Dashboard Overview: Key Features
Paynote Partner Portal
Login to Paynote with your partner account credentials and access the pages below from the left panel
Dashboard
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.
Applications
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.
Application Statuses
Qualified - Company signed up through a verified source.
Pending Bank Statement - Bank statement uploaded and awaiting underwriting approval.
Onboarding - Merchant needs to complete business profile via Paynote dashboard.
Verified - Merchant has been conditionally approved.
Retry - Pending items to complete onboarding.
Declined - Merchant application not approved.
Merchants
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.
Merchant Statuses
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 Paynote.
Commissions
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.
Teams
The Teams tab allows you to add sales reps or other team members to login to the portal with their own credentials.
Click invite team member button
Enter the reps full name / email / choose perms from the dropdown options below;
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
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.
Account Settings
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.
Webhook URL
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.
Sign Up Link
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.
Paynote Merchant Portal
Once onboarded, your merchants will have access to the pages described below with their Paynote merchant account.
Dashboard
Merchants can view all recorded payments, refine the list by payment status, date, or type, and export the selected information.
Send a Payment
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
Send Mass Payouts
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
Request a Payment
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
Payment Page
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
Customers
Merchant can add a customer and authorize their bank account without charging them.
They can access their list of customers who have completed a transaction, or authorized and connected their bank.
They can direct debit/credit customers who have authorized future payments.
Recurring Payments
Merchants can view all recurring payments set up, and cancel a recurring payment on the Recurring Payments tab.
Copy and share this link with your merchant on how to set up a recurring payment: Link
Account Settings
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.
