How to ?
This user guide covers the basic features that are available in Havanao Platform, throughout a series of screenshots and clear explanations.
HOW TO ACCESS THE PLATFORM
Enter your username and password then you click to sign in and you will be redirected to the dashboard.
The dashboard provides an overview of what have been happening.
TODAY'S TXN COUNT: total number of transactions done today
TOTAL VOLUME: total amount of successful transactions from the beginning
CUSTOMERS: total number of customers who transacted from the beginning
BALANCE: the outstanding balance for settlement
Real time daily recap for successfully transactions. This is a summary of how much money you have been collecting on daily basis for the last 7 days.
Today's revenue: shows you real time successfull transactions in terms of money in thousands(For example 5000 will be displayed as 5).
Last 7 Days revenue: shows you Day on Day comparison. You can see if you are growing or not from this chart.
Customers: Shows ou the list of customers who paid you at least one successfully transaction.
This feature outline the total number of successful and failed transactions
You may wish to filter information based on you need. For example you may want to see only failed transactions or you may want to search for a specific transactions, that's exactly what filters are meant to do. Just select as it suits you or type in the search filer and click search button.
Hint: Click on the green button with excel icon to export transactions into csv.
Sometimes you may wish to get into deep on a give transactions.Let's say if a transactio nis failing and you would like to know why the transaction has failed. You may click on the blue button with eye icon from the payments list and it will show you details such as what request did havanao send to your platform and what respond did you give, the time it took and more other details. This can be used as logs to understand what happened to the transaction payload.
If you are using CashIn(Deposit) API of Havanao, You may want to see how your account is being debited and customers account is being credited. From Money Deposit menu, you will be able to see all those transactions as well as the list balance that is remaining on your Deposit Account.
Settlement report enables you to view total amount transferred to your bank account
The Revenue report gives a quick snapshot of successful payments you have received over a set period of time.
If you have many people from your organization who would like to access your dashboard on Havanao platform, you can send them invite (via team features) so that they can join your team.
HOW DO YOU ADD MEMBERS TO YOUR TEAM
Click on Teams link from the dashboard menu
Click on gear Icon to redirect you to the team page
Click on membership to view the members of your team
Insert the email of a person you would like to be part of the team and send him invitation