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Wapi documentation

## Payment Transactions

#### Welcome to WAPI!

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#### 1. Overview

The Payment Transactions module provides a comprehensive history of all financial activities within your account. It allows users to track payments, monitor transaction statuses, and maintain a clear audit trail of subscription-related charges and custom services. This ensures complete transparency and simplifies financial record-keeping for your business.

###### Transaction History

View all past and present transaction records in a chronological order.

###### Status Tracking

Monitor real-time updates for payments, identifying successful completions or pending actions.

###### Easy Reconciliation

Match payments with specific service contexts like appointments or custom orders.

#### 2. Key Features

- Centralized Ledger: All payments across different contexts and gateways in one place.
- Granular Context: Differentiate between subscription plans, appointment bookings, and custom services.
- Gateway Integration: Supports major payment processors for seamless transactions.
- Advanced Search: Quickly locate transactions using Order IDs or specific filters.
- Real-time Updates: Instant feedback on payment success or pending statuses.

#### 3. Interface Breakdown

The Payment Transactions screen is designed for clarity and efficiency, featuring a clean layout that highlights essential financial data.

###### Top Utility Bar

Contains the search field and filter options to narrow down the transaction list based on your needs.

###### Main Transaction Table

The core area where all transaction details are displayed in a structured, tabular format.

#### 4. Table Columns Explanation

Understand the data points captured for every transaction record.

Column | Description
--- | ---
Order ID | A unique alphanumeric identifier assigned to each transaction for tracking purposes.
Payment Link | A direct link to the payment gateway or invoice associated with the transaction.
Context | Defines the source of the payment (e.g., Appointment for bookings or Custom for other services).
Amount | The total monetary value of the transaction, displayed with the respective currency symbol.
Status | The current state of the payment (e.g., Paid or Pending).
Gateway | The payment service provider used for the transaction (e.g., Razorpay, PayPal).
Payment Date | The exact date and time when the transaction was initiated or processed.

#### 5. Actions & Usage

How to effectively manage your transactions on this screen:

- View Details: Hover or click on a record to see more specific metadata about the payment.
- Copy Order ID: Use the unique ID for support inquiries or internal bookkeeping.
- Access Payment Links: Re-open payment windows for pending transactions if required.
- Export Records: (If enabled) Download your transaction history for offline analysis.

#### 6. Filters & Search

Locate specific transactions quickly using the built-in search and filtering tools.

- Search Bar: Enter Order IDs or keywords to find specific records instantly.
- Status Filter: Toggle between Paid and Pending transactions to focus on specific financial states.

#### 7. Status Definitions

Every transaction is assigned a status to indicate its progress.

###### Paid

The transaction has been successfully processed, and funds have been received.

###### Pending

The payment is initiated but not yet concluded. This may require user action or gateway confirmation.

#### 8. Use Cases

###### Subscription Audit

A business owner reviews their monthly transaction log to verify renewal charges for their WAPI subscription plan.

###### Appointment Verification

An administrator checks the "Context" column to confirm if a client has paid the deposit for an upcoming consultation booking.

###### Billing Support

An agent uses the Order ID to quickly locate a transaction and resolve a customer's query regarding their payment status.

#### Pro Tip & Best Practice

Reconcile Regularly: Make it a habit to check for Pending transactions once a week. Often, these are simple abandonments that can be recovered with a quick follow-up message to the customer, ensuring you don't miss out on revenue!