![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Payment_Transactions.drawio-1024x294.png\" "\\"\\""){kind=spacer}
<\/figure>\n\n\n\nBusiness Rules<\/strong><\/h2>\n\n\n\n\n- Payment Transaction records are created automatically when Process Online runs.<\/li>\n\n\n\n
- Each record links to exactly one Payment and one Business Partner.<\/li>\n\n\n\n
- Processed and Approved flags reflect the live gateway response, not manual entry.<\/li>\n\n\n\n
- Referenced Payment Transaction links a void or credit back to its original approval.<\/li>\n\n\n\n
- Online Access marks that the record came from a real-time gateway call.<\/li>\n\n\n\n
- Self-Service identifies transactions submitted from unattended checkout terminals.<\/li>\n\n\n\n
- Records are historical; edits should be limited to descriptive corrections only.<\/li>\n<\/ul>\n\n\n\n
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Business Partner configured.<\/li>\n\n\n\n
- Organization and Currency configured.<\/li>\n\n\n\n
- Tender Type and POS Tender Type configured.<\/li>\n\n\n\n
- Bank Account configured for the store or till.<\/li>\n\n\n\n
- Bank Account Processor linked to a Payment Processor.<\/li>\n\n\n\n
- Payment Processor configured with valid gateway host and merchant credentials.<\/li>\n<\/ul>\n\n\n\n
Navigation<\/strong><\/h2>\n\n\n\n Menu \u2192 Open Items (Financial Movements and Aging) \u2192 Payment Transaction<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Confirm Processor Setup Before Any Transaction Exists<\/strong><\/h3>\n\n\n\nOpen Bank Account Processor and confirm it links to an active Payment Processor with host address, port, and merchant credentials filled in.<\/p>\n\n\n\n
Step 2: Locate the Transaction Record<\/strong><\/h3>\n\n\n\nZoom from the related Payment, or search Payment Transaction by Business Partner and Transaction Date to locate the record.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Business Partner<\/td> Walk-in Customer<\/td> Party the payment was collected from.<\/td><\/tr> Transaction Date<\/td> 14-Jul-26<\/td> Date the gateway processed the request.<\/td><\/tr> Payment<\/td> 1000123<\/td> Payment record this transaction belongs to.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Review Core Amount and Currency Fields<\/strong><\/h3>\n\n\n\nCheck Payment amount, Currency, and Currency Type against the original sale total and store currency setup.<\/p>\n\n\n\nField<\/strong><\/td>Sample<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Payment amount<\/td> 89.99<\/td> Amount authorized with the gateway.<\/td><\/tr> Currency<\/td> USD<\/td> Currency used for the gateway request.<\/td><\/tr> Tender type<\/td> Credit Card<\/td> Method used to collect payment.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Verify Processor and Bank Routing Fields<\/strong><\/h3>\n\n\n\nCheck Bank Account, Payment Processor, and Partner Bank Account to confirm the correct routing was used for this sale.<\/p>\n\n\n\nField<\/strong><\/td>Sample<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Bank Account<\/td> Main Store Account<\/td> Bank account credited by the gateway.<\/td><\/tr> Payment Processor<\/td> PP Optimal<\/td> Gateway implementation that ran the request.<\/td><\/tr> POS Tender Type<\/td> Credit Card – POS<\/td> POS-specific tender mapping used at checkout.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 5: Confirm Processed and Approved Status<\/strong><\/h3>\n\n\n\nCheck the Processed checkbox to confirm the gateway responded, and review Description for any decline or error detail.<\/p>\n\n\n\n
Step 6: Use Referenced Payment Transaction for Voids and Credits<\/strong><\/h3>\n\n\n\nWhen processing a return, set Referenced Payment Transaction to the original approved record before submitting the void or credit.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Transaction shows unapproved<\/td> Gateway declined the card or request.<\/td> Check Description for the decline reason and retry with a valid card.<\/td><\/tr> No Payment Transaction created<\/td> Bank Account Processor not matched to the Payment.<\/td> Verify Tender Type, Currency, and amount match an active processor.<\/td><\/tr> Missing Payment Processor<\/td> Bank Account Processor not linked to a processor class.<\/td> Assign a Payment Processor in the Bank Account Processor setup.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure Bank Account Processor for additional stores or tills.<\/li>\n\n\n\n
- Review the Payment window for related payment records.<\/li>\n\n\n\n
- Set up POS Tender Type mappings for new card types.<\/li>\n\n\n\n
- Confirm Payment Processor credentials with the gateway provider.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Payment Transaction window stores a system-generated record of every online payment request iDempiere sends to a card gateway. It […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,58],"tags":[],"class_list":["post-20651","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-accounting"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20651"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651\/revisions"}],"predecessor-version":[{"id":27995,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651\/revisions\/27995"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20651"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20651"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Business Partner configured.<\/li>\n\n\n\n
