# Manage Pay In transactions in the UI

> View and manage Pay In transaction reports in PayHub. Access transaction details, filter payment data, export reports, and perform actions like voids, refunds, and looking up customer information

<AudienceInfo audiences={['partners', 'merchants']} />

The Pay In Transactions report is a list of all inbound transactions for your company across a specified period. From the report page, you can get an overview of the total count and amount of these transactions, or view and work with individual transactions.

View your Pay In Transactions report by navigating to **Money In > Reports > Transactions**.

## Overview

The main transactions screen gives you a high-level overview of your company's Pay In transactions. This view is customizable: you can include whichever transaction-level details are most meaningful to your organization. To do so, click the **Columns** icon and select the columns to display in your transactions overview.

<Accordion icon="table-columns" title="Click to view available columns">
  * Payment ID
  * Transaction ID
  * Order ID
  * Batch Number
  * Organization
  * Paypoint DBA name
  * Paypoint ID
  * External Paypoint ID
  * Customer Company
  * Customer #
  * Email
  * Phone #
  * Billing Address
  * Shipping Address
  * Invoice number
  * Date Time of transaction
  * Pay method
  * Last four digits of the pay method
  * Transaction type
  * Cycle
  * Payment status
  * Batch status
  * Amount Fee
  * Total Amount
  * Currency
  * Auth Code
  * Source
  * Notes
</Accordion>

The default report period is the last 60 days, but you can change this using filters.

## Work with a transaction

To open an individual transaction, locate the transaction you're interested in and click the three-dot icon in the **Action** column. In the menu that appears, select an action:

* Choose **Quick View** to open the *Transaction Details* panel. This panel displays basic information about the transaction itself and the customer who made it. From here, you can void or refund the transaction, send a receipt, or open the customer's dashboard by selecting **Customer Information**.
* Choose **View Customer** to go directly to the customer's record.
* Choose **Charge Again** to run the charge again. This opens the *Charge Again* panel, where you can charge the customer again.
* Choose **Send Receipt** to send a receipt for the charge to the customer. In the modal that appears, verify the customer's email address and click **Send**.
* Choose **Void** to void the transaction. In the confirmation modal that appears, click **Void**.
* Choose **Refund** to refund the transaction.
* Choose **Hold Transaction** to hold the transaction. In the confirmation modal that appears, click **Hold**.

The actions available for a transaction depend on the transaction's status and other variables.

## Export transaction list

To download a list of transactions, first filter the report, then click the **Download** icon and select a format. The file will be downloaded to your device.