Falaah Falaah AI

Managing Transactions

View, track, and manage every payment transaction across all channels — card, ACH, tap-to-pay, and payment pages — with refunds, reconciliation, and export.

The Muin Transactions view gives you full visibility into every payment flowing through your organization. View inbound and outbound transactions, track settlement status, process refunds, and export data for reconciliation — all from a single dashboard.

Overview

Key Features

Feature Description
Transaction List Searchable, filterable list of every payment with real-time status updates
Status Tracking Follow each transaction from initiated through processing to completed or failed
Refunds Issue full or partial refunds directly from the transaction detail view
Auto-Reconciliation Payments automatically match to invoices, bills, and purchase orders
Export Download transaction data as CSV or Excel for accounting and audit
Multi-Channel View card, ACH, NFC tap-to-pay, and payment page transactions in one place

How to View and Filter Transactions

Accessing the Transaction List

  1. Navigate to Payments in the left sidebar
  2. Click Transactions (or view the transaction list on the Payments Dashboard)
  3. Browse the list or use filters to narrow results:
Filter Options
Status All, Succeeded, Pending, Failed, Refunded, Disputed
Search Search by payer name, invoice number, or reference

Transaction Details

Click any transaction to view its full details:

  • Amount and fees — gross amount, processing fee, platform fee, net amount
  • Status timeline — initiated, processing, completed (or failed with reason)
  • Linked records — connected invoice, bill, or purchase order
  • Payer/payee info — name, email, payment method used
  • Reconciliation status — matched, unmatched, or pending review

Processing Refunds

  1. Open the transaction detail view
  2. Click Refund
  3. Choose refund type:
    • Full Refund — return the entire amount
    • Partial Refund — enter a specific amount to return
  4. Add an internal note explaining the reason
  5. Click Confirm Refund

Refunds typically process within 5-10 business days depending on the payment method. The linked invoice or record updates automatically.

Exporting Transactions

  1. Apply any desired filters (date range, status, method)
  2. Click Export
  3. Choose format:
    • CSV — spreadsheet-compatible for accounting software
    • Excel — native Excel format with formatted columns
  4. The export downloads with all visible columns and applied filters

Tips

  • Review failed transactions promptly — filter by “Failed” status regularly to catch declined payments, ACH returns, or connectivity issues before they age. Failed payments often require contacting the payer for a retry.
  • Use reconciliation status — the auto-reconciliation feature matches payments to invoices automatically. Focus your attention on “Unmatched” transactions that need manual review.
  • Export monthly for audit — download a full month’s transactions at month-end for your accounting records. This creates an offline backup and simplifies audits.
  • Track refunds separately — use the “Refunded” status filter to monitor refund volume and identify patterns that may indicate product or service issues.

Next Steps