Viewing payment transactions

You can view payment transactions for each payment queue to which you are assigned, any time that you need to check on a payment.

This might be useful, for example, if a customer receives a payment link while on a chat or in an email conversation (rather than on a call) with you and they phone in about it, if you need to cancel a payment that is currently in progress (“active”), or if a customer has a query about a payment in progress.

Note: You can cancel a payment transaction that is in progress but is held in a payment queue to which you are assigned, even if the payment was started by another agent but was put back on the queue before completion.

View transaction status: #

1. On the sidebar menu, click Payment queues
2. Select the appropriate payment queue from the dropdown list and a list of the payment transactions on the queue will be displayed
   • The list can be filtered on all, active or completed transactions
3. Select the appropriate payment transaction
4. The status of that transaction and payment details are displayed in the workspace area
   • If the customer’s email address is associated with a customer record, the customer details are displayed on the right.

Related tasks
Viewing a customer’s contact history