Returns and Transaction Overview in InPost Pay

In this chapter, you will learn how to process returns and track transactions made via InPost Pay. You will also find information about API integration, which allows you to fully automate these processes within your system.

Transaction Overview

You can view all transactions made by customers in your store:

• Merchant Bank Panel – an advanced panel where you can filter, review, and export transactions within a selected period.

• Merchant InPost Panel (simplified version) – a simple transaction overview and the ability to manually process individual returns.

Processing Returns

Returns can be carried out:

• Manually – by the InPost Pay Service Administrator specified in the agreement or persons authorized by them, through the Merchant Bank Panel or the Merchant InPost Panel (for individual returns).

• Automatically – via API integration (recommended for a larger number of operations).

API Integration

If you use an ERP system or other software, you can fully integrate the processing of transactions and returns via API.

• Supported methods are described in the chapter “Returns and Transactions – API”.

• With the integration, you can:

  • retrieve lists of transactions for a given date range,

  • initiate returns directly from your system.

This option allows for process automation and eliminates the need to log in to the panel to perform individual operations.

When to use which solution?

• Merchant Bank Panel – if you want full access to transactions, reports, and advanced features.

• Merchant InPost Panel – if you need quick access to basic information and simple return handling.

• API – if you want to integrate processes directly with your system (e.g., ERP) to save time and reduce manual work.

✅ With these tools, you have full control over transaction and return processing – both manually and automatically.

On this page:

Refunds and transactions - API

The Merchant API app forming part of the InPost Pay system supplies the following services:

• GET /v1/izi/transaction Allows to fetch a list of transactions for the authorized Merchant. A full description of fields concerning
  transactions and filters that may be used to limit the returned result can be found below.

• POST /v1/izi/transaction/{transaction_id}/refund Allows to order a full or partial refund for the selected transaction
  executed in one of the authorized Merchant’s stores. In the case of this service, an additional verification is carried out by verifying the message signature.

List of methods:

• GET /v1/izi/transaction - List of transactions

• POST /v1/izi/transaction/{transaction_id}/refund - Ordering a refund

Authorization

Authentication is required and performed in the same way as for integration with InPost Pay (Basket App). It is necessary to fetch access_token using the client_id and client_secret, and then transfer it as a Bearer Token in the Authorization header.

Available environment:

• Sandbox: https://sandbox-api.inpost.pl

• Production: https://api.inpost.pl

REST API Specification

Merchant Panel

The Merchant Portal is a portal that allows to:

• View the details of particular transactions

• Effect refunds

• Browse settlements

• Preview signed documents

• Check information on collected commissions.

 Instructions on how to use the Merchant panel can be found below.

Link to the Merchant panel (refunds and transactions): https://merchant.unicredit.pl

Link to the administrator panel (assigning privileges): https://merchant.unicredit.pl/administration

Merchant Panel operation manual

• User Manual

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Example settlement report

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Legend for the report

• PaymentId – a unique identifier of the payment in the system, allowing it to be distinguished from other transactions.
  Example:
  For the same order number, each payment attempt receives a different ID.

  • the first attempt ending with a rejection has one unique ID,

  • the second attempt, also rejected, has another unique ID,

  • a subsequent attempt for the same order that is successfully completed will again receive a different unique ID.

• FundingAmount – the order amount paid by the customer.

• FundingAmountCurrency – the currency in which the order amount is expressed.

• Date – the date when the payment was made by the customer.

• Status – the current status of the payment (e.g., initiated, in progress, completed, rejected).

• IsSettled – information on whether the payment has already been settled and transferred to the recipient’s account.

• Commission – the commission fee charged for this payment.

• CommissionCurrency – the currency in which the commission is expressed.

• PaymentMethod – the method of payment (e.g., card, BLIK, online transfer).

• Description – a field containing the order ID and the payment ID, separated by the | character (e.g., 12345|2b1da033-da73-4e66-86e6-2ced020e4099).

• SettlementId – a unique identifier of the settlement in which the payment is included.

• SettlementImpactAmount – the amount of this payment’s impact on the settlement (e.g., net amount after deducting commission).

• SettlementImpactCurrency – the currency in which the settlement impact amount is expressed.

• DbaName – the name of the merchant (seller) under which they operate in the system.

