Data tables
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Manage payments
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Payments

Use payments data tables to view, manage, and maintain all payments information.

A segment is a filtered view of a data set. To view filters that are applied to a segment: In the top right of the table, press Filters .

By default, payments data is organized into five segments:

  • All transactions: Contains all transactions (type is in credit, refund, sale, void, setup, authorize).
  • Credits: Contains credit transactions (type is in credit).
  • Disputes: Contains disputed transactions (is disputed is true).
  • Sales: Contains approved sale transactions (type is in sale).
  • Voids and refunds: Contains voided and refunded transactions (type is in void, refund).

To add or manage segments, or to apply or edit filters on a segment, see Segments.

Payments interactions

This section describes all interactions that are available in payments data tables.

Add notes, attachments, or tags to a payment transaction

Use this process to add information to a payment transaction, or to tag a colleague or Rebilly support to get their input or help.

  1. In the left navigation bar, press Data tables, then press Payments.

  2. Select one of the following segments: All transactions, Credits, Disputes, Sales, or Voids and refunds.

  3. In the ID column, press a transaction ID.

  4. In the Timeline section, select from the following:

    Tag a colleague or Rebilly Support
    1. In the text input field, press Tag user.
    2. In the dropdown, select a user or Rebilly support, then press Return or Enter on your keyboard.
    Add an attachment
    1. In the text input field, press Attach a file, select a file, then press Open or Attach.
    2. Enter a message, and press Return or Enter on your keyboard.
    Link a customer or transaction
    1. In the text input field, press Link to a customer or transaction, in the dropdown, select Customers or Transactions.
    2. Select a transaction or customer, then press Return or Enter on your keyboard.
    Add a note
    1. In the text input field, enter a message.
    2. Press Return or Enter on your keyboard.

Dispute an approved transaction

Use this process to dispute an approved transaction with the customer. Use this process to dispute an under payment. For more information, see Disputes and fraud.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Press Sales.
  3. In the ID column, press the ID of an approved transaction.
  4. In the top right of the page, press Dispute.
  5. In the Type field, select the type of dispute.
  6. In the Status field, select the status of the dispute.
  7. In the Posted time field, select the date and time that the dispute was opened.
  8. In the Deadline time field, select the date and time when the dispute must be resolved.
  9. In the Currency dropdown, select the currency of the dispute.
  10. In the Amount field, enter the amount of the dispute.
  11. In the Dispute reason code dropdown, select the reason for the dispute.
  12. In the Acquirer reference number field, enter the reference number of the acquiring bank.
  13. In the Case ID field, enter the case ID of the dispute.
  14. Press Save dispute.

Export payments table data as a CSV file

Use this process to export data that is contained in a data tables segment to a CSV file.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Select one of the following segments: All transactions, Credits, Disputes, Sales, or Voids and refunds.
  3. Optionally, select which columns to include in the export:
    1. In the top right of the screen, press Edit columns.
    2. Add or remove columns, then press Apply.
  4. Optionally, arrange the order of the columns in the export:
    1. In the top right of the screen, press Edit columns.
    2. Drag columns to arrange their order, then press Apply.
  5. In the top right of the screen, press Export, then press Export as CSV. When the reported is generated, a notification is displayed in the top right of the page.
  6. In the top right corner of the page, press Alerts , then press the file to download.

Inspect a payment gateway transaction

Use this process to inspect a payment gateway transaction, and troubleshoot the related payment gateway requests and responses.

  1. In the left navigation bar, press Data tables, then press Payments.

  2. Select one of the following segments: Credits, Disputes, Sales, or Voids and refunds.

  3. In the ID column, press a transaction ID.

  4. In the Timeline section, press a transaction item. Payment gateway transaction information is displayed.

  5. In the expanded transaction item, inspect the Original message and Original code fields. For more information, see Payment gateway response codes and messages.

  6. Select from the following:

    View all information about the transaction

    In the right of the screen, in the Transaction details section, press Show more. This option displays all information about the transaction on one page.

    View risk analysis information

    In the right of the screen, in the Risk analysis section, press Show complete analysis.

    View application requests that are related to a transaction

    In the top middle of the page, press API logs, then press a log.
    To filter logs, press Filters . To add more than one filter, press Add filter.

    Share a transaction log with a third party provider
    Warning

    Only the PAN, CVV, and secret authentication keys are redacted.
    Ensure that you do not share any Personally Identifiable Information (PII) or other sensitive information.

    1. In the Timeline, on the right of transaction, press .
    2. Paste the log into an email or text editor, then share it with the third party provider.
    Receive notifications on payment discrepancies

    Subscribe to the following webhooks:

Troubleshooting options

Use these troubleshooting options together with the steps described in the Inspect a payment gateway transaction section.

