With the highest industry payment success rate and a wide range of payment choices, PayU provides your customers with a delightful payment experience. In addition, the PayU dashboard offers you the greatest user interface.

With a wide range of tools including analytics and real-time statistics, PayU Dashboard enables you to learn important things about the functioning of your company. To learn more about the features of the PayU dashboard, read this article.

Overview of the PayU dashboard for a payment gateway

Businesses can configure, run, and administer their payment gateway account on the PayU dashboard, along with the other products from its payment suite. A summary of recent payments, settlements, and refunds is provided. In this essay, we’ll talk specifically about a payment gateway’s dashboard. Let’s get going!

Using your PayU dashboard login, you can access the dashboard. Your company summary and quick links to all the features, including the payment link, payment gateway, payout installation, and details, are displayed on the main page.

Your PayU dashboard’s left sidebar contains four key header links for convenient access. These are: ‘Collect Payments’, ‘Track’, ‘Send Payments’ and ‘Analytics’. 

Let us see the functionality of each parameter that PayU offers:

• Collect Payments

Customers are a company’s most precious resource. By providing a simple payment process and the highest payment success rate, you can give your consumers a good experience.

• Payment Gateway

The “Payment Gateway” page enables you to add payment options to your company’s website or mobile application and turn browsers into grateful paying clients. Here, you can use Java, PHP, Python, etc. to incorporate payments into your app or website. The tab also provides you with the technical information required to activate the functionality.

Utilize the PayU SDK to integrate with mobile apps and add payment support to your iOS or Android app. Connect to the best and most widely used e-commerce sites and shopping carts. The integration procedure just needs to be done once and is simple. With its user-friendly, fully responsive and top-notch security protocols, the business can relax knowing that it will comply with current data security standards. Any urgent assistance needs will be immediately resolved thanks to the round-the-clock help.

• Payment Links

Through this feature on the PayU merchant dashboard, you may generate and distribute payment links. Credit/debit cards, wallets, net banking, UPI, and other online payment options are all available to your clients. Popular apps like Facebook, SMS, WhatsApp, email, and other chat programmes make it simple to share payment links.

• Invoices

You may develop straightforward and expert invoices for your clients so they can complete the sale and make rapid online payments. It is not necessary to utilise a different application just for billing. The channel that is most convenient for your customer might be used to share these invoices. By include precise and succinct billing information, you can create customised invoices. For a completely tax-compliant operation, an automated GST computation is already built in.

• Payment Button

From the PayU dashboard menu option, you may design the payment buttons using this tab and alter their size, colour, and type. With just one line of code copied on your website, you can immediately launch your products and provide payment alternatives thanks to the procedure’ simplicity. To install the PayU payment buttons, just adhere to these easy steps:

• Select the ‘New Payment’ button. 
• On the following page, add the button’s text name, such as “Pay,” “Card,” etc.
• Enter the Item name.
• Enter the amount for the item.
• • Choose the size and colour of the button from the menu as well as their size.

You can add the client information needed at checkout, such as name, address, and contacts, under the “Custom Details” area. Additional fields can be added here. Before the installation is complete, you can examine the buttons.

• Split Payments

This area allows you to securely split incoming funds to several accounts and handle vendor payments using simple-to-integrate APIs.

• E-commerce & Marketplaces

This tab enables you to distribute single payments among numerous sellers in accordance with the payment terms if you operate a marketplace that connects buyers and sellers on your platform.

• Online Service Aggregators

The operation of an online aggregator requires a straightforward way to control money flows to the relevant service provider. This page makes it simple to handle payment routing.

• On-Demand Services

You may control the entire payment process by monitoring the payment dates, specifics, etc. if you run a platform for service providers such as plumbers, taxi drivers, and others.

• Send Payments

You may send payouts and direct transfers of money to your partners, vendors, and workers via the PayU dashboard’s “Send Payments” option. Instant payments can be made to your bank account, phone, or email. You may easily transfer your employees’ salary in bulk each month with a simple file upload using the PayU dashboard.

Your consumers can receive direct, quick refunds into their bank accounts or credit cards. All vendor payments can be handled in bulk.

