Merchant dashboard (User guide)

This guide provides comprehensive instructions on using merchant dashboard, monitoring financial records, and configuring developer settings.


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Updated: Dec 2025     


This manual covers the following key topics:

  • Dashboard overview:
    • Overview of sales, transactions, refunds, disputes, and trends.
  • Financial records:
    • Details on daily invoice balances, total amounts, and current statuses.
  • Merchant profile:
    • Merchant information: Managing basic details and onboarding documentation.
    • Team: Managing roles, permissions, and adding staff members.
    • Email subscriptions: Configuring email notification settings and topics.
  • Transactions:
    • Payments: Viewing payment history, statuses, and transaction details.
    • Payouts: Monitoring merchant-initiated payouts and their statuses.
  • Developer settings:
    • SDK installation: configuring SDKs and payment methods.
    • API keys: Generating and managing API credentials.
    • Webhooks: Setting up endpoints for real-time event notifications.

If you have any further questions or require assistance, please contact us at support@reservepay.com.

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