Paysight Platform

Master the core features of the Paysight platform - the central hub for managing your payment operations, customers, and transactions.

Paysight Platform

The Paysight is our core product - a comprehensive platform for managing your payment operations, customers, and transactions. These guides will help you master its essential features and capabilities.

Overview

What is Paysight?

Paysight is a powerful platform designed specifically for businesses that need to manage payment operations efficiently. Our platform combines robust customer relationship management with secure payment processing capabilities, giving you a complete solution for your payment needs.

The Paysight dashboard provides a comprehensive view of your payment operations, including customer profiles, transaction history, and merchant account management in an intuitive interface.

Who Is This For?

Business Owners

Manage your Paysight account, transactions, and subscriptions effortlessly.

Finance Teams

Track payments, generate reports, and reconcile transactions.

Customer Support

Access workflows for handling customer transactions, refunds, and disputes.

Getting Started with Paysight CRM

1. Set up your account

   Configure your business profile, banking information, and user access settings.

   See the Merchant ID Setup Guide for detailed instructions.

2. Configure payment settings

   Set up your payment methods, currencies, and processing rules.

3. Explore the dashboard

   Familiarize yourself with the CRM interface, including transaction management, customer profiles, and reporting tools.

4. Process your first transaction

   Start accepting payments through the CRM interface or by integrating with our Widget SDK or API.

Available CRM Guides

Account Setup

Merchant ID Setup

Learn how to set up and configure your merchant account, including banking information, business details, and payment processing settings.

Transaction Management

Transaction Reports

Generate and analyze detailed transaction reports, including sales summaries, settlement reports, and custom date range analytics.

Transaction Management

View, search, and manage individual transactions, including capturing authorizations, voiding transactions, and transaction history.

Customer Management

Processing Refunds

Step-by-step instructions for processing full and partial refunds, managing refund disputes, and refund reporting.

Subscription Management

Manage recurring billing, handle subscription cancellations, and process unsubscribe requests from customers.

Integration Options

Widget SDK

Embed a secure payment form directly into your website or application.

The Widget SDK is an extension of the Paysight CRM that allows you to accept payments online while maintaining all the benefits of the core platform.

Widget SDK Documentation

Explore our comprehensive guides for integrating the Widget SDK into your website or application.

How to Use These Guides

1. Explore the guides

   Browse through the various guides in this section. Each guide provides clear steps and examples to help you navigate the platform.

2. Follow step-by-step instructions

   Each guide includes detailed instructions with screenshots to help you complete specific tasks in the Paysight CRM.

3. Use the search

   Need help with something specific? Use the search function to quickly find relevant topics and instructions.

4. Contact support

   If you need additional assistance, our support team is available to help. You can send us a message from Paysight CRM Dashboard or create a ticket. Check more here: Support & Tickets

New to Paysight? Start with our Quickstart Guide to get up and running with the Paysight CRM in minutes.