Payments view

The payments view is a record of all the incoming and outgoing transactions that you have made using TrueLayer APIs. Access it by going to Console > Payments > Payments v3 > Payments.

If you don't have a merchant account, you will only see payments made to external accounts here.

Payments database

When you open the Payments page in Console, most of the page is occupied by a table of payments made to or from your EUR or GBP merchant account.

Various different types of payment in the sandbox payment view.

You can filter by date, payment status and currency using the dropdowns to the right.

31 days is the longest period you can display on the payments view at once.

In the database, you can see every transaction made to and from your merchant account within the given date range. Days are in UTC from midnight to midnight.

Details included in this view:

the amount paid
the status of the payment
the payment type
the payment, payout or refund id
the payment reference
the name of the remitter, or payer (if a pay-in)
the name of the beneficiary, or payee (if a payout)
the date and time (UTC) that the payment was last modified

Click on an individual payment to also see:

the dates and times that the payment transitioned to each status in its lifecycle
the transaction ID
the account number and sort code of the payer or payee
the remitter or beneficiary type
the payment source ID of the remitter or beneficiary
the user ID of the remitter or beneficiary

Generate a report

Click Export to generate a CSV report of your transaction history within a time frame that you choose.

Use the menu to filter by date range, currency and payment status. To include more detailed information in the payout type, enable Granular payment types.

For more control over the fields that appear on the report, enable Advanced export fields.

CSV export format

When you generate a report, the column headers change depending on whether you are using the latest version of the payments view, or the legacy payments view.

CSV export format for latest version of payments view

If you export a CSV of the latest version of the payments view with all fields enabled, this is the order that columns display in:

amount	currency	status	type	reference	remitter	beneficiary	id	paymentId	payoutId	date	providerId	providerName	failureReason	remitterIBAN	remitterAccountNumber	remitterSortCode	beneficiaryIBAN	beneficiaryAccountNumber	beneficiarySortCode	beneficiaryType	paymentSourceId	userId	createdAt	authorizedAt	executedAt	failedAt	settledAt	schemeId	schemeName	mandateId

Additional columns can be appended on the end of your export. These are the keys from any key-value pairs you include as metadata in your payment, refund or payout request.

The eighth column of the export, id, corresponds to the eight column of an export from the legacy payments view, transactionId.

If your filter or export settings mean your export doesn't contain certain data, the relevant column is omitted from the export, instead of having a column header with blank values.

CSV export format for legacy payments view

If you export a CSV from the legacy payments view, the exported file contains only the following 11 columns.

amount	currency	status	type	reference	remitter	beneficiary	transactionId	paymentId	payoutId	date

If your payments, payouts, or refunds have additional metadata, this isn't included in the CSV export.

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You can also generate a report of transactions on the merchant account dashboard page.

Legacy payments view

In July 2023, we updated the default payments view. The new view has clearer visibility over a payment's lifecycle, additional statuses, better export options, and extra filters. However, the format of exported CSV files is different.

If you want to use the legacy payment view, click your initials in the top-right corner of Console to visit the User settings page. The click Payments View followed by Revert.