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
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
Alternatively, you can use the Quick Payment button on the dashboard home page.
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
The refund will be processed and the customer will receive the refunded amount. Refunds typically take 5-7 business days to process, depending on the payment method.
Canceling a Payment
Canceling a Payment
To cancel a pending payment:
- Navigate to the payment details page
- Click the Cancel button
- Confirm the cancellation
You can only cancel payments that are still in the pending state. Completed payments must be refunded instead.
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
The customer will receive an email with the payment details and receipt.
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
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
Alternatively, you can use the Quick Transfer button on the dashboard home page.
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
Bulk transfers are useful for payroll, vendor payments, or any situation where you need to send money to multiple recipients.
Canceling a Transfer
Canceling a Transfer
To cancel a pending transfer:
- Navigate to the transfer details page
- Click the Cancel button
- Confirm the cancellation
You can only cancel transfers that are still in the pending state. Completed transfers cannot be canceled.
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
The transfer will be attempted again with the updated information.
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
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