The PhonePe Docs Developer Hub

Welcome to the PhonePe Docs developer hub. You'll find comprehensive guides and documentation to help you start working with PhonePe Docs as quickly as possible, as well as support if you get stuck. Let's jump right in!

Get Started

Transactions

The transaction screen shows all transactions made by all customers via PhonePe against the merchant during a given time period. Similar to the Dashboard, a Parent Business has access to transactions across its brands and different GSTs.

🚧

A franchisor does not have transaction level information against its different franchisees.

Transactions can be categorized based on the following:

  1. MERCHANT ID
    By default, transactions across all brands and GSTs are visible. However, you can choose particular merchant IDs from the top right corner to access specific transactions.
  1. TIME PERIOD
    By default, the merchant is able to see transactions made during the past week.You can change the time period for which you want to check transactions. Click on the calendar in the top right corner to select the date range.

  2. CONSUMER-SPECIFIC
    You can also search for transactions of a particular consumer by entering the consumer’s phone number in the box “Mobile Number”.

  3. STORE SPECIFIC
    Additionally, you can also search for transactions done in any Store by putting in the Store ID in the box with label “Store ID”

  4. TERMINAL SPECIFIC
    You can also search for transactions done on any terminal by putting in the Terminal ID in the box with label “Terminal ID”

  5. STATUS SPECIFIC
    The Status of any transaction can be one of the 3 - Pending, Completed or Errored. To get a list of transactions classified basis their status, click on the filter symbol at the right of Calendar. From the drop-down, click on Status. The tab will expand where you can select the required items. Post that, click “Apply’’ button.
  1. INSTRUMENT SPECIFIC
    Transactions can be done through several instruments - UPI, Wallet, Credit Card and Debit Card. To get a list of transactions classified basis the instrument used, click on the filter symbol at the right of Calendar. From the drop-down, click on Instrument. The tab will expand where you can select the required items. Post that, click “Apply’’ button.

Transaction Details

In a list of transactions, you can view further details about a particular transaction by clicking on the Merchant Transaction ID. The ‘Details’ page (shown below) provides rich information of

  • Instrument used
  • Amount of transaction
  • Status (COMPLETED/FAILURE)
  • Provider Reference ID
  • Response
  • Instrument Breakup
  • UTR
  • Customer’s Mobile Number mapped to PhonePe

Process Refund

On the ‘Details’ page, the manager and admin can process refunds by clicking on ‘Refund’. Complete refund, as well as partial refunds, are allowed. This page also displays applied cashbacks (if any) and refund related information.

Updated 2 years ago

Transactions


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.