Payment Transaction records are created when a Payment Transaction is processed through Work 365. Payment Transactions are automatically created.

Payment transactions Status reason :

Status Reason	Description
Pending	These are E-Check payments that require approval or consent from the Customer. Please reach out to the customer so that the transaction goes through successfully
Cancelled	Represents cancelled payment transactions
Failed	Represents failed payment transactions. This needs to be resolved with utmost priority, as this points towards a reduction in cash inflow. Open payment transaction and resolve the error based on the Transaction Result. This view should be clear at all times.
Refunded	Displays all the transactions that were refunded

Below are fields on Payment Transaction:

Field Name	Display name	Description
work365_paymenttransaction_name	Name	The name of the custom entity.
work365_paymenttransaction_paymentprofile	Payment Profile	Payment Profile associated with the account
work365_paymenttransaction_invoice	Invoice	Invoice associate with the transaction
work365_paymenttransaction_account	Account	Customer
work365_paymenttransaction_transactionreference	Transaction Reference	Transaction reference number
work365_paymenttransaction_description	Transaction Result	Transaction response from the associated payment processor
work365_paymenttransactionid	Payment Transaction	Unique identifier for entity instances