You can easily search for individual payments or payment groups using the Payments section in the Merchant panel.
Step-by-step: Search for payments
- Log in to the Merchant panel
- From the left-hand menu, select Payments
- Use the search fields to filter the payment results, select Show more to see all search options
- Enter the desired search options in the fields and select Search payments
Search filters and options
The search filters allow you to narrow results based on specific details. You can combine multiple filters if needed.
Search options include:
- First name or last name: Use the customer's first or last name, or both. Searching by a customer's name requires that the online store sends the customer's name to our payment service.
- Company name or business ID: Use the company name or business ID or both. Searching by a company's name or business ID requires that the online store sends this information to our payment service.
- Amount: Enter the exact amount or minimum and maximum amount range you want to search. The sum can be given to two decimal places or as an integer.
- Archive number: Use the payment archive number.
- Payment method: Select all or certain payment methods from the drop-down menu. All payment methods are selected by default.
- Transaction ID: Use the transaction ID.
- Reference: Use the payment's reference number. The reference refers to the reference number of either the online store or Paytrail.
- Description: Enter the description from the payment or a word in the description. The description should be product information. You can use this field only if this information is transferred to Paytrail when the payment is made.
- Settlement report: Enter the settlement report number. You'll see the payments for included in that specific settlement report.
- Date: Enter the exact day or dates you want to search.
- Time: Enter the exact time or times you want to search.
- Status: Select the payment status desired. You can view all of the payments made or attempted by your customers. Below is a list of the different status's and what the mean:
New
- A payment has been created in the system, but it has not been paid. Transactions with the New status occur when a customer goes to the checkout in your online store and is shown the payment methods, but has not proceeded from there.
- It is common for transactions in New status to occur and never be paid. This is normal customer behavior, where the customer changes their mind and does not complete the purchase.
- Payment in New status will automatically move to Cancelled status within approximately two weeks if they are not paid.
Paid
- The customer has successfully made the payment and it is settled normally according to the selected settlement cycle.
Authorization hold
- A hold has been made on the customer's card, but not paid. Only applies to tokenized payments.
Payments waiting for approval
- The Walley invoice is awaiting merchant activation. If the manualInvoiceActivation parameter is enabled, the payment will remain pending until the invoice is activated by the merchant. This only applies to Walley invoices that can be activated afterward. The pamyent has been approved, but it will not be fully processed until the merchant manually activates it.
Refunds waiting for approval
- Refunds that still need to be approved by a user with the Refund approval role before it is paid to the end customer.
Cancelled
- The payment was interrupted. Possible reasons are:
- The payment has not been paid within two weeks. These payments will have status of Timeout on the payments report.
- The customer canceled the payment during the payment process. These payments will have status of Cancelled on the payments report.
- The payment method partner did not accept the payment. Examples: the credit card did not have sufficient funds to complete the payment or the Buy now, Pay later provider declined the offer of credit. These payments will have status of Cancelled on the payments report.
Paid and settled
- The customer has successfully made the payment and it has been settled.
Paid and processed (own contract)
- The customer has successfully made the payment and it has been processed.
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Event type: Select the event type desire, at least one must be selected. See below for a descriptions of these:
Event type Descriptions All transactions searches for all transactions Payments searches for payments. Note: select the payment status you want to find from the status field Refunded payments searches for payments that have been refunded Refund events searches for refunds (so not original payments) Email refunds searches for refunds where an email was sent to the customer requesting their account number via link in email. Settlement events searches for all events. Created by system Only visible if you have double payments automatically paid out to you. Searches for double payments made by customers.
Individual transaction details
To view the details of an individual payment, click on the payment from the search results. A new view will open with the payment details. For payments made by card, some card information is provided that can be used as an aid in preventing possible card misuse.
In this same view you can also make a refund for the payment. See refund article for step-by-step instructions.
Saving the results
You save the results to your computer in either CSV format, Excel format, or PDF format. Under the Latest payments click the correct format you wish to save to create the file and then download it.