Payments & Operations

The Payments & Operations section gives operations teams visibility into all transactions across your merchants.

Payment search

Partner Portal → Payments → Search

Filter payments by:

• Date range
• Merchant ID
• Payment status
• Amount range
• Payment method (card, ACH)
• Customer email or card last four

Payment detail view

Click any payment to see:

• Full transaction timeline (created → authorized → captured → settled)
• Card or bank account details (masked)
• Idempotency key
• Webhook delivery log
• Refund history
• Dispute status (if applicable)

Issuing a refund

From the payment detail view:

1. Click Refund
2. Enter the refund amount (or leave blank for full refund)
3. Optionally add an internal note
4. Click Confirm

Refunds issued from the Portal create the same POST /v1/refunds record as API refunds — they appear in your API logs and fire payment.refunded webhooks.

Voiding an authorization

For uncaptured payments in authorized status:

1. Open the payment detail
2. Click Void authorization
3. Confirm

Voids are immediate for same-day authorizations and take 1–5 business days to release on older authorizations.

Exporting payment data

Payments → Export

Download payment records as CSV for a specified date range. Exports include all fields visible in the UI and are useful for reconciliation with your accounting system.

See Settlement reports → for pre-built reconciliation reports.