• TransferReference – the transfer (settlement) number used to identify a specific fund transfer.

• BookingIds – the booking number in the bank's system assigned to a particular transaction or settlement.

InPost Pay Transaction Panel

In the https://merchant.inpost.pl InPost Pay panel, you can orders transaction refunds and view the list of transactions for your online store.

In order to gain access to the list of transactions, enter the details of your store in the Store Details tab, navigate to the API Keys tab and click the Create Secret button that will appear in the upper right corner of the screen.

Detailed instructions on how to fill in Store Details can be found in section 3.Fill in your store details. Detailed instructions on how to generate the Secret for refunds can be found in section 6. API Keys – Merchant Secret (optional for ERP/API integration).

1. List of Transactions

On that screen you will see a list of all your online store transactions made via InPost Pay. This tab presents a list of transactions that allows to search for a transaction and effect a refund. The screen allows to search for transactions by using filters.

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In the table you will find:

• Transaction ID: Unique number identifying each transaction. It is a key number that will allow you to easily find detailed information about a specific transaction.

• Creation date: Date and hour when the transaction was effected.

• Status: Current status of your transaction (e.g. completed, cancelled, pending payment). The exact status will depend on the stage of the payment process.

• Amount: Transaction value in PLN. Amount that was actually paid or should be paid.

• Payment method: Method used by the client to make the payment (e.g. card, bank transfer, BLIK payment).

• Description: A brief description of the transaction that may contain additional information about the payment.

• Order ID: Order number to which the relevant transaction applies, assigned by the store. It allows to connect payments to a specific order placed by the customer. Order ID is the number before the ‘|’ symbol.

On the top of the page, you will find filters that may be used to filter the list of transactions.

2. Transaction details

To view the details of a specific transaction, click the three dot symbol on the right side of the relevant transaction.

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The transaction details page contains the following information:

• Creation Date: Date and hour when the transaction was created.

• Authorization Date: Date and hour when the payment was authorized.

• Amount: Displays the transaction amount in Polish zlotys (PLN).

• Status: Indicates the current transaction status.

• Payment Method: Indicates the payment method used by the customer.

• Order Number: ID of the order connected with the transaction.

• Merchant Name: Your store name.

• payment_gateway_id & POS_ID: Internal payment system identifiers.

• Settled: Indicates whether the transaction has already been settled.

• Description: Additional information about the transaction.

• Refund amount: Displays the amount that may be refunded to the customer under that transaction.

• Refund type: Allows to select the type of refund (e.g. partial or full).

• Amount (text field): A field used to enter the amount of refund, if it is a partial refund. If the refund is a full refund, the field is non-editable.

• Refund (button): Allows to send a request to make a refund to the customer.

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3. Effecting a refund

To effect a refund, go to transaction details of the transaction you want to refund.

In the "Refund" section, select the type of refund: "Full" (full refund) or "Partial" (partial refund).

If you select "Partial", enter the requested refund amount in the appropriate field.

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Once type and amount of refund have been selected, click the "Refund" button. The system will display a refund summary window containing the most important information (transaction ID, refund amount). Check whether the information is correct and click "Confirm refund".

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Once the system has successfully sent the refund request, the system will display a confirmation message. Information on the refund status will be available in transaction history.

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4. List of refunded transactions

In the refund tab, you will see the only the list of transactions that have been refunded in full.

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Important information:

• Always diligently check the information being entered before confirming a refund.

• In the event of any issues or doubts, please contact customer service at the following address: bok.pay@inpost.pl.

5. Granting System Permissions to Other Users

To grant other users access to specific system functions, go to the Permissions tab in the menu.

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Note: Before adding a new user, make sure they have already created an account using their email address on the https://merchant.inpost.pl portal.

Click the “Add User” button in the top-right corner of the screen.

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Fill in all the required information for the new user and select the roles you want to grant them access to. Click “Save” to confirm

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The added user will receive an email with information about account activation. After logging in, they will see the store account with the elements they have been granted access to.

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In the “Invited” tab, you will find a list of users who have been invited but have not yet accepted the invitation. The “Active” tab displays a list of users who have already accepted the invitation.

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To edit a user’s permissions at any time, click the three-dot icon to the right of their name and select the appropriate permissions.

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