BraidPay Doc
  • Get Started
    • Overview
  • Set Up BraidPay
    • Creating an Account
    • Setting Up Your Wallet
    • Identity Verification (KYC)
    • Dashboard Overview
    • Webhooks
  • Accept Payments
    • Create Payment Link
    • Creating an Invoice
    • Get Paid by BraidPay Users
    • Email Receipts
  • Manage Funds
    • Receive Payouts
    • Add Bank Account(s)
  • Pay With BraidPay
    • Pay Invoices & Payment Links
    • Send Money to BraidPay Users
    • Transfer to Another Crypto Wallet
  • Security and Privacy Settings
    • Self Custodial Wallet
    • Change Your Pin
    • Manage Fraud Risks
    • Backup Wallet
  • Support
    • FAQ
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  1. Set Up BraidPay

Dashboard Overview

The dashboard is designed to give you a clear, organized view of your account and transaction activities. You can quickly access key features like creating payment links and sending invoices.

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Last updated 6 months ago


Key Sections of the Dashboard:

  1. Balance Overview

    • Located at the top of the dashboard, this section shows your current wallet balance, as well as a summary of received and sent payments.

    • Balance: Displays your current USDC or other stablecoin balance.

    • Received/Sent Summary: Quick view of how much you've received and sent.

  2. Quick Actions

    • Easily accessible buttons for common actions:

      • Create Payment Link: Generate a link that can be shared with others to receive payments.

      • Create Invoice: Create and send invoices to clients or customers.

      • Quick Pay: Send or receive payments with just a few clicks.

  3. Recent Payments

    • Displays a list of your most recent payments, whether sent or received, with details such as:

      • Date of the transaction.

      • Amount in USDC.

      • Description or reference for each transaction.

      • Currency and status (e.g., USDC, ETH).

      • Clicking on a transaction will bring up more details.

  4. Side Navigation Menu The side menu allows you to easily navigate between different sections of BraidPay:

    • Home: Returns you to the main dashboard overview.

    • Payment: Send or receive payments directly from this section.

    • Transaction: View your full transaction history, with options to filter by date or type of transaction.

    • Payment Link: Manage and create payment links for easy payments.

    • Invoice: Manage and create invoices.

    • Customer: Keep track of customer details and payment history.

    • Balance: Monitor your balance and transactions related to specific currencies.

    • Support: Contact support if you need assistance or have any issues.

    • Settings: Customize your account settings, security features, and notification preferences.