Pay In Credit

Pay In Credit is a module that lists transactions where we’ve manually credited your balance. This occurs in situations like duplicate payments, payments submitted after a request has expired, or other unique cases. This section lets you review these credited transactions alongside their related Pay In transactions, ensuring precise reconciliation and maintaining accuracy in your incoming transaction records.

Common scenarios include duplicate payments when a customer unintentionally pays twice, late payments received after a request has expired, overpayments or underpayments where the amount sent does not match the requested amount, and payments sent to incorrect details that are not linked to an active request.

Pay In Credit supplements the Pay In module by helping you reconcile irregular transactions more effectively, ensuring a smoother payment management process.

Key Features

The Pay In Credit section in the Xenith Dashboard offers tools to manage and analyze incoming transactions that require manual review.

1. Search: Locate specific transactions using Credit ID, Reference, Pay In ID, and Remarks.
2. Filter: Narrow down results based on Balance Update Date, Currency, and Amount.
3. Sort: Organize transactions in ASC or DESC value.
4. Export: Download transaction data as a CSV file for custom reporting and analysis (up to 6 months per export). You can export your Pay In Credit transaction with these following steps:
   • Export: Click "Download CSV" in the top-right corner.
   • Set Period: Enter desired transaction period (max 6 months).
   • Receive File: The CSV file will be sent to your email.
   • Download: Check your email (including spam) for the file.

Clicking on a Pay In Credit entry opens a modal displaying all transaction details from the listing page, along with additional actions:

View Associated Pay In Transaction: Navigate to the corresponding Pay In detail page.

View Attached Image: Access any supporting documentation related to the transaction.

Within the associated Pay In detail page, you can also see the linked Pay In Credit ID, which is clickable to redirect you back to the Pay In Credit module for seamless navigation.