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Documentation Index

Fetch the complete documentation index at: https://test-docs.upayments.io/llms.txt

Use this file to discover all available pages before exploring further.

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Transactions

The Transactions page shows all payments processed through your NMI gateway, synced automatically.

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Transaction List

The list shows all transactions with:
  • Description — From the NMI order_description field (e.g. “Consulting Services”, “Monthly Subscription”)
  • Customer — Name and email (clickable → customer detail)
  • Status — Settled, Approved, Declined, Refunded, Error
  • Payment — Card brand, last 4 digits, debit/credit type
  • Amount — Transaction amount
  • Date — Processing date

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Search & Filter

  • Search by transaction ID, customer name, email, or description
  • Date filter — 7d, 30d, 90d, All, or custom range
  • Pagination — 20 transactions per page, seamless navigation (no page scroll)

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Sorting

Click any column header to sort. Click again to reverse.

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Transaction Detail

Click any row to view the full transaction detail:

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Payment Lifecycle

Visual timeline showing: Initiated → Approved/Declined → Settled

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Payment Information

  • Method, card details (brand, last 4, expiry)
  • Card Type — Debit or Credit with BIN data (issuer, country)
  • Entry mode (Keyed, Swiped)
  • Response code with human-readable description

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Customer Information

  • Name, email, phone (clickable → customer detail)
  • IP address, NMI customer ID

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Decline Details

For declined transactions, a prominent banner shows:
  • Decline reason — Human-readable (e.g. “Insufficient funds”, “Stolen card”)
  • Category — Soft (retry-worthy), Hard (do not retry), Fraud
  • Response code — NMI numeric code
Decline reasons are mapped from NMI’s 200+ response codes to actionable categories. The Recovery and Fraud pages aggregate these patterns across all transactions.
  • Subscription link — If this transaction is part of a detected subscription
  • Refund link — If this transaction has been refunded
  • Activity timeline — Chronological log of all actions
  • Internal notes — Add notes visible to your team

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Exporting

Click Export CSV to download the current filtered view as a CSV file. Includes all visible columns plus additional fields (BIN data, response codes, entry mode).