How to Check Payment History in PhonePe

PhonePe, a leading digital payment platform in India, offers a seamless way to manage and track your financial transactions.

Whether you are sending money to friends and family, paying bills, or making purchases, keeping track of your payment history is crucial.

This article will guide you through the steps to check your payment history in PhonePe, utilizing various features and filters to make the process efficient and user-friendly.

How to Check Payment History in PhonePe

  1. Open the PhonePe App: Start by opening the PhonePe App on your smartphone. Ensure you are logged in with your registered mobile number and password or OTP.

Navigate to the History Section: On the home screen, look for the History Option at the bottom of the screen. Tap on it to access your Transaction History.

View Transaction History: Once you are in the History section, you will see a list of all your transactions. This includes payments made via UPI, Debit Card, PhonePe Wallet, and other methods.

Apply Filters: To make it easier to find specific transactions, you can use the Filters option. Tap on the Filters icon, usually located at the top right corner of the screen. You can filter transactions based on:

  • Payment Instrument: Choose between UPI, Bank Account, Debit Card, or PhonePe Wallet.
  • Transaction Status: Select from Failed Transactions, Pending Transactions, or Successful Transactions.
  • Time Period: Filter transactions by date range, such as Today, This Week, This Month, or a custom date range.
  • Transaction Details: Tap on any transaction to view detailed information, including the Transaction Amount, Transaction Date, Transaction Time, Transaction ID, Beneficiary, and Status.

Detailed Features and Options

Filters and Sorting Mechanisms

PhonePe provides a robust sorting mechanism to help you manage your Transaction History effectively. Here are some key features:

  • Status Specific: Filter transactions based on their status (Pending, Completed, or Failed).
  • Consumer-Specific: Search for transactions by entering the consumer’s mobile number.
  • Store Specific: Filter transactions by entering the Store ID.
  • Terminal Specific: Filter transactions by entering the Terminal ID.
  • Instrument Specific: Filter transactions based on the payment instrument used (UPI, Wallet, Credit Card, Debit Card).
Viewing and Downloading Reports

For business users, PhonePe offers the ability to view and download detailed transaction reports. Here’s how you can do it:

  1. Access the Business App or Website: Open the PhonePe Business app or log in to the PhonePe Business website.
  2. Navigate to Transactions: Click on the Transactions tab in the left panel.
  3. Generate Reports: Under the Generate Transactions Report section, select the date range and other criteria, then click on Generate Report to download the report.

Practical Examples and Use Cases

Example 1: Checking All UPI Transactions
  1. Open the PhonePe App and navigate to the History section.
  2. Tap on the Filters icon.
  3. Select UPI under the Payment Instrument filter.
  4. Apply the filter to view all transactions made via UPI.
Example 2: Viewing Failed Transactions
  1. Open the PhonePe App and go to the History section.
  2. Tap on the Filters icon.
  3. Select Failed under the Transaction Status filter.
  4. Apply the filter to view all failed transactions.
Example 3: Generating a Transaction Report
  1. Log in to the PhonePe Business website.
  2. Navigate to the Transactions tab.
  3. Under Generate Transactions Report, select the desired date range and criteria.
  4. Click on Generate Report to download the report.

Troubleshooting and Support

If you encounter any issues while checking your payment history, PhonePe offers robust customer support. Here’s how you can get help:

  1. Contact Support: Use the Contact Support option within the app to chat with a support representative.
  2. Phone Support: Call PhonePe customer support at 080-68727374 / 022-68727374 for assistance.
  3. Help Center: Visit the PhonePe help center on their website for FAQs and detailed guides.

