Under ‘Approvals’, you’ll find all refunds, payment orders and submitted files that are still waiting for approval. This overview contains the following information:
After you have selected at least one transaction that requires approval, the ‘Actions’ button will be displayed. If you click on the Approve option under Actions, a window will open where you can review the selection and either approve or reject it.
✅ Type: The type that requires approval
✅ Description: The description of the refund/payment order, or the name of the submitted file
✅ Requestor: The user that requested approval for the original action
✅ Requested on: Date/time on which the original action was requested
✅ Status: The current status
✅ Status changed on: The date/time of the latest status change
✅ Action required: Is action required?
Description, Type, Status, Show items that don't require approval, Show test requests
To be able to approve or reject the selection that require approval, the role Administrator or Financial Administrator needs to be added to the user that wants to apply the approval.
Under ‘File upload’, you can submit a CSV file containing payment requests. This only applies to indirect payment methods such as transfers, PayPerEmails, Direct Debits, and recurrent payments. You can also submit invoices, refunds and start & edit subscriptions via a CSV file.
Transactions that require interaction of the customer, such as iDEAL and regular credit card payments, are not possible via a CSV file.
You can upload a CSV file via the Plaza or via the sFTP server.
This overview contains the following information:
✅ Uploaded: The date the file was uploaded
✅ Current status: The current file status
✅ Status date: The latest status change
✅ File name: The file name
✅ File type: The file type
✅ Upload Source: The way in which the file was submitted, e.g. Plaza, SFTP.
You can learn more about the file upload functionality in our File Upload Guide
Click on a specific file to open it. This screen is static and will have to be refreshed manually every once in a while to display the latest status. Meanwhile, it will be validated whether the file contains the necessary entry fields. If this is not the case, the file will be rejected and will not be processed. If the file has been validated, an approval email will be sent to the user’s email address. This mail contains a unique code with regard to the file, which has to be submitted in the Buckaroo Plaza. Only then can the file be processed.
After the file has been processed, you can download the original file as well as the validation and processing results. If certain specific entry fields from the file failed at validation, you can also download them separately.
The validation results show all entry fields from the original file, and it is stated whether these passed the validation check or not. If validation failed, the reason shall be stated.
The processing results list all entry fields that passed validation and state whether this transaction was created. Here you’ll also find the transaction key.
The failed CSV fields list the entry fields from the original file that failed at validation.
By using the ‘Filters’ button, you can search for specific files. You can search by the date the file was uploaded.
Upload new batch: With this button you can offer one or more file(s) for processing.
Check the 'Upload the batch file as test' option to test the actions of the submitted file.
Check the 'Is a refund batch' option if refunds are sent to us.
Under ‘E-Mandates’, you’ll find an overview of all e-mandates. This overview contains the following information:
✅ Creation: The date of the e-mandate
✅ Last mutation: The latest status date of the e-mandate
✅ Mandate referenece: The unique e-mandate reference
✅ E-Mandate type: The type of mandate, B2B or B2C
✅ Sequence type: The type of follow-up, one-off or recurring
✅ Reason: Description shown to the debtor
✅ Status: The status of the e-mandate
Under the tab ‘E-Mandate’, you’ll find the data of the e-mandate. Including the mandate type, type of follow-up, reference and bank details of the debtor.
Under the tab ‘Status log’, you’ll find the various e-mandate statusses. This overview contains the following information:
✅ Creation: The date of the e-mandate
✅ Last mutation: The latest status date
✅ E-Mandate transaction ID: The unique reference of the status (obscured)
✅ Validation reference: The reason for the e-mandate
✅ Reason: The description of the e-mandate
✅ Purchase ID: The reference of the e-mandate
✅ Status: The status of the message
Under the tab 'Linked transactions', all transactions that have been processed under the selected Mandate reference are shown. If a transaction is selected, you will be redirected to the relevant transaction in the transaction overview.
Buckaroo Payment Analyser
One of the features the Buckaroo Payment Plaza has to offer is the Buckaroo Payment Analyzer (BPA). If you would like to use this feature, please send an email to the Buckaroo Customer Service Center via email@example.com.
The BPA has been developed to answer questions with regard to payments in a faster and more efficient way. The BPA will locate the relevant payment based on the details you’ve entered. Subsequently, you can choose from a number of automated standard solutions. This feature can solve payment problems so that a helpdesk can handle questions with regard to payment fast and in a customer-friendly way.
iDEAL QR screen
If there is a subscription to Buckaroo's iDEAL QR service, you can access the iDEAL QR screen in the Buckaroo Plaza account. In the left main menu, go to Services > iDEAL QR. The overview of the created iDEAL QR codes opens. By default, these are ordered by creation date, newest at the top. Three actions can be performed in this screen: search and view iDEAL QR codes, create codes and export codes.
- Search and view iDEAL QR codes
- Create iDEAL QR codes
- Export iDEAL QR codes
A separate explanation is available for creating and viewing the QR codes.
The iDEAL QR transactions/payments are not shown in this overview. To view these, navigate to Transactions > Overview, after which you can search for the Purchase ID, for example, in this overview.