# Manage payments

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

## 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 **Data tables**, 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 **Tag user**.
    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 **Attach a file**, 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 **Link to a customer or transaction**, 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 **Data tables**, 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 **Data tables**, 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 **Edit columns**.
  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 **Edit columns**.
  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 **Alerts**, 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 **Data tables**, 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 transaction

    In 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 information

    In the right of the page, in the **Risk analysis** section, press **Show complete analysis**.

  - View application requests that are related to a transaction

    In the top of the page, press **API logs**, then press a log.
    To filter logs, press **Filters**.
    To add more than one filter, press **Add filter**.

  - Share a transaction log with a third party provider

    Only 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 **Clone**.
      2. Paste the log into an email or text editor, then share it with the third party provider.

  - 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).

### 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 **Clone**.
**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 **Filters**.
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 **Data tables**, 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 **Data tables**, 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 **Data tables**, then press **Payments**.
2. Press **Sales**.
3. On the left of the transactions in the table, select one or more checkboxes, then press **Batch** **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 **Data tables**, 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 **Data tables**, 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 **Caret right**.

## 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 **Data tables**, 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 type

    In 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 instrument

    In the top middle of the page, under **Payment instrument**, view payment instrument information.

  - View transaction risk analysis

    In the right of the page, in the **Risk analysis** section, view the risk information.
    For more detail, press **Show complete analysis**.

  - View customer information

    In the right of the page, view customer and billing information.

  - View related webhook or API logs

    Press **Webhook logs** or **API logs**.
    For more information on logs, see [Manage logs](/docs/data-tables/manage-logs).

  - View invoices or transactions

    In the right of the page, view the **Related invoices** and **Related transactions** sections.

  - View all information about the transaction

    In 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 transaction

    See [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 **Data tables**, 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 **Reports**, then press **Go to report**.

Alternatively, to access reports from anywhere in Rebilly: In the left navigation bar, press **Reports**.

## 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 **Data tables**, 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 **Data tables**, 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 **Data tables**, 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 **Data tables**, 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 **Webhook logs** or **API logs**.
5. Optionally, to filter logs, in the top right of the table, press **Filters**.
To add more than one filter, press **Add filter**.

## Download a transaction

Use this process to download a transaction in PDF format.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Payments**.
3. Press **Sales**.
4. Select a transaction.
5. At the bottom of the transaction details, press **Download transaction**.

## 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 **Data tables**, 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 **Filters**.
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 **Data tables**, 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)