Overview

This feature provides a comprehensive history of all collection attempts made for every instalment linked to a specific payback instruction. It allows you to track the progress of the entire payment schedule, viewing both successful and declined transactions in one place.

How to Access Payback Instruction History:

1. Navigate to Client Administration.
2. Search for and select the desired Existing Client.
3. Go to the Payback Instructions tab.
4. Click on Histories for the entire payback instruction you wish to review.

Understanding the Information Displayed

The history page lists all collection activities, separated into successful and declined payments for clarity.

Successful Payments

This section details all successfully collected instalments.

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

Declined Payments

This section provides a log of all unsuccessful collection attempts. Each failed attempt for an instalment will be displayed as a separate entry.

• Declined Payback Reference: The unique MAXCOLLECT reference number assigned to the instalment.
• Status: The instalment's status within the MAXMONEY system (e.g., Unpaid).
• CSP Status: The status message received from the Collection Service Provider (CSP) (e.g., "Insufficient Funds").
• Response: The detailed reason provided for the declined payment.
• Decline Date: The date on which the collection attempt failed.
• Decline Amount: The amount that the system attempted to collect.

Available Actions

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