Payments overview

The Payments page is the center of every transaction processed through NectarPay — in-person, online, and kiosk. Each payment has a status, timeline, and full set of details you can audit, refund, or share with the customer.

Dashboard

The home Dashboard gives you a quick view of recent activity:

• Recent Payments — the latest transactions across your account, with status, amount, location, and terminal.
• Favorite Terminals — up to 5 quick-access readers. Choose one to start a new payment.
• Help — shortcuts to setup guides, terminal ordering, and team management.

If you don't have any payments or favorites yet, the dashboard guides you through adding a terminal and creating your first transaction.

Payment statuses

Filter payments

The Payments list includes filters for:

• Status — succeeded, processing, failed, canceled, refunded.
• Amount — equal to, greater than, less than, or between two values.
• Creation date — fixed range with a time-zone selector.
• Customer — filter to a specific customer on file.
• Metadata — search by customer name, customer email, or any custom metadata you've attached.
  Choose Apply Filter to update the results, or Clear Filters to reset.

Export payments

Use Export above the list to download payments as a CSV.

• The export uses your current filters.
• The maximum range is one year. Wider ranges return an error.
• Exports include amounts, taxes, and any metadata.

Payment details

Choose a payment to open its detail page. From here you can:

• View the full Timeline — created, processed, succeeded, refunded, notes added, forms submitted, and online payment links sent.
• Email or print the receipt.
• Refund all or part of the transaction.
• Add a note to the timeline for internal context.
• Send the payment to a different reader when the original terminal is offline.

See In-person payments and Refunds for step-by-step flows.