Transactions dashboard
Use the Transactions dashboard to view, search, filter, and open transactions across all accounts.
The Transactions dashboard is your central list view for payment activity across all customer accounts. Use it to track payment status, review amounts, narrow results with filters, and open transaction details quickly.
Viewing Your Transactions#
The dashboard displays transactions across accounts with the following columns:
| Column | Description |
|---|---|
| Reference | The transaction reference. Click it to open the full transaction detail page. |
| Account | The billing account linked to the transaction. |
| Type | The transaction type — Charge, Refund, or Verification. |
| Status | The current state, such as Pending, Processing, Successful, or Failed. |
| Gateway | The payment gateway that processed the transaction. |
| Amount | The transaction amount in the account's currency. |
| Created | The date the transaction was created. |
Searching#
Use the Search field at the top of the dashboard to find transactions quickly. Results update as you type. You can search by:
- Transaction reference
- Account name or account code
- Gateway reference returned by your payment gateway
- The last four digits of the card used
Filtering#
Click the Filters button to open the filter panel:
- Date Range — Filter by creation date using presets (Today, This Week, This Month, Last 7/30 Days, Last 3 Months) or custom from/to dates.
- Status — Filter by transaction state (Pending, Processing, Successful, Failed, or Voided).
- Type — Show only Charges, Refunds, or Verifications.
- Gateway — Restrict results to a specific payment gateway when you have more than one configured.
- Account — Limit results to a single billing account.
Active filters appear as coloured pills below the search bar. Click Reset to clear all filters.
Combine search and filters for faster triage. For example, filter by Failed and Last 7 Days to surface declines that still need follow-up, then search by account name to isolate a specific customer.
Sorting#
Organise the transaction list by clicking any of the sortable column headers. Click a header again to toggle between ascending and descending order. You can sort by:
- Reference
- Type
- Status
- Amount
- Created
Pagination#
When you have many transactions, the dashboard paginates results automatically. Use the controls at the top and bottom of the table to navigate between pages or change the number of results shown.
Charge Transaction Statuses#
Pending#
- Initial state. Charges start as Pending, indicating they have been created but not yet submitted to the payment gateway, or are awaiting customer action.
- Automatic collection. Charges raised by an invoice under automatic collection move to Processing as soon as they are submitted to the gateway.
- Manual collection. Charges remain Pending until the customer pays the related invoice or the configured due date is reached.
Processing#
- Definition. A Processing charge has been submitted to the gateway but the result is still pending. This is common with bank-based payment methods that take time to settle.
- Outcome. Once the gateway responds, the charge updates to Successful or Failed depending on the result.
Successful#
- Definition. A Successful charge has been approved by the gateway and funds have been captured.
- Invoices. Successful charges mark the related invoice as Paid/Closed.
Failed#
- Definition. A Failed charge was declined by the gateway. The transaction detail page shows the gateway's response code and decline reason.
- Invoices. Failed charges move the related invoice to Past Due.
Voided#
- Definition. A Voided charge was cancelled before settlement. Voids do not move funds and usually disappear from the customer's statement quickly.
Refund Transaction Statuses#
Processing#
- Definition. A refund enters Processing when it has been initiated but the gateway has not yet confirmed the result. This is common with bank-based refunds.
- Balance adjustments. While processing, the refund amount is reflected against the customer's account wallet credit. If the refund declines, the balance is restored.
Successful#
- Definition. A Successful refund has been approved by the gateway and funds have been returned to the customer's original payment method.
- Wallet. Successful refunds restore any account wallet credit applied to the original charge.
Failed#
- Definition. A Failed refund was declined by the gateway. The customer's balance is restored as if the refund had not been attempted.
Voided#
- Definition. A Voided refund was cancelled before settlement and never moved any funds.
Verification Transaction Statuses#
Successful#
- Definition. A Successful verification confirms the customer's card is valid. The small authorisation hold is released by the gateway immediately and never settles.
- Invoices. Verification transactions are not tied to any invoice and do not affect the account wallet.
Failed#
- Definition. A Failed verification means the gateway could not confirm the card. Use the decline reason on the detail page to ask the customer for an updated payment method.