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 and filter transactions

Perform a basic search as follows:

1. In the left navigation menu, click Transactions.
2. Depending on the parameter that you're searching for, enter the full or partial parameter into the search bar:
   • Full parameter: Transaction or entity ID.
   • Partial parameter:
     • Customer name, merchant order ID, or channel name.
     • For M-PESA: Phone number, email address, or reference.
     • For blink by Emtel: Phone number, email address, or reference.
     • For MCB Juice: Phone number, email address, or request ID.

The search results appear as you type.

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You can search for other fields using the Filters button.

Advanced search

The Dashboard enables you to search for specific fields, including, amount, invoice ID, short ID, channel ID, card number, IP address, result code, shopper ID, customer email, and customer name.

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Peach Payments uses channel ID and entity ID interchangeably. Finding the channel or entity ID differs slightly for connections, Payment Links, Checkout, and Payments API.

1. In the Transactions section, click Filters.
2. In the Search fields section, select the field that you want to search by, for example Card number. Then select the appropriate option from the list, for example, First 6 digits. Lastly, enter the value that you want to search for, for example 403800, to filter for cards starting with 403800.

   

3. Click Apply.

The search results appear.

Filter transactions

The Dashboard supports filtering by multiple fields, including transaction status and type, payment brand, currency, and much more:

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 Filters to expand the filter section.

   

4. Select the Transaction category:
   1. Expand the Status section and select the statuses that you want to filter for, for example, Successful and Pending.
   2. Expand the Type section and select the payment types that you want to filter for, for example, Debit (DB).
5. Select the Payment category:
   1. Expand the Brand section and select the payment brands that you want to filter for, for example, Visa.
   2. Expand the Products and connections section and select the products or connections that you want to filter for, for example, Checkout.
   3. Expand the Currency section and select the currency that you want to filter for, for example, ZAR (South African Rand).
   4. Expand the Clearing institute section and select the clearing institute that you want to filter for, for example, Absa Hiso Aggregation.
6. Select the Customer category, expand the Country section, and select the countries that you want to filter for, for example, South Africa and Kenya.
7. Click Apply to apply the filters or Save and apply to save the filters and apply them. Saving the filters ensures that if you go to another page or log out of the Dashboard, that the Dashboard retains your filters when you return to the Transactions page.

This applies the filters that you selected.

Click the Clear button to remove all the filters. You can also click the Reset button in the Advanced filters panel to reset the filters.

You can also pin specific filter sections that you use often:

1. In the Advanced filters panel, select the filter category that contains the filter section that you want to pin, for example, Transaction.
2. Click the pin icon for the section that you want to pin, for example, Status.

   

3. You can pin filter sections from multiple categories. For example, select the Payment filter category and click the pin icon for another category section, like Brand.

A new Pinned filters category appears with the pinned filter sections available.

Find linked transactions

To find linked transactions, select a transaction and then, in the details panel that appears, scroll down to the Linked transactions section. 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.

Find a transaction's ECI flag

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• The Electronic Commerce Indicator (ECI) is a value provided by Directory Servers (such as Visa, Mastercard, and American Express) that reflects the result of authentication attempts on transactions processed through 3-D Secure.
• The ECI flag indicates whether the transaction was fully authenticated via 3-D Secure or if there was only an authentication attempt.

To find the ECI flag value of a card transaction, select the transaction and then in the details panel that appears, click More details and scroll down to the Processing info section.

ECI values show the result of 3-D Secure authentication across card networks.

Find a transaction's Merchant Advice Code

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• A Merchant Advice Code (MAC) is a response code from a card issuer or payment network (for example, Visa, Mastercard, and so on). It informs a merchant how to handle a failed transaction based on the issuer's assessment.
• A MAC helps optimise transaction workflows, reduce unnecessary retries, and ensure compliance with payment network rules. It provides guidance, such as whether to retry the transaction, request extra authentication, or decline it permanently.

To find the MAC value of a card transaction, select the transaction and then in the details panel that appears, click Logs and in the drop-down list, click Connector.

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• Only certain roles can view the Logs > Connector section.
• Not all card transactions feature the Merchant Advice Code.

Importance of MACs

• Compliance:
  • Keeps merchants in card network guidelines and prevents penalties. For example, Mastercard applies a Merchant Violation Fee when merchants exceed retry limits.
  • Improper handling can increase chargebacks which impacts merchant and PSP operations and in certain cases, can result in suspension from card networks.
• Fraud mitigation: MACs help identify fraud so merchants can act, for example, to block transactions or BINs.
• Operational efficiency: MACs give specific instructions that reduce failed transaction attempts and cut costs.
• Customer experience: Following MAC guidance prevents repeated declines and transaction delays that frustrate customers.
• Minimising risk of fines: Payment networks like Visa and Mastercard penalise merchants for improper retry attempts, non-compliance with MAC actions, and failure to prevent fraudulent activity.

Mastercard Merchant Advice Codes

Visa Merchant Advice Codes

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 debit

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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 left of the panel.

   

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 six 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, then click Proof of refund.

   

4. The proof of refund PDF downloads.

   

Capture or reverse a preauthorisation

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• Only certain roles can capture and reverse transactions.
• You can only capture or reverse PA transactions.

The Manage card payments section describes how to capture or reverse a preauthorisation (PA) transaction using the Peach Payments Dashboard.

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.