PhonePe Important Features

EntityDescription
PhonePe AppThe application used for digital payments.
Transaction HistoryA record of all transactions made using PhonePe.
History OptionThe menu option in PhonePe to access transaction history.
FiltersTools to sort and view specific transactions.
UPIUnified Payments Interface, a payment system used by PhonePe.
Bank AccountLinked bank accounts used for transactions.
Debit CardA card linked to a bank account for payments.
PhonePe WalletA digital wallet within the PhonePe app.
Transaction StatusIndicates if a transaction is successful, pending, or failed.
Failed TransactionsTransactions that did not complete successfully.
Successful TransactionsTransactions that were completed successfully.
Pending TransactionsTransactions that are in process.
Transaction AmountThe amount of money involved in a transaction.
Transaction DateThe date when the transaction was made.
Transaction TimeThe time when the transaction was made.
Transaction IDA unique identifier for each transaction.
BeneficiaryThe recipient of the payment.
Contact SupportOption to get help from PhonePe support team.
Apply FiltersThe action to sort transactions based on specific criteria.
Mobile NumberThe phone number linked to the PhonePe account.
OTPOne-Time Password used for verification.
LoginThe process of accessing the PhonePe account.
Home PageThe main screen of the PhonePe app.
Profile PictureThe user’s profile image in the app.
UPI LiteA feature for low-value payments.
Payment InstrumentThe method used for payment (e.g., UPI, debit card).
Merchant IDIdentifier for merchants in PhonePe.
Store IDIdentifier for specific stores in PhonePe.
Terminal IDIdentifier for payment terminals.
CashbackRewards given for transactions.
RefundThe process of returning money for a transaction.
Transaction ReportA detailed report of transactions.
Generate ReportThe action to create a transaction report.
Transaction StatementA summary of transactions.
Payment GatewayThe system that processes payments.
Transaction DetailsSpecific information about a transaction.
Provider Reference IDAn ID provided by PhonePe for the transaction.
Merchant Reference IDAn ID provided by the merchant for the transaction.
Instrument BreakupDetails of the payment method used.
UTRUnique Transaction Reference number.
Consumer-SpecificTransactions related to a specific consumer.
Status SpecificTransactions filtered by their status.
Time PeriodThe date range for viewing transactions.
CalendarTool to select the date range for transactions.
Search BarTool to search for specific transactions.
Transaction ListA list of all transactions.
Transaction ScreenThe screen displaying transaction details.
Transaction FiltersOptions to filter transactions by various criteria.
Transaction PageThe page where transaction history is displayed.
Transaction InterfaceThe user interface for viewing transactions.

By following this guide, you can effectively manage and review your transactions in PhonePe, ensuring a smooth and organized financial experience.

QNAs

How can I check my payment history in PhonePe?

To check your payment history in PhonePe, open the app, tap on the History tab at the bottom of the screen, and you will see a list of all your past transactions, including payments made and received.

Can I filter my payment history in PhonePe by date?

Yes, you can filter your payment history in PhonePe by date. In the History section, use the filter options to select the desired date range and view transactions made during that period.

Is it possible to download my payment history from PhonePe?

Yes, you can download your payment history from PhonePe. Go to the History section, tap on the Download icon, and choose the format (PDF or Excel) to save your transaction history to your device.

Can I view the details of a specific transaction in PhonePe?

Yes, you can view the details of a specific transaction in PhonePe. In the History section, tap on the transaction you want to view to see more details such as the transaction ID, amount, date, and status.

How far back can I see my payment history in PhonePe?

PhonePe allows you to view your payment history for the past 12 months. If you need records older than that, you may need to contact PhonePe Support for assistance.

Can I check payment history for a specific bank account linked to PhonePe?

Yes, you can check payment history for a specific bank account linked to PhonePe. In the History section, use the filter options to select the bank account you want to view transactions for.

What should I do if my payment history is not updating in PhonePe?

If your payment history is not updating in PhonePe, try refreshing the app or logging out and logging back in. If the issue persists, contact PhonePe Support through the app’s Help Center for assistance.

                Conclusion

                Checking your payment history in PhonePe is a straightforward process that can be customized to meet your specific needs.

                By utilizing the various filters and sorting mechanisms, you can efficiently manage and track your transactions.

                Whether you are a regular user or a business, PhonePe provides the tools and support needed to keep your financial activities organized and transparent.

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