Working with the XPay module

Click an entry in the Payments list.

The Xpay Payment area displays XPay transaction information.

Column	Description
Ref ID	Payment Ref ID
Partner	The partner that the account is associated with Note Click the partner name to view details about the partner.
Status	Payment status
Type	Transaction type (Push/Pull)
Created	Payment creation date and time
Completed	Payment completion date and time
Memo	Optional data field
Account #	Account number associated with the payment Note Click the account number to view details on the account.
Product	The product associated with the account
Amount	Dollar amount of the payment
Direction	The payment direction (Inbound/Outbound).
Expires	Date and timestamp of payment expiration
Approved	Date and timestamp of approval
Data	Optional data field
Sender
Sender ID	Alias for the sending account involved in the payment, such as the account owner's mobile number. If no sender ID is defined in the XPay profile, defaults to the account number.
Sender Name	Alias for the sending account involved in the payment, such as the account owner's mobile number. If no sender name is defined in the XPay profile, defaults to the account number.
Receiver
Receiver ID	Alias for the receiving account involved in the payment, such as the account owner's mobile number. If no receiver ID is defined in the XPay profile, defaults to the account number.
Receiver Name	Alias for the receiver account involved in the payment, such as the account owner's mobile number. If no receiver name is defined in the XPay profile, defaults to the account number.

Click to toggle the search fields, and enter relevant search parameters. Click Search.

Click an entry in the results to see Transaction Details.

Column	Description
TRACE #	Unique core trace number of transaction associated with the memo post
STATUS	Status of transaction
DATE	Date of memo post
DEBIT ACCOUNT	Debit account number
CREDIT ACCOUNT	Credit account number
CODE	Transaction code of payment
DESCRIPTION	Description of memo post
RAIL	Rail used for transaction
AMOUNT	Transaction amount

View Webhooks

To view a list of webhook events, click chan to toggle the search fields, and enter relevant search parameters. Click Search.

Column	Description
EVENT	Payment event
STATUS	Expired ,Failed, Pending, Success
CREATED	Time and date stamp of event creation
ATTEMPTED	Time and date stamp of event attempt

View Notes

Click View Notes in the Payment Tasks area to view and add notes on a XPay payment.

The View Notes dialog displays notes that have been saved for the XPay payment.

Field	Description
DATE	Note creation date
SUBJECT	Note subject
AUDIENCE	Note audience (Internal/ Partner)
CREATED BY	COS user who created the note
Body	Note text

Click a note in the list to view the body of the note.

You can also add a note by clicking Add Note in the View Notes dialog and filling in the fields in the Create New Note dialog.

Click Submit to display in the details in the View Notes dialog.

1. Go to XPay> Payments.

2. Search by Id or click and enter your search parameters:

   Note

   The XPay payment ID displays in the last part of the URL of the XPay Payment information screen.

   Filter	Description
   Ref ID	XPay payment Ref ID
   Status	Payment status
   Type	Transaction type (Push /Pull)
   Amount	Payment amount in dollars
   Acct #	COS account number associated with the payment
   Partner	Partner name
   Product	Product name associated with the XPay payment
   From	Search from payment date
   To	Search until payment date
   Client Identifier	Use this attribute to add your own unique identifying string to a payment call or COS record. This attribute is useful for idempotency purposes.

3. Click Search.

   The search results display in the Payments list. Each row in the list represents an individual XPay payment.

   Column	Description
   REF ID	Payment Ref ID
   ACCT #	Account number associated with the payment
   PARTNER	Partner associated with the payment
   STATUS	Payment status
   TYPE	Transaction type (Push / Pull)
   DIRECTION	Payment direction (Inbound/ Outbound)
   AMOUNT	Dollar amount of the payment
   DATE	Payment creation date and time

1. Click the XPay tab.

2. Click Originate Payment.

3. In the Originate Payment area, enter the payment details information.

   Field	Description
   Acct #	Originator account number
   Sender Name	Name of sender
   Receiver Identifier	Receiver account number
   Type	Select a transaction type (Push /Pull)
   Memo	Memo for the payment
   Data	Extra data you wish to include in the payment
   Amount	Dollar amount of the payment

4. Click Create Payment.

   The payment details displays the XPay Payment Information screen.

   For more details on the XPay Payment Information screen, see Click an entry in the Payments list..

A payment that is pending can be rejected.

To reject an XPay payment:

1. Click Reject Payment in the Payment Tasks..

2. The Confirm dialog displays, click Yes to reject the payment.

   The status of the payment changes to “Rejected”.

To approve an XPay payment:

1. Click Approve Payment in the Payment Tasks.

2. The Confirm dialog displays. Click Yes to approve the payment.

   The status of the payment changes to either Approved or Processed.