Overview
The Payments tab in the Valpay Unified Portal lets you view, analyze, manage, and export all payment transactions made across your stores or merchant accounts. It is the central tool for transaction tracking and financial reconciliation.
Key benefits and use cases
View all payment transactions on a single screen
Quickly filter and search for specific payments
Access complete details for each transaction
Perform actions such as refunds or cancellations
Export data for accounting or internal reporting
Accessing the Payments tab
Navigate to the left menu of the Valpay portal.
Click Payments.
The transactions page opens automatically with the available filters.
Using payment filters
Filters allow you to refine the transaction display based on your analysis needs.
Filter by date range
Select the desired period:
All time
Today
Yesterday
Last 7 days
Last 30 days
Custom range
Tip: Use a custom range for monthly summaries or accounting reconciliation.
Filter by payment source
Refine transactions by origin:
MOTO (Mail Order / Telephone Order)
Card on File
➡️ Ideal for analyzing specific payment types.
Filter by store
All stores
Selected stores
➡️ Useful if you manage multiple locations or merchant accounts.
Filter by payment method
Analyze transactions by card type or payment method:
Visa
Mastercard
American Express
Other supported methods
➡️ Helps identify the methods most used by your customers.
Filter by transaction status
Display transactions by their state:
Sales
Refunds
Voids
Chargebacks
➡️ Provides a quick view of completed, cancelled, or disputed payments.
Searching for a transaction
Use the search bar to quickly locate a specific transaction using:
The transaction ID
The last 4 digits of the card
➡️ This is the fastest way to find a known payment.
Understanding the transaction display
The transaction list shows the following key information:
Transaction ID
Date
Customer
Store
Amount
Card information
Transaction status
Source
Click on a transaction to access its full details.
Viewing transaction details
In the detailed view of a transaction, you can:
View all associated information
Check the current status
Identify the store and payment method
Download the receipt, if available
➡️ Very useful for reconciliation and customer support.
Available actions on a transaction
Depending on the transaction status, certain actions may be available:
Cancel an authorization
Refund a completed sale
Important: Available actions only appear in the detailed view of the transaction.
Viewing transaction fees
Once the transaction is fully settled, you can view:
The fees associated with the transaction
Note: Fees may not appear immediately before full settlement.
Exporting payment transactions
Apply the desired filters.
Click Export Results.
Choose the format:
CSV
Excel
Confirm the export.
➡️ Exported files are sent by email to the address associated with your account.
FAQ
What is the Payments tab in Valpay used for? It allows you to view, manage, analyze, and export all payment transactions from one place.
Can I find a specific transaction quickly? Yes, using the search by transaction ID or the last 4 digits of the card.
Is it possible to refund a transaction? Yes, if the transaction status allows it, the refund option is available in the details view.
Do fees appear immediately? No, fees are only visible once the transaction has been fully settled.