Contents
Merchant Back Office
Contents
Welcome to PayCools Merchant Back Office. This document will help you quickly become familiar with the system's features and manage your payments efficiently and securely.
1
Functional overview
PayCools Merchant Back Office provides a complete payment business management function, covering the following modules:
| Main Menu | Submenu | Function description |
|---|---|---|
| Dashboard | Today's Overview | View intra-day trading stats |
| Trading Trends | View Trading Trends by Time Period | |
| Money Management | Balance vs. Settlement | Show Available Balance, Cashable Balance, Amount in Transit, Freeze and ADB Amount and Settlement Time |
| Recharge | Fund the merchant account | |
| Withdraw | Withdraw funds from merchant account | |
| Transfer | Transfer money between merchant accounts (requires contacting the account manager) | |
| Disputes | Handling card transaction disputes and chargebacks | |
| Funding Settings | Bank account management, withdrawal settings, adding sub-account recipients | |
| Transaction Management | Summary | Daily aggregation of payouts and payments |
| Payout Transactions | View payout transaction breakdown for the selected time period | |
| Refund Transactions | View refund transactions for the selected time period | |
| Payment Transactions | View payment transaction details for the selected time period | |
| Ledger Transactions | View a breakdown of the ledger transactions for the selected time period | |
| Customer Service | Query | Filter transactions by criteria to query |
| Ticket | Submitting and Handling Issue Tickets | |
| Send Payments | Micropayments | Initiate micropayments (up to 50,000 PHP in the Philippines) |
| Large payments | Initiate a large payment (requires contacting the account manager) | |
| Large payee | Manage large payment payee information | |
| Cashier | Orders list | View cashier information and related transactions, etc. |
| Developer Settings | Configuration Information | Manage AppId, Callback Address, API Key, IP Whitelist, etc. |
| Systems Management | Role Management | Configure user roles and permissions |
| User Management | Manage Merchant Back Office User Accounts |
2
Global Actions
The following generic features are available at the top of the merchant backend:
- Time zone toggle: The current national standard time zone is displayed by default, and all transaction data queries, reconciliation statistics, and page time displays on the platform are based on the currently selected time zone.
- Download Center: The report file downloaded from the merchant's backend can be obtained here, and can be downloaded and viewed twice at any time.
- Country switch: After switching the target country, the system adapts to the linkage, and the page display content and configuration are synchronously switched to the target country.
- Language switching: Supports one-click switching between Simplified Chinese and English bilingual interfaces.
- Account Settings: View and edit basic information, including changing merchant logos and updating passwords.