Brand Portal - Payments
The Payments Reporting page in the POSaBIT Brand Portal allows you to review, filter, and track payment activity. Follow the steps below to access and use the page.
Step 1: Log In
- Go to the POSaBIT Brand Portal.
- Enter your login credentials to access your account.
Step 2: Navigate to the Payments Page
- From the top navigation bar, click Payments.
- The Payments Reporting page will load, displaying all payment records in a table.
Step 3: Apply Filters
To narrow down payment results:
- Select a State filter:
- All States
- Pending
- Complete
- Rejected
- Choose a Date Range:
- Use preset options or enter a custom range.
- Enter a Retailer Name to filter by a specific retailer.
- Enter a Retailer License number if known.
- Filter by Amount for specific payment totals.
- Search by Reference Number to locate an exact payment.
Step 4: Review the Payment Table
Each row in the table represents a payment. Columns include:
- State – Current status of the payment.
- Retailer – The retailer linked to the payment.
- Payment Type – Will always display as POSaBIT Pay.
- Retailer License – Retailer’s license number.
- Reference Number – Unique ID for the payment.
- Amount – Total amount of the payment.
- Date – Date the payment was processed.
- Destination – Last 4 digits of the settlement account.
- Notes – Notes from the retailer (if any).
Step 5: Use the Information
- Verify payment statuses (Pending, Complete, Rejected).
- Track deposits using the Destination column.
- Quickly locate specific transactions using filters.
- Review Notes for any retailer-provided context.
This process ensures you can easily monitor and analyze payment activity within the POSaBIT Brand Portal.