• Domestic Money Transfer (DMT)

In accordance with DMT rules, you can rapidly transfer funds to any bank account using DMT. You can also manage DMT commissions, claim 100% GST, and also claim GST Settlements.

Follow these easy steps to start DMT transfers:

• Deposit funds into your DMT account.
• Add Sender and Beneficiary Details through API
• Get Commission as well as GST Settlement
• Easily Track Your Transactions

You may monitor crucial company data like transactions and settlements in the “Track” section.

• Transaction Overview

This tab provides you with a summary of all transactions made during a time frame.

You can monitor the total number of transactions for your company’s income, refunds, and payment success rate.

The transactions are listed by date and include the transaction ID, the source, and the contacts for the customers.

To keep track of certain transactions, you can add filters. You can more conveniently keep track of all of your transactions from one page with this tabular view.

• Settlement Overview

You can view the daily record of resolved transactions in this part as a consolidated figure and a list of settled transaction details that have been filtered by date, UTR number, sales amount, etc.

The TDR Report for the current or previous months is available for download.

You can view information about any pending chargeback requests under the “chargeback” page.

• Analytics for Business Insights

You may see a single-window overview of all of your business transactions, refunds, settlements, and reimbursements on the analytics page. With straightforward, simple to filter analytics, you can keep a close eye on your business every day.

• Transactions

These reports will retrieve your transactional data, including payment, customer information, and status.

• Settlements

These reports will list settlements that have been started, paused, and processed along with information on service charges.

• Refunds

These reports will provide information on initiated refunds and their progression through the cycle.

• TDR Report

These are monthly service charges and tax invoices from PayU.

• Payouts

You can view payout information including the amount distributed, the beneficiary, as well as the status in these reports.

• Buttons

You can view transactional information in these reports, such as the total amount collected and the current state of your payment buttons.

By selecting the “Generate Report” tab, you may generate and download a report for each metric.

You can choose the fields, filters, and needed data ranges for reports. The reports are offered in XLS and CSV file formats.

Conclusion

You can compile, customise, monitor, and track all of your customers’ payments from a single window using the PayU dashboard. Make the PayU payment dashboard your business assistant to aid you in making prompt decisions based on data and statistics that are accessible with a single click. 

The post How To Use PayU Dashboard? A Quick Guide appeared first on PayU Blog.

Today, PayU enables 4.5 lakh+ businesses with payment solutions customized to their unique business needs. Netflix, Cred, OLA, Goibibo.com, Redbus, Airbnb, BookMyShow are some of the domain leaders that partner with PayU for their payment solutions. Let us explore the PayU merchant dashboard in detail to assist you in setting up and managing seamless payment options for your customers.

The Dashboard

You can access the dashboard with your PayU dashboard login. On the main page, you will view your business summary with quick links to all the features like payment link, payment gateway, payout installation, and details.  

On the left sidebar of your PayU dashboard, you will find four main header links for quick access. These are: ‘Track’, ‘Collect Payments’, ‘Send Payments’ and ‘Analytics’. Let us see the functionality of each one. 

Collect Payments

For a business, customers are the most valuable asset. Offer a happy experience to your customers with a smooth payment experience and the best payment success rate.

Payment Gateway

‘Payment Gateway’ tab helps you to install payment options onto your business portal or app, and convert visitors into happy paying customers. Here, you can integrate payments in your app or website using java, PHP, Python, etc. The tab further gives you the necessary technical documentation to enable the functionality.

Integrate with Mobile App and accept payments in your Android or iOS app using PayU’s SDK. Integrate with the most popular and best e-commerce platforms and shopping carts. The integration process is one-time and straightforward. Its user-friendly, responsive design combined with best-in-class security protocols ensures compliance with current data security norms and peace of mind for the business. The 24×7 Support ensures immediate resolution for any urgent support requirements.

Payment Links

You can create and share payment links through this option on the PayU merchant dashboard. Your customers can pay using any online payment method, credit/debit card, net banking, UPI, or wallets. Payment links can be easily shared through popular apps like WhatsApp, Facebook, SMS, email, and other chat applications.

