Managing Payments in Dashboard

Learn how to effectively manage payments, search transactions, track payment status, and handle customer payments using the Omise Dashboard.

Accessing Payments

Navigate to Payments Section

Dashboard → Payments → Charges

Main View Displays:

List of all transactions
Payment status indicators
Amount and currency
Payment method used
Customer information
Transaction date/time

Screenshot description: Payments list page showing table of transactions with columns for charge ID, amount, status, payment method, customer, and date with color-coded status badges.

Understanding Payment Status

Status Types

Successful (Green)

Status: Successful
Meaning: Payment completed successfully
Actions Available:
- View details
- Issue refund
- Export data
- Send receipt

Pending (Yellow)

Status: Pending
Meaning: Payment being processed
Common For:
- Bank transfers (awaiting confirmation)
- Installments (approval pending)
- Some e-wallets

Actions: Monitor, wait for completion

Failed (Red)

Status: Failed
Meaning: Payment unsuccessful
Reasons:
- Insufficient funds
- Declined by bank
- Invalid card details
- Customer cancelled
- Timeout

Actions:
- View failure reason
- Contact customer
- Request retry

Refunded (Purple)

Status: Refunded
Meaning: Payment returned to customer
Types:
- Full refund
- Partial refund

Actions:
- View refund details
- See original charge

Viewing Payment Details

Accessing Transaction Details

Method 1: Click Transaction

Find transaction in list
Click anywhere on row
Details page opens

Method 2: Search and View

Search for charge ID
Click result
View full details

Screenshot description: Transaction details page showing charge information, payment method, customer details, timeline of events, and action buttons for refund and export.

Transaction Detail Fields

Basic Information:

Charge ID: chrg_live_5xyzabc123
Created: 2026-02-06 14:30:15 ICT
Amount: THB 1,500.00
Currency: THB
Status: Successful
Net Amount: THB 1,445.25 (after fees)

Payment Details:

Payment Method: Credit Card
Card Brand: Visa
Last 4 Digits: 4242
Expiry: 12/2028
Card Country: Thailand
3D Secure: Yes
Authorization Code: 123456

Customer Information:

Customer: john.doe@example.com
Name: John Doe
Phone: +66 81 234 5678 (if provided)
IP Address: 203.xxx.xxx.xxx
User Agent: Mozilla/5.0...

Transaction Timeline:

30:15 - Charge created
30:16 - Authorization requested
30:18 - 3D Secure challenge
30:35 - Customer authenticated
30:36 - Charge successful
30:37 - Webhook delivered

Metadata (if provided):

Order ID: ORD-2026-0123
Product: Premium Package
Customer Note: Gift wrapped
Shipping Method: Express

Searching Transactions

Search Methods

Quick Search Bar:

Search by:
✓ Charge ID (exact match)
✓ Customer email
✓ Customer name
✓ Amount
✓ Card last 4 digits
✓ Order reference

Search Examples:

Charge ID: chrg_live_5xyz123
Email: john@example.com
Name: John Doe
Amount: 1500 (in smallest unit)
Card: 4242

Screenshot description: Search bar with dropdown showing search suggestions as user types, displaying matching transactions with charge ID, customer, and amount.

Advanced Search

Using Filters:

Click "Filters" button

Available Filters:
Date Range
Status
Payment Method
Amount Range
Currency
Customer
Metadata

Filter Examples:

Example 1: Large Successful Transactions

Status: Successful
Amount: Min 500000 (THB 5,000+)
Date: Last 30 days

Example 2: Failed Card Payments

Status: Failed
Payment Method: Card
Date: Today

Example 3: Specific Customer

Customer Email: john@example.com
Status: All
Date: All time

Combining Filters:

Multiple filters work together (AND logic):
- Status: Successful
- Method: Internet Banking
- Date: Last 7 days
- Amount: Min 100000

Result: Successful bank payments over THB 1,000 in last week

Filtering Transactions

Quick Filters

Status Filter:

[All] [Successful] [Failed] [Pending] [Refunded]

Click to filter instantly
Counts shown in parentheses

Payment Method Filter:

[All Methods] [Cards] [Banking] [Wallets] [Installments]

Filter by payment type
See method-specific data

Date Range Presets:

[Today] [Yesterday] [Last 7 Days] [Last 30 Days] [This Month] [Custom]

Quick date selection
Custom range available

Screenshot description: Filter sidebar showing checkboxes for status, payment method, and date range with transaction count displayed for each filter option.

