Dashboard user guide

The Omise Dashboard offers a central location for business owners and team members to access payment information, carry out day-to-day operations, and configure your Omise account. On the dashboard, you can manage payments, view analytical data, perform specific actions like refunds, respond to disputes, set transfers, and more.

Finding your way around the dashboard

The dashboard is designed for commercial, operational, and financial teams. Upon sign-in, you automatically enter the live dashboard. You can toggle between the test and live dashboard anytime.

Transaction-related menus are grouped together on the side menu to the left, while account configuration and settings can be found under the Accounts menu on the right.

Overview

The overview provides information about the payments and payouts that occur in your Omise account as they happen.

Receipts

Receipts list Omise monthly receipts/tax invoices for your transaction fee in the past month. They are issued at the beginning of every month, sent to you by email, and can also be downloaded from the dashboard.

Learn more: When is the tax invoice and receipt issued?

Transactions

Charges

Charges provide at-a-glance, real-time transaction data. Transactions displayed on this page are listed in chronological order. You can use the search bar to search for charges by keyword or use advanced search filters to narrow down search results. To view specific details of a particular charge, click on the charge.

Learn more: How can I add charge descriptions?

Transfers

Processing charges through Omise increases the Total Balance in your Omise account. Transfers provide a holistic view of your overall balance. All accounts have balances in two states: the On Hold balance and the Transferable Balance. The Total Balance is the sum of your accounts’ balances after deducting the processing fee.

Learn more: What are the total on hold and transferable balance?

Refunds

You can refund successful charges, either in whole or in part. Refunds can be created directly via the Dashboard. They are deducted from your Omise balance—this doesn’t include any On Hold or Reserve Balance. Suppose your transferable balance doesn’t cover the amount of the refund. In that case, you can wait until your balance accumulates through collected payments or contact our Customer Support to top up your account.

Learn more: How do I create a refund?

Disputes

Disputes occur when the cardholder questions a payment and files a case with the card issuing bank. Disputes are sometimes known as chargebacks. Learn more about the types of disputes.

To help you best respond to and manage disputes, Omise provides online documentation on the resolution process and an online portal within the dashboard.

Balance

Balance displays all your transactions, payments, and payouts.

Links

Links provide a portal where you can create and manage your payment links. Here, you can create new links, enable and turn off links, and monitor the links' status in real-time.