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Enhancement
a year ago

Enhancements to the Transaction Tab in the Client Profile

We’re excited to inform you about some key changes we’ve made on the Transaction Tab within the Client Profile on the Glofox Dashboard that we believe will help users find critical information and take key actions much more efficiently.  
 
The Transaction Tab presents a view of all transactions and related activity performed for a client over time. Previously, for situations where multiple transactions occur that are related to the same invoice (e.g. with retries) separate, individual entries were recorded for each of these transactions. This approach made it difficult to identify linked transactions or properly understand the current and past states of any given invoice.   

 To address this, we’ve released a change which incorporates all these linked transactions into a Transaction history view which details the combined history for that invoice within one single entry.  
The new design allows you to quickly and easily identify the activity that has occurred for a given invoice, and you can still take all the expected actions for an invoice such as Retry, Write-Off and Refund as you do today. 

The current status of the invoice is still depicted by the colour of the card, with green indicating the payment was successful, red indicating the latest payment attempt failed, and orange indicating that further action is needed such as the completion of cardholder authentication or the processing of a flexible, non-recurring payment. We’ve also released a change so that now when transactions have already been written off, the card will be coloured grey.  

These new designs will be rolled out to your branch in the coming days. If you have any questions, queries or feedback on these changes please don’t hesitate to reach out.