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Welcome to our Help Center!

Navigation sidebar, menus and submenus

Now that you got an overview over the dashboard functionalities, let us concentrate on the navigation on the left side of our application.

Reepay_Admin_-_Sidebar.png

Clicking on the little flashes Reepay_navigation_icon.png you open the sub menus. Please find below a table showing all menu items:

Menu

Sub menu

Usage

Dashboard

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Rapid access to our Go live functionality, information about Plugins, access to documentation and support.

Customers

Customers

See the list of customers and add new ones. Dive into existing customers to see their related Payment Methods, Subscriptions and Invoices. Create new subscriptions and invoices and add payment methods for the customer.

Payment Methods

Get an overview of the Payment Methods you set up in Configuration > Payment Methods.

Payments

Invoices

Keep track on invoices you sent out to clients, of their status and open invoice details to generate payment links or settle the invoice.

Transactions

Once you got payment transactions you will see the list here.

Subscriptions

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Configuration

Checkout

Configure and adapt your checkout window to your corporate design.

Add-Ons

Create and manage Add-Ons you can add to your subscriptions.

Discounts

Add and configure discounts you can offer to your clients.

Coupons

On top of existing discounts you can set up coupons.

Dunning Management

Create a plan on how to remind your customers about outstanding payments.

Plans

Set up the basis for your subscriptions.

Fee Configuration

Check the different fees and their configuration.

Payment Methods

Set up credit cards, mobile payments, installments, bank redirects as well as bank debits and transfers.

Risk Filter

Configure rule sets how to react on risky transactions that you can define by yourself.

Developers

API Credentials

Find your public and private API key here.

Webhooks

Get an overview about the different events and configure your webhooks.

Checkout Helper

We build a whole interface for creating charge, subscription or recurring sessions.

Apps

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Discover all the plugins we and our partners made available for you.

Billwerk+ Sync

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Billwerk+Sync is a tool to build simple yet powerful integrations, also known as scenarios, between our app and other systems. Build your own scenarios from scratch or use one of the existing templates.

As you can see, our documentation follows exactly the same order. So you will find easily the information you need to each of those objects. There is one section missing which contains a very essential part for administrators : The settings. Let us have a look on this part of the navigation now.

Menu

Sub menu

Usage

Help

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From here you can access directly to our help center.

Settings

Account

Insert all information about your company, your location, contact information and your logo.

Email

Configure Senders, Reply-To address and Bcc address for the later email sent out.

Billing

Fill out contact and organization information for communication with the Billwerk+ Finance Team. You can see also the Plan Details if you subscribed to Payments or Subscriptions, or both of them.

Users

See the list of active users, change rights, invite new users or enforce 2 factor authentication.

Applications

If you want an acquiring agreement from Billwerk+, you can apply for one by using this application.

Old Dashboard

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Access to an older version of our application. You will find the Subscription Statistics and Reports that are not yet available in our new admin interface.

Great! Now that you have a good overview over our application, let us go quickly through the process to get Billwerk+ Pay or Billwerk+ Optimize up and running in no time.