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Account & Setup

Dashboard

TransFi's dashboard allows you to manage all of your digital payments and payouts with ease.
How can I find a transaction?

The TransFi dashboard provides a full history of all your transactions, regardless of their status: short, good or invalid. This applies for both payments and payouts.

  • To find a transaction, log into your TransFi's dashboard and click on transactions to view your transaction history. Select the specific transaction to view the transaction details.
  • The transaction detailed the date and time of payment, amount of payment and its transaction ID.


Any questions? Please reach out to customercare@transfi.com. We will be more than happy to assist.

How do I request an account statement? What are the functions of TransFi’s dashboard?

Your TransFi dashboard allows you to view and manage all types of transactions, request payments via our invoicing tool, manage users, and more. Learn more about each function below.

Tracking Transactions and Account Reconciliation 

  • Merchants can track all transactions made. You can export your transaction history as a .CSV file.
  • You will also be able to track the transaction hash, date, time, status, digital and fiat amount of each transaction.

Invoicing

  • Send invoices via your account dashboard to make a payment request to your customers.

Customise your payment form

  • Change the company name, logo and colour on the payment form sent to users.

Customise your payment options

  • Select the digital currencies that you would like to accept.

Make digital payouts

Manage users

  • Add multiple users under the same merchant account with different access functions.

 

Any questions? Please reach out to customercare@transfi.com. We will be more than happy to assist.

How to switch from one account to another on the dashboard?

TransFi's dashboard allows you to hold and manage multiple merchant accounts. Here's how to navigate between them:

Log into your TransFi's dashboard. Your accounts will be displayed on the top left side of the dashboard. 

Any questions? Get in touch via customercare@transfi.com. We will be more than happy to help.

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