The evaluation feature in bezahl.de provides you with a detailed breakdown of the payments created by month and their payment status. Only administrators or processors can use this feature. You receive a summary of the transactions and can view the total number or sum of payments in detail. The evaluation also allows you to export incoming payments (CSV), request service and installment settlement reports (CSV), and import incoming payments and payments.
In the "Evaluation" tab, you can see the most relevant information about your organization at a glance. This page also offers additional functions.
Only users with the role of administrator or processor can use the evaluation.
Overview:
Here you see a summary of your transactions on a monthly basis.
Tip: By clicking on the payment status in the legend, you can hide or show a specific payment status.
Detailed view:
Here you can view the total number or sum of payments for a month.
Tip: Clicking on a month will display a list of all transactions from that month.
Additional features:
1. Export incoming payments - CSV file with all incoming payments from the selected period
2. Request a service settlement report - CSV file with all transactions from the selected batch (e-commerce & card reader)
3. Request an installment payment settlement report - CSV file with all transactions from the selected batch (installment payment)
4. Import incoming payments - Upload function to enter incoming payments in bezahl.de
5. Import payments - Upload function to enter payments (invoices) in bezahl.de