Understanding UddoktaPay Payment Management
The Payments section in UddoktaPay provides comprehensive tools for managing and monitoring all your transactions. This guide explains how to effectively use the payment management interface.
Payment List Navigation
Payment Status Filters
- All: View all transactions
- Pending: Transactions awaiting confirmation
- Refunded: Reversed transactions
- Trash: Deleted transactions
Display Options
- Adjust entries per page (10/25/50/100/500/1,000)
- Export options: CSV, Excel, PDF
- Print functionality
- Search across all fields
Payment Information Columns
- Brand: Associated business name
- Full Name: Customer's name
- Email: Customer's email address
- Number: Contact number
- Payment Method: Transaction channel used
- Amount: Transaction amount
- Charged Amount: Total including fees
- Transaction Id: Unique identifier
- Date: Transaction timestamp
- Status: Current transaction state
- Details: View complete information
Transaction Details View
Available Information
- Customer Information
- Invoice Details
- Payment Method Details
- Transaction Information
- Fee Breakdown
- Payment Type
Available Actions
- Edit: Modify transaction details
- Approve: Confirm pending transactions
- Approve & Send Request: Confirm and notify
- Delete: Move to trash
Best Practices
- Regularly monitor pending transactions
- Verify sender information before approval
- Keep detailed notes for modified transactions
- Export transactions regularly for backup
- Use search function for quick access
Tips for Efficient Management
- Use filters to focus on specific transaction types
- Utilize bulk actions for multiple transactions
- Keep track of refunded transactions
- Regularly review transaction patterns
