> ## Documentation Index
> Fetch the complete documentation index at: https://developer.notchpay.co/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

<Tabs>
  <Tab title="Viewing Payments">
    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.
  </Tab>

  <Tab title="Filtering Payments">
    You can filter the payments list to find specific transactions:

    1. Click the **Filter** button above the payments list
    2. 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.
  </Tab>

  <Tab title="Payment Details">
    To view detailed information about a payment:

    1. Click on any payment in the list
    2. 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.
  </Tab>
</Tabs>

### Payment Actions

<AccordionGroup>
  <Accordion title="Creating a Payment">
    To create a new payment:

    1. Click **Payments > Create Payment** in the main menu
    2. Enter the payment details:
       * Amount and currency
       * Customer information (or select an existing customer)
       * Description and reference
       * Expiration time (optional)
       * Metadata (optional)
    3. Click **Create Payment**
    4. 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.
  </Accordion>

  <Accordion title="Refunding a Payment">
    To refund a payment:

    1. Navigate to the payment details page
    2. Click the **Refund** button
    3. Enter the refund amount (for partial refunds) or refund the full amount
    4. Add a reason for the refund (optional)
    5. 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.
  </Accordion>

  <Accordion title="Canceling a Payment">
    To cancel a pending payment:

    1. Navigate to the payment details page
    2. Click the **Cancel** button
    3. Confirm the cancellation

    You can only cancel payments that are still in the pending state. Completed payments must be refunded instead.
  </Accordion>

  <Accordion title="Sending a Receipt">
    To send a receipt to a customer:

    1. Navigate to the payment details page
    2. Click the **Send Receipt** button
    3. Verify or update the recipient email address
    4. Add a custom message (optional)
    5. Click **Send**

    The customer will receive an email with the payment details and receipt.
  </Accordion>
</AccordionGroup>

## Transfers Management

<Tabs>
  <Tab title="Viewing Transfers">
    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.
  </Tab>

  <Tab title="Filtering Transfers">
    You can filter the transfers list to find specific transactions:

    1. Click the **Filter** button above the transfers list
    2. 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.
  </Tab>

  <Tab title="Transfer Details">
    To view detailed information about a transfer:

    1. Click on any transfer in the list
    2. 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.
  </Tab>
</Tabs>

### Transfer Actions

<AccordionGroup>
  <Accordion title="Creating a Transfer">
    To create a new transfer:

    1. Click **Transfers > Create Transfer** in the main menu
    2. 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)
    3. Click **Create Transfer**
    4. Confirm the transfer details
    5. The transfer will be processed according to the selected method

    Alternatively, you can use the **Quick Transfer** button on the dashboard home page.
  </Accordion>

  <Accordion title="Bulk Transfers">
    To send money to multiple beneficiaries at once:

    1. Click **Transfers > Bulk Transfers** in the main menu
    2. You can add beneficiaries in two ways:
       * **Manual Entry**: Add beneficiaries one by one
       * **CSV Upload**: Upload a CSV file with beneficiary information
    3. Review the transfer details for each beneficiary
    4. Enter a common description or reference (optional)
    5. Click **Create Bulk Transfer**
    6. Confirm the total amount and number of transfers
    7. 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.
  </Accordion>

  <Accordion title="Canceling a Transfer">
    To cancel a pending transfer:

    1. Navigate to the transfer details page
    2. Click the **Cancel** button
    3. Confirm the cancellation

    You can only cancel transfers that are still in the pending state. Completed transfers cannot be canceled.
  </Accordion>

  <Accordion title="Retrying a Failed Transfer">
    To retry a failed transfer:

    1. Navigate to the transfer details page
    2. Click the **Retry** button
    3. Review and update the transfer details if needed
    4. Click **Retry Transfer**

    The transfer will be attempted again with the updated information.
  </Accordion>
</AccordionGroup>

## 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](/get-started/webhooks).

## Next Steps

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

* [Reports](/dashboard/reports) - Generate and analyze financial reports
* [Customers Management](/customers/index) - Manage your customers
* [Beneficiaries Management](/send-money/beneficiaries) - Manage your beneficiaries