Dashboard Overview: Key Features

In the Dashboard, you'll find key analytics such as merchant transactions, processing volumes, and commission summaries.

You can filter this data by timeframe, and view trends. 

In the Applications tab, you can add new applications, and view all of your pending application statuses (see below).

You can monitor documents uploaded for an app, view or assign associated rep from your organization, view Paynote rep assigned, and resend the set PW link. 

You can also filter applications by rep or status. 

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

You have the ability to view or assign associated rep from your organization, view Paynote rep assigned, and monitor merchant status (see below). 

You can also filter merchants by rep or status. 

The Commissions tab provides a monthly report of your income earned from individual merchants. 

You have the option to filter and export this report for your convenience.

The Teams tab allows you to add sales reps or other team members to login to the portal with their own credentials. 

1. Click invite team member button

2. Enter the reps full name / email / choose perms from the dropdown options below;

   1. • Rep Dashboard - simple dashboard overview of the rep's own merchant list

      • Rep Dashboard + Residuals - rep's merchants + commission report

      • Admin Access - same access as main login/partner

3. The added team member will receive an email and will be prompted to create a password. Each team member will have their own unique sign-up link. 

The Account Settings tab enables you to modify your profile information, access webhook URL on the Paynote API tab, and options for configuring your sign-up link settings.

Within Account Settings > Paynote API tab in the Paynote Dashboard. 

Partner Webhook Events - receive real-time status updates on your deals progressing through the pipeline.

Link to API docs: Link

Application Status Updates:

• Pending Bank Statement - Bank statement uploaded and awaiting underwriting approval.

• Onboarding - Merchant completing business application via Paynote dashboard.

• Verified - Merchant has been conditionally approved.

• App Sent - Paynote ACH agreement sent to merchant.

• App Received - Merchant has signed the agreement.

• Retry - Pending items to complete onboarding.

• Declined - Merchant application not approved.

Merchant Status Updates:

• Onboarded - Merchant activated/set up with a plan.

• Live - Merchant started processing.

• Integrating - Merchant working on API integration.

• Inactive - Merchant hasn't sent/received payments in 7 days.

• Canceled - Merchant account canceled.

• Suspended - Issue with merchant's account/temporarily unable to use the platform.

Within Account Settings tab in the Paynote Dashboard. 

Here you can customize the sign-up link by updating its content and/or adding your company logo. 

Each rep you’ve added via the Teams tab will have access to their own unique sign-up link. 

Merchants can view all recorded payments, refine the list by payment status, date, or type, and export the selected information.

Merchants can send a one time payment to a client or vendor. 

Copy and share this link with your Merchant for a demo guide: Link

Merchants can send a mass payout to a number of employees or vendors with ease by filling in a .csv template with receiving accounts' details. 

Payments are directly deposited into the receiving accounts. 

Copy and share this link with your Merchant for a demo guide: Link

Merchant can request a payment from a customer for a one-time amount, or set up a recurring billing cycle on a monthly, weekly or daily basis, with any # of installments required, and a set start date.

Copy and share this link with your Merchant for a demo guide: Link 

Merchant can set up a link to capture a payment from a customer. 

Links can be sent via email or text, embedded on a website, and can be reused for any number of customers. 

Copy and share this link with your Merchant for a demo guide: Link 

Merchants can view their profile information, connected bank accounts, billing and plan details, customize email settings, branding, and more. 

We review these settings with the Merchant in our onboarding demo call.