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
Payment Actions
Creating a Payment
Creating a Payment
To create a new payment:
- Click Payments > Create Payment in the main menu
- Enter the payment details:
- Amount and currency
- Customer information (or select an existing customer)
- Description and reference
- Expiration time (optional)
- Metadata (optional)
- Click Create Payment
- You’ll receive a payment link that you can share with your customer
Refunding a Payment
Refunding a Payment
To refund a payment:
- Navigate to the payment details page
- Click the Refund button
- Enter the refund amount (for partial refunds) or refund the full amount
- Add a reason for the refund (optional)
- Click Process Refund
Canceling a Payment
Canceling a Payment
To cancel a pending payment:
- Navigate to the payment details page
- Click the Cancel button
- Confirm the cancellation
Sending a Receipt
Sending a Receipt
To send a receipt to a customer:
- Navigate to the payment details page
- Click the Send Receipt button
- Verify or update the recipient email address
- Add a custom message (optional)
- Click Send
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
Transfer Actions
Creating a Transfer
Creating a Transfer
To create a new transfer:
- Click Transfers > Create Transfer in the main menu
- Enter the transfer details:
- Amount and currency
- Beneficiary information (or select an existing beneficiary)
- Transfer method (Mobile Money, bank transfer, etc.)
- Description and reference
- Metadata (optional)
- Click Create Transfer
- Confirm the transfer details
- The transfer will be processed according to the selected method
Bulk Transfers
Bulk Transfers
To send money to multiple beneficiaries at once:
- Click Transfers > Bulk Transfers in the main menu
- You can add beneficiaries in two ways:
- Manual Entry: Add beneficiaries one by one
- CSV Upload: Upload a CSV file with beneficiary information
- Review the transfer details for each beneficiary
- Enter a common description or reference (optional)
- Click Create Bulk Transfer
- Confirm the total amount and number of transfers
- The transfers will be processed in batch
Canceling a Transfer
Canceling a Transfer
To cancel a pending transfer:
- Navigate to the transfer details page
- Click the Cancel button
- Confirm the cancellation
Retrying a Failed Transfer
Retrying a Failed Transfer
To retry a failed transfer:
- Navigate to the transfer details page
- Click the Retry button
- Review and update the transfer details if needed
- Click Retry Transfer
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.createdpayment.completepayment.failedtransfer.createdtransfer.completetransfer.failed
- Click Save
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