Custom Templates

Add new Custom Templates

The options for viewing charges and transactions in the dashboard or CSV files are default charge, default txns (=Transactions), or custom templates. A custom template allows the integration of selected pre-defined fields and filters on the charges/transactions page. 

To add a Custom Template with specific filtering parameters:

1. Go to Charges > View Mode > Settings in the upper right corner.
2. Select Fields by checking the Display in the Charges page or Display in the CSV export. It’s optional to change Label names.
3. Hover over a field and drag up or down to change the order in the template.
4. Insert the Template Name.
5. Click Save as a New Template.

Here are the functions for managing custom templates:

• Field name - predefined Charges or Txns name fields.
• Label - a custom title for the Field Name.
• Display in the Charges page -  add up to 8 fields to the Charges or Txns page.
• Display in the CSV export  - add an unlimited number of fields to the report in CSV format.

• Delete - remove the template.
• Apply current filters - save the applied search filters to the template.
• Template name - the name of the new template.
• Save as a new template - save the changes in a new template with a new name.
• Update - edit the template.

Note: The difference between the Reference and Description fields:

• Reference field - enter a Customer, Subscription, or Transfer ID related to your internal references to find the corresponding record in your payments ecosystem.
• Description field - enter Subscription or Transfer description notes for later reference.

Update Custom Templates

To update a Custom Template:

1. Go to Charges > View Mode.
2. Press on the arrow next to Settings in the upper right corner.
3. Choose Template from the dropdown menu.
4. Click Settings.
5. Select the Fields by checking the Display in the Charges page or Display in the CSV export. It’s optional to change Label names.
6. Hover over a Field and drag up or down to change the order in the template.
7. Click Update.

Here are the functions for managing custom templates:

• Field name - predefined Charges or Txns name fields.
• Label - a custom title for the name fields.
• Display in the Charges page -  add up to 8 fields to the Charges or Txns page.
• Display in the CSV export  - add an unlimited number of fields to the report in CSV format.
• Delete - remove the template.
• Apply current filters - save the applied search filters to the template.
• Template name - the name of the new template.
• Save as a new template - save the changes in a new template with a new name.
• Update - edit the template.

Note: The difference between the Reference and Description fields:

• Reference field - enter a Customer, Subscription, or Transfer ID related to your internal references to find the corresponding record in your payments ecosystem.
• Description field - enter Subscription or Transfer description notes for later reference.

Apply Filters Custom Templates

To save the search filtering parameters to a Custom Template:

1. Go to Charges > View Mode > Apply New Filter.
2. Select the desired Filters and press Apply Filter.
3. Click on the arrow next to Settings in the upper right corner.
4. Choose a Template from the dropdown menu.
5. Press Settings.
6. Select Apply current filters.
7. Click Update.

 

Delete Custom Templates

To delete a Custom Template:

1. Go to Charges > View Mode > arrow next to Settings in the upper right corner.
2. Choose Template from the dropdown menu.
3. Press Settings.
4. Click Delete.