Created on: Enter a date to search for transactions that were created on a certain date or check the Select a period option if you want to search for transactions created within a specific period.
Updated on: Enter a date to search for transactions that were updated (changed status) on a certain date or check the Select a period option if you want to search for transactions updated within a specific period.
Invoice: when collecting data, only one invoice can be searched at a time and the entire invoice value must be entered.
WE ID: This field refers to the transaction identification number generated by WEpayments. Each transaction that your company sends with an invoice number created by your company generates an internal WEpayments identification number, the WE ID.
Generally, this filter field is used by the WE team to locate transactions, but if you have this number, you can also use this filter.
Beneficiary's name: you can search by first name or by your beneficiary's full name.
Document: Search for transactions sent by the CPF or CNPJ of the final beneficiary.
e-mail: Search for transactions by the e-mail address of your final beneficiary. The same e-mail you sent in the payment spreadsheet along with the beneficiary's bank details.
Phone: Search for transactions by your final beneficiary's phone number. The same number you sent in the payment spreadsheet along with the beneficiary's bank details.
Direct payment: This field is used to filter out payments that have or have not been collected, according to your request when sending the transactions. Select "true" to search for transactions that were paid directly by bank details or pix key and did not enter the data collection flow by email.
Select "false" to search for transactions that entered through the data collection flow. Learn more about this difference in this article about the complete collection flow.
Amount (R$): Search for a transaction by the exact amount of the payment you made in R$.
Merchant: If you have more than one company registered on our dashboard, you can filter the payments by the name of the company you want to view the transactions for.
Data collection status: You can search for transactions by the status you want, relating to the data collection flow.
Last event: search for transactions according to the last stage of collection they are in. These are the events available in the Data Collection flow.
- Email collect data - means that the first email with the link to enter bank details was sent to the final recipient.
- Email failed - means that the email sent did not reach the final recipient for some reason, whether it was an invalid email or the recipient's email was blocked by the server.
- Reminder e-mail sent - means that the recipient has not yet filled in the details in the first e-mail and we have sent a new e-mail reminding them of this necessary action.
- Invalid bank details email - means that the bank details provided by the customer in the email link are invalid. We send a new e-mail asking them to fill in their details again using a new link.
- Email: Invalid provided bank details - means that the bank details provided by the client in the email link are invalid. We have sent a new email requesting that they fill out the details again using a new link.
- Email opened - means that the recipient has opened the email, but has not yet provided the bank details for payment.
- SMS Sent - means that a text message has been sent to the beneficiary's phone reminding them to provide their bank details in the email sent or through the link provided in the text message.
- Call with message sent - means that the beneficiary did not respond to the email or SMS, so we sent a voice message through a call reminding them to fill out their bank details for payments.
- Payment processing - The beneficiary has already provided the bank details, and the payment has entered the processing flow. This status does not guarantee that the payment will be completed. It is necessary to wait for the update to the final status.
- Payment completed - This means that the provided details were correct, and the payment was successfully completed.
- Payment rejected - The payment was rejected for some reason, whether it be incorrect data or a failure on the receiving bank's end.