Skip to main content

Metadata Overview

PayRex provides a way to record additional, custom information for transactions and resources. Recording additional and custom information can be done through the metadata attribute, which allows you to link every PayRex payment and product to your internal records. You can manage the metadata via your PayRex Dashboard or via API.

Seamless reconciliation with metadata matching​

Metadata is available across our standard payment reports, allowing you to customize your report based on your requirements and simplifying your reconciliation process.

Here are a few example use cases from our current merchants illustrating how metadata assists their report reconciliation:

Record IDs and codes from your internal system​

Some merchants use metadata fields to store specific data relevant to their internal systems, which can later be retrieved via API, aiding custom reporting or internal logic within their applications.

Sample use cases​

  • Schools or universities that offer online payments to allow students to pay their tuition fees use Student ID as a metadata attribute for their PayRex payments, so that when they export the payment report, they can easily reconcile their internal records against our PayRex payment reports. This approach will save time and reduce costs in manual reconciliation, while reducing human error.
  • A shopping aide service where their customers can buy products through a human personal shopper from their stores with multiple mall branches records their Store Code, Store ID, Branch Code, and Branch ID to identify which specific store branch processed customer orders easily. The store's operations team can view these attributes through our easy-to-use PayRex Dashboard or their internal Order Management System, which is referenced automatically.
  • An online grocery platform uses its Reference Number to link PayRex payments to their platform orders, speeding up cross-checking of order status in their internal system and saving time and operational costs.

Save additional payment information​

Metadata allows our merchants to include internal identifiers or specific order details for their own tracking purposes.

Sample use case​

  • A school or university records which school term and which payment type (e.g. full, installment, remaining balance from previous term, late payment) a PayRex payment is made to update their student accounts accurately.

Track marketing efforts​

PayRex merchants can track which of their marketing initiatives are converting into actual customer purchases using metadata.

Sample use case​

  • A retail store uses a sales channel metadata attribute to identify which business group's online platform the PayRex payments came from.
  • An online learning platform tracks affiliate/promo codes to identify which of their brand ambassadors or promos their PayRex payments are attributed to.

Monitor order fulfillment​

Our merchants can minimize the need to go back and forth between their PayRex Dashboard and their internal systems by utilizing metadata to monitor time-sensitive details.

Sample use case​

  • A clothing business records its internal order status against its PayRex payments to quickly check fulfillment status from its PayRex dashboard.

Add internal notes​

The metadata can store additional information visible only internally, helping merchants with multiple point persons involved stay aware of a transaction, billing statement, or page's history or specifics.

Sample use cases​

  • A health and wellness business owner adds internal notes to specific pages to let the staff members know which pages their particular customer types (e.g., retailers or wholesalers) can pay for, thereby segregating payments more effectively.
  • An event coordinator can add internal notes, such as event codes for the particular events their customers will attend.