Transaction Management

The Transaction Management API allows you to manage the complete lifecycle of payment transactions after they've been processed. This includes:

• Looking up transaction details.
• Voiding transactions (cancellation before cutover).
• Processing refunds (returns after cutover).
• Accessing transaction receipts.

All Transaction Management API endpoints use standard API Key authentication.

Transaction Lifecycle

Understanding the transaction lifecycle is essential for effective transaction management:

1. Transaction Creation - A payment is processed through a terminal.
2. Transaction Confirmation - The payment is confirmed and approved.
3. Post-Transaction Management:
   • Void - Cancel the transaction before batch cutover.
   • Refund - Process a return after batch cutover.
   • Receipt Access - Generate receipts for record-keeping.

Void vs. Refund: Key Differences

tip

The voidableUntilTime field in transaction webhooks and lookups indicates the cutover time until which a transaction can be voided.

	Void	Refund
Timing	Before batch cutover only	Up to 180 days after transaction
Amount	Full transaction amount only	Partial or full amount
Process	Cancels the original transaction	Creates a new linked transaction
Effect on Funds	Prevents funds capture	Returns captured funds
Multiple Operations	One void per transaction	Multiple refunds allowed (up to original amount)

Transaction States

Transactions can exist in several states throughout their lifecycle:

State	Description	Available Actions
Authorized	Initial approval from the card issuer	Confirm, Reverse
Confirmed	Terminal has confirmed completion	Void (before cutover), Refund
Voided	Transaction has been canceled	None
Refunded	Transaction has been refunded	Additional partial refunds (if applicable)

Transaction Status Rules

• If a transaction has been voided, no additional voids or refunds will be allowed.
• If a transaction has been partially or fully refunded, no voids will be allowed.
• Multiple refunds are allowed up to the original transaction amount.

Batch Processing

Transactions are processed in batches, typically once per day. The batch cutover time is critical for transaction management:

• Before Cutover: Transactions can be voided (completely canceled).
• After Cutover: Transactions can only be refunded.

Transaction Balances

For transactions that have been partially refunded, you can check the remaining balance available for refund using the Check Refund Balance API.