Searching and Filtering Transactions

To locate a specific transaction, use the available search and filtering tools:

• Search bar – Find transactions using keywords or identifiers

• Date picker – Filter transactions within a specific date and time range

• More filters – Apply additional filtering criteria to refine your results.

Export data

To export transaction data click the Export CSV button.
This will download all transactions matching your current search criteria in CSV format. Once the export is available it will be displayed as a custom report in Reports

Viewing Transaction Details

Click on any transaction to open a detailed view in a side panel.

• Overview – Displays general information related to the transaction.
• Details – Provides a timeline of events associated with the transaction.
• Manage – Contains available actions for the transaction if applicable.

Managing a Transaction

Some transactions allow additional actions, such as refunds.

How to Manage a Transaction

1. Locate the relevant transaction.
2. Click the transaction to open the detailed view
3. Navigate to Manage in the side panel.
4. Select the desired action.

Refunding a Transaction

1. Click Refund Payment.
2. Enter the redun amount:
   • By default, the full amount is selected
   • To issue a partial refund, deselect Use full amount and enter a custom amount
3. Select a Reason for refund
4. Add additional details in the text field (optional)
5. Submit the refund request

The refund will be processed, and the transaction status will update once the request is approved or declined.