How to ?

INTRODUCTION

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

LOGIN FORM

Enter your username and password then you click to sign in and you will be redirected to the dashboard.

CREDENTIALS

PLATFORM MENU

1.DASHBOARD

The dashboard provides an overview of what have been happening.

DASHBOARD

Summary

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

SUMMARY

Charts

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.

CHARTS

2.CUSTOMERS

Customers: Shows ou the list of customers who paid you at least one successfully transaction.

CUSTOMERS

3.PAYMENTS

This feature outline the total number of successful and failed transactions

PAYMENTS

Filters

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.

FILTERS

Details

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.

DETAILS

4.DEPOSITS

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.

DEPOSITS

5.SETTLEMENTS

Settlement report enables you to view total amount transferred to your bank account

SETTLEMENTS

6.REVENUES

The Revenue report gives a quick snapshot of successful payments you have received over a set period of time.

REVENUES

7.TEAMS

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

TEAMS

Click on gear Icon to redirect you to the team page

TEAM

Click on membership to view the members of your team

MEMBERSHIP

Insert the email of a person you would like to be part of the team and send him invitation

INVITATION