The Dashboard is the first page you see in the admin area. At the top there is a list of first steps: complete them in order and you are ready to take payments.
1. Increase your account security #
Click the option to change your login settings and choose a long password you do not use anywhere else. More in Protecting access.
2. Complete your account details #
Company details, website and bank account: this is account verification, required to receive real payments.
3. Customise the look #
Upload your logo and choose the colours of your payment pages. You do this in Look & Feel.
4. Receive your first payment #
The Dashboard suggests the right tool depending on how you sell:
- In an online shop: WooCommerce plugin or API.
- Taking payments in person: POS terminal, Tap to Pay or QR Pay.
- Requesting payments: Paylink and Invoice.
- Selling without a website: Pages.
- Receiving donations: Donation.
When you have finished, you can hide the list.
The rest of the Dashboard #
Below that you will find the total of payments, takings, the balance available for your next payout and a chart of the last 30 days compared with the previous period. At the very bottom is the list of latest transactions, from which you can also open the full list.
