Learn how to manage payments and transfers in the Notch Pay dashboard
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.
To view your payments:
The payments list is paginated, with the most recent payments shown first.
To view your payments:
The payments list is paginated, with the most recent payments shown first.
You can filter the payments list to find specific transactions:
You can apply multiple filters simultaneously for more precise results.
To view detailed information about a payment:
From the payment details page, you can also perform actions like issuing refunds or sending receipts.
Creating a Payment
To create a new payment:
Alternatively, you can use the Quick Payment button on the dashboard home page.
Refunding a Payment
To refund a payment:
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
To cancel a pending payment:
You can only cancel payments that are still in the pending state. Completed payments must be refunded instead.
Sending a Receipt
To send a receipt to a customer:
The customer will receive an email with the payment details and receipt.
To view your transfers:
The transfers list is paginated, with the most recent transfers shown first.
To view your transfers:
The transfers list is paginated, with the most recent transfers shown first.
You can filter the transfers list to find specific transactions:
You can apply multiple filters simultaneously for more precise results.
To view detailed information about a transfer:
From the transfer details page, you can also perform actions like canceling pending transfers or retrying failed transfers.
Creating a Transfer
To create a new transfer:
Alternatively, you can use the Quick Transfer button on the dashboard home page.
Bulk Transfers
To send money to multiple beneficiaries at once:
Bulk transfers are useful for payroll, vendor payments, or any situation where you need to send money to multiple recipients.
Canceling a Transfer
To cancel a pending transfer:
You can only cancel transfers that are still in the pending state. Completed transfers cannot be canceled.
Retrying a Failed Transfer
To retry a failed transfer:
The transfer will be attempted again with the updated information.
You can export your transaction data for accounting, reconciliation, or analysis purposes:
You can configure notifications to stay informed about transaction status changes:
For automated systems, you can set up webhooks to receive real-time notifications about transaction events:
payment.created
payment.complete
payment.failed
transfer.created
transfer.complete
transfer.failed
For more information about webhooks, see the Webhooks documentation.
Now that you know how to manage transactions, explore these related guides:
Learn how to manage payments and transfers in the Notch Pay dashboard
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.
To view your payments:
The payments list is paginated, with the most recent payments shown first.
To view your payments:
The payments list is paginated, with the most recent payments shown first.
You can filter the payments list to find specific transactions:
You can apply multiple filters simultaneously for more precise results.
To view detailed information about a payment:
From the payment details page, you can also perform actions like issuing refunds or sending receipts.
Creating a Payment
To create a new payment:
Alternatively, you can use the Quick Payment button on the dashboard home page.
Refunding a Payment
To refund a payment:
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
To cancel a pending payment:
You can only cancel payments that are still in the pending state. Completed payments must be refunded instead.
Sending a Receipt
To send a receipt to a customer:
The customer will receive an email with the payment details and receipt.
To view your transfers:
The transfers list is paginated, with the most recent transfers shown first.
To view your transfers:
The transfers list is paginated, with the most recent transfers shown first.
You can filter the transfers list to find specific transactions:
You can apply multiple filters simultaneously for more precise results.
To view detailed information about a transfer:
From the transfer details page, you can also perform actions like canceling pending transfers or retrying failed transfers.
Creating a Transfer
To create a new transfer:
Alternatively, you can use the Quick Transfer button on the dashboard home page.
Bulk Transfers
To send money to multiple beneficiaries at once:
Bulk transfers are useful for payroll, vendor payments, or any situation where you need to send money to multiple recipients.
Canceling a Transfer
To cancel a pending transfer:
You can only cancel transfers that are still in the pending state. Completed transfers cannot be canceled.
Retrying a Failed Transfer
To retry a failed transfer:
The transfer will be attempted again with the updated information.
You can export your transaction data for accounting, reconciliation, or analysis purposes:
You can configure notifications to stay informed about transaction status changes:
For automated systems, you can set up webhooks to receive real-time notifications about transaction events:
payment.created
payment.complete
payment.failed
transfer.created
transfer.complete
transfer.failed
For more information about webhooks, see the Webhooks documentation.
Now that you know how to manage transactions, explore these related guides: