Managing Transactions in WizPay (the B2B Payment Provider)

The Transaction History page gives you a complete record of every payment processed through WizCommerce, including collections, refunds, and everything in between. Whether you need to track a specific payment, reconcile your books, or investigate a failed transaction, this is your starting point.

A. How to Access Transaction History

1. Click WizPay in the left navigation.
2. Click the Transactions tab.

B. Finding Your Way Around WizPay

The Transaction History page has two tabs at the top:

• Transactions: Your full payment history
• Recurring Payments: All active recurring payment schedules

In the top right, you'll find two shortcuts:

• Dashboard: Opens the Finix Dashboard in a new tab for settlement and deposit tracking
• Payments: Quick access to collect a new payment

The main table shows all transactions with the following columns:

• Transaction ID: Unique identifier for each transaction (for example, TX-4615829755)
• Type: The transaction type, shown as a color-coded badge:
  • Collect (yellow): A payment collected from a customer
  • Refund (blue): A refund issued to a customer
• Transaction Origin — Where the payment was initiated (for example, Internal for payments collected within WizCommerce)
• Amount: The transaction value, color-coded for quick scanning:
  • Green with a + sign: Money collected
  • Red with a – sign: Money refunded
• Order ID: The order the payment is linked to. Shows, if not tied to a specific order
• Customer ID: The customer the payment belongs to. Shows, if not linked to a customer profile
• Action: Three-dot menu on the right for transaction-level actions

The total transaction count is shown at the bottom of the page.

C. Filter and Manage Transactions View

Filter Your Transactions

The Transaction History page gives you several ways to filter and find specific transactions quickly.

1. Use the filter bar to filter by available filter (such as transaction type, date range, customer, or status)
2. Use column-level filters by clicking the filter icon in any column header to search within that specific column (e.g., click the filter icon beneath any column header to filter within that column. For example, click the filter icon under Type and select Refund to view only refund transactions)
3. Save a custom view with your preferred filters applied so you can access it quickly next time [link to order customer fiter page]

Manage and Reorder Columns

1.  Click the Manage Columns icon next to the filter icon in the top right.
2. Drag and drop the columns into your preferred order.

D. How to View a Transaction's Details

1. Locate the transaction in the table.
2. Click the three-dot menu in the Action column on the right.

3. The options available depend on the transaction type:

   • Refund: Download or share receipt
   • Collection (Successful): Download a receipt, issue a refund, or share
   • Collection (Failed): Send a payment link to the customer's email address to retry the payment

E. How to Export Transaction Data

1. Click the export icon in the top right of the table.
2. The exported file includes all columns, Transaction ID, Type, Origin, Amount, Order ID, Customer ID, and more.
3. Use this file for bank reconciliation or to share with your accounting team.

F. Understanding Transaction Amounts