# 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: In the top right of the table, press . 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](/docs/settings/segments). ## Payments interactions This section describes all interactions that are available in payments data tables. ### Add notes, attachments, or tags to a payment transaction Use this process to add information to a payment transaction, or to tag a colleague or Rebilly support to get their input or help. 1. In the left navigation bar, press , then press **Payments**. 2. Select one of the following segments: **All transactions**, **Credits**, **Disputes**, **Sales**, or **Voids and refunds**. 3. In the **ID** column, press a transaction ID. 4. In the **Timeline** section, select from the following: Tag a colleague or Rebilly Support 1. In the text input field, press . 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, press , select a file, then press **Open** or **Attach**. 2. Enter a message, and press **Return** or **Enter** on your keyboard. Link a customer or transaction 1. In the text input field, press , 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. In the text input field, enter a message. 2. Press **Return** or **Enter** on your keyboard. ### Dispute an approved transaction Use this process to dispute an approved transaction. A dispute occurs when a customer contests a charge, or when you dispute an underpayment with the customer. For more information, see [Disputes and fraud](/docs/automations/disputes-and-fraud). To view disputes, see [View disputes](#view-disputes). 1. In the left navigation bar, press , then press **Payments**. 2. Press **Sales**. 3. In the **ID** column, press the ID of an approved transaction. 4. In the top right of the page, press **Dispute**. 5. In the **Type** field, select the type of dispute. 6. In the **Status** field, select the status of the dispute. 7. In the **Posted time** field, select the date and time that the dispute was opened. 8. In the **Deadline time** field, select the date and time when the dispute must be resolved. 9. In the **Currency** dropdown, select the currency of the dispute. 10. In the **Amount** field, enter the amount of the dispute. 11. In the **Dispute reason code** dropdown, select the reason for the dispute. 12. In the **Acquirer reference number** field, enter the reference number of the acquiring bank. 13. In the **Case ID** field, enter the case ID of the dispute. 14. Press **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, press , then press **Payments**. 2. Select one of the following segments: **All transactions**, **Credits**, **Disputes**, **Sales**, or **Voids and refunds**. 3. Optionally, select which columns to include in the export 1. In the top right of the page, press . 2. Add or remove columns, then press **Apply**. 4. Optionally, arrange the order of the columns in the export 1. In the top right of the page, press . 2. Drag columns to arrange their order, then press **Apply**. 5. In the top right of the page, press **Export**, then press **Export as CSV**. When the report is generated, a notification is displayed in the top right of the page. 6. In the top right corner of the page, press , then press the file to download. ### Inspect a payment gateway transaction Use this process to inspect a payment gateway transaction, and troubleshoot the related payment gateway requests and responses. 1. In the left navigation bar, press , then press **Payments**. 2. Select one of the following segments: **Credits**, **Disputes**, **Sales**, or **Voids and refunds**. 3. In the **ID** column, press a transaction ID. 4. In the **Timeline** section, press a transaction item. Payment gateway transaction information is displayed. 5. In the expanded transaction item, inspect the **Original message** and **Original code** fields. For more information, see [Payment gateway response codes and messages](/docs/dev-docs/transactions#payment-gateway-response-codes-and-messages). 6. Select from the following: View all information about the transactionIn the right of the page, in the **Transaction details** section, press **Show more**. This option displays all information about the transaction on one page. View risk analysis informationIn the right of the page, in the **Risk analysis** section, press **Show complete analysis**. View application requests that are related to a transactionIn the top of the page, press **API logs**, then press a log. To filter logs, press . To add more than one filter, press **Add filter**. Share a transaction log with a third party providerOnly the PAN, CVV, and secret authentication keys are redacted. Ensure that you do not share any Personally Identifiable Information (PII) or other sensitive information. 1. In the **Timeline**, on the right of a transaction, press . 2. Paste the log into an email or text editor, then share it with the third party provider. Receive notifications on payment discrepanciesSubscribe to the following webhooks: - [Transaction discrepancy found](/docs/dev-docs/api/transactions/transaction-discrepancy-found/). - [Transaction amount discrepancy found](/docs/dev-docs/api/transactions/transaction-amount-discrepancy-found/). For more information, see [webhooks](/docs/dev-docs/webhooks-configuration). #### Troubleshooting options Use these troubleshooting options together with the steps described in the [Inspect a payment gateway transaction](#inspect-a-payment-gateway-transaction) section. - To share a transaction log with a third party provider: In the **Timeline**, on the right of a transaction, press . **Note**: Only the PAN, CVV, and secret authentication keys are redacted. - To view application requests that are related to a transaction: In the top middle of the page, press **API logs**, then press a log entry. To filter logs, press . To add more than one filter, press **Add filter**. - To receive notifications on payment discrepancies, subscribe to the following webhooks: - [Transaction discrepancy found](/docs/dev-docs/api/transactions/transaction-discrepancy-found/). - [Transaction amount discrepancy found](/docs/dev-docs/api/transactions/transaction-amount-discrepancy-found/). For more information, see [webhooks](/docs/dev-docs/webhooks-configuration). ### Query a payment gateway Use this feature to check for discrepancies between a payment gateway that processed a specific payment and the amount the customer paid. If a discrepancy is found, use this feature to resolve it. 1. In the left navigation bar, press , then press **Payments**. 2. Press **All transactions** or **Sales**. 3. In the **ID** column, press an approved transaction ID. 4. In the top right of the page, press **Query gateway**. 5. View discrepancies, then press **Update** or **Cancel**. ### Refund an approved transaction Use this process to complete a full or partial refund for an approved transaction. 