> ## Documentation Index
> Fetch the complete documentation index at: https://developer.notchpay.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Guide

> Learn how to use the Notch Pay dashboard to manage your payments, transfers, and account

# Notch Pay Business suite Guide

The Notch Pay dashboard is your central hub for managing all aspects of your payment operations. This guide will help you navigate the dashboard and make the most of its features.

## Dashboard Overview

The Notch Pay dashboard provides a comprehensive view of your payment activities and account status. From the dashboard, you can:

* Monitor transaction volumes and revenue
* Track payment and transfer statuses
* Manage customers and beneficiaries
* Generate and analyze reports
* Configure account settings and integrations

## Accessing the Dashboard

To access your Notch Pay dashboard:

1. Visit [business.notchpay.co](https://business.notchpay.co)
2. Enter your email and password
3. Click "Sign In"

If you've enabled two-factor authentication, you'll need to enter the verification code sent to your device.

## Dashboard Navigation

The Notch Pay dashboard is organized into several sections, accessible from the main navigation menu:

<div className="grid grid-cols-1 md:grid-cols-2 gap-4 mt-6">
  <div className="border rounded-lg p-6 hover:shadow-md transition-shadow">
    <h3 className="text-lg font-semibold mb-2">Home</h3>
    <p className="mb-4">Overview of your account activity, recent transactions, and key metrics.</p>
    <a href="/dashboard/overview" className="text-teal-600 hover:underline">Learn more →</a>
  </div>

  <div className="border rounded-lg p-6 hover:shadow-md transition-shadow">
    <h3 className="text-lg font-semibold mb-2">Payments</h3>
    <p className="mb-4">Create, view, and manage payment transactions.</p>
    <a href="/dashboard/transactions#payments" className="text-teal-600 hover:underline">Learn more →</a>
  </div>
</div>

<div className="grid grid-cols-1 md:grid-cols-2 gap-4 mt-4">
  <div className="border rounded-lg p-6 hover:shadow-md transition-shadow">
    <h3 className="text-lg font-semibold mb-2">Transfers</h3>
    <p className="mb-4">Send money to beneficiaries and track transfer status.</p>
    <a href="/dashboard/transactions#transfers" className="text-teal-600 hover:underline">Learn more →</a>
  </div>

  <div className="border rounded-lg p-6 hover:shadow-md transition-shadow">
    <h3 className="text-lg font-semibold mb-2">Customers</h3>
    <p className="mb-4">Manage customer information and payment methods.</p>
    <a href="/customers" className="text-teal-600 hover:underline">Learn more →</a>
  </div>
</div>

<div className="grid grid-cols-1 md:grid-cols-2 gap-4 mt-4">
  <div className="border rounded-lg p-6 hover:shadow-md transition-shadow">
    <h3 className="text-lg font-semibold mb-2">Beneficiaries</h3>
    <p className="mb-4">Create and manage recipients for money transfers.</p>
    <a href="/send-money/beneficiaries" className="text-teal-600 hover:underline">Learn more →</a>
  </div>

  <div className="border rounded-lg p-6 hover:shadow-md transition-shadow">
    <h3 className="text-lg font-semibold mb-2">Reports</h3>
    <p className="mb-4">Generate and analyze financial reports.</p>
    <a href="/dashboard/reports" className="text-teal-600 hover:underline">Learn more →</a>
  </div>
</div>

<div className="grid grid-cols-1 md:grid-cols-2 gap-4 mt-4">
  <div className="border rounded-lg p-6 hover:shadow-md transition-shadow">
    <h3 className="text-lg font-semibold mb-2">Settings</h3>
    <p className="mb-4">Configure your account, API keys, webhooks, and more.</p>
    <a href="/dashboard/settings" className="text-teal-600 hover:underline">Learn more →</a>
  </div>

  <div className="border rounded-lg p-6 hover:shadow-md transition-shadow">
    <h3 className="text-lg font-semibold mb-2">Developers</h3>
    <p className="mb-4">Access API keys, webhooks, and developer resources.</p>
    <a href="/dashboard/settings#developer-settings" className="text-teal-600 hover:underline">Learn more →</a>
  </div>
</div>

## Test and Live Modes

The Notch Pay dashboard allows you to switch between test and live modes:

* **Test Mode**: Use this mode for development and testing. Transactions made in test mode don't involve real money.
* **Live Mode**: Use this mode for production. Transactions made in live mode involve real money.

You can switch between modes using the environment selector in the top navigation bar.

## Dashboard Features

### Transaction Management

The dashboard provides comprehensive tools for managing transactions:

* **Search and Filter**: Find transactions by reference, status, date, and more
* **Transaction Details**: View detailed information about each transaction
* **Actions**: Perform actions like refunding payments or canceling transfers
* **Export**: Export transaction data for accounting and reconciliation

### Analytics and Reporting

Monitor your business performance with built-in analytics:

* **Transaction Volume**: Track payment and transfer volumes over time
* **Revenue Metrics**: Monitor revenue, fees, and net earnings
* **Customer Insights**: Analyze customer behavior and preferences
* **Custom Reports**: Generate custom reports for specific time periods or segments

### Account Management

Manage your Notch Pay account settings:

* **Business Profile**: Update your business information and branding
* **Team Members**: Add and manage team members with different access levels
* **API Keys**: Generate and manage API keys for integration
* **Webhooks**: Configure webhook endpoints for real-time notifications
* **Security Settings**: Manage security features like two-factor authentication

## Mobile Dashboard

Notch Pay offers a mobile-responsive dashboard that allows you to manage your account on the go. Access the same features and functionality from your smartphone or tablet by visiting [business.notchpay.co](https://business.notchpay.co) from your mobile browser.

## Next Steps

Ready to explore the Notch Pay dashboard in detail? Check out these guides:

* [Dashboard Overview](/dashboard/overview) - Learn about the main dashboard interface
* [Transactions](/dashboard/transactions) - Manage payments and transfers
* [Reports](/dashboard/reports) - Generate and analyze financial reports
* [Settings](/dashboard/settings) - Configure your account settings