Backoffice Merchant Guide – PayXpert Support

Accounting menu

The PayXpert Backoffice has an area dedicated to your business relationship with us as your payment provider. This area is the Accounting menu, wherein you’ll find pages dedicated to the flow of money between us.We all love to get paid. At PayXpert, we funnel payouts to you via “invoices”. The fr...

Invoices

Generally speaking, as a PayXpert merchant, your invoices are automated in the Backoffice and require very little interaction on your end.Invoices are generated in our system at the end of the recurring period, and we validate them for you. On or before the “Due date” given on the invoice, we sen...

How to view your invoices

How to view invoice details Advanced invoice features Your list of invoices shows you a summary of the most pertinent information about them. From there, you can view your individual invoices for more detailed information.To view a list of your invoices, go to Accounting > Invoices. The de...

Wallets

The Wallet functionality is no longer offered to our customers. For now, the tab still exists in the Backoffice, but this is only for the records of our legacy customers that used this feature at one time. However, any balances that may exist should show zero.

Holdbacks

Your contractual agreement with PayXpert may include the use of Holdbacks. Holdbacks are a good way to set a small portion of your earnings aside in case you experience a high level of chargebacks at some point in the future. The funds set aside will be used to cover these chargebacks and their f...

VAT reports

Create a VAT report Modify a VAT report Delete a VAT report Selling goods or services to consumers based in EU countries outside of your own poses a challenge when it comes time to pay the VAT taxes corresponding to those sales to each of the countries where you have made them. That is why we ...

Statistics

Because analyzing long lists of transactions can be cumbersome, our Statistics area’s filters and grouping options give you high-performance access to our database so that you can rapidly analyze the data at different angles to detect patterns or errors. And from your statistics results, you can ...

Settings menu

Under the Settings menu you can find your company and profile information, as well as the Originators we have set up for you. You can also view and edit your personal Blacklist, which has no items initially, but will always be up to date with your most recent entries as you go on.There are no Sub...

Your profile

Adding a profile picture Your contact information Adding more info about you Adding new ways to contact you Keeping your personal information up to date in the PayXpert Backoffice helps us serve you better. It is easy to set up your profile and/or modify your information when needed.Adding ...

Companies

Before logging into our Backoffice for the first time, you will have provided us with some key information regarding your company. We will have then entered this information into our system. Important details like your corporate bank account and fiscal address will be visible here. Your company i...

Originators

An “Originator” is a specific income generator. It could be the payment page that allows you to receive credit card payments from a certain provider on one of your websites, for example. We create your Originators for you based on the information you provide when choosing to work with us. No conf...

Blacklists

PayXpert maintains a global blacklist of credit card numbers, emails, IP addresses, bank account numbers and industry-standard countries that have been proven to have been used in fraudulent transactions in the past. Our blacklist is being updated constantly, and it is applied by default for all ...

Subscription offers

The Subscriptions offers tab is where you create potential Subscriptions for a desired Originator. Subscriptions give you the possibility of capturing recurring transactions from your customers in the future. Here, you can configure your first Subscription offer, assigning details like the number...

Support menu

The last tab of the Backoffice menu gives you access to the support area of the tool, where you can create tickets when you need help, and monitor their progress. When you create a ticket, it is assigned to our staff automatically. The following sections explain, in more detail, how to create an...

How do I create a Support ticket?

If you encounter a technical issue in the Backoffice or otherwise have a question that has not been answered on this site, please create a ticket so that we may help you. Tickets are sent to the PayXpert Support team after you fill in the information. Here are two ways to create a ticket from wit...

Tracking your Support tickets

Edit an existing ticket Download an attachment we have provided Our Support ticketing system is a collaborational and transparent tool by which you can communicate with us and vice versa. Both of us can leave comments and add attachments at any time.To view your current and historical tickets,...

Appendices

The following tables describe the numeric codes (in understandable terms) for a) transactions, and b) chargebacks. Page: Results codes (error codes) ...

Results codes (error codes)

Every transaction registered in the Backoffice has a result code (also known as “error code”). These 3-digit codes start at “000”, meaning that the transaction was successful, and afterwards, go up to 9**, describing the specific error that prevented the transaction from going through successfull...

Chargeback reason codes

National Visa, national and international MasterCard International Visa Each chargeback comes with a numerical code that identifies the reason for the chargeback. Here is a consolidated list of the codes most commonly seen in the PayXpert Backoffice.National Visa, national and international Ma...

Backoffice videos

Check out our self-learning topics on getting started with our Backoffice Central platform. Getting started General features Your profile & password Getting support Filter invoices View invoices Filter transactions View transactions Export transactions Result codes/error messages Getting starte...