By navigating to the sidebar page Payments, the OEM back-office user can view all payments in a list.
For more details on the elements involved in Payment management, refer to the Subscription Main Concepts article.
The payment list reports these columns:
Payment number: A unique identifier assigned to the payment transaction.
It is used for tracking, reconciliation, customer support, and accounting reference.
Creation date: The date and time when the payment record was created in the system.
Payment method: Indicates the financial instrument used to complete the transaction.
Amount: The total monetary value of the payment transaction.
Status: The current status of the payment transaction, which can be
PAIDorPENDING.
Clicking on a payment row opens the payment details dialog.
Pending Payments
If the status is PENDING, the back-office user can change it to PAID and set the payment date.
A pending payment is originated when:
The subscriber has selected Deferred payment as the default method. At the time of renewal, a pending payment is automatically created.
The default payment method is based on a credit card, which at the time of renewal has a problem (e.g., expired, no funds).
The back-office user modified the plans or add-ons on behalf of the subscriber.