- Organization and Currency configured.<\/li>\n\n\n\n
- Tender Type and POS Tender Type configured.<\/li>\n\n\n\n
- Bank Account configured for the store or till.<\/li>\n\n\n\n
- Bank Account Processor linked to a Payment Processor.<\/li>\n\n\n\n
- Payment Processor configured with valid gateway host and merchant credentials.<\/li>\n<\/ul>\n\n\n\n
Navigation<\/strong><\/h2>\n\n\n\n Menu \u2192 Open Items (Financial Movements and Aging) \u2192 Payment Transaction<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Confirm Processor Setup Before Any Transaction Exists<\/strong><\/h3>\n\n\n\nOpen Bank Account Processor and confirm it links to an active Payment Processor with host address, port, and merchant credentials filled in.<\/p>\n\n\n\n
Step 2: Locate the Transaction Record<\/strong><\/h3>\n\n\n\nZoom from the related Payment, or search Payment Transaction by Business Partner and Transaction Date to locate the record.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Business Partner<\/td> Walk-in Customer<\/td> Party the payment was collected from.<\/td><\/tr> Transaction Date<\/td> 14-Jul-26<\/td> Date the gateway processed the request.<\/td><\/tr> Payment<\/td> 1000123<\/td> Payment record this transaction belongs to.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Review Core Amount and Currency Fields<\/strong><\/h3>\n\n\n\nCheck Payment amount, Currency, and Currency Type against the original sale total and store currency setup.<\/p>\n\n\n\nField<\/strong><\/td>Sample<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Payment amount<\/td> 89.99<\/td> Amount authorized with the gateway.<\/td><\/tr> Currency<\/td> USD<\/td> Currency used for the gateway request.<\/td><\/tr> Tender type<\/td> Credit Card<\/td> Method used to collect payment.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Verify Processor and Bank Routing Fields<\/strong><\/h3>\n\n\n\nCheck Bank Account, Payment Processor, and Partner Bank Account to confirm the correct routing was used for this sale.<\/p>\n\n\n\nField<\/strong><\/td>Sample<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Bank Account<\/td> Main Store Account<\/td> Bank account credited by the gateway.<\/td><\/tr> Payment Processor<\/td> PP Optimal<\/td> Gateway implementation that ran the request.<\/td><\/tr> POS Tender Type<\/td> Credit Card – POS<\/td> POS-specific tender mapping used at checkout.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 5: Confirm Processed and Approved Status<\/strong><\/h3>\n\n\n\nCheck the Processed checkbox to confirm the gateway responded, and review Description for any decline or error detail.<\/p>\n\n\n\n
Step 6: Use Referenced Payment Transaction for Voids and Credits<\/strong><\/h3>\n\n\n\nWhen processing a return, set Referenced Payment Transaction to the original approved record before submitting the void or credit.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Transaction shows unapproved<\/td> Gateway declined the card or request.<\/td> Check Description for the decline reason and retry with a valid card.<\/td><\/tr> No Payment Transaction created<\/td> Bank Account Processor not matched to the Payment.<\/td> Verify Tender Type, Currency, and amount match an active processor.<\/td><\/tr> Missing Payment Processor<\/td> Bank Account Processor not linked to a processor class.<\/td> Assign a Payment Processor in the Bank Account Processor setup.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure Bank Account Processor for additional stores or tills.<\/li>\n\n\n\n
- Review the Payment window for related payment records.<\/li>\n\n\n\n
- Set up POS Tender Type mappings for new card types.<\/li>\n\n\n\n
- Confirm Payment Processor credentials with the gateway provider.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Payment Transaction window stores a system-generated record of every online payment request iDempiere sends to a card gateway. It […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,58],"tags":[],"class_list":["post-20651","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-accounting"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20651"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651\/revisions"}],"predecessor-version":[{"id":27995,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651\/revisions\/27995"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20651"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20651"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Navigation<\/strong><\/h2>\n\n\n\n Menu \u2192 Open Items (Financial Movements and Aging) \u2192 Payment Transaction<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Confirm Processor Setup Before Any Transaction Exists<\/strong><\/h3>\n\n\n\nOpen Bank Account Processor and confirm it links to an active Payment Processor with host address, port, and merchant credentials filled in.<\/p>\n\n\n\n
