Edfapay Production Dashboard
The EdfaPay SoftPOS Production Dashboard is your central hub for monitoring live transactions, configuring terminals, managing users, and generating reports — all from one unified platform.
Dashboard Overview
Upon logging into the dashboard:
- Key Metrics: Purchases, Refunds, Revenue, Reversals, and Active Terminals.
- Interactive payment charts : Real-time charts that visualize transaction volumes, refunds, and reversals to help you track trends and performance.
- Customizable Widgets: Tailor the overview to focus on the data most relevant to your operations.
Key Features of the Dashboard
The SoftPOS Dashboard provides a centralized workspace for managing operations, monitoring activity, and configuring key platform features.
| Feature | Description |
|---|---|
| Transactions & Reports | View transaction history, apply advanced filters, export data, and generate reports for operational and financial analysis. |
| Payment Link | Create and manage payment links, track their status, and share them with customers through supported channels. |
| Branches | Create and manage merchant branches to organize terminals and monitor performance by location. |
| Users | Add, edit, or remove users and assign roles with tailored access permissions. |
| Terminals | Register and manage SoftPOS terminals, including single creation and bulk uploads for scalable deployment. |
| Analytics | View dashboards and visual insights to track transaction trends and monitor overall business performance. |
| Reconciliation | Review reconciliation records to ensure accurate financial balancing and settlement verification. |
| APK Customizer | Generate branded SoftPOS Android applications by customizing app name, icons, colors, and visual identity. |
| Checkout Templates | Customize the checkout user interface by selecting and assigning predefined checkout templates per integration. |
Dashboard User Guides
To support your use of the EdfaPay SoftPOS Production Dashboard, we provide a comprehensive user guide in English. The guide includes step-by-step instructions, screenshots, and templates to help you maximize the dashboard’s features.
| Language | Download Link |
|---|---|
| English | SoftPOS Dashboard Guide |
These guides provide detailed instructions on how to:
- Navigate and customize the Dashboard Overview
- Generate, save, and download custom reports
- Manage transactions and perform reconciliations
- Add and configure branches, users, and terminals
- Upload multiple terminals using the Excel template
- Update account and profile settings
Important Notes for Production Environment
- The Production Dashboard reflects real financial data. Always exercise caution when making changes.
- Updates to settings (e.g., adding terminals, editing users, or changing configurations) are effective immediately.
- Credentials and configurations used in production cannot be applied to any sandbox or testing environment.
Updated 25 days ago