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

Frequently Asked Questions

Q: How long do transactions stay in the dashboard?
A: Indefinitely. All transaction history is retained and searchable.

Q: Can I delete a transaction?
A: No, transactions cannot be deleted for audit compliance. Refund if needed.

Q: Why don't I see a transaction?
A: Check you're in correct mode (test/live). Verify transaction completed successfully.

Q: How do I find transactions from a specific customer?
A: Search by customer email or use customer filter in advanced search.

Q: Can I edit transaction details?
A: No, transaction details are immutable. You can add notes for context.

Q: What's the difference between gross and net amount?
A: Gross is total charged. Net is amount after Omise fees you receive.

Q: How quickly do transactions appear?
A: Immediately after processing. Real-time display.

Q: Can I download all my transaction data?
A: Yes, use export feature or API for bulk data access.

Q: Why is a payment still pending?
A: Some methods (bank transfer) require time to confirm. Check payment method notes.

Q: How do I handle a customer claiming non-payment?
A: 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​

Frequently Asked Questions​

Next Steps​

Additional Resources​