ClickPesa

Simplyfing payments

Payments

Introduction #

Overseeing your payment transaction is essential for good financial management. Our dashboard simplifies this task by providing a clear view and tracking of all your payment transactions. This guide will assist you in accessing a holistic view of all payments, delving into specific transaction details, and exporting payment data when needed.

How to use payments #

How to view all payment transactions #

  1. From your dashboard, navigate to the left-hand side and select “Transactions”.
  2. You will be presented with a couple of tabs, whereby the first tab are payment transactions which has the table that displaying all collected and received payments. Select this tab.
    • Payments will be shown with different status,
      • PROCESSING – Transaction was initiated successfully and funds are on the way
      • SUCCESS – Transaction was successfully, Funds will be settled to your balance shortly
      • SETTLEMENT COMPLETED – Transaction was successfully and funds were settled to your balance.
      • FAILED – Transaction failed
      • PENDING – Transaction was initiated, waiting on customer complete the payment.
      • REFUND – Transaction was refunded after it was successful and haven’t been settled to your account yet.
      • REVERSE – Transaction was reversed after was successful settled to your account
  3. This tab shows all the collected and received payment transactions. The transaction with the newest date starts as the first transaction top. When there are many transactions, you can use the below two options:
    1. Use the pagination on the right to go to the next pages.
    2. Make the number of rows per page larger on the far right (up to 100 transactions per page).

How to view a single payment transaction #

  1. In the payments table, locate the payment you wish to view. On the far right of its row, click the “View” button.
  2. A drawer will appear on the right, showcasing detailed information about the selected payment.

How to export payment transactions #

  1. In the Payment Table, locate and click the “Export” button at the far right. It will export only transactions that are visible. For example when there are 50 transaction visible, it will export those 50 transactions.
  2. The exported file will look like the one below:

Common Use Cases #

  1. This feature can be used mainly if you want to view your payment details
  2. Also if you want to export your payment details and import them to another system

Frequently Asked Questions (FAQ) #

  1. Is it possible to export payment transaction data from the ClickPesa Merchant Dashboard to another system?
    Yes you can export all the transaction data from ClickPesa Merchant Dashboard and then import it manually within the other system if they allow for data import.
  2. Which file formats can data be exported from the ClickPesa Merchant Dashboard?
    ClickPesa Merchant Dashboard allows you to export data in CSV format.