You can perform the following actions over bill in the section ’Bills’: View bill, Revoke bill, Pay bill etc.
Right click on the desired bill opens the bill's context menu. You can select necessary actions in this menu.
Depending on the current bill state, individual items in the context menu can be disabled.
View bill
If you select the 'View bill' option in the bill's context menu then the window 'Bill details' appears with selected bill.
Bill details window
The buttons at the bottom of the form allow to finish viewing the bill by performing one of the following actions:
- Cheque items - view of check items in a separate window;
- Revoke bill – revoke the viewed bill;
- Send bill – send bill by E-mail to the customer for payment;
- Pay – make payment of bill.
If the bill has been paid and is in one of the following states – In Payment, Approved, Canceled, Partial Canceled, Deleted then the Bill details window will have two tabs: 'Common info' and 'Order Info'.
Bill details window
Bill parameters that are displayed in this window are described in the table below.
Displayed parameters in the bill details window
Name | Description |
Common info | |
Bill # | The bill number |
State | Bill status |
BillNumber | Internal order number which is assigned by the system |
Created | Date/time of bill creation in the system (in enterprise's time zone). |
Bill amount | Bill amount (with currency code) |
Comment | Bill comment |
Language | Customer language |
Pay_until | Expire date of bill payment |
Delay payment | Attribute of a credit card authorization for the double-stage operation mode: yes- one-stage operation, no - double-stage operation. |
Taxation system | Taxation system used by the merchant. |
Customer info | |
Customer | Customer's name, last name and middle name. |
Customer's e-mail address | |
Phone | Customer's phone number |
Mobile phone | Customer's mobile phone number |
Customer number | Merchant's internal customer identification |
Merchant | |
ID | The merchant identifier in IPS Assist |
Name | Name of the merchant |
Link | |
Payment link Address to which the E-mail message was sent and/or Phone number to which SMS was sent | |
There is the "Send receipt" button on the right bottom of the bill details window, which causes the sending the bill’s payment receipt to the customer via E-mail.
The «Bill details» window also has a tab "Order info", which displays all operations of the order generated on the bill.
Displayed parameters in the Order info tab
Name | Description |
ID | Unique identification of the order |
State | Order state (Approved, Declined and etc) |
Order number | Order number |
BillNumber | Internal order number which is assigned by the system |
Date | Date/time of order creation in the system |
Amount (base currency) | Order amount in the base currency |
Amount (original currency) | Order amount in the original currency |
Payment mode | Payment mode (ex.: ECOM, CASH, POS key entry, WS19 – EPORT, MOTO, POS, POSPIN). |
Fraud | Probability of fraud, in percent |
Error message | Operation error message |
Error hint | Hints on the error |
Edit bill
If you select the 'Edit bill' option in the bill's context menu then the window 'Bill details' appears with selected bill. Actions in this window are similar to window "Create new bill".
Bill details window
The buttons at the bottom of the form allow to finish viewing the bill by performing one of the following actions:
- Revoke bill – revoke the viewed bill;
- Send bill – send bill by E-mail to the customer for payment;
- Pay – make payment of bill;
- Save – save changes in the current window.
The changes will be not saved by closing this window.
Performing of any action with the bill without saving changes will perform this action with the original version of the bill.
Revoke bill
When you select 'Revoke bill' option in the bill's context menu the revoke confirm window will appear as it shown on the picture below. Checkbox "Send notification" allows you to configure sending message about bill cancellation to the customer’s E-mail address.
Confirm revoke window
If the bill revoke is confirmed, a message about successful action is displayed as shown on the picture below.
Successful revoke message window
The revoked bill does not displayed in the bill table.
Send bill
When you select "Send bill" option in the bill's context menu the bill will sent by E-mail to the customer without additional confirmation.
After sending the bill the message about successful action appears as shown on the picture below.
Successful bill sent message window
The customer can use the received bill to make payment on the payment page by clicking contained in the bill payment link.
Pay bill
When you select "Pay" option in the bill's context menu then the window 'Pay' appears with two tabs for payment methods MOTO (Key entry cardholder not present) and POS key entry (Key entry cardholder present).
