Overview
A comprehensive guide to Chapa's Dashboard for managing payments, transactions, refunds, and business operations.
This document provides a detailed overview of Chapa's Dashboard, outlining how merchants and businesses can use it to manage, monitor, and operate their Chapa accounts efficiently. The Dashboard is designed to simplify payment operations, offer real-time insights, and enable both technical and non-technical users to perform essential financial tasks without direct API integration.
Accessing the Chapa Dashboard
To access Chapa's Dashboard, you must first create a Chapa account. During registration:
- You will be required to provide a valid email address or phone number.
- Chapa will send a verification email or SMS to confirm your account.
- You must verify your email before gaining full access to the Dashboard.
If you do not receive the verification email within a few minutes:
- Ensure the email address or phone number entered is correct.
- Check your spam or junk folder.
- Resend the verification email if necessary.
Account verification helps ensure security and compliance with financial regulations.
Dashboard Purpose and Capabilities
Chapa's Dashboard serves as a central control panel for managing all payment-related activities. It allows merchants to:
- Monitor incoming and completed payments
- Initiate and manage refunds
- Handle disputes and chargebacks
- Configure account and business settings
- Generate payment links without using the API
- View detailed transaction analytics and reports
The Dashboard is built to support businesses of all sizes, from startups to large enterprises, enabling quick operational decisions and streamlined financial management.
Navigating the Dashboard
The Dashboard is designed with usability and productivity in mind. Its layout is intuitive and structured to allow easy access to key features.
Overview Section
The Overview section provides a high-level summary of your business performance, including:
| Metric | Description |
|---|---|
| Transaction volumes | Total number of transactions processed |
| Payment success rates | Percentage of successful transactions |
| Recent activities | Latest transactions and account events |
| Alerts | Notifications requiring immediate action (e.g., pending identity verification or account limitations) |
This section uses analytics and visual indicators to help you quickly understand the health of your account.
Payments and Transactions
From this section, you can:
- View all payment transactions in real time
- Track transaction statuses (successful, pending, failed)
- Search for specific transactions using key identifiers
Search Identifiers:
| Identifier | Example |
|---|---|
| Customer email address | customer@example.com |
| Transaction reference | tx-123456789 |
| Last four digits of card | 4242 |
Refunds and Disputes
The Dashboard allows you to:
- Initiate refunds directly from completed transactions
- Track refund statuses
- View and respond to customer disputes when applicable
For detailed information on processing refunds via the API, see our Refund Documentation.
Payment Tools
The Payment Tools section allows merchants to create payment links, QR codes, donations, and event payments directly from the Dashboard. This enables you to accept payments without any API integration.
Available Payment Tools:
- Payment Links - Generate shareable links for one-time or recurring payments
- QR Codes - Create scannable codes for in-person payments
- Donations - Set up donation pages for fundraising
- Event Payments - Collect payments for events and tickets
The generated links can be shared via email or messaging apps, making it easy to accept payments from customers anywhere.
Reports and Data Export
Creating Reports
Chapa provides flexible reporting tools to help you analyze your financial data:
- Filter transactions by date, status, currency, or payment method
- Export transactional data in CSV or Excel formats
- Generate reports for accounting, reconciliation, or compliance purposes
Search and Filtering
The search functionality allows you to quickly locate specific records by using keywords such as:
- Customer details (name, email, phone)
- Transaction references
- Payment amounts
- Date ranges
Exported reports can be used for accounting software integration, tax reporting, and business analytics.
Best Practices
- Regular Monitoring - Check your Dashboard daily to stay on top of transactions and alerts
- Prompt Dispute Response - Respond to disputes quickly to improve resolution outcomes
- Export Regular Reports - Generate weekly or monthly reports for financial tracking
- Keep Account Verified - Complete all verification requirements to avoid account limitations
Next Steps
- Quick Start - Get started with Chapa API v2
- Accept Payments - Learn how to accept payments
- Migration Guide - Migrate from v1 to v2