Manage payments

Use payments data tables to view, manage, and maintain all payments information.

A segment is a filtered view of a data set. To view filters that are applied to a segment: at the top of a billing table, click Filter icon.

By default, payments data is organized into five segments:

  • All transactions: Contains all transactions ( type is in credit , refund , sale , void , setup , authorize ).
  • Credits: Contains credit transactions ( type is in credit ).
  • Disputes: Contains disputed transactions ( is disputed is true ).
  • Sales: Contains approved sale transactions ( type is in sale ).
  • Voids and refunds: Contains voided and refunded transactions ( type is in void , refund ).

To add or manage segments, or to apply or edit filters on a segment, see Segments.

Payments interactions

This section describes all interactions that are available in payments data tables.

Add notes, attachments, or tags to a payments transaction

Use this process to add information to a payments transaction, or to tag a colleague or Rebilly support to get their input or help.

  1. In the left navigation bar, click Data tables icon , then click Payments .
  2. In the Timeline section, select from the following:
    • Tag an email address or Rebilly support:
      1. In the text input field, click Tag a user or support icon .
      2. In the dropdown, select a user or Rebilly support, then press Return or Enter on your keyboard.
    • Add an attachment:
      1. In the text input field, click Attachment icon , select a file, then click Open or Attach .
      2. Enter a message, and press Return or Enter on your keyboard.
    • Add a link to a customer or transaction:
      1. In the text input field, click Link a customer or transaction icon , in the dropdown, select Customers or Transactions .
      2. Select a transaction or customer, then press Return or Enter on your keyboard.
    • Add a note:
      1. Click in the text input field and write a message.
      2. Press Return or Enter on your keyboard.

Dispute an approved transaction

Use this process to dispute an approved transaction with the customer. Use this process to dispute an under payment. For more information, see Disputes and fraud.

  1. In the left navigation bar, click Data tables icon , then click Payments .
  2. Click All transactions or Sales .
  3. In the Id column, click a transaction ID.
  4. Click Dispute , complete the form, then click Save dispute .

Export payments table data as a CSV file

Use this process to export data that is contained in a data tables segment to a CSV file.

  1. In the left navigation bar, click Data tables icon , then click Payments .
  2. Select one of the following segments: Credits , Disputes , Sales , or Voids and refunds .
  3. In the top right of the page, click Export , then click Export as CSV . When the reported is generated, a notification is displayed in the left navigation bar.
  4. In the left navigation bar, click Notifications icon , then click the file to download.

Inspect a payment gateway transaction

Use this process to inspect, or troubleshoot, payment gateway requests and responses that relate to a payment transaction.

  1. In the left navigation bar, click Data tables icon , then click Payments .
  2. Select one of the following segments: Credits , Disputes , Sales , or Voids and refunds .
  3. In the Timeline section, click a transaction item. Payment gateway transaction information is displayed.
  4. In the expanded transaction item, inspect the Original message and Original code fields. For more information, see Payment gateway response codes and messages .

Troubleshooting options

Use these troubleshooting options together with the steps described in the Inspect a payment gateway transaction section.

  • To share a transaction log with a third party provider: In the Timeline , on the right of transaction, click Copy icon .
    Note : Only the PAN, CVV, and secret authentication keys are redacted.
  • To view application requests that are related to a transaction: In the top left of the page, click View related API logs . Locate the transaction, then on the right of the log, click Expand log icon .
  • To receive notifications on payment discrepancies, subscribe to the following webhooks:

Query the payment gateway that processed the transaction

Use this feature to check for discrepancies between the payment gateway that processed the payment and the amount the customer paid. If a discrepancy is found, use this feature to resolve it.

  1. In the left navigation bar, click Data tables icon , then click Payments .
  2. Click All transactions or Sales .
  3. In the Id column, click an approved transaction ID.
  4. Click Query gateway , view discrepancies, then click Update or Cancel .

Refund an approved transaction

Use this process to complete, a full or partial, refund for a processed transaction.

  1. In the left navigation bar, click Data tables icon , then click Payments .
  2. Click All transactions or Sales .
  3. In the Id column, click a transaction ID.
  4. Click Refund , enter the fund amount, then click Apply .

Refund one or more approved transactions

Use this process to complete a full refund for one or more processed transactions.

  1. In the left navigation bar, click Data tables icon , then click Payments .
  2. Click Sales .
  3. On the left of the transactions in the table, select one or more checkboxes, then click Refund selected items icon Refund selected items .

View payments activity

Use this process to view a customers payments activity. The timeline displays activity by date and time.

  1. In the left navigation bar, click Data tables icon , then click Payments .
  2. Select one of the following segments: Credits , Disputes , Sales , or Voids and refunds .
  3. In the Timeline section, on a payments activity, click Expand icon .

View payment transaction details

Use this process to view transaction details, such as: related webhook or API logs, transaction result and type, payment transaction status, transaction risk analysis, payment instrument information, and customer information.

  1. In the left navigation bar, click Data tables icon , then click Payments .
  2. Select one of the following segments: Credits , Disputes , Sales , or Voids and refunds .
  3. In the Id column, click a transaction ID.
  4. Select from the following:
    • View related webhook or API logs: In the top left of the page, click View related webhook logs or View related API logs . For more information on logs, see Manage logs .

    • View payment transaction result and type: In the top left of the page, under View related API logs , the transaction result and type is displayed. For more information, see Result and Type .

    • View payment transaction status: Under the transaction result and type, the transaction status bar is displayed. For more information, see Status .

    • View payment transaction risk analysis: In the right of the page, in the Risk Analysis section, view the risk information.

    • View payment instrument: In the right of the page, in the Payment instrument section, view payment instrument information.

    • View customer information: In the right of the page, under Payment instrument section, view customer information.

View payments reports

Use this process to view interactive reports on all payment transactions over a period of time. For more information, see KPIs and reports.

  1. In the left navigation bar, click Data tables icon , then click Payments .
  2. Select one of the following segments: Credits , Disputes , Sales , or Voids and refunds .
  3. In the top right of the table, click Payments report icon .

View parent and child transactions

Use this process to view the parent and child transactions that relate to a voided and refunded payment transaction.

  1. In the left navigation bar, click Data tables icon , then click Payments .
  2. Click Voids and refunds .
  3. In the Id column, click a transaction number.
  4. In the Parent transaction section, click the transaction number.
  5. From the parent transaction, in the Child transaction , click the transaction number.

View related invoices

Use this process to view invoices that are related to a payments transaction.

  1. In the left navigation bar, click Data tables icon , then click Payments .
  2. Select one of the following segments: Credits , Disputes , Sales , or Voids and refunds .
  3. In the Id column, click a transaction number.
  4. In the Related invoices section, click an invoice.

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