PayKun Merchant Dashboard

To understand the dashboard functions and features well let us take a trip and get to know about each and every part of your PayKun Dashboard

Statistical and Graphical Representation (Landing Page)

  • Custom Filter for Statistics: Today, Weekly, Monthly, Yearly or Custom Date

  • Know The number of successful transactions, Total amount received and Average amount as per the transaction

  • Same details in the form of the Graphs

  • See the number of your customers using the mobile to make the payment and the number of customers using computer to make the payment, to help you decide the popular mode of payments for your business

  • Same way percentage of the payment method used for the transaction like a debit card, credit card, Net Banking, UPI or wallet.

  • Overview of Recent Payments, Recent Refunds and Recent Settlements

Test VS Live Mode

  1. Test mode is a tool that allows you to simulate the actual payment process as if you were using its real-time live payment gateway.

Please note that test mode is only for development and testing purposes do not use it on a production site.

In order to activate the test Mode, first, follow the below-given steps for generating test mode credentials.

  • Log In to your PayKun Merchant Dashboard

  • Click on your profile picture then select test mode.

  • And click on “Generate Sandbox Account.”(by default it is inactive)

  • Copy your password from the generated credential

  • Click on the sandbox login.

  • And then you will be redirected to the Sandbox Mode, then after you may log in with your generated credentials and log in as it is in live mode.

If already the test mode credentials are generated:

  • Log In to your PayKun Merchant Dashboard

  • Click on your profile picture then select test mode.

  • Fill user credentials like username and password for your sandbox account and click on the sandbox login.

If you have already an active sandbox account and you have forgotten the password, then you can change your password by clicking on the update password button.

If you need it for testing purposes you can use our sandbox mode by sending “isLive” parameter to false.

2. Live Mode is real time function. If you want to do real transaction than set "isLive" parameter to true and use your Live MerchantId and AccessToken from Paykun dashboard.

Merchant Profile Details

  • Business Label

  • Merchant ID

  • Email Address

  • Assigned Role for Merchant Account (Admin, Manager, Support and Finance)

  • Test Mode Login

  • Developer’s Documentation

Contact Support

  • Can select type of query

    • Account - If anything related to the functions and options of your Merchant Account.

    • Technical - If related to integration, test mode, live mode, technical error, etc.

    • Settlement - If anything related to settlement related issues

    • General - If there is any general query related to PayKun

    • International - If there is any query related to international payments

  • Provide the Subject of your query or Concern

  • Provide a description of the issue or query

Transactions

  • Payment :

    • When there is any kind of transaction is attempted through the checkout or payment link connected to that particular Merchant Account then it appears here.

    • It has the filter options of Payment ID, Email, Status, limit and Date Range

      • Payment ID - Transaction ID and is a 20 digit number for example: 90309-49613-06634-56947

      • Email Address - the customer’s email address who has attempted the payment.

      • Status - Initialized, Success, Dropped, Failed, Fully Refunded, Partially Refunded, Dispute and Chargeback. Get to know about the meaning of these status in types of transactions.

      • Limit - Number of transactions to be shown in one page

      • Date Range - Give the time duration for which you require to view the transactions

    • It provides the information of Payment ID, Amount (₹), Order ID (associated with that particular order a unique Order ID is generated), Customer Email, Transaction Date and Status

  • Refund :

    • All transactions refunded to the customers appear here.

    • It has the filter options of Payment ID, Refund ID, Status, limit and Date Range

      • Payment ID - Transaction ID and is a 20 digit number for example: 90309-49613-06634-56947

      • Refund ID - With each refunded transaction a 20 digit Refund ID is generated

      • Status - Success means the amount is successfully refunded, Failed means the refund processing failed due to some reason and Processing means it is still not credited in the customer’s account.

      • Limit - Number of transactions to be shown in one page

      • Date Range - Give the time duration for which you require to view the transactions

  • Order :

    • Here the merchant gets the Order wise information about the transaction.

    • It has the filter options of Order ID, Customer Email, Status, limit and Date Range

    • Here all details are as per the Payment just the additional information shown is Product Name and the number of attempts of making the payment.

  • Dispute :

    • When any customer files a dispute on PayKun against any particular transaction then those disputed transactions would appear here.

    • It has the filter options of Dispute ID, Payment ID, Customer Email, Status, limit and Date Range

      • Dispute ID - A Unique identification associated when a dispute is created.

      • Payment ID - The transaction ID of the payment on which the Dispute is Created.

      • Customer Email - The email address of the customer who has made the payment

      • Status - If the dispute case is open or closed by PayKun is shown here

    • There is a dispute guide button that provides all the information about how the dispute works

    • Also, as the PayKun is the mediator between the customer and the merchant communication drawn by PayKun appears here as the Chat Box

  • Chargeback :

    • When the customer files a chargeback for a particular transaction then the details of that payment would appear here.

