the batches.
- Download: You can download any upload files that were generated in the last 48 hours. If you need to regenerate a batch after 48 hours you should contact support.
- Export to CSV: Exports the list to a CSV file.
We store collection data for 6 months. Newest batches are shown at the top. You can navigate pages to go back and forward through time. If you are looking for individual transactions please click on the View button for the appropriate batch. Don't forget that you can also view the collection history for a contact from inside the Edit Contact dialog from the Search History page.
Collection History is a completely new version of the report, organised by invoice, not by batch. you can filter by date, contact, invoice number, status and gateway. This report will make it easier to find transactions across your whole organisation.
Collection Details
When you click "view" from the collection history report you will get a more detailed list of the transactions that make up this batch.
If your gateway returns a transaction ID we will show it to you here, along with any error message received from your gateway or accounting system. If you receive error messages we recommend that you search our help system for the error message before you contact us - as most errors cannot be fixed at our end.
From this screen you can:
- Show Only Errors: Larger batches can be hard to work with - so you can click this button to exclude successful transactions from view so that you can work on dealing with the errors.
- Export to CSV: Exports the list to a CSV file.