ACCESSING YOUR DASHBOARD:
you can access your UrPay Dashboard by going to "Integrations" in the side menu and clicking "Dashboard" in the UrPay section (no login is required)
DASHBOARD HOMESCREEN
quick view (chart) of day to day transactions acquired during business hours
stat ledger (upper right)
total transaction count
total transaction volume
last transaction date
last transaction merchant
last transaction amount
last transaction ID
view reports for recent funding activity
view report for recent transaction activity
TRANSACTION SEARCH
gives you the capability to search for recent transactions
can search by a number of different methods including status, transaction ID, account holder name, customer name or the last four digits of the card
VIRTUAL TERMINAL
used to manually process transactions if the software is unavailable for any reason
continue to run your business with the virtual terminal if something like point of sale breaks, can't get back online, etc.
to process transactions you can enter the customer's payment details, the amount and add any relevant notes before clicking submit
TERMINALS
Activate a Terminal
activate your PAX A77 terminal here
fill in required fields
for reporting purposes, filling out the 'Description' field ("Front Desk" or "Bay 2") allows you to specifically identify transactions using this specific terminal
View Terminals
view every terminal that is at your location
helpful for larger, multi-terminal sites
REPORTS
arguably the most useful tab in the Dashboard
generate a number of detailed reports to analyze sales performance, chargebacks, and other key metrics
can customize reports by selecting things like date range, transaction type and export format
regularly reviewing can help optimize operations and address potential issues
