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Navigating FlexPay

From the landing page on the FlexPay platform, there are many features accessible to monitor your account and the transactions that pass through it almost every day.

Landing/Main Page - this is the first page you will encounter as you log into FlexPay. To obtain credentials, refer to Logging into FlexPay

To the left of the page you have access to: Transactions, Customers, Payment Gateways, Account Settings and REPORTS (Salvage Performance & Gateways)

To the top right you have access to: Account environment (to test transactions in either Live/sandbox mode), Company name, and Account name (Test Account). 

And directly below, is the calendar date range. Each of these features will help you navigate and understand your FlexPay account.

    1.    TRANSACTIONS - allows you to view all transactions passed through FlexPay. The transactions are listed in ascending chronological order. Every detail associated with each transaction is visible:- FlexPay transaction ID, date and time of transaction, type of transaction, transaction status, transaction response code, value (amount & currency of transaction), retry count and payment method (card type).

    2.    CUSTOMERS - provides a list of every customer associated with the account via their transactions through FlexPay. Each customer is associated with an unique ID identifier which makes it easier to locate a particular customer transaction. It also lists their email address, last purchase date, total number of orders placed, payment method, order value and the last transaction value.


3.    PAYMENT GATEWAYS - this section provides a list of all available gateways associated with FlexPay and shows a list of the client's gateways. From here you can add or remove a gateway from your account accordingly.

    4.    REPORTS - allows you to view the overall performance of your account. There are two sections of reporting used to do this: Salvage Performance and Gateways. Each of these can further be drilled down to explain the data within the account.

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