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:
Switch between your profiles
Every account has a test profile by default that is automatically created at the time of registration. Once the account is activated, a live profile is created.
to know more about this, please check our What is Test Profile vs Live Profile? solution
Note :Your merchant account can have multiple live/ test profiles or a group of profiles.
From the profile menu, you can switch between your profiles (you can do the same from the dashboard home screen as well)
After clicking on the branch at the top of the page, you will then have to choose the profile ID to switch to the desired profile
From profile menu, you can view the current logged profile' information as detailed below:
|Item||Description||Related Solution article|
|Name||The name of the selected logged profile.||N/A|
|Merchant ID||The account number ( The merchant account contains multiple profiles) .||N/A|
|Merchant Name||The name of your merchant account, which appears on the payment page||configuration/customization for the payment page.|
The website URL is registered in your PayTabs account.
|Customer Contact Email:|
The main email address registered with PayTabs, where you will receive PayTabs updates and notifications at.
|Customer Contact phone||The main contact number is registered with PayTabs.||N/A|
|Mode||This icon shows if the profile is Test or Live||TEST or LIVE.|
|Created||The Date and Time of profile creation.||N/A|
Predefined Invoice Product
|If you need to create multiple invoices for the same product, you can set the predefined Invoice product to save the information of this product instead of refilling the same information each time, such as the SKU, Description, or price. ||What is the Predefined Invoice Product |
|If you have regular customers and would like to save your time by auto-filling a specific customer details you can use this option.||Predefined Customers |
Custom invoice label
|This is an option that allows you to make "Customer Reference", "Invoice Reference", and "Expiration Date" mandatory to be filled or not based on your business needs. Also, you can change the name of these labels.||Check the below article for more details:How to manage Invoices on PayTabs Dashboard? > then choose Custom invoice label.|
|This shows if you are using your own SendGrid account in sending transactions' receipts and invoices. If it's showing "No", this means that your invoices are sent to your customers with PayTabs SendGrid with ([email protected]). |
For more details about SendGrid configuration, please visit: How to integrate my Paytabs account with my SendGrid account?
Payment Methods and Currencies
The profile Tab also allows you to view the available Currencies and Payment methods enabled on your profile.
To add any additional currencies and payment methods you shall send a request via email to : [email protected] ,noting that they are subject to the availability and the approval of the concerned parties.