In the Transactions section, you will find all the financial movements made by your users with your organization that are linked to our widgets, forms, and campaigns.
First Things First: Where Can I Find the Transactions Section?
You can find this section enabled in the left panel under the Transactions module:
You will notice a new Dashboard where you can view transaction types and their respective quantities. As you can see, transactions have different statuses, which we explain below:
✅ Successful: These transactions have completed all the payment process steps correctly, securely, and without errors, ensuring that funds are transferred from the buyer to the seller as expected.
❌ Failed: These transactions were not successfully completed due to various reasons.
Common Causes of Failed Online Transactions:
Insufficient funds – The user does not have enough balance in their account or available credit.
Incorrect data – Errors in the entered information, such as card number, expiration date, or security code.
Issuer rejection – The bank or card issuer blocks the transaction due to security or fraud policies.
Transaction limits – The purchase exceeds the daily or monthly limit allowed by the card or account.
Authentication issues – Failures in 3D Secure verification, such as OTP codes not entered on time.
Technical errors – Failures in the payment gateway, processing network, or bank connection.
Unsupported currency or country – The transaction is blocked due to geographic restrictions or currency incompatibility.
🕑 Pending: Transactions that have been initiated but are not yet completed or confirmed, remaining in a waiting state until they are processed successfully or canceled.
🔄 Refunded: Transactions where the amount of a purchase has been returned to the buyer after the original transaction was successfully completed.
Filter Your Transactions
Our platform allows you to filter transactions to access precise information. You can filter by date (specific or customizable), one-time or recurring transactions, status, amount, campaign, and widgets.
Here's how you can do it:
📆 Date Filters:
You can apply filters based on different variables. Let’s explore each in detail:
💳 Transaction Type Filter:
One-time: A transaction that is made once, without future scheduling or automatic recurrence.
Recurring: A payment that is automatically processed at regular intervals without requiring the user to enter payment details each time.
🚦 Transaction Status Filter:
Please refer to the definitions of transaction statuses above. Rejected transactions are those flagged as suspicious by the anti-fraud module. These rejections are made for security reasons and to maintain system integrity.
Common Causes of Fraud-Suspected Transactions
Unusual behavior patterns – Repetitive or high-value purchases in a short period.
Compromised cards – Cards reported as stolen or used in multiple locations in a short time.
Data inconsistencies – Discrepancies between billing and shipping addresses or multiple cards used on the same device.
Suspicious location – Transactions from high-risk countries or VPNs hiding the real location.
Authentication failures – Multiple failed payment attempts with verification codes or passwords.
Use of temporary or fake emails – Suspicious email addresses associated with previous fraud attempts.
💰 Transaction Amount Filter:
Select the criteria and enter the amount you want to filter.
📢 Campaign Filter:
Filter by each campaign you have created in Afrus.
🛠 Widget Filter:
Filter by each form you have created in Afrus.
Perform Actions on Your Transactions
Once you've applied all necessary filters, you can take actions on a specific transaction or multiple ones at once. Simply select them in the box:
This enables different buttons at the top right:
📂 Transaction Actions
You can export all selected transactions in bulk or individually.
👤 People Actions
You can assign tags or export donor data linked to each transaction. This helps you identify the source of each donation, giving you a clearer and more strategic view of your donor base. Understanding donor behavior allows you to segment, personalize, and strengthen your relationship with them more effectively.
📜 Process Log (Audit Trail)
This last function serves as a LOG (event record) where you can see a summary of the latest actions taken on transactions.
Understand Transaction Details
In this section, we will guide you on how to view a complete transaction detail to understand exactly what happened. You can check everything from the transaction status to the bank’s response, giving you a clear and complete view of the process.
🔍 How to Access This Information:
Click on the Transaction ID
You will see all the detailed information about it:
At the bottom right, you will find the bank’s response, which will indicate the reason for failure if applicable. In a separate section, we will provide more details on different responses depending on the payment gateway you are using: Información general pagos | afrus/advanzo
At the top right, you will find actions you can take on the specific transaction you are viewing:
📩 Send a Message
You can manually send a message to the donor about the transaction.
Enter the subject, message, and send it.
The message will go directly to the donor’s email.
💳 Create a Transaction
In online payments, this is the process of initiating a payment request between a buyer and a seller or recipient entity. You can do this by filling out the required fields and clicking the "Create Transaction" button at the bottom right.
🔁 Create a Subscription
This is the process of setting up a recurring payment for a service or product, which will be charged automatically at defined intervals (monthly, yearly, etc.), without requiring the user to intervene in each transaction. As with creating a transaction, you can set this up by filling out the required fields and selecting "Create Transaction" at the bottom right.
Why Understanding Online Payments is Crucial
Understanding the world of online payments is essential for efficiently managing relationships with donors, as it helps optimize every interaction and ensure a smooth and secure payment experience.
Knowing the different stages of a transaction—from creation to processing recurring payments or refunds—empowers organizations to offer personalized solutions tailored to each donor’s needs.
Additionally, implementing tools to detect and manage suspicious or failed transactions helps maintain donor trust, ensuring their contributions are utilized in the best possible way.
This not only enhances transparency and efficiency but also allows organizations to better segment and retain donors, which is crucial for the long-term success of any cause