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 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

Transactions is where a refund is issued. The refund register, and the queue of refund requests donors submit themselves, are on their own screen.

  1. Open the transaction detail view.
  2. Press Refund.
  3. Leave the amount blank for a full refund, or enter a smaller figure for a partial one. The form tells you the maximum that can still be refunded.
  4. Pick the Category: Duplicate payment, Payer request, Error, Fraud, or Chargeback.
  5. Write the Reason (shared with the payer). This is required, and the payer reads it.
  6. Add an Internal note (staff only) for your team.
  7. Submit.

Only a succeeded or partially refunded payment can be refunded. Partial refunds add up, and the total can never exceed the original charge. Some providers do not support partial refunds at all; the form says so before you try and offers the full remaining amount instead.

Issuing a refund needs permission to approve disputes and refunds, and is rate limited.

A large refund may be held for a second signature. If your organization has set an approval threshold and there are at least two eligible approvers, nothing is sent to the provider until a second person approves it.

Refunds typically take 5-10 business days to reach the payer. For a donation, the fund, campaign and accounting allocations are reversed, and the tax receipt is voided on a full refund and amended on a partial one. The linked invoice or record updates automatically.

Full walkthrough: Refunds and Disputes.

Exporting Transactions

  1. Pick a status filter if you want only one status.
  2. Click Export. A CSV file downloads.

The export applies the status filter only; search, date and method filters on the page do not narrow it. When no transactions have the chosen status, Export is disabled and hovering it explains why, so you never download an empty file.

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