Merchant Dashboard Guide
Dashboard overview
From the dashboard, merchants can:
- Monitor incoming payments (pay-ins)
- Track invoices and wallet activity
- View balances and transaction history
- Initiate manual payouts
- Review withdrawal activity
- Access transaction details and on-chain references
The dashboard reflects real-time system state.
Home / Overview
The overview page provides a high-level snapshot of your account, including:
- Current balances
- Recent transactions
- Payment activity trends
- Alerts or status notifications (if applicable)
Use this page for daily monitoring.
Transactions
The Transactions section shows all payment activity, including:
- Pay-ins (invoice payments and wallet deposits)
- Pay-outs (manual payouts, withdrawals, auto-flows)
- Pending and successful transactions
Each transaction record includes:
- Amount
- Asset and network
- Status (Pending / Successful)
- Timestamp
- Transaction hash (for confirmed transactions)
Viewing transaction details
Clicking on a transaction opens its detailed view, where you can:
- See the full transaction metadata
- View the on-chain transaction hash
- Navigate to the blockchain explorer (where applicable)
The transaction hash is the source of truth for verification and reconciliation.
Payment Links
The Payment Links section allows merchants to:
- Create new invoices (manual / operational use)
- View invoice status and history
- Track payments per invoice
Invoice statuses include:
- Created
- Pending
- Successful
- Expired / Cancelled (if applicable)
Invoices are ideal for one-time payments and per-transaction reconciliation.
Wallets (Per-User Wallet Model)
If you use per-user wallets, this section allows you to:
- View users created via API or dashboard
- Inspect wallet details per user
- Monitor wallet balances and deposits
Wallet addresses are:
- Network-specific
- Persistent per user
- Used for ongoing deposits
Balances update once deposits are confirmed and successful.
Balances, Payouts & Withdrawals
The Balances section shows:
- Total balance per asset
- Available funds
- Balance changes over time
Balances reflect confirmed (successful) transactions only.
Pending transactions are shown separately and should not be treated as final.
From the dashboard, merchants can:
Manual payouts
- Initiate withdrawals to external wallets
- Specify amount, asset, network, and destination address
- Review payout status
Withdrawal activity
- View API-initiated withdrawal requests
- Monitor auto-withdrawal executions
- Track auto-payout events
Once a payout is broadcasted on-chain, it is irreversible.
Configuration & settings
Depending on permissions, merchants may be able to manage:
- API keys (sandbox / live)
- Webhook endpoints
- Auto-withdrawal rules
- Auto-payout thresholds
- User access and roles
Configuration changes should be tested in sandbox before applying to live.
Security & access
Recommended best practices:
- Enable two-factor authentication (2FA)
- Restrict dashboard access to trusted users
- Use role-based permissions where available
- Regularly review access logs and permissions
Dashboard access grants direct control over funds and should be treated as sensitive.
Reporting & reconciliation
The dashboard supports reconciliation by providing:
- Transaction history
- Transaction hashes
- Invoice and user references
- Timestamps and status transitions
Merchants should use Successful transactions as the basis for accounting.
Updated 17 days ago
