Information about the Autopay user portal

Additional search filters

If you have access to more than one service through which you receive online payments, the Autopay portal allows you to search for transactions relating to a specific service. This makes it easier for you to find the information you need.

To filter transactions by service:

• go to the tab Transactions visible in the top menu
• enter a date range in the calendar
• select an additional filter Merchant (you’ll find it on the right-hand side)
• Fill in the parameter (Service/Billing point/Online shop URL) and click Filter

Here is a legend explaining the different transaction statuses.

Descriptions of transaction types

• IN – incoming transaction (generated by the customer)
• IN_TO_REFUND – a transaction (e.g. setting up a direct debit) which is automatically refunded to the payer
• IN_BALANCE – topping up a prepaid balance
• OUT – payment of funds – transfer to the Partner’s bank account (D+1 – the next working day)
• OUT_REFUND – automatic refund of a transaction paid incorrectly, e.g. an incorrect amount or a transaction paid after its expiry date
• OUT_MASS_TRANSFER – processing a single payment via multiple bank transfers to recipients
• OUT_BALANCE_PARTLY – partial withdrawal of funds from the Partner’s balance
• OUT_BALANCE_WHOLE – a full withdrawal of funds from the Partner’s balance
• OUT_EXTERNAL_REFUND_TRANSACTION – a full refund of the transaction amount to the payer
• OUT_EXTERNAL_REFUND_TRANSACTION_PARTLY – a partial refund of the transaction amount to the payer
• OUT_EXTERNAL_REFUND_PRODUCT – full product refund – a solution provided at the Partner’s request
• OUT_EXTERNAL_REFUND_PRODUCT_PARTLY – partial return of the product – an option available at the Partner’s request
• OUT_RECURRING_REFUND – automatic refund of the direct debit activation transaction to the payer

Transaction details

From this screen, you can request a refund for a paid transaction, copy the link to continue the transaction and send it to the customer, and check the payer’s details.

The return details are filled in automatically – All you need to do is confirm the transaction, and the refund will be processed.

The transaction details also include the following information:

• Payer – details of the person carrying out the transaction (for transactions paid for using BLIK, a payment card or a digital wallet, this tab will be empty – we do not receive the payer’s details);
• Products – the specified settlement transfer and the products included in the transaction (provided that the ‘products’ parameter was sent at the start of the transaction);
• Announcements – notification that a message has been delivered (ITN/RPAN) for payment, with the option to renew it – this is used to change the order status;
• Email – information about emails sent to the buyer.

How do I request a transaction refund?

To request a refund for one or more transactions:

• select a tab Transactions visible in the top menu
• search for a transaction that interests you using the filter
• Activate the phrases by clicking the arrow shown in the section Transaction operations
• tick the checkbox next to one or more transactions to be refunded
• Click the ✅ icon to go to the returns form
• Enter the refund details (transaction amount, account number, reference for the refund) or leave the payer’s details for the order, which will be filled in automatically
• click Return, to confirm the operation

The option described above is not available to all users of the Autopay portal. If you cannot see it on your account, you will need to initiate the refund to the customer yourself.

A suggestion!

In the case of card payments, if the refund details (NRB, recipient’s name) are not entered manually, the refund amount will be credited to the card used to make the payment.

Export the transaction list to a file

When using the portal, you can export a list of transactions to an .xlsx or .csv file on demand.

To do this:

• select a tab Transactions from the top menu
• Expand the list of filters and select: additional filters ‘Transaction’
• Fill in the filters with the parameters on which the list is to be based (the most common are: date range and payment status)
• click Filter, and the portal will display a list of transactions
• Click on the green export icon shown in the section Transaction operations
• Select the transactions you wish to download to a file, or download them all by clicking the down arrow
• Enter the one-off access password for the file, select the .csv or .xlsx format, and click Export

Once the transaction export request has been successfully approved, a message will appear stating that the report is being generated.

