Invoices by Payment Gateway

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Shows which payment gateways your paid invoices arrived through, how many each carried and how much revenue each brought.

Opening the Screen

Open WAnalytics from the main menu, then pick Invoices and By Payment Gateways on the left rail.

{admin}/wanalytics/invoices/by-payment-gateways

What Is on the Screen

The report counts paid invoices only, and each one belongs to the day its payment was recorded. Four bands, top to bottom.

Header controls Currency, gateway, period, refresh and PDF.

Figure rail Four totals for the selected period.

Payment Gateway Distribution Analysis Gateways ranked by transaction count, each with its share.

Invoices by Payment Gateways The same split as a table, with search and download.

With no matching invoice the panel reads No data available for the selected period.

Fields

Header controls

Date Range The last 30 days by default. Quick ranges in the calendar-range menu beside the date field: Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year. Clicking one moves the report to that period right away; for your own dates click the field, mark a start and an end in the calendar and close it — the page reloads with that range.

Refresh button The circular arrow beside the period. Reloads the report with the dates in the box.

All Currencies (Local) The default. Every currency is converted to your local one, marked with an asterisk in the list. Pick a currency to see only the invoices issued in it.

All Gateways Lists the gateways found in the period. It narrows the table below, not the figures or the ranking. A gateway whose name carries a space, a slash or an underscore (Banka Havale/EFT, for example) leaves the table empty rather than narrowed; return with All Gateways.

Download as PDF Saves the report as a PDF. Filters, search and the pager stay out of the file.

The figure rail

Total Amount Revenue of the paid invoices in the period.

Invoices How many invoices are behind that amount.

Gateways How many gateways collected at least one payment.

Days Length of the selected period in days.

The table

Gateway Name of the gateway. Invoices with none on record are grouped as Unspecified; the gateway list above shows that same group under its raw name, none.

Transactions Paid invoices carried by it. The table opens sorted on this column, highest first.

Revenue Money collected through it. You can sort on it.

Share Its share of the transaction count, to one decimal.

The Search... box matches gateway names, the download button beside it offers CSV, JSON and XML, and Show Records under the table sets the page size. The download button only appears for roles allowed to download listed data.

Tasks

Compare gateways for a month

Click the period box in the header and pick Last Month.
Figures, ranking and table all move to that month. The circular arrow beside the period reloads the report with the same dates.

Look at a single gateway

Pick the gateway from the All Gateways list.
The table narrows to that one row. Gateways whose name carries a space, a slash or an underscore leave it empty instead. Return with All Gateways.

Take the numbers out

Click the download button next to the search box. If it is not there, your role is not allowed to download listed data.
Pick CSV, JSON or XML. The file carries the filtered table.

Things to Watch

Payment date, not issue date

An invoice issued in March and paid in April belongs to April here. Unpaid, cancelled and refunded invoices are not counted at all.

Mixed currencies use today's rate

Under All Currencies (Local) foreign amounts are converted with the rates in use now, not the rate of the payment day. The same past period can read differently later.

The currency choice reaches the top band on reload

Changing the currency updates the table at once. The figure rail and the ranking follow after the page loads again, for example when you apply a period.

Required Privileges

The whole WAnalytics section needs WANALYTICS. Without it the menu entry is hidden and the address refuses access.

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