#LucaW-payment-label

1 messages · Page 1 of 1 (latest)

heady hedge
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I'd recommend using metadata field if you need to track labels and such

kindred bay
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And does it display only on code/api or too in the dashboard under financial reports ?

heady hedge
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Yep, that data will be available in reports too

kindred bay
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Maybe this image is more explaining, I would like to have a way to save certain type of transaction under different transaction types

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So when I export the file the transactions are reported under different type

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Is this possible ?

heady hedge
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That's not possible no

kindred bay
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Ok so is not possible to mark transaction that will later appear in the exported file ( downloadable ) under financial reports? Just to be sure

silver heart
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Hi there
Taking over as ynnoj needs to step away soon
Yes, that is correct. Based on the image you've attached, I don't think there's a way to mark a transaction differently (ie. marking a refund as a charge)

kindred bay
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Hi Hanzo

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Ok, but I don't want to mark a "refund" as "charge", but give another mark, a custom one

silver heart
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In that case you'd use the metadata property as mentioned previously.
What kind of financial report are you trying to run?

kindred bay
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We are implementing a gift card system for B2B network, and for financial/accountability reasons, I need to mark the payment that the company do for buy gift card bundle ( for employees ) that are coming from gift card flow

silver heart
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you should be able to assign metadata which should show up in financial reports, yes.

kindred bay
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how can I accomplish this ?

silver heart
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Setting up metadata on payments?