Overview

Payment Gateway is a part of the Bill24 Portal, which allows business owners to make online payments, manage invoices, receive pre- and post-payment notifications and has many important functions such as Dashboard, transaction, invoice, sales account, payment service, payment message, notification message, reports and other settings.

Introduction

In this overview, we will introduce key functions that are widely can be ubiquitous in the Payment Gateway function.

1. Main Menu

The primary navigation hub that allows users to access various modules and features within the Payment Gateway system. It ensures easy navigation to critical sections such as Transaction, Sales, Settlement Account, Payment Service setup, Notifications and Report, etc.

2. Sreach

Users can Sreach based on the following criteria: collection Bank, Settlement Bank, Transaction Type, Settlement Type, Currency and Status (e.g., Success, Failed, Pending).

3. Filter Date

Filter date users can filter Invoice by the date: Custom Date Range Specify a specific start and end date, Today, Yesterday, This Month, Last 6 Months, This Year or Last Year.

4. Export

Users can export transaction data to an Excel file by clicking the Export button. Sample excel as picture below.

5. Setting

Setting allow users to customize the transaction view by adding or removing columns. Available columns include Customer Code, Customer Name, Due Date, Paid Amount and Status.

6. Show Record

The Show Record function allows users to control the number of records displayed per page in various views within the Billflow system. This feature provides flexibility in data visualization, enabling users to adjust the number of entries shown according to their preference simply click on their Show Record.