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

> ## Agent Instructions
> OwnPay is licensed under AGPL-3.0 and is completely free - no licensing fees.
> Production docs URL: https://ownpay.org/docs - append .md to any page URL for clean markdown.
> OwnPay requires PHP 8.3+, MySQL/MariaDB, and Redis.
> MCP server available at https://ownpay.org/docs/mcp for programmatic documentation queries.
> Use root-relative links (e.g. /quickstart) for internal navigation - do NOT include /docs prefix.
> Plugin development: consult /developer/plugins/ pages for correct interfaces and manifests.
> Canonical locations: API auth = /api/authentication, webhook verification = /api/webhooks, rate limits = /resources/rate-limiting, transaction statuses = /fundamentals/payment-flow.
> The documentation uses the Diataxis framework: Tutorials (learning), How-to (tasks), Reference (lookup), Explanation (understanding).

# Transaction management

> How to view, search, filter, and manage transactions in the OwnPay admin dashboard. The canonical reference for transaction UI operations.

The Transactions page is your central hub for monitoring all payments processed through OwnPay. This is the canonical page for finding, inspecting, and acting on transactions from the admin UI.

## View transactions

1. Go to **Payments** → **Transactions**.
2. The table loads all transactions for the currently selected brand.
3. Each row shows the transaction ID, customer email, amount, gateway, status badge, and timestamp.
4. Click **View** on any row to open the transaction detail panel.

## Search and filter

Use the filter toolbar above the table to narrow results:

| Filter               | How to use                                                                                    |
| -------------------- | --------------------------------------------------------------------------------------------- |
| **Status tabs**      | Click a tab to show only that status: All, Completed, Pending, Failed, Refunded, or Cancelled |
| **Search box**       | Type a transaction ID, customer email, or amount to find a specific transaction               |
| **Gateway dropdown** | Select a specific gateway to see only transactions processed through it                       |
| **Date range**       | Pick a From and To date to limit results to a time period                                     |
| **Currency filter**  | Filter by currency when your brand supports multiple currencies                               |

## Transaction detail view

Clicking **View** opens a panel with three sections:

* **Payment details** - status, amount, gateway fee, net amount, gateway transaction ID, and lifecycle timestamps.
* **Customer information** - name, email, phone, and IP address.
* **Ledger entries** - the double-entry journal postings linked to this transaction.

## Transaction statuses

OwnPay uses a defined set of statuses for every transaction. For the full lifecycle explanation, see [Payment flow](/docs/fundamentals/payment-flow).

| Status                    | Meaning                                                 |
| ------------------------- | ------------------------------------------------------- |
| **Pending**               | Customer opened checkout but has not paid yet           |
| **Awaiting verification** | Customer submitted payment proof (manual gateways only) |
| **Completed**             | Payment confirmed and funds recorded in the ledger      |
| **Failed**                | Gateway rejected the transaction                        |
| **Refunded**              | Funds returned to the customer                          |
| **Cancelled**             | Checkout expired or was cancelled by the customer       |

## Manual status changes

For manual gateways (bank transfer, mobile money), transactions arrive in **awaiting verification** status. You can:

* Click **Mark Completed** after you verify the payment on your bank or wallet statement.
* Click **Mark Failed** if the payment proof is invalid.

<Warning>
  Do not force-complete a transaction unless you have verified the payment on your bank or wallet statement. Fraudulent completions break your ledger balance.
</Warning>

## Export transactions

Click the **Export CSV** button on the Transactions page to download a spreadsheet of all currently filtered transactions. The export includes transaction ID, customer email, amount, currency, gateway, status, and timestamp columns.

## Related Pages

* [Payment flow](/docs/fundamentals/payment-flow) - canonical explanation of all transaction statuses
* [Refunds](/docs/payments/refunds) - issue refunds from the transaction detail view
* [Ledger](/docs/payments/ledger) - double-entry accounting entries linked to transactions
* [Invoices](/docs/payments/invoices) - view payments from invoiced checkouts


## Related topics

- [Features and Capabilities](/docs/resources/features.md)
- [API Keys](/docs/security/api-keys.md)
- [Dashboard](/docs/reports/dashboard.md)
- [Customer profiles](/docs/people/customers.md)
- [Brands - Multi-Tenant Merchant Isolation](/docs/fundamentals/brands.md)