> ## Documentation Index
> Fetch the complete documentation index at: https://docs.okapay.net/llms.txt
> Use this file to discover all available pages before exploring further.

# View, Filter, and Export Okapay Transactions

> Browse all transactions in your Okapay account. Filter by status, date, or amount, view full details, and export records for reconciliation.

The Transactions page in your Okapay dashboard gives you a complete record of every payment that has been initiated through your merchant account. You can filter and search the list, inspect individual transactions, issue refunds, and export data for accounting or reconciliation purposes.

## Transaction statuses

Every transaction in Okapay has a status that reflects its current state in the payment lifecycle:

| Status | Meaning |
| - | - |
| `paid` | The payment was successfully completed and funds have been collected. |
| `pending` | The payment has been initiated but is awaiting confirmation from the payment network or customer's bank. |
| `failed` | The payment attempt was declined or otherwise could not be completed. No funds were collected. |
| `refunded` | The full transaction amount has been returned to the customer. |
| `partial_refund` | A portion of the transaction amount has been returned to the customer. |
| `disputed` | The customer has opened a chargeback or dispute with their bank or card issuer. |

> [!NOTE]
>
> A `disputed` transaction is not the same as a `refunded` one. A dispute is initiated by the customer's bank, not by you. See the [Disputes](https://docs.okapay.net/disputes.md) page for how to respond to and manage chargebacks.

## Viewing the transaction list

Log in to [dashboard.okapay.net](https://dashboard.okapay.net) and select **Transactions** from the left sidebar. The list shows all transactions in reverse chronological order with the following columns:

| Column | Description |
| - | - |
| **Transaction ID** | Unique identifier for the payment |
| **Customer** | Customer name and email address |
| **Date** | Date and time the transaction was created |
| **Amount** | Payment amount and currency |
| **Status** | Current transaction status |
| **Session ID** | The checkout session associated with this transaction |

Click any row to open the full transaction detail view.

## Filtering transactions

Use the filters at the top of the transaction list to narrow the results:

> [accordion] Filter by status
>
> Select one or more statuses from the **Status** dropdown: `paid`, `pending`, `failed`, `refunded`, `partial_refund`, or `disputed`. The list updates immediately to show only matching transactions.

> [accordion] Filter by date range
>
> Use the **Date** filter to set a start and end date. For example, select the current calendar month to prepare a monthly reconciliation report.

> [accordion] Filter by amount
>
> Set a minimum and/or maximum amount in the **Amount** filter to find transactions within a specific value range. Amounts are filtered in the currency of your merchant account.

> [accordion] Search by customer or transaction ID
>
> Type a customer name, email address, or transaction ID into the search bar to jump directly to a specific record.

## Transaction detail view

Clicking a transaction opens the detail view, which includes:

* **Transaction ID** and **Session ID**
* **Customer** name, email, and billing address
* **Payment method** (card type, last four digits)
* **Amount**, **currency**, and **status**
* **Timestamps** — created, updated, and settled dates
* **Refund history** — any partial or full refunds applied to this transaction
* **Dispute status** — if a dispute has been opened, a link to the dispute detail

## Issuing a refund

**1. Open the transaction**

Find the transaction in the list and click it to open the detail view.

**2. Click Refund**

Click the **Refund** button in the top-right corner of the transaction detail panel.

**3. Choose full or partial refund**

Enter the amount to refund. For a full refund, the field is pre-filled with the original transaction amount. For a partial refund, enter the specific amount to return.

**4. Confirm**

Click **Confirm refund**. The transaction status updates to `refunded` or `partial_refund`. The customer receives the funds according to their payment method's standard processing time.

> [!WARNING]
>
> Refunds cannot be reversed once confirmed. Verify the amount before confirming.

## Exporting transactions

Export your transaction data as a CSV file for use in accounting software, reconciliation spreadsheets, or your own reporting pipelines.

**1. Apply filters (optional)**

Filter the transaction list to the date range, status, or other criteria you want to export. The export will include exactly the records currently shown in the filtered view.

**2. Click Export**

Click the **Export** button at the top-right of the transaction list.

**3. Receive the file**

Okapay generates the CSV and sends a download link to the email address associated with your merchant account. Large exports may take a few minutes to prepare.

The exported CSV includes the following columns:

```text theme={null}
transaction_id, session_id, customer_name, customer_email, amount, currency,
status, created_at, updated_at, settled_at, payment_method, last_four,
refunded_amount, dispute_status
```

## Understanding failed transactions

A `failed` status means the payment was not completed. Common causes include:

* Card declined by the issuing bank
* Insufficient funds
* Incorrect card details entered by the customer
* 3D Secure authentication failure
* Card expired

Failed transactions do not result in any charge to the customer. The customer can retry by starting a new checkout session. No funds are held or collected for failed transactions.

> [!TIP]
>
> If you see a high rate of `failed` transactions from a specific card type or country, contact [help@okapay.net](mailto:help@okapay.net) to review your payment method configuration.


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