> This page is for version v1 (default).
> For other versions, use one of these documentation indexes:
> - v1 (default): https://developers.truemed.com/v-1/llms.txt

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://developers.truemed.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://developers.truemed.com/_mcp/server.

# Orders and transactions

> Understand transaction statuses in the Truemed Dashboard and download reports to reconcile payments, refunds, and payouts.

The [Truemed Dashboard](https://app.truemed.com/) displays unified statuses for both Payments and Qualifications customers to help you track the progress of each transaction, and it lets you download reports to reconcile payments, refunds, and payouts.

---

## Interpreting transaction status

The dashboard shows simple, unified statuses across both the Payments and Qualifications tabs. Below is an explanation of each status and how they appear.

![Transaction statuses in the Truemed Dashboard](/_fern-img/72de1741cc0e1d8fe106f17a9a9069a0c6659c14b621ba284a087c0a56611049.webp)

### Dashboard payment status

* **Incomplete**: Customer started checkout but did not complete
* **Authorized**: Auth hold placed on customer's payment method
* **Captured**: Payment has been processed
* **Refunded**: The full amount charged in this order has been refunded to customer
* **Partially refunded**: Part of the original order has been refunded to the customer
* **Test**: Test transaction, not included in report downloads
* **Disputed**: The financial institution has challenged this transaction
* **Voided**: This payment was voided
* **Expired**: The payment authorization was not captured in time
* **Canceled**: The order was canceled

### How to use the dashboard

* **Hover for definitions**: Simply hover your cursor over any of these statuses in the dashboard to see a quick definition of what it means.
* **Test transactions**: Test transactions will display a "Test" status on the Payments dashboard but are excluded from downloadable reports. These transactions are used for testing purposes only and do not affect your reporting.

---

## Viewing order details

The Truemed Dashboard allows you to download reports for tracking payments, refunds, and payouts. These reports help you reconcile transactions efficiently and provide a clear financial overview.

### Report types

When you click "Download report" from the Payments Dashboard, Truemed generates and emails two separate .CSV files:

1. **Payouts Report (.CSV)**
   * Contains a summary with one row for each daily bank transfer.
2. **Payments + Refunds Report (.CSV)**
   * Provides a detailed breakdown of transactions, including:
     * One row for each refund event
     * One row for each purchase
     * A "type" field for categorization

![Payments and refunds report example](/_fern-img/8f5769784dba2fbe6d18cc25e83415100343a724b9148d2d7a0c5a8b850aa410.webp)

### How to download reports

1. Log in to your [Truemed Dashboard](https://app.truemed.com/).
2. Navigate to the **Payments Dashboard**.
3. Click **Download report**.
4. You will receive an email with two .CSV file attachments:
   * **Payouts Report**
   * **Payments + Refunds Report**

![Downloading reports from the Payments Dashboard](/_fern-img/61d057695e77345ae6e97ed8ed735fe261b0f29753b33c329a671cb717b88f42.webp)

### Understanding report data

* **Payouts Report:** Summarizes daily bank transfers, helping track incoming funds.
* **Payments + Refunds Report:** Lists individual transactions, including purchases and refunds, allowing you to reconcile payments with associated payout IDs.

---

## Need help?

If you have any questions about your reports or need further assistance, contact Truemed's support team for guidance at [merchants@truemed.com](mailto:merchants@truemed.com).