This section is designed to obtain the automatic payment information, execution of which is configured for a particular merchant.

The number of filters is available in ’Automatic payments’ for convenient work. They allow you to search orders by known criteria.

Filters are applied when you press 'Select' button.

All filters are on top of the orders monitoring window.

Filters in the ’Automatic payments’ window

The following filters are available to search orders in ’Automatic payments’:

  • Initial order date – Last auto-payment date – pair of controls. Each of them allows to enter the year, month, day, hour, minutes and seconds. They both together provide the date period to search.
  • Order state – drop-down list of available order statuses: All, Unsuccessful initial payment, Unsuccessful last auto-payment, Active schedule, Finished schedule.
  • Merchant ID(-s) – drop-down list that allows multi-selection, it contains merchants' list. Only orders of selected merchants will be shown in the search result. It also possible to select all merchants by clicking box in the header.

If more than one criteria are filled then orders which fits to all search criteria appears in the search results table.

The result's window shows only 500 first orders. When number of selected orders is greater than 500, only 500 are shown. Provide more restricting search criteria in such cases (shorten dates' period or use additional filters).

Each order is displayed as a row in the result table of automatic payments.

Common list of automatic payments parameters is in the table below.

Common list of automatic order parameters

Column name

Description

Order number

Order number of initial payment.

BillNumber

Internal order number of initial payment.

Date

Date/time of order creation in the system (in enterprise's time zone).

Note! Order monitoring can show details of any order within last 1,5 years. If you need previous orders details, please, contact support team (support@assist.ru).

Comment

Comment

Amount

Amount of initial payment.

Currency

Currency of initial payment.

Payment status

Initial payment state (Approved, Declined and etc.)

Auto-payment amount

Auto payment amount, can be changed in the context menu.

Last auto-payment status

Last auto-payment state currently.

Period

The time interval between automatic recurring payments.

Finish date

End date of the auto-payments under this order.

Next payment date

Date for next payment under this order

Access to view payments for the order is available through the order's context menu. Right click on the order will show the order's context menu, click on 'View payments' to see the all payments of this order.

Context menu in the list of auto-payments

Selecting 'View payments' option in order context menu will open new window with information about all payments for this order.

List of parameters in the 'View payments' window

Name

Description

BillNumber

Internal number of payment

Interface ID

20 – auto-recurrent payment according to the schedule;

14 - recurring payments was made via the web service.

Date/Time

Payment date and time.

Authorization amount

Payment amount.

Currency

Payment currency.

State

Payment state (Approved, Declined and etc.)

Error message

Payment error message

When you select "Cancel" in the context menu, the confirmation window opens to cancel auto-payment:

Auto-payment cancel confirmation window

When cancellation of auto-payment is successful, the following message:

Message box on the successful cancellation of payment

When you select "Change Schedule" in the context menu, the window opens a window in which the user has the ability to change the auto-payment on the selected order (see table below).

List of parameters in the 'Change schedule' window

Column name

Description

Order number

Order number (for reference only).

Amount

Amount of auto-payment.

Period

The time interval between automatic recurring payments (numeric value).

Period unit

Drop-down list: Day, Week, Month.

Max. count

The maximum number of payments within the order.

Finish date

End date of the auto-payments under this order.

Next payment date

Date for next payment under this order

Thus, automatic payments will be executed starting from the next payment date at the specified interval until the end date, while the total number of automatic payments will not exceed the specified maximum number. If the next payment date is not specified, it will be calculated automatically based on the current date, the specified end date and the specified period.

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