Gateway Data
The Gateway Data view acts as a specialized bridge between external payment processors and your internal accounting records. It tracks transactions processed through digital payment gateways, allowing users to verify customer payments, track processing fees, and ensure that the net amounts received in the bank match the gross sales initiated online. This view is essential for businesses using automated checkout systems or digital invoicing.
Filter & Search Header
These controls help you locate specific digital transactions across various integrated platforms:
- Text: Search for specific records using keywords, customer names, or transaction IDs.
- Date: Filter gateway transactions within a specific timeframe (e.g., 23/03/2026 - 29/03/2026).
- Gateway Type: A dropdown to filter by specific integrated providers. Available gateways in the ERP include:
- PayPal
- Razorpay
- Telr
- Stripe
- Paymob
- Search Button: Refreshes the table based on your selected criteria.
Gateway Transaction Table
This table provides a granular breakdown of how digital money is handled before it hits your bank account:
- GateWay Name: Identifies which service processed the payment (e.g., Stripe, Razorpay).
- Sales Invoice: Links the payment to the specific customer invoice generated in the ERP.
- Payment: The internal payment reference number associated with this gateway event.
- Transaction Id: The unique alphanumeric string provided by the gateway for tracking (critical for dispute resolution).
- Item Name: Brief description of the product or service paid for.
- Amount Gross: The total amount paid by the customer at checkout.
- Amount Fee: The processing fee or commission deducted by the gateway provider.
- Amount Net: The actual final amount that will be settled into your bank account ($Gross - Fee$).
- Name & Date: The customer’s name and the exact timestamp of the digital transaction.
- Status: Indicates the current state of the gateway transaction (e.g., Success, Pending, or Failed).