Custom Filters

Date Range Selection:

Custom Range:
From: 2026-01-01
To: 2026-01-31

Time Zone: ICT (Bangkok)
Include: Start and end dates

Amount Range:

Minimum Amount: 50000 (THB 500.00)
Maximum Amount: 1000000 (THB 10,000.00)

Note: Enter amount in smallest currency unit

Multiple Payment Methods:

✓ Visa
✓ Mastercard
✗ American Express
✗ Internet Banking

Select multiple for OR logic

Bulk Operations

Export Transactions

Export Selected:

1. Apply filters
2. Click "Export" button
3. Choose format:
   - CSV
   - Excel (XLSX)
   - PDF Summary
4. Configure options:
   - Include metadata
   - Include customer details
   - Date format
5. Click "Generate Export"

Export File Contents:

CSV/Excel Columns:
- Charge ID
- Date & Time
- Amount
- Currency
- Status
- Payment Method
- Customer Email
- Card Last 4 (if applicable)
- Fee Amount
- Net Amount
- Metadata Fields

Large Exports:

For > 10,000 transactions:
Request export
Receive email notification
Download via link
Link expires in 7 days

Screenshot description: Export dialog showing format selection (CSV/Excel/PDF), column configuration checkboxes, and date range summary.

Bulk Refunds (Enterprise)

Enterprise Feature:
1. Select multiple charges
2. Click "Bulk Refund"
3. Configure refund settings
4. Review and confirm
5. Process refunds

Use Cases:
- Cancelled events
- Product recalls
- System errors
- Promotional refunds

Payment Actions

Capture Payment (Manual Mode)

For Authorized Charges:

Status: Authorized (not captured)

Action:
1. Open charge details
2. Click "Capture Payment"
3. Confirm amount
4. Click "Capture"

Result: Payment captured, funds reserved for settlement

Screenshot description: Authorized charge details page with prominent "Capture Payment" button and authorization expiry countdown timer displayed.

Void Authorization

Cancel Authorized Payment:

Status: Authorized

Action:
1. Open charge details
2. Click "Void Authorization"
3. Confirm action
4. Authorization cancelled

Note: Must be done before capture
Funds released back to customer immediately

Send Receipt

Email Receipt to Customer:

1. Open charge details
2. Click "Send Receipt"
3. Verify/edit email address
4. Add personal message (optional)
5. Click "Send"

Receipt includes:
- Transaction details
- Amount paid
- Payment method
- Business information
- Support contact

Add Notes

Internal Notes:

1. Open charge details
2. Scroll to "Notes" section
3. Click "Add Note"
4. Enter note text
5. Save

Use For:
- Customer communication log
- Internal tracking
- Dispute information
- Follow-up reminders

Monitoring Payment Performance

Payment Analytics

Success Rate:

Dashboard → Payments → Analytics

Metrics:
- Overall success rate (%)
- Success by payment method
- Success by card brand
- Success over time
- Decline reasons breakdown

Volume Tracking:

View:
- Transactions per day
- Peak transaction times
- Day-over-day comparison
- Week-over-week trends
- Month-over-month growth

Screenshot description: Analytics dashboard showing success rate gauge, line chart of transaction volume over time, and bar chart comparing payment method usage.

Failed Payment Analysis

View Failed Payments:

Filter: Status = Failed

Analyze:
Common failure reasons
Failure patterns
Affected customers
Time of failures
Amounts involved

Common Failure Reasons:

Insufficient Funds:
- Customer doesn't have enough balance
- Action: Contact customer for retry

Card Declined:
- Bank declined transaction
- Action: Customer to contact bank

Invalid Card:
- Wrong card details
- Expired card
- Action: Request correct details

Authentication Failed:
- 3D Secure failed
- Customer cancelled
- Action: Retry payment

Timeout:
- Customer didn't complete in time
- Action: Send new payment link

Reducing Failed Payments:

✓ Enable multiple payment methods
✓ Clear error messages
✓ Allow easy retry
✓ Optimize checkout flow
✓ Support all major cards
✓ Enable 3D Secure properly
✓ Provide customer support

Customer Payment History

View Customer Payments

Find Customer:

Method 1: Search by email/name
Method 2: Dashboard → Customers → Select customer

Customer Overview:

Profile Shows:
- Total transactions
- Total amount spent
- Average transaction
- First purchase date
- Last purchase date
- Success rate
- Saved payment methods

Transaction History:

All customer charges:
- Chronological order
- Status indicators
- Quick access to details
- Refund history
- Failed attempts

Screenshot description: Customer details page showing summary statistics cards at top and comprehensive transaction history table below with filters.

