Understanding Your PaymentCloud Dashboard
Last updated September 24, 2024
Welcome to PaymentCloud! Your dashboard is the central hub where you can manage transactions, monitor sales, and gain insights into your business. In this guide, we'll walk you through the key features of the PaymentCloud dashboard to help you get the most out of your payment processing experience.
Step-by-Step Guide to the PaymentCloud Dashboard
- Log In to Your Dashboard
- Visit PaymentCloud's website .
- Click the "Login" button at the top right.
- Enter your account credentials and access your dashboard.
- Overview Section
- Upon login, you’ll be directed to the overview section. Here, you can quickly view sales, recent transactions, and any pending settlements.
- Review performance analytics such as total revenue and transaction volume.
- Manage Transactions
- Navigate to the "Transactions" tab to view a detailed list of recent transactions.
- Use filters to search transactions by date, type, or status (e.g., approved, pending, declined).
- Generate Reports
- Go to the "Reports" section to generate detailed reports on sales, refunds, and customer data.
- Customize your report parameters to focus on specific time periods or transaction types.
- Account Settings
- Click on your profile in the top-right corner to access "Account Settings."
- Update your business information, manage payment methods, and adjust notification preferences.
- Support & Help
- If you need assistance, the “Help” section offers a variety of resources, including FAQs and the option to submit a support ticket.
- You can also access live chat support directly from your dashboard.
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