Dashboard Overview: Key Features

In the Dashboard, you'll find key analytics like monthly merchant performance, processing history, and commission summaries.

In the Merchants tab, you can view a list of all of your onboarded merchants. 

You have the ability to view associated rep from your organization, view SC agent, and monitor merchant status (see below) and last transaction date. 

In the Applications tab, you can view all of your pending applications, with visibility into status and all pending items for each app.

The Commission tab displays a monthly breakdown of your earnings from each merchant. You can filter, export, and access monthly PDF reports under the "Reports" tab.

The Teams tab lets you invite team members, find their signup links, check their status, and make adjustments as needed.

The Sign Up Link tab lets you customize your partner sign-up link. You can add your logo and update marketing messages to your liking.

Dashboard: Merchants are able to see all checks entered, date entered, the way it was entered, verification responses, deposit status, and cancel or make any edits to a check provided the batch has not closed yet. 

Merchant can bill customer for same $ amount, on a monthly, weekly and daily basis, with any # of frequency required. 

Step 1: Fill out all your information and click "Draw Signature"