1. In the left navigation bar, press , then press **Payments**. 2. Press **All transactions** or **Sales**. 3. In the **ID** column, press a transaction ID. 4. In the top right of the page, press **Refund**. 5. Enter the refund amount, then press **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, press , then press **Payments**. 2. Press **Sales**. 3. On the left of the transactions in the table, select one or more checkboxes, then press **Refund selected items**. ### View disputes Use this process to view disputes. For more information, see [Disputes and fraud](/docs/automations/disputes-and-fraud). 1. In the left navigation bar, press , then press **Payments**. 2. Press **Disputes**. 3. In the **ID** column, press a dispute ID. ### View payments activity Use this process to view activity related to a specific payment transaction. The timeline displays activity by date and time. 1. In the left navigation bar, press , then press **Payments**. 2. Select one of the following segments: **All transactions**, **Credits**, **Disputes**, **Sales**, or **Voids and refunds**. 3. In the **ID** column, press a transaction. 4. In the top of the page, press **Timeline**. All activity related to the transaction is displayed. 5. Optionally, to view detailed activity information, on the right of an activity, press . ### View payment transaction details Use this process to view transaction details, such as: transaction result and type, payment instrument information, customer information, transaction risk analysis, and related webhook or API logs. 1. In the left navigation bar, press , then press **Payments**. 2. Select one of the following segments: **All transactions**, **Credits**, **Disputes**, **Sales**, or **Voids and refunds**. 3. In the **ID** column, press a transaction ID. 4. Select from the following: View transaction result and typeIn the top left of the page, on the right of the amount, view the transaction result and type. For more information, see [Type](/docs/dev-docs/transactions#type) and [Result](/docs/dev-docs/transactions#result). View payment instrumentIn the top middle of the page, under **Payment instrument**, view payment instrument information. View transaction risk analysisIn the right of the page, in the **Risk analysis** section, view the risk information. For more detail, press **Show complete analysis**. View customer informationIn the right of the page, view customer and billing information. View related webhook or API logsPress **Webhook logs** or **API logs**. For more information on logs, see [Manage logs](/docs/data-tables/manage-logs). View invoices or transactionsIn the right of the page, view the **Related invoices** and **Related transactions** sections. View all information about the transactionIn the right of the page, in the **Transaction details** section, press **Show more**. This option displays all information about the transaction on one page. Add notes, attachments, or tags to a payment transactionSee [Add notes, attachments, or tags to a payment transaction](#add-notes-attachments-or-tags-to-a-payment-transaction). ### View payments reports Use this process to view interactive reports on all payment transactions over a period of time. For more information, see [Payment reports](/docs/reports/payment-reports). 1. In the left navigation bar, press , then press **Payments**. 2. Select one of the following segments: **All transactions**, **Credits**, **Disputes**, **Sales**, or **Voids and refunds**. 3. In the top of the table, press , then press **Go to report**. Alternatively, to access reports from anywhere in Rebilly: In the left navigation bar, press . ### View parent transactions Use this process to view the parent transactions that relate to a voided or refunded payment transaction. 1. In the left navigation bar, press , then press **Payments**. 2. Press **Voids and refunds**. 3. In the **Parent transaction** column, press a transaction number. ### View related invoices Use this process to view invoices that are related to a payment transaction. 1. In the left navigation bar, press , then press **Payments**. 2. Select one of the following segments: **All transactions**, **Credits**, **Disputes**, **Sales**, or **Voids and refunds**. 3. In the **ID** column, press a transaction number. 4. In left of the page, in the **Related invoices** section, press an invoice. ### View transaction details Use this process to view detailed payment transaction information. 1. In the left navigation bar, press , then press **Payments**. 2. Select one of the following segments: **All transactions**, **Credits**, **Disputes**, **Sales**, or **Voids and refunds**. 3. In the **ID** column, press a transaction ID. 4. In right of the page, in the **Transaction details** section, view transaction details. 5. Optionally, to view more detail on the transaction, press **Show more**. ### View transaction logs Use this process to view webhook or API logs that relate to a specific payment transaction. For more information on webhooks and API logs, see [Manage logs](/docs/data-tables/manage-logs). 1. In the left navigation bar, press , then press **Payments**. 2. Select one of the following segments: **All transactions**, **Credits**, **Disputes**, **Sales**, or **Voids and refunds**. 3. In the **ID** column, press a transaction ID. 4. Press **Webhooks logs** or **API logs**. 5. Optionally, to filter logs, in the top right of the table, press . To add more than one filter, press **Add filter**. ### View balance transactions Use this process to view balance transactions that relate to a specific payment transaction. For more information, see [Balance transactions](/docs/dev-docs/balance-transactions). 1. In the left navigation bar, press , then press **Payments**. 2. Select one of the following segments: **All transactions**, **Credits**, **Disputes**, **Sales**, or **Voids and refunds**. 3. In the **ID** column, press a transaction ID. 4. Press **Balance transactions**. 5. Optionally, to filter balance transactions, press . To add more than one filter, press **Add filter**. ### View transaction risk analysis Use this process to view risk analysis details for a specific payment transaction. 1. In the left navigation bar, press , then press **Payments**. 2. Select one of the following segments: **All transactions**, **Credits**, **Disputes**, **Sales**, or **Voids and refunds**. 3. In the **ID** column, press a transaction ID. 4. In the right of the page, in the **Risk analysis** section, view transaction risk analysis information. 5. Optionally, to view detailed risk analysis information, press **Show complete analysis**. ## Related topics - [Customize tables](/docs/data-tables/customize-tables) - [Manage logs](/docs/data-tables/manage-logs) - [Manage billing](/docs/data-tables/manage-billing) - [Manage payments](/docs/data-tables/manage-payments) - [Segments](/docs/settings/segments)