  • To share a transaction log with a third party provider: In the Timeline, on the right of transaction, press Clone .
    Note: Only the PAN, CVV, and secret authentication keys are redacted.
  • To view application requests that are related to a transaction: In the top middle of the page, press API logs, then press a log entry.
    To filter logs, press Filters . To add more than one filter, press Add filter.
  • To receive notifications on payment discrepancies, subscribe to the following webhooks:

Query a payment gateway

Use this feature to check for discrepancies between a payment gateway that processed a specific payment and the amount the customer paid. If a discrepancy is found, use this feature to resolve it.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Press All transactions or Sales.
  3. In the ID column, press an approved transaction ID.
  4. In the top right of the page, press Query gateway.
  5. View discrepancies, then press Update or Cancel.

Refund an approved transaction

Use this process to complete, a full or partial, refund for an approved transaction.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Press All transactions or Sales.
  3. In the ID column, press a transaction ID.
  4. In the top right of the page, press Refund.
  5. Enter the fund amount, then press Apply.

Refund one or more approved transactions

Use this process to complete a full refund for one or more processed transactions.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Press Sales.
  3. On the left of the transactions in the table, select one or more checkboxes, then press Refund selected items.

View payments activity

Use this process to view activity related to a specific payment transaction. The timeline displays activity by date and time.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Select one of the following segments: All transactions, Credits, Disputes, Sales, or Voids and refunds.
  3. In the ID column, press a transaction.
  4. In the top of the page, press Timeline. All activity related to the transaction is displayed.
  5. Optionally, to view detailed activity information, on the right of an activity, press .

View payment transaction details

Use this process to view transaction details, such as: transaction result and type, payment instrument information, customer information, transaction risk analysis, and related webhook or API logs.

  1. In the left navigation bar, press Data tables, then press Payments.

  2. Select one of the following segments: All transactions, Credits, Disputes, Sales, or Voids and refunds.

  3. In the ID column, press a transaction ID.

  4. Select from the following:

    View transaction result and type

    In the top left of the page, on the right of the amount, view the transaction result and type. For more information, see Type and Result.

    View payment instrument

    In the top middle of the page, under Payment instrument, view payment instrument information.

    View transaction risk analysis

    In the right of the page, in the Risk analysis section, view the risk information. For more detail, press Show complete analysis.

    View customer information

    In the right of the page, view customer and billing information.

    View related webhook or API logs

    Press Webhook logs or API logs.
    For more information on logs, see Manage logs.

    View invoices or transactions

    In the right of the page, view the Related invoices and Related transactions sections.

    View all information about the transaction

    In the right of the screen, in the Transaction details section, press Show more. This option displays all information about the transaction on one page.

    Add notes, attachments, or tags to a payment transaction

    See Add notes, attachments, or tags to a payment transaction.

View payments reports

Use this process to view interactive reports on all payment transactions over a period of time. For more information, see Payment reports.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Select one of the following segments: All transactions, Credits, Disputes, Sales, or Voids and refunds.
  3. In the top of the table, press Reports . Go to report.

Alternatively, to access reports from anywhere in Rebilly: In the left navigation bar, press Reports .

View parent transactions

Use this process to view the parent transactions that relate to a voided or refunded payment transaction.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Press Voids and refunds.
  3. In the Parent transaction column, press a transaction number.

Use this process to view invoices that are related to a payment transaction.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Select one of the following segments: All transactions, Credits, Disputes, Sales, or Voids and refunds.
  3. In the ID column, press a transaction number.
  4. In left of the page, in the Related invoices section, press an invoice.

View transaction details

Use this process to view detailed payment transaction information.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Select one of the following segments: All transactions, Credits, Disputes, Sales, or Voids and refunds.
  3. In the ID column, press a transaction ID.
  4. In right of the page, in the Transaction details section, view transaction details.
  5. Optionally, to view more detail on the transaction, press Show more.

View transaction logs

Use this process to view webhook or API logs that relate to a specific payment transaction. For more information on webhooks and API logs, see Manage logs.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Select one of the following segments: All transactions, Credits, Disputes, Sales, or Voids and refunds.
  3. In the ID column, press a transaction ID.
  4. Press Webhooks logs or API logs.
  5. Optionally, to filter logs, in the top right of the table, press Filters .
    To add more than one filter, press Add filter.

View balance transactions

Use this process to view balance transactions that relate to a specific payment transaction. For more information, see Balance transactions.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Select one of the following segments: All transactions, Credits, Disputes, Sales, or Voids and refunds.
  3. In the ID column, press a transaction ID.
  4. Press Balance transactions.
  5. Optionally, to filter balance transactions, press Filters .
    To add more than one filter, press Add filter.

View transaction risk analysis

Use this process to view risk analysis details for a specific payment transaction.

  1. In the left navigation bar, press Data tables, then press Payments.
  2. Select one of the following segments: All transactions, Credits, Disputes, Sales, or Voids and refunds.
  3. In the ID column, press a transaction ID.
  4. In the right of the page, in the Risk analysis section, view transaction risk analysis information.
  5. Optionally, to view detailed risk analysis information, press Show complete analysis.
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