Step 2: Locate the Transaction Record<\/strong><\/h3>\n\n\n\nZoom from the related Payment, or search Payment Transaction by Business Partner and Transaction Date to locate the record.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Business Partner<\/td> Walk-in Customer<\/td> Party the payment was collected from.<\/td><\/tr> Transaction Date<\/td> 14-Jul-26<\/td> Date the gateway processed the request.<\/td><\/tr> Payment<\/td> 1000123<\/td> Payment record this transaction belongs to.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Review Core Amount and Currency Fields<\/strong><\/h3>\n\n\n\nCheck Payment amount, Currency, and Currency Type against the original sale total and store currency setup.<\/p>\n\n\n\nField<\/strong><\/td>Sample<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Payment amount<\/td> 89.99<\/td> Amount authorized with the gateway.<\/td><\/tr> Currency<\/td> USD<\/td> Currency used for the gateway request.<\/td><\/tr> Tender type<\/td> Credit Card<\/td> Method used to collect payment.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Verify Processor and Bank Routing Fields<\/strong><\/h3>\n\n\n\nCheck Bank Account, Payment Processor, and Partner Bank Account to confirm the correct routing was used for this sale.<\/p>\n\n\n\nField<\/strong><\/td>Sample<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Bank Account<\/td> Main Store Account<\/td> Bank account credited by the gateway.<\/td><\/tr> Payment Processor<\/td> PP Optimal<\/td> Gateway implementation that ran the request.<\/td><\/tr> POS Tender Type<\/td> Credit Card – POS<\/td> POS-specific tender mapping used at checkout.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 5: Confirm Processed and Approved Status<\/strong><\/h3>\n\n\n\nCheck the Processed checkbox to confirm the gateway responded, and review Description for any decline or error detail.<\/p>\n\n\n\n
Step 6: Use Referenced Payment Transaction for Voids and Credits<\/strong><\/h3>\n\n\n\nWhen processing a return, set Referenced Payment Transaction to the original approved record before submitting the void or credit.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Transaction shows unapproved<\/td> Gateway declined the card or request.<\/td> Check Description for the decline reason and retry with a valid card.<\/td><\/tr> No Payment Transaction created<\/td> Bank Account Processor not matched to the Payment.<\/td> Verify Tender Type, Currency, and amount match an active processor.<\/td><\/tr> Missing Payment Processor<\/td> Bank Account Processor not linked to a processor class.<\/td> Assign a Payment Processor in the Bank Account Processor setup.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure Bank Account Processor for additional stores or tills.<\/li>\n\n\n\n
- Review the Payment window for related payment records.<\/li>\n\n\n\n
- Set up POS Tender Type mappings for new card types.<\/li>\n\n\n\n
- Confirm Payment Processor credentials with the gateway provider.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Payment Transaction window stores a system-generated record of every online payment request iDempiere sends to a card gateway. It […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,58],"tags":[],"class_list":["post-20651","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-accounting"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20651"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651\/revisions"}],"predecessor-version":[{"id":27995,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651\/revisions\/27995"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20651"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20651"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Step 1: Confirm Processor Setup Before Any Transaction Exists<\/strong><\/h3>\n\n\n\nOpen Bank Account Processor and confirm it links to an active Payment Processor with host address, port, and merchant credentials filled in.<\/p>\n\n\n\n
Step 2: Locate the Transaction Record<\/strong><\/h3>\n\n\n\nZoom from the related Payment, or search Payment Transaction by Business Partner and Transaction Date to locate the record.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Business Partner<\/td> Walk-in Customer<\/td> Party the payment was collected from.<\/td><\/tr> Transaction Date<\/td> 14-Jul-26<\/td> Date the gateway processed the request.<\/td><\/tr> Payment<\/td> 1000123<\/td> Payment record this transaction belongs to.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Review Core Amount and Currency Fields<\/strong><\/h3>\n\n\n\nCheck Payment amount, Currency, and Currency Type against the original sale total and store currency setup.<\/p>\n\n\n\nField<\/strong><\/td>Sample<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Payment amount<\/td> 89.99<\/td> Amount authorized with the gateway.<\/td><\/tr> Currency<\/td> USD<\/td> Currency used for the gateway request.<\/td><\/tr> Tender type<\/td> Credit Card<\/td> Method used to collect payment.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Verify Processor and Bank Routing Fields<\/strong><\/h3>\n\n\n\nCheck Bank Account, Payment Processor, and Partner Bank Account to confirm the correct routing was used for this sale.<\/p>\n\n\n\nField<\/strong><\/td>Sample<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Bank Account<\/td> Main Store Account<\/td> Bank account credited by the gateway.<\/td><\/tr> Payment Processor<\/td> PP Optimal<\/td> Gateway implementation that ran the request.<\/td><\/tr> POS Tender Type<\/td> Credit Card – POS<\/td> POS-specific tender mapping used at checkout.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 5: Confirm Processed and Approved Status<\/strong><\/h3>\n\n\n\nCheck the Processed checkbox to confirm the gateway responded, and review Description for any decline or error detail.<\/p>\n\n\n\n