Settlements

  • All the settlement (payout) details of the transactions would appear here.

  • It provides the filter options of Settlement ID, Status, limit and Date Range

  • Settlement ID is the unique settlement identification number associated with the payout of that particular transaction. For example: sel_366135

  • Status includes if the payout is done successfully or failed due to some reason.

Payment Links are the links that can be copied and sent to the customers to receive the payments. Get detailed information on Payment Links and Master Links.

Customers

  • Here the merchant can add and filter the information related to their customers.

  • The details added would appear as the Customer ID, Customer Email, Customer Name, Mobile Number and Date Added.

Reports

Get the option to generate and download a detailed report on the following:

  • Transaction Report: Providing Date Range, Transaction type (All or only Success) and File type (PDF, Excel and CSV)

  • Refund Report: Providing Date Range and File Type as above

  • Settlement Report: Providing Date Range and File Type as above

  • GST Report: According to Month and Year

  • Monthly Summary Report: Get a detailed summary of the whole month

  • Settlement report given above is summarized report. For a detailed settlement report, you can download it from the Settlement page shown below.

My Account

  • Profile : Provides the following information

    • Merchant ID

    • Merchant Name

    • Merchant Email ID

    • Merchant Mobile No.

    • Activation Status

    • Registration Date

    • GST Number

    • PayKun's GST

    • Relationship details information

  • Manage Team: Merchant can add team members with the assigned roles of Admin, Manager, Support and Finance

  • To add member, select ‘Invite Member’ and add the required details like Email ID, Mobile Number, First Name, Last Name and their assigned role.

  • Those members will get their login password in their email addresses and can then have their separate login authorisation given as per the roles assigned. They can now log in with their email ID and password.

  • Authorization as per their roles:

Functions

Admin

Manager

Support

Finance

Dashboard

View

Yes

Yes

Yes

Yes

Payment

View

Yes

Yes

Yes

Yes

Download/send invoice

Yes

Yes

No

Yes

Refund Transaction

Yes

No

No

Yes

Refund

View

Yes

Yes

Yes

Yes

Order

View

Yes

Yes

Yes

Yes

Dispute

View

Yes

Yes

No

No

Chargeback

View

Yes

Yes

No

No

Settlement

View

Yes

No

No

Yes

Payment Link

View

Yes

Yes

Yes

Yes

Create

Yes

No

Yes

No

Disable

Yes

No

No

No

Edit Master Link

Yes

No

No

No

Customer

View

Yes

Yes

No

No

Add

Yes

No

No

No

Edit

Yes

No

No

No

Report

Download

Yes

Yes

No

Yes

My Account

View Profile

Yes

Yes

Yes

Yes

View Team

Yes

Yes

No

No

Add Team Member

Yes

No

No

No

Settings (Notifications)

View Notification Settings

Yes

Yes

No

No

Change Notification Settings

Yes

No

No

No

Settings (Security)

Generate/Regenerate API Keys

Yes

No

No

No

Change Session Timeout Duration

Yes

No

No

No

Enable/Disable Two-step authentication

Yes

No

No

No

Change Password*

Yes

Yes

Yes

Yes

Settings (Customize UI)

View

Yes

Yes

Yes

Yes

Change

Yes

No

No

No

Settings (Configuration)

View

Yes

Yes

Yes

Yes

Change

Yes

No

No

No

Sandbox Configuration

View Status

Yes

No

No

No

Enable/Disable sandbox

Yes

No

No

No

Change sandbox password

Yes

No

No

No

* Change password can be used by any team member to change the password for their own account

Settings

  • Notifications - Can enable/disable different email alerts for transaction done, Refund done, Dispute & Chargeback related, Downtime Notification and Payout Alert

  • Security :

    • Generate/Regenerate Encryption keys

    • Enable two-step verification that will ask for the OTP received in your registered mobile number apart from your set password when you try to Log in

    • Change your PayKun Merchant Dashboard Password

  • Configuration: The Configuration under Settings provides three different settings options: 1. Customer Care Details These are the customer care details of the merchant that includes the Customer Care Email and Mobile Number. These can be viewed by the customer when the transaction status email is sent from the PayKun side. The merchant must set their reachable customer care details. 2. Delayed Capture If the “Delayed Capture” feature is On and if the Reconciliation process is done within 24 hours, then as per the actual status the transactions will get ‘Success’. (https://paykun.com/blog/delayed-capture-of-payments/) 3. WebHook URL Webhooks helps you get notified about events that happen over PayKun. You need to set the Callback URL in the given space.