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Payments

3 min read

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 summary and table. 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
      • SETTLED – 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 it was successful settled to your account
      • REVERSE WITH CHARGES – Transactions was reversed after it was successful settled to merchant account, but with charges on merchant. This is due to cost incurred when reversing the payments.
  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).
  4. You will be able to filter payments summary and data by date, status, channels, order, currency and searching by reference, order id, channel or customer.
  5. On the page you should be able to see summary with payments count and value
  6. You will also be able to see a graph section where data are measured by time or status.
  7. On the graph you will be able to change graph data by selecting Time, value or status. You should also be able to change data style between area chart and bar chart


  8. You will also be able to sort payments in the table by amount and date

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.
  3. You are able to copy ID and account number data from details drawer for this payment. For sharing it with clickpesa support team in case payment went wrong or sharing it with your customers.

How to export payment transactions #

  1. In the Payment Table, locate and click the “Export” button at the far right. This will take you to payments export page.

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.