Hello, and welcome to Prahsys. In this video, I'm going to walk you through the entire Prahsys Merchant Dashboard from top to bottom. Everything you need to know to start taking payments, managing your team, and getting support. We're looking at the Dashboard right now. This is the first thing you see when you log in. It's your payment analytics hub for the selected time period. And right now, it's showing this week, with no activity yet because we're starting fresh. On the left side, you have your full navigation. At the top, under Platform, you've got Dashboard, Team, and Settings. Under Merchant, you've got Payments, Customers, Disputes, and PCI Compliance. And at the bottom, Support Links, Support Center, Feature Requests, and Report a Bug. We'll come back to all of these.

Let's start with the date switcher in the top right corner of the dashboard. It defaults to this week, but you can change it at any time. Today, last week, this month, this year, and so on. I'm going to switch it to this year, and you can see the dashboard immediately populate with our test payment data. Everything on this dashboard, every number, every chart, every list, is dynamic. It always reflects whatever time period is selected in the date picker. Keep that in mind as we go through the rest of the dashboard. Across the top, you have six summary cards. Total Revenue, Card, Cash, Check, Refunds, Declined. These cards give you a fast read on your revenue mix at a glance. And if we scroll down, each of these categories has a full detail list below. You've got Card Payments, Cash Payments, Check Payments, Refund Payments, and Decline Payments. Each showing amount, description, status, source, and date. You can page through these lists right from the dashboard.

Now let's talk about the Generate Report button. Before I click it, I want to show you the three-dot menu right next to it. This gives you three options: Download PDF, Download CSV, and Email Report. So if you need to export your data or email it directly from here, those options are right there. When you click Generate Report, it opens a new tab with a print-ready report — formatted, clean, ready to print, or save as a PDF directly from your browser. And again, this report is completely dynamic. Whatever time period you have selected in the date picker is exactly what shows up in this report. Change the date, regenerate, and you've got a new report for that period.

Now let's process a payment. I'll click New Payment in the top left corner. This opens the new payment form. You have two required fields to get started: Amount and Description. On the right side, you'll see the Payment Summary panel. It shows the merchant name, the date, and updates live as you fill in the form. I'm going to enter $1 into the amount, and Test as the description. The Payment Summary on the right immediately updates to confirm the total and the payment details. You'll also notice an optional Customer Email field. This links the payment to a specific customer and pre-fills the receipt email if you send one. You can add it here up front, or you can always add it later from the Payment Details page. Below that you have the Payment Method selector. There are four tabs: Terminal, Card, Cash, and Check. Terminal is the default. When you select it, the dashboard automatically pulls up a list of every terminal connected to this merchant account. The next tab is Card — this is for manual card entry, keying in card details directly in the dashboard without a physical terminal. You'll see the card details section with the following fields, all required: name on card, card number, expiry date, CVV, and billing zip code. The final two tabs are Cash and Check — for logging those payment types within the dashboard. This is an optional feature you can toggle on or off in Settings.

Let me go ahead and process this $1 payment using Phil's Terminal. I'll select it and click Pay $1. The screen shifts to a waiting state. The terminal is now prompting the customer to tap, insert, or swipe. No additional steps from the dashboard side. Once the payment goes through, you'll see a Success confirmation screen with three options: Email Receipt, New Payment, or Payment Details. Let's click Payment Details.

This is the Payment Details page. At the top you can see the amount and status badge. On the left, Payment Information: the payment ID, merchant ID, date, and last updated timestamp. On the right is the Transactions panel — every transaction tied to this payment. Clicking Add Customer opens a window where you can search by email. If the email matches an existing customer, their profile populates automatically. This customer link enables receipt emails, purchase history tracking, and a full record of every payment tied to that individual.

Now let's look at receipt options. In the top right of the payment details page you have Print Receipt, Send Receipt, and Refund. The three-dot menu gives you Download PDF. Send Receipt opens a window — because we linked a customer, the email is already pre-filled. Print Receipt opens a formatted receipt in a new browser tab ready to print or save as PDF.

Now let's process a refund. I'll click the Refund button. The refund window opens. I'm entering 50 cents and selecting Phil's Terminal. When I click Refund, the terminal will prompt for tap or insert. If you don't have the physical card, there's a blue input box on the terminal itself where you can manually key in the card number. The status badge now shows Partially Refunded, Amount Captured has updated to 50 cents, and the Transactions panel shows both the original capture and the refund.

Scroll down past billing information and you'll find Payment Audits. This is an internal notes section for your team. Every action — customer updates, refunds, status changes — is automatically logged with a timestamp and the team member who made the change. You can also add manual notes by typing in the field and clicking Add Note.

Now let's look at the Team tab. At the top you have your Primary Contact and Channel Partner Contact cards, set during onboarding. Below is your Members list — every user added to the account with their role, date added, and last login. We strongly recommend a separate account for every individual who accesses the dashboard. Click Invite New User to add someone by email. The Pending Invites tab shows unaccepted invitations — you can revoke or resend from here. The three-dot menu next to any member gives you Manage and Remove options.

The Settings page starts with Payment and Receipts. Toggle Cash Payments and Check Payments on or off under Payment Methods. Under Receipts, enable automatic receipt emails and set a dedicated receipt inbox. You'll also see the Cash Discount Program section. Scrolling down, you can edit your DBA, business address, mailing address, phone number, and website. Any changes update your merchant profile and appear on receipts and reports.

The last thing to cover is support. Under Support in the left nav: Support Center goes directly to help.prahsys.com, Feature Request lets you submit ideas, and Report A Bug lets you flag issues. The chat icon in the bottom right corner of every page opens 24/7 support chat. You can ask a question — handled by Prahsys AI, trained on our knowledge base — report a bug, request a feature, or talk to a person. At any point you can ask to be connected with a live, US-based agent. You can also call us directly at 833-222-6834.