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

View transactions for multiple businesses

If you've got access to multiple businesses in the same organisation, you can view transactions for multiple businesses without having to switch between businesses:

1. In the top menu, click Businesses.
2. In the Business filter window that appears, search for and select the businesses whose transactions you want to view. To view the transactions for all businesses that you have access to, select the All businesses check box.

   

3. Click Apply.

The Dashboard updates to show transactions for all the selected businesses. The transaction listing now includes a Business column showing which business the transaction occurred under. If you export the list of transactions, the export includes the merchant name and merchant ID so that you can differentiate between businesses.

Search for a transaction

Search for a transaction as follows:

1. In the left navigation menu, click Transactions.

2. Enter the partial customer name, merchant order ID, 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. For M-PESA, blink by Emtel, and MCB Juice, you can also enter a partial phone number or email address (for M-PESA, you can search using the reference as well). The search results appear as you type.

   

Find linked transactions

To find linked transactions, select a transaction and then, in the details panel that appears, click the Linked transactions tab. A chronological view of all linked transactions appears.

Linked transactions include, but are not limited to:

• A debit linked to a refund or reversal.
• A preauthorisation or registration linked to recurring transactions.
• A preauthorisation linked to a capture.

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. In the Payment Source section, click More. Select the payment source that you want to filter for, for example, Payment Page.
9. 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 summary section provides a summary of your sales (DB and CP transactions), refunds (RF and CD), and the net total for all the transactions for the date range selected.

Export transactions to CSV

To export a list of all the returned transactions, click the Download a CSV button. If the export takes less than 6 seconds, your device downloads the CSV immediately.

If it takes more than 6 seconds:

1. The Dashboard queues the download for processing. It notifies you when it has completed processing the CSV and has made the CSV available for download.
2. In the left navigation menu, click Exports. The queue of exports displays, showing their statuses.
3. Go to the Downloads tab.
4. Find the export that you want to download and click Download on the right. Downloads are available to all users linked to the business for 7 days.

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Only certain roles can export transactions.

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.

The following video showcases how to refund a transaction using the Peach Payments 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. Select whether you would like to perform a full or partial refund. If you're performing a partial refund, specify the amount that you would like to refund.
   2. Select the refund reason, options include a cancelled order, duplicate order, and much more. If you select Other, provide more details in the field that appears.
   3. Click Issue refund.

5. In the confirmation window that appears, click Confirm.

6. A note appears highlighting the submission of the refund for processing.

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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.

   

Download proof of 3-D Secure

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The proof of 3-D Secure is not available immediately.

Download proof of 3-D Secure for successful debit and preauthorisation transactions from the Dashboard as follows:

1. In the left navigation menu, click Transactions.

2. Use the search bar or filters (for example, filter for successful debit or preauthorisation transactions) to find the 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 3D.

   

The proof of 3-D Secure PDF downloads.