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Get a quick, high-level overview of your payments business as a whole.
Create, manage, and view details for transactions, customers, payment methods, subscriptions, and disputes.
Manage your portfolio’s entities, new and existing merchants, users, groups, teams, and access roles to apply billing, fees, and other configurations.
Create beautiful whitelabeled signup forms for Merchants, customer invoices, static payment pages, products, items, and more.
Create reports to track your business at the click of a button, schedule a withdrawal of your funds, and manage all setup configurations, risk, alerts, and general settings.
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Navigation Legend
To better separate guides based on their access level, we’ve created a legend key to quickly indicate the level of the user that the article is intended for. If you’re unsure about the instructions of a Portal Guide, double-check that you’re using the correct guide level for a page:
(F)
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= Facilitator-level Users
(R)
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= Referrer-level Users
(M)
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= Merchant-level Users
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Some Merchant users may not have all listed features available to them based on their access level as granted by their Admin or Referrer. |
Dashboard | Payments | Management | Forms | Admin |
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The Dashboard is the first landing page after logging into the portal. It displays customizable interactive charts with your most important data, global search of all activities and entities, view alert notifications for things like chargebacks, manage your own user profile or log off securely. | The Payments section provides users with all they need to create new payments, and manage existing transactions as well as new/existing customers from which payments are made. | The management section provides users with functionality related to access control. Roles, templates and teams can be created to fine tune the access of each user account. | The forms section is used primarily for making invoices, payment pages, and product listings intended for processing transactions for specific items and services on the portal that you can send to your customers. | The Admin section is used to create withdrawals and reports, setup alert (webhook) notification systems, manage risk, and generate API Keys for additional granular use of the API. |
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