Step 6: Use Referenced Payment Transaction for Voids and Credits<\/strong><\/h3>\n\n\n\nWhen processing a return, set Referenced Payment Transaction to the original approved record before submitting the void or credit.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Transaction shows unapproved<\/td> Gateway declined the card or request.<\/td> Check Description for the decline reason and retry with a valid card.<\/td><\/tr> No Payment Transaction created<\/td> Bank Account Processor not matched to the Payment.<\/td> Verify Tender Type, Currency, and amount match an active processor.<\/td><\/tr> Missing Payment Processor<\/td> Bank Account Processor not linked to a processor class.<\/td> Assign a Payment Processor in the Bank Account Processor setup.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure Bank Account Processor for additional stores or tills.<\/li>\n\n\n\n
- Review the Payment window for related payment records.<\/li>\n\n\n\n
- Set up POS Tender Type mappings for new card types.<\/li>\n\n\n\n
- Confirm Payment Processor credentials with the gateway provider.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Payment Transaction window stores a system-generated record of every online payment request iDempiere sends to a card gateway. It […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,58],"tags":[],"class_list":["post-20651","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-accounting"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20651"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651\/revisions"}],"predecessor-version":[{"id":27995,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651\/revisions\/27995"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20651"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20651"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Zoom from the related Payment, or search Payment Transaction by Business Partner and Transaction Date to locate the record.<\/p>\n\n\n\n Check Payment amount, Currency, and Currency Type against the original sale total and store currency setup.<\/p>\n\n\n\n Check Bank Account, Payment Processor, and Partner Bank Account to confirm the correct routing was used for this sale.<\/p>\n\n\n\n Check the Processed checkbox to confirm the gateway responded, and review Description for any decline or error detail.<\/p>\n\n\n\n When processing a return, set Referenced Payment Transaction to the original approved record before submitting the void or credit.<\/p>\n\n\n\n The Payment Transaction window stores a system-generated record of every online payment request iDempiere sends to a card gateway. It […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,58],"tags":[],"class_list":["post-20651","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-accounting"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20651"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651\/revisions"}],"predecessor-version":[{"id":27995,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20651\/revisions\/27995"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20651"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20651"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Field<\/strong><\/td> Sample Value<\/strong><\/td> Description<\/strong><\/td><\/tr><\/thead> Business Partner<\/td> Walk-in Customer<\/td> Party the payment was collected from.<\/td><\/tr> Transaction Date<\/td> 14-Jul-26<\/td> Date the gateway processed the request.<\/td><\/tr> Payment<\/td> 1000123<\/td> Payment record this transaction belongs to.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 3: Review Core Amount and Currency Fields<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Payment amount<\/td> 89.99<\/td> Amount authorized with the gateway.<\/td><\/tr> Currency<\/td> USD<\/td> Currency used for the gateway request.<\/td><\/tr> Tender type<\/td> Credit Card<\/td> Method used to collect payment.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 4: Verify Processor and Bank Routing Fields<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Bank Account<\/td> Main Store Account<\/td> Bank account credited by the gateway.<\/td><\/tr> Payment Processor<\/td> PP Optimal<\/td> Gateway implementation that ran the request.<\/td><\/tr> POS Tender Type<\/td> Credit Card – POS<\/td> POS-specific tender mapping used at checkout.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 5: Confirm Processed and Approved Status<\/strong><\/h3>\n\n\n\n
Step 6: Use Referenced Payment Transaction for Voids and Credits<\/strong><\/h3>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
Issue<\/strong><\/td> Cause<\/strong><\/td> Resolution<\/strong><\/td><\/tr><\/thead> Transaction shows unapproved<\/td> Gateway declined the card or request.<\/td> Check Description for the decline reason and retry with a valid card.<\/td><\/tr> No Payment Transaction created<\/td> Bank Account Processor not matched to the Payment.<\/td> Verify Tender Type, Currency, and amount match an active processor.<\/td><\/tr> Missing Payment Processor<\/td> Bank Account Processor not linked to a processor class.<\/td> Assign a Payment Processor in the Bank Account Processor setup.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Next Steps<\/strong><\/h2>\n\n\n\n
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