PayKun Merchant Dashboard
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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
The Merchant Dashboard can be opened from the PayKun Dashboard Login. Click on ‘Go to’ under the ‘Payment Gateway’ section.
The below settings options provided from here are applicable to all your PayKun accounts:
You may enable an extra security layer on your PayKun Account by enabling Text Message Authentication or Google Authenticator
You may reset your account password from here. Do not forget to follow the instructions for password requirements.
You may enter the new mobile number here if you want to change your previous one.
You may set the auto-logout time for your PayKun accounts from here.
Test mode is a tool that allows you to simulate the actual payment process as if you were using the real-time live payment gateway.
Test mode is only for development and testing purposes you cannot use it on the production (live) site.
In order to activate the test Mode, first, follow the below-given steps for generating test mode credentials.
Log In to your PayKun Dashboard
‘Go to’ the Merchant Account under the ‘Payment Gateway’ section (If you are first-time-login then you will see the ‘Become a Merchant’ option.)
After the merchant account login, click on your profile picture.
Select ‘Test mode’.
Click on “Generate Sandbox Account.”(by default it is inactive)
Copy your Password from the generated credential
Click on the sandbox login.
You will be redirected to the Sandbox Mode. Log in with your generated credentials and log in as it is in live mode.
If the test mode credentials are already generated:
Log In to your PayKun Dashboard
‘Go to’ the Merchant Account under the ‘Payment Gateway’ section (If you are first-time-login then you will see the ‘Become a Merchant’ option.)
After the merchant account login, click on your profile picture.
Select ‘Test mode’.
Fill in user credentials like username and password for your sandbox account and click on the sandbox login.
If you already have an active sandbox account and you have forgotten the password, then enter the new password and click on the update password button. Your new password will be set.
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.
Business Label
Merchant ID
Email Address
Assigned Role for Merchant Account (Admin, Manager, Support and Finance)
Test Mode Login
Enable International Payment
Developer’s Documentation
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
NOTE: The reply to your query will be received at your registered email address in 24 business hours.
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, Auto Reversed, 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.
Abandoned Payment :
When a customer does not move forward with any transaction purposely, they appear in this section.
It is helpful so that you may contact those customers and may try to retain them or know the reason for the order abandonment.
Note: You may go to the ‘Payment’ section before contacting him and first check if the same customer has later completed the transaction/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
Chargeback :
When the customer files a chargeback for a particular transaction then the details of that payment would appear here.
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.
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.
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.
Profile : Provides the following information
Merchant ID
Merchant Name
Merchant Email ID
Merchant Mobile No.
Activation Status
Registration Date
GST Number
PayKun's GST
Account Manager's Contact Details
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
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
Customize UI: From here, you can customize the appearance of your checkout as per your requirements.
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.
