Transaction Overview

This article covers everything you need to know about the transaction overview, filtering payments, and understanding different payment statuses and transaction types.

To view all your transactions, go to Payments > Transactions in the main menu of your merchant dashboard:

The Payrexx transaction overview

The transaction overview is organized into the following columns:

• Status: The payment status of the transaction. For more information, please refer to the payment status section.

• Risk: The risk level associated with the transaction.

• Type: The transaction type (further details can be found in the Transaction Type section).

• Amount: The currency and total amount of the transaction.

• Payment Method: The chosen payment method (e.g., TWINT, Mastercard, or American Express).

• Description: A description of the transaction.

• Customer: The customer's first and last name.

• Date: The date and time of the transaction:

  • For transactions within the last 24 hours, the display shows "XY hours/minutes ago" or "Yesterday".

  • For older transactions, the specific date and time are shown.

Finding Payments

To find a specific transaction, we recommend using the free-text search field:

Search field for locating specific transactions

You can search using the following information:

• Transaction ID (UUID)

• Customer's first or last name

• Customer's city/place of residence

• Customer's email address

Filtering Payments

The transactions displayed in the list can be narrowed down using the field. You can filter by the following criteria:

Filter	Description and options
Status	Payment status (open, confirmed, cancelled, refund, disputed, declined, technical error, partially refunden, unknown, uncaptured, expired)
Currency	Currency (e.g., CHF, EUR, USD)
Type	E-Commerce, POS Terminal, Tap to Pay
Payment method	Payment method (e.g., Visa, TWINT, PayPal, Google Pay)
Payment service provider	Payrexx Pay, Payrexx Pay Plus and external payment providers
Date from	Show payments from this date
Date to	Show payments up to this date
Pages *	Select a specific Pages shop
QR Code *	Select a specific QR code
Donation *	Select a specific donation campaign
Coupon Code	Select a specific discount code
Mode	Live or test payments

*) These filters are only visible if the transaction list contains payments from the corresponding e-commerce tools (Pages, QR Pay, Donation).

Payment Status

Each transaction has a status that indicates whether the payment was successful or, if not, why it could not be processed. For a complete overview of all payment statuses, refer to the following article:

Payment Status

Test Payments

If it is a test payment, it is marked with the label located to the left of the description. In the screenshot above, all transactions except of the first one are test payments. For more information on testing payments, please refer to this article:

Testing

Transaction Type

The second column displays the transaction type. There are three types of transaction categories:

• E-Commerce: Payments received through online channels

• Tap to Pay: Payments received via Tap to Pay

• POS Terminal: Payments received through POS terminals

Transaction Details

To view the details of a transaction, simply click on the corresponding row:

Click on a transaction to view the details.

For more information regarding the detailed view of a transaction, please refer to the following article:

Transaction Details

Exporting Transactions

Transactions can be filtered as required and exported to an Excel or CSV file. You can find out how this works in the corresponding chapter:

Export