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The Dashboard provides a quick overview of your account activity and balances.
The Dashboard provides a quick overview of your account activity and balances. It is the first screen you see after logging in and helps you monitor collections, payments, disputes, and available funds at a glance.
Summary Cards
At the top of the page you'll find four key metrics:
- Received – Total amount successfully received during the selected period.
- Payments – Number of successful payment transactions.
- Unpaids – Number of failed or unpaid transactions.
- Disputes – Number of transactions disputed by customers.
Income Chart
The income chart displays your payment activity for the selected month.
Use this chart to:
- Monitor collection trends.
- Identify high and low collection periods.
- Compare performance across different months.
Dispute / Unpaid Ratio
These indicators show the percentage of:
- Disputes – Transactions reversed or challenged by customers.
- Unpaids – Transactions that could not be collected.
Keeping these percentages low helps maintain a healthy collection profile.
Account Summary
The Account Summary provides a breakdown of your available funds.
| Item | Description |
|---|---|
| Current Balance | Total funds currently held in your account. |
| Uncleared Amount | Transactions still being processed and not yet available. |
| Retained Amount | Funds temporarily retained according to your account setup. |
| Available Balance | Amount available for payout. |
| Total Fees | Fees charged during the selected period. |
Request Payout
Use the Request Payout button to transfer available funds to your nominated bank account.
Recent Transactions
The transaction table shows your latest payment activity.
Common columns include:
- Status – Current transaction status.
- Charged At – Date and time the transaction was processed.
- Customer Reference – Customer or merchant reference.
- Payment Reference – Unique Kwik payment reference.
- Payment Method – Method used for the transaction.
- Actions – View additional transaction details.
Tips
- Use the month selector in the top-right corner to view historical data.
- Review unpaids and disputes regularly to identify collection issues.
- Monitor your available balance before requesting payouts.
- Use the transaction list to quickly investigate payment activity.