PayTabs Dashboard User Guide (14)

This section provides comprehensive insights into the PayTabs dashboard, accompanied by an in-depth user manual for each Tap/feature.

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Dashboard Homepage
PayTabs Dashboard's home page provides you with an overview of today's transactions, Today's Sales volume, and monthly sales volume in addition to an overview of your recent transactions. It also provides you with easy access to the main features.  In this article you will learn about: Video Tuto...
Sun, Dec 1, 2024 at 5:15 PM
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Profile Menu Via Merchant Dashboard
The Profile Tab allows you to access your profile information, edit some invoice options, and switch between different profiles. In the below article you will get know about: A video tutorial : Switch between your profiles Profile Information Payment Methods and Currencies A video tutorial : Take a l...
Sun, Aug 18, 2024 at 5:55 PM
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Team Menu Via Merchant Dashboard
Each merchant account can have more than one user associated with it, so the user can access his account separately. Each user of them considered a new identity for a different person/team member that can be given a specific role and set of permissions, which controls what this user will be able to do when they log...
Mon, Apr 28, 2025 at 4:27 PM
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User Roles and Permissions
Each merchant account can have more than one user associated with it, so the user can access his account separately. Each user of them considered a new identity for a different person/team member that can be given a specific role and set of permissions, which controls what this user will be able to do when they log...
Mon, Apr 28, 2025 at 4:29 PM
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Transactions Menu Via Merchant Dashboard
In this article, you will learn how to effectively manage and monitor your transactions using the PayTabs Transaction Panel. The article covers various aspects, including a video tutorial, an overview of the all-in-one page listing transaction data, empowering you to monitor your transactions anytime, instructions ...
Sun, Dec 1, 2024 at 5:22 PM
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Accounts Menu via Merchant Dashboard
"Accounts" tab helps you to view and manage all your accounting details such as settlements, pending & available balances, Reserved amount, fee deductions, and payout settings noting that its only available for the Live accounts. In this article you will get to know the following: Overview of...
Sun, Aug 18, 2024 at 5:26 PM
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Developers Menu Via Merchant Dashboard
Through your "Developers" panel, you can access several integration documentation and guides for seamless integration that will suit your platforms. Moreover, there are various features available to help you with the integration process, including API Logs, IPNs, Test Cards, and more. In this article y...
Wed, Jan 29, 2025 at 5:20 PM
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Invoices Menu via PayTabs Dashboard
An invoice is a document that you send to your client after the purchase of goods or services from you, both as a means of recording the sale and requesting payment from them.  Without any integration required, merchants can issue invoices from the dashboard by simply filling out the standard form which includes t...
Sun, Dec 1, 2024 at 5:28 PM
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Repeat Billing & Repeat Invoicing
Repeat billing is a feature that allows merchants to send repeated payable invoices to their customers at predefined intervals (weekly, monthly, or annually) for subscriptions products, or services.  Repeat billing tab now has 2 types: Repeat Invoicing: Send invoice every period of time for customer to man...
Tue, May 13, 2025 at 5:17 PM
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How to handle "Bulk Invoices"?
In this article, you will get to learn: What are "Bulk invoices"? How to create bulk invoices Bulk invoices templates What are "Bulk invoices"? Bulk invoicing is an ideal feature that enables you to send many invoices to multiple customers at once using an Excel sheet filled with the r...
Tue, May 13, 2025 at 12:44 PM