Definitions of user groups

• GROUP_ECOMMERCE_ADMIN – the ability to add new users, view company details and services, edit technical notification (ITN) addresses and billing addresses; access to transaction statements and the ability to view and download lists of invoices and reports;
• GROUP_ECOMMERCE – access to company data and services, including reports, invoices, transactions and account balances;
• GROUP_ECOMMERCE_ADMIN_BALANCE – access to an overview of company data, transactions, invoices and reports, and the ability to add new ones
users. Inability to process refunds for customers;
• GROUP_ECOMMERCE_INVOICE – access to transaction statements, the ability to view and download lists of invoices and reports;
• GROUP_ECOMMERCE_IT – access to services, including transactions and a view of transaction errors, and the ability to edit addresses for technical notifications and the billing address;
• GROUP_ECOMMERCE_PAYLINK – access to the service dashboard and the ability to generate a payment link. Preview available only for transactions completed using the generated payment link;
• GROUP_ECOMMERCE_PAYLINK_ALL_TRANSACTIONS – access to the service dashboard and the ability to create a payment link. Access to all completed transactions.

Merchant

When using the tab Shops You can check which bank account we use to transfer your payments to, view your billing details, and find your Service ID and hash key.

To view the details, click on your company name in the column Name.

Here, you can check which bank account we transfer funds to, who the company representative is, who has access to the portal, and also see how many services are assigned to your company.

Service

To view the details of the website, click on the tab Shops or in Services visible from the merchant’s perspective. You will then see a list of the configured services.

There is also an option here to activate the balance from which you can arrange refunds for customers (button: Activate your balance).

When you click on the name, you will be taken to the website details.

You can copy it from here Website ID (ServiceID) and shared key (hash) – this data is necessary to process your payments.

A suggestion!

When sharing this data, please ensure it remains secure. Make sure it does not fall into the hands of third parties. You can do this by creating temporary access to the Autopay portal. These recommendations relate to security procedures. If you have any reason to suspect that the key (hash) has been compromised, you must Please report such an incident to us.

The ‘Service Details’ tab contains the following options:

• Edition – the option to change ITN addresses and return;
• Transactions – from within the website, you can access the list of generated transactions with a single click;
• Invoice configuration – by going to this tab, you can check whether your address details are correct and add or change the email address to which invoices are sent;
• Payment Link Wizard – Here you can manually generate a payment link and send it to the customer by email or text message (this service is available as an additional option – a shortened payment link).
• Top up your balance – Here you can generate a payment to top up your prepaid balance.
• Transaction errors – a useful tab that provides information about issues with initiating payments – it highlights errors that occur whilst initiating a transaction.
• Campaigns – a service designed for Partners who use the Autopay portal to send bulk SMS messages.

Editing website data

After clicking the button Edition As shown in the website’s details section, you can edit some of the information – the screenshot below shows which details can be edited:

• Technical support – the email address to which we will send notifications regarding undelivered payment notifications;
• Complaints contact details – this address is shown in the confirmation email sent to the customer;
• Return address after payment – this is the address to which we will redirect the user after they log out of online banking;
• ITN address – the address to which we send the payment notification;
• ISTN address – we send a notification of completed settlements to this address – (additional service);
• RPAN/RPDN addresses – the details required to set up automatic payments (recurring payments/one-click payments – an additional service).

Adding a new shop

To add a new shop, please register on the website https://portal.autopay.eu.

If you wish to add another shop to be linked to your existing Autopay account, please contact us using the form available at https://developers.autopay.pl/kontakt. We will ask you for the details needed to set up the service, after which we will add it to your account. Once you have logged in, you will find it under the ‘Shops’ tab.

Top-up of prepaid balance (optional)

As well as the main balance, you can also set up what is known as a prepaid balance, which you can use, for example, to process returns.

As the amount of funds in the main balance decreases as transactions are settled, it is not always possible to process a refund. A prepaid balance resolves this issue. Funds held in the prepaid balance remain available until they are used to process refunds.

If you would like to set up a prepaid balance, please contact us using the form available at https://developers.autopay.pl/kontakt.

You can top up your prepaid balance via the Autopay portal. Once your balance is active, log in, go to the details for the relevant service, and then click Top up your balance.

If, after selecting the ‘Top up balance’ option, the system does not redirect you to the payment form and a # appears at the end of the address in your browser, this means that the balance is not yet active. In this case, please contact us.

To top up your account balance:

• Please complete the payment form
• Click ‘Submit’.

Once the payment link has been generated, you will be automatically redirected to the payment page – at this point, you should enter the link and complete the payment.

A suggestion!

If you have any further questions about your balance or would like to find out more – have a look at our knowledge base, where we discussed the key issues.