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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Payments Reporting and Tools FAQs

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How does CivicPlus Payments reporting work?

Using CivicPlus Payments to collect payments will also give you the ability to view ongoing payment transactions and completed deposits without ever leaving CivicPlus. You can even export this data as a CSV (Comma-Separated Values). For additional information about reports, view our CivicPlus Payments Reporting Guide. For instructions on how to find your reports, view our Access & Export CivicPlus Payments Reports article.

 

Payments Report

Your Payments report will show the list of all transactions and their status, so you can track the status of your payments. For instructions on how to access your Payments Report, view our Access & Export CivicPlus Payments Reports article.

An example Payments report.

 

Payment Status

Below is what each payment status refers to, so you know where your money is at all times.

 

Payments Statuses
Payment Status Meaning
Created Pay-in was created and waiting approval. This is an interim state.
Authorized Pay-in is authorized for processing.
Presenting Pay-in has been presented on a terminal
device and waiting for the user to process the
pay-in on the device. This is an interim state.
Processing Pay-in was approved and is currently
processing. This is an interim state.
Succeeded Pay-in has completed processing and the funds
are available for deposit.
Failed Pay-in unsuccessfully attempted to process.
Cancelled Pay-in unsuccessfully attempted to process.
In Review Pay-in has been flagged for risk review.

 

Transaction Details

If you click into the details of each transaction, you will find more details about the transaction including any decline codes, CVV (Card Verification Value), AVS (Address Verification Service), and more.

 

Deposits Report

By default, the screen shows a summary of deposits and will align with what you should expect to see on your bank account statements. Clicking into a deposit will break down the deposit, including transactions, refunds, adjustments, and fees. This report will save you time when it comes to reconciling your money movements. For instructions on how to access your Deposits Report, view our Access & Export CivicPlus Payments Reports article. An example Deposits report.

 

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Can I export reports as a CSV (Comma-Separated Values)?

Yes. You can easily export your Payments and Deposits reports directly from the Payments Portal. For instructions on how to find and export your report, view our Access & Export CivicPlus Payments Reports article.

 

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How do I find a transaction?

Follow the instructions in the Access & Export CivicPlus Payments Reports article to navigate to the desired report and locate the transaction you wish to view. Click the transaction's line item to view additional details in a side panel.

 

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How far back can we view transaction history?

You will have access to your transaction history indefinitely.

 

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Why was my transaction declined?

Additional information on each transaction is available in your Payments Portal. Follow the instructions in the Access & Export CivicPlus Payments Reports article to navigate to the desired report and locate the transaction you wish to view. Click the transaction's line item to view additional details in a side panel.

 

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What decline code details may appear on transactions?

The following Decline Reasons that would display on transactions include:

  • Declined
  • Do not honor
  • Expired card
  • Fraudulent card
  • Incorrect payment information
  • Insufficient funds
  • Invalid card security code
  • Invalid expiration date
  • Invalid PIN
  • Lost card
  • No card number on file with issuer
  • No such card issuer
  • Over limit
  • Processing error
  • Retry
  • Retry with 3DS
  • Risk decline
  • Stolen card
  • 3DS challenge failed
  • Unexpected payin token
  • Unsupported card type

 

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Can we split date and time into separate columns in the report?

This is not something that can be done today and is not currently on our roadmap, however, we have noted your request. In the interim, you could export the data into a CSV file and split it out in Excel or another spreadsheet program.

 

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Can we limit who has access to these reports?

Users must be granted permissions to the payment reports to access that view. We will work with you to grant access to the users you specify. 

 

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