Payments management
Enables administrators to see payments made, wire transfers received and retrieve invoices
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Enables administrators to see payments made, wire transfers received and retrieve invoices
Last updated
Was this helpful?
The payments section is where super administrators/administrators can see all payments made on the platform. There are two types of payments:
The “pay-in”: is the money that comes from the customer in the payment system when he makes a payment.
The “payout”: is the money that is directed to the service provider from the payment system when the offerer requests to be paid for his service by the platform.
The payouts are not automatic, the super-administrators or the administrators with the dedicated roles can do the payout from the SBO.
The payout is secured by a password. You have to enter it every time you want to make a transfer.
WHO CAN USE THIS FEATURE?
Logged super-administrators and administrators, can use this feature.
BackOfficeThe keyword search field (figure 1) is displayed at the very top of the interface, next to the BackOffice logo.
To perform a search, enter your query in the field and hit “Enter” on your keyboard.
The filters feature helps filter and sort items through different filtering and sorting options.
You can select the start and end date to filter listings within that range (figure 2).
Once the time and date are filled, click “Filter” (figure 2.1), and the results will be filtered following the selected values.
The smart sorting feature on the payment dashboard aids operators in efficiently reviewing relevant payments on the platform. It follows specific principles for prioritizing the display of payments, as outlined below.
Error Payments Priority:
Non-bank wire payments that are flagged as erroneous will be displayed first.
Creation Date Priority:
The remaining payments will be displayed based on their creation date.
The most recent payment will be shown first, followed by older payments.
Payment is automatically created when a booking is accepted by the asker and the offerer. People concerned about the payment procedure will receive a mail to follow the process. A payment cannot be created by an administrator.
To see a payment list super-administrators or administrators have to choose between the pay-in and the payout interface. To do so, click “Pay-ins” or “Payouts” on the top border (figure 1).
On the pay-in list, all payments done by the services customers will be listed.
Each incoming payment is an item on the pay-in list (figure 2).
Each pay-in block (figure 2 ) is composed of:
The status of the payment.
The date and hour the Pay-in have been made
The ultimate beneficiary of this Pay-in
The payment source
The payment type used to do the Pay-in
The associated service
The total amount paid for the booking.
For Pay-in = booking amount (inclusive of offeror fees) + asker fees
The Pay-in ID
On the payout list, super-administrators or administrators will see all payments that are done or that should be done to the services providers.
Each outgoing payment is an item on the payment list (Figure 3).
Each payout block is composed of:
The payment status OR the button to perform the payout (prerequisites are displayed if the payout cannot proceed)
The date and hour the payout has been made
The payment beneficiary
The payment source
The payment status
The payment type to the beneficiary
The associated service
The total amount paid for the service.
For payouts = booking amount - platform fees
The payout ID
To read the payment details, click on the pen icon and it will redirect you to the payment details page. It is the same information for the pay-in and the payouts
The payment detail page (figure 4) is composed of:
The payment ID at the top
The table of content
The payment status is on the right side of the page.
The first part is the payment overview (figure 5).
The first section is the payment overview card, which is composed of:
The payment type
The amount of the payment
The beneficiary (most of the time is the service provider)
The payment source
The booking ID related to this payment
The second section is about:
The due date
The payment ID
Invoice: click on “Download” to download the invoice (figure 5)
The statuses card (figure 6) allows the super-administrator or the administrator to follow the history of the Statuses process.
For each payment, super-administrators or administrators can see the PSP information (figure 7). Stripe is the example here.
These pieces of information and presentation can change according to the PSP chosen. The goal is to be able to associate the information of payment with the information displayed directly from the PSP interface.
Pay-in cannot be updated.
Super-administrators or administrators can update the status of the payout.
As explained above, payouts are non-automatic, super-administrators or administrators have to do it manually.
To update the payment status super-administrators or administrators have to pay the offerer. Click “Send x €” (figure 8) to perform the payment action.
A modal will appear (figure 9) to fill in the payment password. Click “Send” to do the payment.
The other way to do it is, to click on the pen feature. Super-administrators or administrators will be redirected to the payment detail page. On the right side, super-administrators or administrators will have the button “Send €x to …” (figure 10).
The same modal will appear (figure 9) and you have to fill in the payment password and click “Send”.
By doing this, the payment status for payouts will be updated.
Pay-ins or payouts cannot be deleted.
Dashboard:
Bundle configuration:
Payment Service Provider feature (PSP) - Configuration
Business rules:
