The Merchant Dashboard, as pictured below, has 3 main navigation sections:
This section displays the main functionalities of the dashboard:
Transactions: Payins transactions listing and detailed view. Refunds for paid transactions can be performed through this page.
Refunds: Refunds listing and detail view. To create a new refund, search for the transaction to be refunded in the Transactions page.
Chargebacks: Displays the chargeback notifications received by dLocal, along with chargeback details and statuses. Chargebacks can be disputed from this page.
Payouts: Main section for payouts. There are 3 sub-pages:
a. Payouts list: Displays all the payouts instructions received by dLocal.
b. On-hold payouts: Allows you to review and process on-hold payouts.
c. Batch uploads: Lists all the batch file uploads and the results of each upload.
Balance: Displays the available balance.
Settings: Allows users to configure their dLocal account:
a. General settings: Allows configuring the general account settings (e.g. contact emails, company details) b. Bank Settings: Allows configuring the destination accounts for funds withdrawals along with automatic withdrawal instructions. c. Integration settings: Allows developers to review and configure the integration details. d. Users & permissions: Allows creating and managing the dashboard user accounts.
On the top bar you can see information related to the merchant and user account.
Merchant logo: Configurable within the ‘Settings’ section.
Selected account: Drop Down allows you to switch among enabled accounts.
Active user: email address from the active user is displayed.
‘Logout’ button: which uncovers by clicking on on the menu icon.
The transactions list section allows you to easily find and review all transactions.
Date selectors and query filters: filter transactions view by date and other queries ( find all searching and filtering details in Transactions section)
Transaction amount totals
List of transactions: list of individual transactions