Manage Pay In transactions (Portal)

Access your Pay In Transactions report at Pay In > Reports > Transactions. The report lists all inbound transactions for a specified period, with a summary at the bottom. By default, it shows the last 60 days of transaction activity. Partners use the report to monitor activity across their entire organization. Merchants use it to manage their transactions — including exceptions such as issuing refunds, sending receipts.

Customize reports

Use columns, filters, and saved views to control what the report shows.

Customize the report view

Add columns when you need details beyond the default view, such as when investigating a dispute, reviewing risk flags, or building a targeted export. Click Columns, select the columns you want, and click Save. If your organization or paypoint uses custom fields, those appear here as additional options.

Filter transactions

Filters let you narrow the report to show only the transactions that match specific criteria. Use them to locate a particular payment, isolate transactions by customer or date range, or focus on a specific status.

To filter rows, click Filters. Filters are grouped into four categories: Transaction Details, Payment Method, Customer Information, and Processing Information.

Filters in this report work like this:

• For fields that accept multiple selections, the filter uses OR logic: selecting two payment statuses returns transactions matching either status.
• For string fields, unquoted text matches partially. For example, filtering the Paypoint DBA name with Riverheights matches any paypoint whose DBA name contains that string. Wrap a value in quotes for an exact match: "Riverheights HOA" returns only that paypoint.
• Some string filters also offer an Exclude values toggle, which inverts the filter — returning all transactions except those matching the value you entered.

Save a custom transactions report

Once you’ve set up a filter combination you want to reuse, you can save it as a named view. Saved reports let you return to the same filtered state without reconfiguring filters each time.

To access a saved report, click the dropdown beside Transactions. Select your report from the list of saved reports.

Export transaction data

To export a transaction report:

1. Select a saved report or customize your report to present the data you’re interested in.
2. Click Export.
3. Select any additional columns to add to your exported file.
4. Click Export XLSX or Export CSV.

For large exports, your file may be queued for processing. Click See your export queue to view pending and completed export jobs.

Work with individual transactions

Locate a transaction in the report and click the three-dot icon. If you’re a merchant, you’ll use this to handle refund requests, re-run failed charges, and respond to customer inquiries. The actions available depend on the transaction’s status and your role.

The default actions are:

• View Details — Opens the Transaction Details panel with transaction and customer info. From here you can take further action or navigate to the customer record.
• View Customer — Goes directly to the customer’s record.
• Send Receipt — Sends a receipt to the customer. Verify the email address in the modal that appears, then click Send.
• Charge Again — Opens the Charge Again panel where you can adjust the amount or other details, then process the payment with a stored or new payment method.
• Capture Transaction — Captures a previously authorized (auth-only) transaction.
• Refund Transaction — Issues a refund after the transaction has been settled.
• Void Transaction — Cancels an unsettled transaction before the batch closes. Not sure whether to refund or void? See Void vs. refund.
• Hold Transaction — Places the transaction on hold.
• Release Transaction — Releases a held transaction.

Related resources

See these related resources to help you get the most out of Payabli.