Invoices

You can create simple and professional invoices for your customers so that they can make prompt online payments and the sale closure. There is no need to use a separate application for invoicing. These invoices can be shared through a channel most convenient to your customer. You can create customized invoices by adding clear and concise billing details. An automated GST calculation is inbuilt for a 100% tax compliant process.

Payment Button

Using this tab, you can design the payment buttons and customize the size, colour, and button type from this PayU dashboard menu option. The ease of the process helps you launch your products quickly with a single line of code copy-pasted on your site and offer payment options. Follow these simple steps to install PayU payment buttons:

Click on the ‘New Payment’ button. On the next page:

• Add the text name for the button e.g. ‘Pay’, ‘Card’ etc.
• Fill in the Item name.
• Fill in the amount for the item.
• Select the colour of the button from the menu and select the size.

The ‘Custom Details’ section allows you to add customer details required at checkout, e.g. name, address, contacts as per your requirement. You can add more fields here. You can preview the buttons before the final installation.

Split Payments

With this tab, you can split incoming payments to individual accounts securely and manage vendor payments with easy-to-integrate APIs.

E-commerce & Marketplaces

If you run a marketplace that brings buyers and sellers together on your platform, this tab helps you divide single payments amongst multiple sellers as per the payments terms.

Online Service Aggregators

An online aggregator’s business requires a simple mechanism to manage payment flows to the respective service provider. You can manage the routing of payments easily with this tab.

On-Demand Services

If you run a platform for service providers like taxi drivers, plumbers, etc., you can manage the entire payment process by supervising the payment dates, details, etc.

Send Payments

The ‘Send Payments’ section on PayU dashboard helps you to send payouts and direct money transfers to your partners, vendors, and employees. You can send payments to your phone/Email/bank account within seconds. With the PayU dashboard, you can quickly transfer your employee salaries in bulk every month with a single file upload. 

You can directly transfer immediate refunds to your customers into their bank accounts or credit cards.​ You can process all vendor payments in bulk.​

Domestic Money Transfer (DMT)

With DMT, you can instantly transfer money to any bank account, in line with DMT regulations, claim GST Settlements, manage DMT commissions and claim 100% GST.

To initiate DMT transfers, follow these simple steps:

• Add money to your DMT account​
• Add Sender and Beneficiary Details via API
• Get Commission and GST Settlement

Track Your Transactions

The ‘Track’ section enables you to track the essential business metrics like transactions and settlements:

Transaction Overview

• This tab gives you a snapshot of all transactions done in a period.
• You can track the revenue, refunds, and payment success rate for total transactions for your business.
• The transactions are listed date-wise, with the transaction ID, source and customer’s contacts.
• You can apply filters to track particular transactions. This tabulated view makes it easier for you to keep track of all your transactions from a single page.

Settlement Overview

This section shows you the daily record of settled transactions as a consolidated figure and lists details of every settled transaction filtered for a date, UTR no, sales amount, etc.

• You can download the monthly TDR Report for current or past months.
• The ‘chargeback’ tab gives you details of any outstanding chargeback requests.

Analytics for Business Insights

The analytics page shows you a single-window overview of your business transactions, refunds, and settlements. You can keep a sharp eye on your business every day with simple, easy to filter analytics.

Transactions

These reports will fetch your data for your transactions like payment, customer info, status.

Settlements

These reports will show you settlements initiated, paused, and processed with details like service fees.

Refunds

These reports will fetch you details of refunds initiated and their statuses through the cycle.

TDR Report

These are monthly invoices from PayU for service fees and tax.

Payouts

These reports will show you payouts data like amount disbursed, beneficiary and status.

Buttons

• These reports will show you transactional data like the amount collected and the status of your payment buttons.
• For each metric, you can generate and download a report by clicking on the ‘Generate Report’ tab.
• You can select the date range for reports, filters on data required, and fields. The reports are available in CSV and XLS formats.

Conclusion

PayU dashboard is a one-stop solution for you to assemble, customize, manage and track all your customer payments from a single window. Make the PayU dashboard your business assistant to help you make quick decisions based on data and reports available at a click. To know more about the PayU dashboard, click here.

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