Payments management
Rebilly provides comprehensive payments management. You can manage payment data, payment gateways, payment transactions, and more. Payment data and payment-related interactions are available in the Data tables section of Rebilly.
A payment is a transfer of money from a customer to a merchant in exchange for goods or services. Payments are processed by payment gateway accounts, which are integrated into a merchant's website or checkout flow. Payment gateway management and configuration is available in the settings section of Rebilly. For more information, see Payment processing.
The following payments interactions are available in Rebilly.
Payments interactions
The following payments interactions are available in Rebilly.
| Interaction | Description |
| Add notes, attachments, or tags to a payment transaction | Add information to a payment transaction, or tag a colleague or Rebilly support for their input or help. |
| Dispute an approved transaction | Dispute an approved transaction with the customer. |
| Export payments table data as a CSV file | Export data contained in a data tables segment to a CSV file. |
| Refund an approved transaction | Complete a full or partial refund for an approved transaction. |
| Inspect a payment gateway transaction | Inspect a payment gateway transaction and troubleshoot related payment gateway requests and responses. |
| Query a payment gateway | Check for discrepancies between a payment gateway and the amount the customer paid. Use this feature to resolve discrepancies. |
| View payment activity | View activity related to a specific payment transaction. The timeline displays activity by date and time. |
| View payment transaction details | View transaction details such as result and type, payment instrument information, customer information, transaction risk analysis, and related webhook or API logs. |
| View payment reports | View interactive reports on all payment transactions over a period of time. |
| View parent transactions | View parent transactions related to a voided or refunded payment transaction. A parent transaction is associated with a child transaction. |
| View related invoices | View invoices related to a payment transaction. |
| View transaction details | View detailed payment transaction information. |
| View transaction logs | View webhook or API logs related to a specific payment transaction. |
| View balance transactions | View balance transactions related to a specific payment transaction. |
| View transaction risk analysis | View risk analysis details for a specific payment transaction. |
Payment gateway interactions
The following payment gateway interactions are available in Rebilly.
| Interaction | Description |
| Set up a gateway | Add and configure a payment gateway in Rebilly. |
| Configure card statement descriptions | Assign a name to display on the cardholder's monthly statement or use a dynamic descriptor. A descriptor identifies the source of a credit or debit card transaction and can be modified on a per-transaction basis. |
| Configure custom fields | Add custom fields to a payment gateway account. Custom fields extend a resource schema to include data not provided as a common field. |
| Configure Dynamic Currency Conversion (DCC) | Configure DCC to automatically convert the currency of a transaction to the currency of the customer's payment card at a small markup. |
| Configure sticky gateway accounts | Ensure that all future payments from new payment instruments are processed by the same gateway that handled their first transaction. |
| Configure gateway account timeout | Specify the amount of time Rebilly will wait for a response from the gateway before timing out. |
| Configure approval window Time To Live (TTL) | Specify the time within which an offsite transaction must be approved before it is automatically abandoned. |
| Configure reconciliation window | Specify the time within which an approved transaction must be reconciled before it is automatically abandoned. |
| Configure 3 Domain Secure (3DS) | Activate 3DS transactions on a payment gateway account. 3DS is a security layer for online transactions that validates cardholders through the issuing bank's website. |
| Configure additional filters | Define additional criteria for using a specific payment gateway. For example, use this gateway only when the customer's billing address is in the US. |
| Configure additional reporting | Add additional reporting and benchmark information to a payment gateway. |
| Activate or deactivate a payment gateway | Activate or deactivate a payment gateway in Rebilly. |
| Schedule downtime for a payment gateway | Schedule downtime for a payment gateway in Rebilly. |
| Set volume limits | Set volume limits for a payment gateway in Rebilly. |
| View gateway events | View gateway events for a payment gateway in Rebilly. |
| Configure financial settings | Configure balance transaction settlements and risk reserves. |