Finding your way around your account

Everything for your business lives under Dashboard in the top menu. From there you can reach the areas below. You only see the ones your role allows, so if something is missing, ask an Admin on your account to grant it.

• Transactions - every payment, with Void, Refund and Capture where they apply.
• Customers - your customers, their saved payment methods and their schedules.
• Invoices - create, send, resend and void invoices.
• Products and Tax rates - the catalog and tax rates you pick from when you build an invoice or schedule.
• Scheduled payments - recurring or future-dated charges.
• Billing, Usage and Integrations - your plan, what you have used, and connections such as QuickBooks.
• Notification settings - the emails your customers receive.

The Support link in the top menu opens the knowledgebase and FAQ.