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What this is

This is the Overview page under the Payments module in the merchant dashboard — the landing page you see after clicking Payments → Overview in the left nav. It rolls up your entire acquiring balance picture on one screen: the total balance (USD equivalent) at the top with its Available / Pending / Reserved breakdown and currency distribution, key metrics in the middle (today’s volume, transaction count, auth success rate, average ticket), a multi-currency balance table below, and a Needs attention panel (new chargebacks / refunds to process / pending settlement) plus Quick actions on the right. Use this page whenever you want a quick read on how much you have, how much activity happened today, or what needs handling. The acquiring balance views under Payments are split into four sections — Overview, Activity, Payouts, Rolling reserve — each its own page; this is the “Overview” one.

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Steps

Open the balance overview:
  1. Expand Payments in the left nav and click the first item, Overview — this landing page is what opens.
Switch between the four views:
  1. On the Overview page, there are three entry buttons — Activity, Payouts, Rolling reserve — click one to open the corresponding sub-page.
  2. Once on a sub-page, four tabs appear at the top — Overview / Activity / Payouts / Rolling Reserve — click a tab to switch back and forth (click Overview to return to this page).
Hide/show amounts:
  1. Click the eye icon next to the total balance to mask every amount as ”••••”; click it again to restore them.
View a single currency’s detail:
  1. Click a row in the Multi-currency balances table to jump straight to that currency’s transaction list.
  2. Or open the row’s … menu and choose View transactions / Send payout / View latest payout / View global accounts.
Send a payout / manage related settings (in the Quick actions panel):
  1. Send payout — initiate a payout.
  2. Manage payout schedule / Manage bank accounts — set up an automatic payout schedule and maintain receiving bank accounts.
  3. Payment link / Generate report / Transactions — jump to creating a payment link, reports, and the transactions list respectively.

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Fields and statuses

Top summary: Key metrics (metric cards):
When there’s no activity yet today, the change indicator is hidden (to avoid a meaningless constant -100% comparison).
Multi-currency balances table: Row ”…” menu:
  • View transactions — jump to that currency’s transaction list
  • Send payout — send a payout in that currency
  • View latest payout — jump to that currency’s payout records
  • View global accounts — jump to the global account tied to that currency
Needs attention (right side):

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Edge cases and troubleshooting

  • The table shows “No balances yet”: the account doesn’t hold a balance in any currency yet; once acquiring activity starts, balances will show up here.
  • The currency distribution is a grey placeholder with $0: the account has no real funds posted yet, so the distribution bar is just a placeholder; it will color in with the real split once funds arrive.
  • All the amounts turned into ”••••”: you clicked the eye icon to hide the amounts; click it again to restore them.
  • Send payout / Manage payout schedule / Manage bank accounts does nothing, or redirects to an activation flow: your account may not have completed activation yet — follow the prompts to finish activation before using these actions.
  • You want to see a specific currency’s transactions: click that currency’s row directly, or use the row’s … menu → View transactions.
  • The total balance doesn’t match the sum of the per-currency amounts: the total balance converts each currency to its USD equivalent before summing — it’s not a simple sum of the raw currency amounts.

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Common questions (Q&A)

  • Q: Where do I see my balance? / How much money do I have? A: Click Payments > Overview in the left nav — this is the Overview page. Total balance (USD equivalent) at the top is the sum of all currencies converted to USD, with the Available/Pending/Reserved breakdown and per-currency table below.
  • Q: What’s the difference between Available, Pending, and Reserved? A: Available = usable/payable now; Pending = still settling and not yet available; Reserved = held or reserved (e.g. rolling reserve) and not currently usable; the total at the top of the page is the sum of all three.
  • Q: How is the total balance calculated? Why doesn’t it match adding up the raw currency amounts? A: The total balance converts each currency’s balance to its USD equivalent first, then sums them — it’s not a direct sum of the raw currency amounts.
  • Q: How do I hide the balance amounts (so people nearby can’t see them)? A: Click the eye icon next to the total balance to mask every amount as ”••••”; click it again to restore them.
  • Q: How do I send a payout? A: Click Send payout in the Quick actions panel on the Overview page, or use a currency row’s … menu and choose Send payout.
  • Q: How do I set up automatic payouts / receiving bank accounts? A: Use Manage payout schedule and Manage bank accounts in Quick actions.
  • Q: What do “today’s volume, auth success rate, avg. ticket” mean on the Overview page? A: Today’s volume = today’s transaction amount (“this month” below is the month-to-date total); auth success rate = share of today’s authorizations that succeeded; avg. ticket = average amount per transaction. The change indicator is hidden when there’s no activity today.
  • Q: What does “Money in (30d) / Money out (30d)” mean? A: A currency’s inflows and outflows over the last 30 days, helping you gauge that currency’s flow.
  • Q: Where do “New chargebacks, Refunds to process, Pending settlement” in “Needs attention” take me? A: New chargebacks → Chargeback Alerts; Refunds to process → the refunds list; Pending settlement → Payouts.
  • Q: How do I see a specific currency’s transaction detail? A: Click that row in the Multi-currency balances table, or use the row’s … menu → View transactions, to jump to that currency’s transaction list.
  • Q: How do I switch between Overview, Activity, Payouts, and Rolling reserve? A: On the Overview page, click the Activity / Payouts / Rolling reserve buttons to open a sub-page; once on a sub-page, use the Overview / Activity / Payouts / Rolling Reserve tabs at the top to switch back and forth.
  • Q: Why does the table show “No balances yet”? A: The account doesn’t hold a balance in any currency yet; balances will appear here once acquiring activity begins.