Orders/Transactions

Overview

The Order and Transaction display options provide you with the ability to switch between views, ensuring you can easily find and focus on the information you need based on your filter criteria.

The Order view represents an up-to-date summary of the current state of the order, transaction total, and original and current value. This is a high-level view that allows you to easily see if an order has been partially or fully refunded from the original amount. From this view, you can also perform payment actions directly related to the order, such as refunds, capture cancel, and extend.
The Transaction view displays each transaction available in the system separately, rather than grouping them by order. This view is useful when you need to focus on individual transactions and their details. For example, if you want to see individual transactions that have been refunded, you can filter by the refund transaction type.

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Payment actions (such as refunds) can only be performed through the Orders page.

The Orders/Transactions reports page in the dashboard allows you to view and export comprehensive reports that you can filter using multiple options.

Viewing Orders/Transactions

To switch between the views and access the information you need:

Log in to your OnlinePay dashboard.
Navigate to Commerce > Reporting > Orders/Transactions.
Click on the Orders | Transactions toggle button to switch the view.
Click on the order or transaction to view the details.

Orders View

Each order is represented by a single line that links all the transactions related to one instance of a purchase. An order can contain one or more transactions.

The Type and State columns reflect the latest update for each order.
Related transactions show how many different types of transactions are linked in the order. When you click on a row, it opens a detailed view showing a history of transactions on that order. The highlighted section of the History tab indicates the initial order event.
Each history event includes a Transaction UUID. Clicking on the UUID will redirect you to the transaction page, displaying the result of that specific transaction.

For example, the following screenshot shows the Orders view with the History tab showing each transaction related to the order. The highlighted section indicates the original transaction that initiated the order:

We can see from the list view that the order was originally for a sale amount of $55.55AUD, and the current amount is $30.05. By reviewing the order history in the details panel, we can see that the original order has been partially refunded twice, resulting in the current amount.

Transactions View

The Transactions view shows all transactions related to the selected filter criteria. Follow-up transactions (such as Cancel, Capture, Extend, etc.) appear as separate line items.

The Initial Transaction column shows the type of transaction that initiated the order.
The Type and State columns reflect the latest update for each transaction record.
Click a row to open a detailed view showing the history of transactions related to that specific transaction.
The highlighted section of the History tab in the details panel indicates the selected transaction. Each history event includes a Transaction UUID. Clicking on the UUID will redirect you to the transaction page, displaying the result of that specific transaction.

The following screenshot shows the Transactions view of the same order we looked at in the previous section, where the original order includes three separate transactions; a sale, and two refunds. The History tab shows each transaction related to the selected transaction. The highlighted section indicates the selected transaction:

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If the search criteria are too broad, a banner above the search results will indicate that the data may take longer to load.