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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 useful information about the transaction’s activity on your account, displays the dashboard menu, and allows easy access to the ...
Tue, Apr 5, 2022 at 7:30 PM
Merchant's Onboarding Journey
If you are a new merchant in PayTabs, this article will walk you through the onboarding journey you will go through to activate your PayTabs account and sta...
Sun, Apr 3, 2022 at 8:14 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, ...
Thu, Jun 23, 2022 at 3:00 PM
What is the Profile Menu in my PayTabs dashboard?
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 crea...
Tue, Apr 5, 2022 at 2:24 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 to login with. Each user of them considered a new identity for a different person/team ...
Tue, Mar 29, 2022 at 8:59 PM
Get to know the Transactions menu item, and how to manage it
In this article, you will be going to know about: PayTabs Transaction Panel   Quick Search Advanced search Invoice search PayTabs Transaction Panel ...
Sun, Mar 5, 2023 at 10:06 AM
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?
Recurring billing is a feature that allows merchants to send repeated invoices to their customers at predefined intervals (weekly, monthly, or annually) for...
Tue, Apr 5, 2022 at 6:42 PM
How to Export Reports
Merchant dashboard allows the user to extract transactions' report to get information about financial transactions including sales, declines, and can...
Wed, Sep 7, 2022 at 10:28 AM
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, Mar 21, 2023 at 2:46 PM