The Softrip Payments Portal is an all-in-one tool that allows users of all levels in payments to effectively run their business, mitigate risk, report, and withdraw their funds among many other features.
See below a description of each of the sections of the Portal. Each user will see different pages and features available to them based on their access levels and roles granted to them.
Some of these features include:
Get a quick, high-level overview of your payments business as a whole.
Create, manage, and view details for transactions, customers, payment methods, subscriptions and disputes.
Manage your company’s users, groups, teams and access roles to apply billing, fees, and other configurations.
Create reports to track your business at the click of button, schedule a withdrawal of your funds, and manage all setup configurations, risk, alerts, general settings.
Note: Some Merchant users may not have all listed features available to them based on their access level as granted by their Admin.
Dashboard | Payments | Management | Forms | Admin |
|---|---|---|---|---|
The Dashboard is the first landing page after logging into the portal. It displays customizable interactive charts with your most important data, global search of all activities and entities, view alert notifications for things like chargebacks, manage your own user profile or log off securely. | The Payments section provides users with all they need to create new payments, and manage existing transactions as well as new/existing customers from which payments are made. | The management section provides users with functionality related to access control. Roles, templates and teams can be created to fine tune the access of each user account. | The forms section is used primarily for making invoices, payment pages, and product listings intended for processing transactions for specific items and services on the portal that you can send to your customers. | The Admin section is used to create withdrawals and reports, setup alert (webhook) notification systems, manage risk, and generate API Keys for additional granular use of the API. |