The Transactions section of the Dashboard enables you to view transaction information and perform a range of tasks.

Search for a transaction

Search for a transaction as follows:

1. In the left navigation menu, click Transactions.

2. Enter the partial customer or channel name, or full transaction (the merchantTransactionId received by Checkout or Payments API), unique, or entity ID (the channel or Checkout account) into the search bar. The search results appear as you type.

Filter transactions

Filter transactions by date, amount, status, payment type, or payment brand as follows:

1. In the left navigation menu, click Transactions.
2. Click Today and select a predefined range, for example, Last 30 days. Otherwise, click the first date field and select the date from which you want to filter, then click the date to which you want to filter.
3. Click More filters to expand the filter section.
4. In the Amount section, select the appropriate option from the list, for example, Greater than. Enter the amount, for example, 1000 to filter transactions greater than 1000.
5. In the Status section, select the appropriate statuses that you want to filter for, for example, Successful and Pending.
6. In the Type section, click More. Select the payment types that you want to filter for, for example, Debit.
7. In the Brand section, click More. Select the payment brands that you want to filter for, for example, Visa.
8. Click Apply.

This applies the filters that you selected.

Click the Clear filters button to remove all the filters.

View a summary of transactions

The Transactions section provides a summary of all the transactions for the date range selected. The summary includes the total value of all transactions, the total value of all successful transactions, the total value of all refund and reversal transactions, and the total value of all failed transactions.

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The total value of all transactions includes all successful and failed transactions, but not refunds and reversals.

Export transactions to CSV

To export all the returned transactions, click the Download a CSV button.

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• Only certain roles can export transactions.
• You can only export 200 000 rows.

Refund a transaction

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• Only certain roles can refund transactions.
• You can only refund transactions for certain payment methods from the Dashboard.

Refund a transaction as follows:

1. In the left navigation menu, click Transactions.

2. Use the search bar or filters to find the debit (DB), credit (CD), or capture (CP) transaction that you want to refund, then select it. You cannot refund other transaction types.

3. In the details panel that appears, click Refund in the upper right of the screen.

4. In the Refund transaction window that appears:
   1. Specify the amount that you would like to refund; you can perform a partial refund.
   2. Select the refund reason, options include a cancelled order, fraudulent charges, or other. If you select Other, provide more details in the field that appears.
   3. Click Issue refund.
5. In the confirmation window that appears, confirm the refund.
6. A note appears at the top of the transaction description indicating the initiation of a refund or partial refund. When the refund is complete, the note updates to show that the transaction has been partially or fully refunded.

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• The refund should reflect in the customer's account in 3 to 10 working days.
• A refund older than three months must be manually processed by the Peach Payments team, contact support for assistance.

Download proof of refund

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The proof of refund becomes available 10 minutes after the processing of the transaction.

Download proof of refund from the Dashboard as follows:

1. In the left navigation menu, click Transactions.

2. Use the search bar or filters (for example, filter for the refund transaction type) to find the refund transaction (not the original payment transaction) and then select it.

3. In the details panel that appears, click the more options icon in the upper right of the screen, then click Proof of refund.

4. The proof of refund PDF downloads.