The Funding module presents aggregated funding data from all participating financing providers. This section provides a detailed view of funding transactions, including funding status, consumer information, and relevant lender details.

Viewing Funding Information

The Funding List provides the following information:

FUNDED: Timestamp of when the transaction was funded (posted by the financing provider).
TRANSACTION ID: A unique identifier for each transaction provided by ChargeAfter.
LENDER REFERENCE ID: The identification code of the financing provider.
CHARGE ID: A unique identifier for each charge, specified by ChargeAfter.
ORDER ID: A unique identifier for each order. It can be either a merchant-provided order ID or ChargeAfter human-readable order ID.
TYPE: The type of transaction. Possible values: Refund, Settle, Chargeback, Reversal.
LENDER: : The name of the financing provider.
TRANSACTION AMOUNT: The currency amount of the referenced transaction.
DISCOUNT RATE: The Merchant Discount Rate (MDR), a discount given by the merchant to the financing provider, if applicable.
NET AMOUNT: The transaction amount minus the discount rate.
PRODUCT TYPE: Specifies the financial product type, depending on the financial products available from the lender. For example: Installments, Lease to Own, Line of Credit, Merchant Self Financing, Revolving Line of Credit.
STAGE: The current stage of the transaction. Possible values:
- Reconciled - A funded transaction that fully matches the equivalent transaction that was processed through ChargeAfter
- Missing - A funded transaction that does not appear in ChargeAfter's database (most likely due to a manual action on the financing provider's end).
- Mismatch - A funded transaction that partially matches the equivalent transaction that was processed through ChargeAfter (e.g. transaction type or amount does not match).
STORE: The store name where the funding occurred.
MERCHANT TRANSACTION ID: A unique identifier of the transaction provided by the merchant.
FUNDING ID: A unique identifier of the funding provided by ChargeAfter.
UPDATED: Timestamp of when the transaction was last updated in the merchant portal.
FIRST NAME: The consumer's first name.
LAST NAME: The consumer's last name.
PROMO CODE: An identifier if a promotion was used.

Customizing the View

You can customize the information visible in the Funding List.

Selecting Columns to View

You can select which columns to display in the Funding List.

To select which columns to view:

Click the Columns button.

The Edit Columns window opens.
Select the checkboxes next to the columns you want to view.
Click Confirm.

Reordering the Columns

You can customize the order in which the columns are displayed in the Funding List.

To re-order the columns:

Click the Columns button.

The Edit Columns window opens.
Grab the Grid icon next to a column and drag and drop into place.

Click Confirm.

Ordering the Information

In the Funding List, the Updated and Funded column can be sorted in ascending or descending order.

To sort consumer information in ascending or descending order:

Hover your mouse to the right side of the column to display the Arrow symbol.

Click the Arrow symbol.

Searching Funding Information

To search for funding information via any of the criteria in the Funding List:

Next to any column in the Users List, click the Filter icon.

A pop-up search window opens.
Enter or set your search terms.
Click Confirm. Filtered results populate the Funding List.
To clear the filters, click the Clear Filters button.

The Funding List populates with all funding information.

Using Common Filters

Common Filters (Missing, Processed) are located at the top of the Funding List.

Click any or all of the Common Filters to filter the list accordingly. An applied filter is blue:

To clear all filters, click the Clear Filters button.

Exporting Funding Information

To export the Funding List:

Click the Export button.
Select your timezone and file type preferences.
Click Export. The file downloads to your computer.