Handling Disputes

View Disputes

Dashboard → Payments → Disputes

Dispute Information:
- Dispute reason
- Amount disputed
- Deadline to respond
- Evidence required
- Status

Responding to Disputes:

1. Click on dispute
2. Review reason
3. Gather evidence:
   - Order confirmation
   - Proof of delivery
   - Customer communication
   - Terms and conditions
4. Upload evidence
5. Submit response
6. Wait for resolution

Dispute Status:

Open: Requires your response
Under Review: Bank reviewing
Won: Dispute resolved in your favor
Lost: Funds returned to customer

Payment Reconciliation

Daily Reconciliation

Daily Checklist:

✓ Review all transactions
✓ Match with internal orders
✓ Verify amounts
✓ Check refunds processed
✓ Note any discrepancies
✓ Update records

Export for Accounting:

Set date range (e.g., previous day)
Filter: Status = Successful
Export to Excel/CSV
Import to accounting software
Reconcile with bank deposits

Settlement Tracking

View Settlements:

Dashboard → Reports → Settlements

Information:
- Settlement date
- Total amount
- Number of transactions
- Fee deductions
- Net payout
- Bank account
- Status

Verify Settlements:

Check settlement report
Match with bank deposit
Verify amounts
Check timing
Note any holds
Contact support if issues

Best Practices

Daily Management

✓ Review new transactions daily
✓ Monitor success rates
✓ Address failed payments quickly
✓ Respond to disputes promptly
✓ Keep notes updated
✓ Reconcile regularly

Organization

✓ Use consistent metadata
✓ Add order references
✓ Tag transactions appropriately
✓ Keep customer info updated
✓ Document unusual transactions
✓ Archive old data

Customer Service

✓ Respond quickly to payment issues
✓ Send receipts proactively
✓ Clarify charge descriptions
✓ Process refunds promptly
✓ Keep customers informed
✓ Document communication

Security

✓ Verify unusual transactions
✓ Monitor for fraud patterns
✓ Check high-value payments
✓ Review failed attempts
✓ Report suspicious activity
✓ Follow up on disputes

FAQ

How long do transactions stay in the dashboard?

Indefinitely. All transaction history is retained and searchable.

Can I delete a transaction?

No, transactions cannot be deleted for audit compliance. Refund if needed.

Why don't I see a transaction?

Check you're in correct mode (test/live). Verify transaction completed successfully.

How do I find transactions from a specific customer?

Search by customer email or use customer filter in advanced search.

Can I edit transaction details?

No, transaction details are immutable. You can add notes for context.

What's the difference between gross and net amount?

Gross is total charged. Net is amount after Omise fees you receive.

How quickly do transactions appear?

Immediately after processing. Real-time display.

Can I download all my transaction data?

Yes, use export feature or API for bulk data access.

Why is a payment still pending?

Some methods (bank transfer) require time to confirm. Check payment method notes.

How do I handle a customer claiming non-payment?

Search for transaction, verify status, send receipt if successful, provide charge ID.

Next Steps

Creating Refunds - Learn to process refunds
Viewing Reports - Generate and analyze reports
Team Management - Manage team access
Dashboard Overview - Dashboard basics

Additional Resources

API Documentation - API access to payment data
Webhooks Guide - Automate payment notifications
Payment Methods - Learn about payment methods
Support Center - Get help

Need help? Contact support@omise.co or use in-dashboard chat.

Accessing Payments​

Navigate to Payments Section​

Understanding Payment Status​

Status Types​

Viewing Payment Details​

Accessing Transaction Details​

Transaction Detail Fields​

Searching Transactions​

Search Methods​

Advanced Search​

Filtering Transactions​

Quick Filters​

Custom Filters​

Bulk Operations​

Export Transactions​

Bulk Refunds (Enterprise)​

Payment Actions​

Capture Payment (Manual Mode)​

Void Authorization​

Send Receipt​

Add Notes​

Monitoring Payment Performance​

Payment Analytics​

Failed Payment Analysis​

Customer Payment History​

View Customer Payments​

Handling Disputes​

View Disputes​

Payment Reconciliation​

Daily Reconciliation​

Settlement Tracking​

Best Practices​

Daily Management​

Organization​

Customer Service​

Security​

FAQ​

Next Steps​

Additional Resources​