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Search for Payment Transactions on the PayMongo Dashboard

You can easily locate specific payments on your PayMongo Dashboard using the search bar and filters. This guide will walk you through how to use the search function effectively, what information is searchable, and tips depending on your integration type.

Updated over a week ago

📍 Where to Find the Search Bar

You can search for payments directly in Payments → All Payments.

🔎 What You Can Search For

The search bar currently supports searching by:

  • Payment IDs

  • Provider IDs

    • ex. QR Ph invoice numbers

    • e-wallet reference numbers

  • Descriptions

    • Any internal notes or identifiers you added. These are Reference Numbers you passed through your integration.


⚠️ Important Note: Email Addresses Are Not Searchable (Yet)

At this time, customer email addresses cannot be searched on the Dashboard.

Our team is actively working on enabling this in a future release.

In the meantime, please use the recommended workarounds below depending on how you accept payments.


🧭 Step-by-Step: How to Search Payments

Step 1 — Go to All Payments

Navigate to Payments → All Payments on the left menu.

Step 2 — Use the Search Bar

Enter any of the following into the search field:

  • Payment ID

  • Provider ID

  • Description

  • Reference Number

The Dashboard will automatically filter matching results.

Step 3 — Open the Payment Details

Click on any payment result to view its full details, including:

  • Payment ID

  • Provider Reference

  • Billing Details

  • Timeline

  • Fees and Net Amount

  • External Reference (if provided)


💡 Recommended Workarounds While Email Search Is Not Yet Available

Depending on your integration type, here are best practices to make customer-specific searches easier:

🔗 For Payment Links

When creating a Payment Link, include customer identifiers inside the Description field:

  • Email address

  • Name

  • Order number

  • Any internal reference

This makes the customer identifiable in the Dashboard’s search results.

🛒 For PayMongo Pages

If you use Pages, create Custom Fields to capture customer information.

These details appear inside the order description and become searchable via the description field.

🛍️ For Shopify Merchants

Shopify handles customer information directly on their platform.

Recommended workflow:

  1. Search for the customer email inside your Shopify Admin.

  2. Open the order to get the Shopify Reference ID.

  3. Copy the Reference ID and search it in your PayMongo Dashboard.

This will lead you to the exact corresponding PayMongo payment.

🧑‍💻 For API Integrations

Ensure your backend passes customer identifiers inside the description parameter when creating a Payment Intent.

For example:

"description": "Order #12345 – Juan Dela Cruz – [email protected]"

Anything placed in the description becomes searchable in the Dashboard.


💬 We’re Improving the Search Experience

We truly appreciate your patience and feedback as we continue enhancing the Dashboard’s search functionality.

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