Dashboard navigation

The PayMongo Dashboard is where you monitor payments, move money, and manage your account. This page covers what you see when you log in, and where each tab in the left navigation goes.

What you see when you log in

Logging in takes you to Home, where you can see your balance, your next payout, and recent activity.

Home has these parts, top to bottom:

Announcements - Read service advisories and product news.
Total Balance - Check your wallet balance. Send moves money to another wallet or a bank account, Top Up adds funds, and Create Link starts a payment link.
Next payout - See the amount going out next, when to expect it, and the payout method.
Latest transactions - Check your most recent wallet activity.
Business Overview - Compare sales, transaction count, average order value, and your top payment method, for Today, This month, or This year.

The left navigation

The left navigation groups tabs by what they are for, with Settings pinned at the bottom.

Payment Methods

Payments - View and search every payment on your account.
Refunds - View the same list, filtered to refunded and partially refunded payments. See Refunds.
Disputes - Track disputes, also called chargebacks, and the deadline to respond to each. See Disputes & chargebacks.
Payouts - Track your upcoming payout, payout history, and payout schedule. See Payouts for how clearing, cutoffs, and schedules work.

Payment Channels

Use these channels to collect payments.

Products - Manage the items you sell in one catalog, used by Storefront and Order & Pay. See Products.
Customers - Review customer orders and payment activity across payment channels. See Customers.
Payment Links - Create a checkout page for a specific payment and share it with a customer. See Payment links.
Invoices - Bill customers and track outstanding payments. See Invoices.
Pages - Create reusable payment pages you share with customers. See Payment pages.
Storefront - Generate a hosted online store with your catalog and orders. See Storefront.
In-Store QR PH - Generate static QR Ph codes for taking payments at a counter. See In-store QR Ph.
Order & Pay - Set up ordering and payment flows per location. See Order & Pay.

Money Movement

Wallets - Check your balance and transactions, send to one or many recipients, manage saved recipients, and top up. See Wallets.
Issuing - Create and manage virtual cards funded by your wallet. See Issuing.
Virtual Assets - Manage your virtual asset wallet and transfers to and from your main account.
Bills Payment - Pay a biller directly from your wallet.
Ledgers - Track transactions with double-entry accounting. See Ledgers.
Disbursements - Move money out to bank accounts, e-wallets, or other wallets. See Disbursements.

See Key concepts for how balances, transfers, and ledgers fit together.

Capital

Depending on your account, this group shows either a single Capital tab or separate Offers, Active Loans, and Lender tabs. Earned Wage Access appears in either case. See Capital.

Capital - Review your financing: what you can borrow, what you owe, and repayments.
Offers - Review loan offers available to your account.
Active Loans - Track outstanding loans and their repayment progress.
Lender - Review your lending activity.
Earned Wage Access - Offer salary advances to employees, split into Funder, Employer, and Employee, depending on your account type.

Analytics

Reports - View sales over a date range, a net revenue breakdown, and a payment method breakdown, and export payments. See Dashboard analytics.

Fraud Management

These four tabs are part of PayMongo Protect:

Reviews - Investigate transactions flagged for manual review. See Reviews.
Blocked - Monitor transactions declined by your block rules. See Blocked list.
Scores - Review the risk score on each transaction. See Scores.
Rules - Create rules that allow, block, or flag a transaction. See Rules.

Protect must be configured on your account before you can use it. Email [email protected] to request access. See Protect.

Workflows

Workflows - Automate actions that run when something happens on your account, with an editor, templates, your workflow and trigger lists, and execution history. See Workflows.

Settings

Settings are broken into four categories:

Personal settings

Profile - Update your contact information, password, authentication methods, and active sessions.

Company settings

Business information - Manage account details, legal entity, public information, and custom domains.
Team members - Manage members, roles, account security, and shared resources. See Managing team members.
Billing - Review your plan, invoices, and the payment method on your PayMongo account.
Taxes - Manage registrations, rates, and tax reporting.
Compliance - Manage KYC documents, PCI compliance, and legacy exports.
Security Logs - Review sign-ins, API activity, and account changes.
Referrals - Invite merchants and track referral credit.
Invitations - Send and review linked-account invitations.
Child Accounts - View and manage accounts linked to your company.

Product settings

Payment Methods - Enable and configure the methods your customers can pay with.
Product Settings - Manage your catalogue, categories, and product defaults.
Developers - Manage API keys, the workbench, and developer tools. See API keys.
Webhooks - Manage endpoints, events, and delivery logs.

Tools & workflows

Requests & Approvals - Review and act on requests that need approval.
Reimbursement - Review and manage employee expense reimbursements.
Installed Apps - Review and manage apps connected to your account.
Partner Hub - Browse apps and integrations for your business.
Prism - Explore payment and business data with SQL queries and scheduled exports. See Prism.

Getting help

The support button in the top bar leads to as many as three places, depending on your account. My Tickets holds the support tickets you have raised, Premium Services covers your premium support arrangement, and Documentation opens these guides. See Customer support for how to contact support, and Track ticket status for following a ticket.

Why a tab is missing

The left navigation only shows what applies to your account, so your list may be shorter than the one described here. What decides which tabs appear:

Which products your account has enabled. Tabs for products your account does not use stay hidden.
Your roles. Each role grants access to specific areas, and some tabs need a specific role - Workflows needs the Account Owner role. See Roles & permissions for what each role covers, and Managing team members to change someone's roles.
Protect access. The Fraud Management tabs always appear, but they do nothing until Protect is configured on your account.
Linked accounts. If your account is part of a parent-child setup, that changes what you see. Payouts splits into All Payouts and Child Payouts, for example. See Linked accounts.
Account type. Accounts set up as a non-business individual see only Home, Wallets, and Earned Wage Access, and their Home page is different from the one described above.
Wallets or Disbursements. Money Movement shows one or the other. Accounts with Wallet access see Wallets; accounts without it see Disbursements.
Beta access. Storefront, Invoices, Order & Pay, and Workflows need beta or early access enrollment, which you request from the tab itself.