On this page, you'll find a collection of tutorials to help you navigate through the tabs and menu in PayTabs Dashboard. Each video includes a detailed description of the related section. Remember, there's also a written solution article available for each section.
Note: The timestamps next to each video indicate the specific minute when each topic is covered, allowing you to quickly navigate to the relevant section if you need to find specific information.
In this video, we'll guide you on how to navigate the Home menu within the merchant dashboard and explore all of its features.
In this video:
- 1:34 Page Heading (Profile Mode & ID)
- 2:24 Change Dashboard Language
- 2:55 Switch Profiles
- 4:11 PayTabs Support Portal
- 4:35 Notifications
- 5:00 Edit Login Details
- 5:47 Edit Login Settings
- 8:55 Change your Password
- 9:33 Home Page Alerts
- 10:25 Analytics Cards
- 12:50 Initiate a Test Payment Page
You may check the related solution article here: Get to know your Dashboard homepage
This video will guide you on navigating the profile menu in your PayTabs merchant dashboard where you can access your Profile details, as well as view your set currencies and payment methods.
In this video:
- 1:03 What Is PayTabs Profile
- 1:48 Differences between Test & Live Profiles
- 3:05 Profile Menu
- 3:18 Profile Details
- 3:35 Switch between Profiles
- 6:24 Profile ID / Name, Merchant ID /Name & Website
- 8:15 Contact details
- 9:56 Profile Mode (Test / Live)
- 11:37 Currencies & Payment Methods
You may check the related solution article here: Profile
In this video, we are going to walk you through the team menu inside the PayTabs merchant dashboard where you can manage your team members and add new ones.
In this video:
- 1:25 Add New Member
- 5:26 Pending Invitations
- 7:30 Edit Member details and permissions
You may check the related solution article here: How to manage the "Team" panel ( add/change users & roles) ?
Managing Transactions
In this video, we will guide you on how to navigate the transaction menu in your merchant dashboard. Here, you can oversee all your payment transactions, start Follow-up transactions, and download transaction reports.
In this video:
- 1:07 Find Transactions
- 1:50 Recent Transactions view
- 3:40 Transaction Details View
- 6:10 Payment Methods Details
- 8:58 Authentication Details
- 11:34 Customer Details
- 11:46 Notes Section
- 12:15 Transaction Types and differences
- 15:57 Refund a Transaction
- 17:27 Capture Authorized Transaction
- 19:04 Void Authorized Transaction
- 21:20 Transaction Response Status & Response Code
- 22:48 IPN logs
- 25:00 Searching & Exporting Transaction Reports
- 30:28 Invoices' Transactions
You may check the related solution article here: Transactions menu
This video is dedicated to walking you through the account's menu in the PayTabs dashboard where you can manage your accounting services like payouts and settlements reports.
In this video:
- 1:25 Accounts Section
- 2:50 Accounts Details
- 6:50 How to Initiate and Schedule Your Payouts
- 10:43 Account Entries
- 16:13 Export Payouts Reports
You may check the related solution article here: Accounts Menu
Check out this video that will guide you through the developer's menu in the PayTabs merchant Dashboard. You'll find integration documentations and guides to help you seamlessly integrate with your platforms. Plus, there are features like API Logs, IPNs, Test Cards, and more to assist you in the integration process.
In this video:
- 1:40 Integration Guides
- 4:34 APIs KEYS
- 10:00 Pre-Built Integrations
- 11:51 PayPage Configurations and Payment Notification
- 12:51 Testing
- 15:44 Certificate Management
- 17:15 Knowledge Base
You may check the related solution article here: What is the Developers Panel in my PayTabs Dashboard?
This video will guide you through the Invoices menu in the PayTabs merchant dashboard, demonstrating how to effectively manage your invoices using the dashboard.
In this video:
- 1:05 Introduction
- 2:40 Initiate an Invoice
- 18:38 Invoices Table
- 19:10 Invoice Details View
- 19:40 Difference between Invoice link and Payment Page Link
- 23:08 Predefined Products and Customers
- 26:30 Custom Invoice Labels
- 28:00 Initiate Template type Invoice
- 31:00 Manage Invoice Options (Copy, Send, Duplicate, Edit, Pay, View, Download)
- 34:27 Search Your Invoices
- 34:53 Export Your Invoices
- 35:23 Initiate Bulk Invoices
You may check the related solution article here:How to manage Invoices on PayTabs Dashboard?
This video will guide you on navigating the "PayLinks" menu and managing it through the PayTabs merchant dashboard.
In this video:
- 1:51 How to Create a PayLink
- 12:00 PayLinks Tabel and Details
- 15:50 Donation Mode
You may check the related solution article here: How to manage PayLinks on PayTabs Dashboard?
This video will guide you on how to set up the repeat billing feature in PayTabs and easily manage it using your merchant dashboard.
In this video:
- 2:35 Add new Repeat Billing Agreement
- 2:48 Agreement Details and Billing Type (Repeat Billing or Repeat Invoicing)
- 6:46 Schedule details
- 10:27 Customer Details
- 11:12 Agreement Details and History
- 13:00 View Agreement Invoices /Cancel Agreement
- 14:25 Create Bulk Agreements
You may check the related solution article here: How to Create Repeat Billing & Repeat Invoicing?
This video will guide you on how to navigate and manage the "Reports" menu in the PayTabs merchant dashboard, allowing you to customize your report settings.
- In this video:
1:30 Reports Settings - 2:10 Reports Layouts
- 4:35 Schedule Your Reports
- 5:25 Transactions Export Layout
You may check the related solution article here: How to Export Reports?
In this video, we will guide you on how to navigate the SMS history menu in the PayTabs merchant dashboard and find your SMS history.