Dashboard Overview

Here's what you'll find in each section of the PayFlow Dashboard.

Payments

The Payments page lists all transactions, newest first. Use the search bar and filters to find specific payments by:

• Customer name or email
• Payment ID
• Date range
• Status (Succeeded / Failed / Pending / Refunded)

Select any payment to see its full details, including the card used, timestamps, and any associated metadata.

Issuing a refund

1. Open the payment you want to refund.
2. Select Refund in the top right.
3. Choose Full refund or enter a partial amount.
4. Select a reason (optional).
5. Select Confirm Refund.

Refunds typically appear on the customer's statement within 5–10 business days, depending on their bank.

Customers

The Customers page lists everyone who has made a payment through your account. For each customer you can:

• View their full payment history
• Add or remove saved payment methods
• Issue a refund on any previous payment
• Export their data (for GDPR requests)

Subscriptions

Manage recurring billing plans from the Subscriptions page. You can:

• Create new subscription plans (weekly, monthly, annual, or custom intervals)
• Pause or cancel an active subscription
• Upgrade or downgrade a customer's plan
• View upcoming renewal dates and revenue forecasts

Reports

Download transaction reports from Reports → Export. Available formats:

Format	Best for
CSV	Importing into Excel or accounting software
JSON	Programmatic processing
PDF	Sending to your accountant

Reports can be filtered by date range and payment status.

Settings

Setting	Description
Business Profile	Update your company details and verification documents.
API Keys	View, create, and rotate your API keys.
Webhooks	Configure event notification endpoints.
Team	Invite team members and set their permissions.
Notifications	Choose which email alerts you receive.
Branding	Customise the payment page with your logo and colours.