Managing Transactions

The Notch Pay dashboard provides powerful tools for managing your payments and transfers. This guide will show you how to effectively track, search, and manage all your transactions.

Payments Management

To view your payments:

  1. Navigate to Payments > All Payments in the main menu
  2. You’ll see a list of all your payments with key information:
    • Payment ID
    • Amount and currency
    • Status (pending, complete, failed, etc.)
    • Customer information
    • Date and time
    • Payment method

The payments list is paginated, with the most recent payments shown first.

Payment Actions

Transfers Management

To view your transfers:

  1. Navigate to Transfers > All Transfers in the main menu
  2. You’ll see a list of all your transfers with key information:
    • Transfer ID
    • Amount and currency
    • Status (pending, complete, failed, etc.)
    • Beneficiary information
    • Date and time
    • Transfer method

The transfers list is paginated, with the most recent transfers shown first.

Transfer Actions

Transaction Exports

You can export your transaction data for accounting, reconciliation, or analysis purposes:

Exporting Payments

  1. Navigate to Payments > All Payments
  2. Apply any filters you want to use
  3. Click the Export button
  4. Select the export format (CSV or Excel)
  5. Choose the data fields to include
  6. Click Export
  7. The file will be downloaded to your computer

Exporting Transfers

  1. Navigate to Transfers > All Transfers
  2. Apply any filters you want to use
  3. Click the Export button
  4. Select the export format (CSV or Excel)
  5. Choose the data fields to include
  6. Click Export
  7. The file will be downloaded to your computer

Transaction Notifications

You can configure notifications to stay informed about transaction status changes:

  1. Navigate to Settings > Notification Settings
  2. Configure email notifications for:
    • New payments
    • Completed payments
    • Failed payments
    • New transfers
    • Completed transfers
    • Failed transfers
  3. Configure SMS notifications (if enabled for your account)
  4. Save your notification preferences

Transaction Webhooks

For automated systems, you can set up webhooks to receive real-time notifications about transaction events:

  1. Navigate to Settings > Webhooks
  2. Click Add Endpoint
  3. Enter your webhook URL
  4. Select the events you want to receive:
    • payment.created
    • payment.complete
    • payment.failed
    • transfer.created
    • transfer.complete
    • transfer.failed
  5. Click Save

For more information about webhooks, see the Webhooks documentation.

Next Steps

Now that you know how to manage transactions, explore these related guides: