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How to manage my PayTabs dashboard? (Dashboard Manual)

Want to know "How To" anything regarding your Paytabs Dashboard? This is your right stop. Enjoy our detailed and helpful solutions articles that walk you through step by step as a "Dashboard Manual"

Get to know your Dashboard Home page
Home Dashboard provides you with useful information about the transaction’s activity on your account, displays the dashboard menu, and allows easy access to...
Mon, Feb 12, 2024 at 6:47 PM
What are the required KYC documents to activate/open my account on PayTabs?
To open or activate an account on PayTabs to start accepting live payments, you should finish your Onboarding Process, and be approved as well by our team, ...
Tue, Jan 9, 2024 at 3:07 PM
What is the Profile Menu in my PayTabs 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 wi...
Tue, Jan 9, 2024 at 4:41 PM
How to manage the Team panel? (add a team member, set roles, and resend invitations)
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 ident...
Wed, Jan 31, 2024 at 5:55 PM
Get to know the Transactions menu item, and how to manage it
In this article, you will get to learn: PayTabs Transaction Panel   Quick Search Advanced search Invoice search PayTabs Transaction Panel   PayTab...
Wed, Feb 7, 2024 at 3:36 PM
What is the Developers Panel in my PayTabs Dashboard?
Through your Developers panel, you can access several integration documentation and guides for seamless integration that will suit your platforms. Not only ...
Fri, Jun 16, 2023 at 4:43 PM
How to create Repeat Billing/Invoices?
Repeat billing is a feature that allows merchants to send repeated payable invoices to their customers at predefined intervals (weekly, monthly, or annua...
Thu, Feb 22, 2024 at 1:40 PM
How to Export Reports?
You can search your existing transactions and extract the reports and also you can use Reports Panel to set a layout for exporting reports regularly ( su...
Mon, Dec 4, 2023 at 7:56 PM
How to handle bulk invoices?
In this article, you will be going to know about Bulk invoices How to create bulk invoices Bulk invoices template  Bulk invoices Bulk invoicing i...
Tue, Dec 26, 2023 at 7:06 PM
How to manage Invoices on 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...
Thu, Feb 1, 2024 at 1:22 PM