Next, go to the tab of necessary type of payment (active tab is highlighted in green).
The tab contains:
- the unique identification of the merchant in the system;
- the name of the company (if the merchant is running in test mode, his name contains the word "test" (in parentheses and without the quotes);
- input fields of the order data (see table below);
- "Pay" button.
Parameters for bill payment
Name | Description |
Bill info | |
Bill # | The bill number. |
Amount | Bill amount. |
Currency | Bill currency. |
Customer's E-mail address. | |
Comment | Bill comment |
Customer info | |
Last name | Customer's last name |
First name | Customer's name |
Middle name | Customer's middle name |
Bank card data | |
Type | Select from the list of available values. |
Card number | Card number. |
Expire date | Expire date of card. |
Card holder | Card holder |
CVV2/CVC2/4DBC | Field is usually mandatory when it is present on the card |
Bank name | Name of issuing bank |
All parameters that have already been entered by creation a bill are automatically displayed in the «Pay» window and can not be edited.
Bill payment window
The result of the authorization is shown on bottom of screen. The following information is displayed:
- confirmation code;
- message to the customer;
- message;
- recommendation;
- response code;
- date;
- order number;
- payment number.
Authorization result
If the bill is currently overdue, then this bill can not be paid.
There are additional buttons "Print receipt" and "Export to PDF" available after the payment. Pressing the "Print receipt" opens a preview window, the "Print" button is in the upper-right corner of the window.
Receipt preview window
After printing of the receipt you can close the preview window clicking "Х" in the upper right corner of the window.
It is possible to change the view of the printed receipt on request by the enterprise. Please, contact support team (support@assist.ru) in such case.
The receipt language is independent of the selected interface language by user and is determined by specifying the language of the order. You can set the receipt's language as the interface language or add a language selection before the receipt printing. Please, contact support team (support@assist.ru) in such case.
Cancel bill
Selecting option "Cancel" in context menu opens a new window "Refund" with buttons "Cancel" and "Close window".
Refund window
You can find more details about payment cancelation here.
Bill payment confirmation
If merchant uses a double-phase payment mode then after completing authorization the enterprise has 2 days to confirm the payment (to confirm money withdrawal from the customer's account). Any enterprise's user (who has appropriate rights) can confirm the payment by right-click on the bill(-s) and selecting 'Charge' option in the order's context menu.
You can easily find all unconfirmed bills by selecting 'Delayed' in the 'State' filter. Bills which await payment confirmation and which are within the selected time period (and probably other criteria applied if they are filled) will be shown.
When you select 'Charge' option in the bill's context menu the 'Charge' window will appear as it shown on the picture below.
Bill payment confirmation dialog
The list of the bill properties, which are displayed in the confirmation window are described in the table below.
List of the displayed order properties in the confirmation window
Column name | Description |
Merchant | Merchant name |
Billnumber | Internal order number |
Order number | Order number |
Data | Order creation date/time |
Card-holder | Card-holder |
Means number | Number of payment means |
Amount | Successfully authorized amount (It is maximum amount that can be charged) |
Charge amount | Confirmation amount (by default it is full order amount) |
Currency | Currency of authorized amount |
Comment | Order comment |
Result | Operation result. If the enterprise uses one-phase payment mode then this field shows the message: 'Confirmation of payment is not required.' |
After pressing 'Charge' button the 'Result' column will show the results of confirmation for each bill which was selected. In case of failure the corresponding error message is displayed in the 'Result' field.
If confirmation fails due to technical reason, the confirmation can be repeated. Repeated confirmation can't make a double withdrawal from the customer's account, only one successful charge operation is possible.
Payments, which are not confirmed in time (5-14 days depending on the bank) are automatically canceled.
In order to use the double-phase payment mode for paying bills, the customer have to pay using the received via Email link.
Send receipt
Selecting option "Send receipt" in context menu sends the payment receipt to the customer via E-mail without confirmation request.
After sending the receipt the message about successful action appears as shown on the picture below.
Successful receipt sent message window
Generate a goods transfer receipt
Generation of goods transfer receipt after the bill payment is carried out similarly to this action during the order payment.