Overview

This section allows you to view the complete collection history for a specific client instalment. You can see details for both successful and declined payment attempts, providing a clear record of all collection activities.

How to Access Payment History:

1. Navigate to Client Administration.
2. Search for and select the desired Existing Client.
3. Go to the Payback Instructions tab.
4. Select Payback Instruction Instalments.
5. Click on Histories for the specific instalment you wish to review.

Understanding the Information Displayed

You will see two main sections: "Successful Payments" and "Declined Payments".

Successful Payments

This area shows a record of all successful collections for the instalment.

• Payback Reference: The unique MAXCOLLECT reference number for the instalment.
• Status: The current status of the instalment.
• Receipt Date: The date the payment was successfully collected.
• Receipt Amount: The total amount that was successfully collected and receipted.
• Fee Amount: The transaction fee charged for the successful collection.

Declined Payments

This area provides details for every unsuccessful collection attempt. Each failed attempt will be listed individually.

• Declined Payback Reference: The unique MAXCOLLECT reference number for the instalment.
• Status: The instalment's status within the MAXMONEY system (e.g., Unpaid).
• CSP Status: The status of the collection as returned by the Collection Service Provider (e.g., Insufficient Funds).
• Response: The specific reason why the payment failed.
• Decline Date: The date the collection attempt failed.
• Decline Amount: The amount that failed to be collected.

Available Actions

• Back: Click this button to return to the previous screen.