Managing Transactions
Learn how to manage payments and transfers in the Notch Pay dashboard
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:
- Navigate to Payments > All Payments in the main menu
- 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.
To view your payments:
- Navigate to Payments > All Payments in the main menu
- 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.
You can filter the payments list to find specific transactions:
- Click the Filter button above the payments list
- Apply filters based on:
- Status: Filter by payment status (pending, complete, failed, etc.)
- Date Range: Filter by payment date
- Amount Range: Filter by payment amount
- Payment Method: Filter by the method used (Mobile Money, card, etc.)
- Customer: Filter by customer name or email
- Reference: Filter by your custom reference
You can apply multiple filters simultaneously for more precise results.
To view detailed information about a payment:
- Click on any payment in the list
- The payment details page shows:
- Complete payment information
- Customer details
- Payment method details
- Timeline of payment events
- Related transactions (refunds, etc.)
- Metadata and custom fields
From the payment details page, you can also perform actions like issuing refunds or sending receipts.
Payment Actions
Transfers Management
To view your transfers:
- Navigate to Transfers > All Transfers in the main menu
- 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.
To view your transfers:
- Navigate to Transfers > All Transfers in the main menu
- 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.
You can filter the transfers list to find specific transactions:
- Click the Filter button above the transfers list
- Apply filters based on:
- Status: Filter by transfer status (pending, complete, failed, etc.)
- Date Range: Filter by transfer date
- Amount Range: Filter by transfer amount
- Transfer Method: Filter by the method used (Mobile Money, bank transfer, etc.)
- Beneficiary: Filter by beneficiary name or account
- Reference: Filter by your custom reference
You can apply multiple filters simultaneously for more precise results.
To view detailed information about a transfer:
- Click on any transfer in the list
- The transfer details page shows:
- Complete transfer information
- Beneficiary details
- Transfer method details
- Timeline of transfer events
- Related transactions
- Metadata and custom fields
From the transfer details page, you can also perform actions like canceling pending transfers or retrying failed transfers.
Transfer Actions
Transaction Exports
You can export your transaction data for accounting, reconciliation, or analysis purposes:
Exporting Payments
- Navigate to Payments > All Payments
- Apply any filters you want to use
- Click the Export button
- Select the export format (CSV or Excel)
- Choose the data fields to include
- Click Export
- The file will be downloaded to your computer
Exporting Transfers
- Navigate to Transfers > All Transfers
- Apply any filters you want to use
- Click the Export button
- Select the export format (CSV or Excel)
- Choose the data fields to include
- Click Export
- The file will be downloaded to your computer
Transaction Notifications
You can configure notifications to stay informed about transaction status changes:
- Navigate to Settings > Notification Settings
- Configure email notifications for:
- New payments
- Completed payments
- Failed payments
- New transfers
- Completed transfers
- Failed transfers
- Configure SMS notifications (if enabled for your account)
- Save your notification preferences
Transaction Webhooks
For automated systems, you can set up webhooks to receive real-time notifications about transaction events:
- Navigate to Settings > Webhooks
- Click Add Endpoint
- Enter your webhook URL
- Select the events you want to receive:
payment.created
payment.complete
payment.failed
transfer.created
transfer.complete
transfer.failed
- 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:
- Reports - Generate and analyze financial reports
- Customers Management - Manage your customers
- Beneficiaries Management - Manage your beneficiaries