What is the Merchant Dashboard
The Bitfinex Pay Merchant Dashboard is an internal tool designed to provide our Merchants with powerful reports and features to manage their Merchant crypto gateway.
Would you like to take a sneak peak of how the Bitfinex Pay Dashboard looks like, but don’t have a Merchant account yet? You can try our demo version here. Please note that the demo version is showing simulated data and certain features, such as generating invoices, are disabled.
- Understanding the Merchant Dashboard Features
Understanding the Merchant Dashboard Features
Upon accessing the Merchant Dashboard, you will find the available features on the left side panel of the page: Dashboard, Wallets, Invoices, Payments, and Settings.
For more information on accessing the Merchant Dashboard, see our guide: How to access the Merchant Dashboard.
Note: You can hide the left side panel to make the main screen larger by clicking on the green arrow.
Dashboard
This is the main page of the Dashboard and allows you to see quick metrics and stay up to date with Bitfinex Pay latest features and blogs. It consists of two sections:
1. Metrics Dashboard: This graph shows useful information regarding Gross Volume in your preferred fiat, number of Successful Payments and Expired Payments in different timeframes. Detailed information will be displayed when hovering over any of the data points.
2. Latest News: A news section where all the Bitfinex Pay related blogs, articles, tutorials, changelogs, feedback surveys and contests are published. This section shows the newest four articles, you can click on See More to view previous content.
Wallets
This section shows the wallets of all Bitfinex Pay compatible tokens.
Take note of the tokens currently available when using Bitfinex Pay:
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1. Approximated Equivalent USD Balance: This is the total aggregated estimated balance in USD and is shown in the top left, it is the sum of all balances converted to USD.
Note: Please keep in mind this amount is estimated and may not be 100% accurate.
2. Withdraw: The button to withdraw will take you to the Bitfinex main platform to complete your withdrawal: https://movement.bitfinex.com/withdraw.
For more information about withdrawals, please check How to make a crypto withdrawal at Bitfinex.
3. Wallets: Here a list of Bitfinex Pay compatible wallets and its balances are shown. Merchants will be able to:
Button to auto-convert, for more information please see the Auto-Convert feature below;
Button to disable auto-convert, for more information please see the Auto-Convert feature below.
4. Hide/unhide dust balance wallets: This switch allows you to hide/unhide wallets with a balance amount below the dust balance setting established in Settings Menu.
Auto-Convert Feature
The Auto-Convert Feature will allow Merchants to automatically convert Bitfinex Pay compatible tokens to any other available tokens.
For example, a Merchant may want to convert the incoming funds received in Bitcoin to Tether USDt Tokens and activate the Auto-Convert feature. Once activated, every 5 minutes any amount above 10 USD equivalent will be automatically converted with a Limit order.
Please check our Fees page to understand the fees required for Limit orders.
Notes:
- If token A is auto-converting to token B, token B cannot auto-convert to token A as it would create an endless auto-convert loop.
- Only amounts above 10 USD equivalent will be auto-converted.
- The order type used is a Limit IOC. For more information about Immediate or Cancel Order, please check our guide: Bitfinex Order Types and Order Options.
- Some limit orders might not be executed under severe market volatility conditions. However, Bitfinex is under no responsibility to monitor market prices or halt trades in adverse market conditions.
Invoices
This section shows a list of all the invoices created by the Merchant, including their status and details. Both customer generated invoices through your checkout and manually generated invoices will be shown here.
For each invoice, Merchants will have the following actions depending on the state of the invoice:
1. Mark as Completed
Merchants can manually mark an invoice as Completed in case the payment was not automatically matched. This may happen if the customer uses Manual Payment and doesn’t send the exact amount of funds, or if the invoice expired before the funds were received on the Merchant wallet.
For more information on how these payments may not be matched correctly, visit our guide Bitfinex Pay Customer Experience.
In order to mark an invoice as Completed, relevant information regarding the transaction will be required in order to identify the correct payment.
1. Firstly, you will be required to provide the token the invoice was paid with by selecting from the dropdown menu. If you are unsure which token was used for this payment, there is an “I don’t know” option. Note that providing the token will help us provide you with suggestions of potential unlinked payments.
2. After providing the token used to pay the invoice, you will be shown a number of suggested deposits that are based on the invoice time and amount.
3. If no deposits are suggested or you already know the Deposit/Ledger ID of the matching deposit, you can also input it manually.
Notes:
- Only invoices with the Created or Expired status may be marked as Completed.
- Each deposit can only be linked to one invoice, but an invoice may have multiple deposits.
2. Mark as Expired
You can mark any invoice with the Created status as Expired. This will immediately expire the invoice and make it unavailable for the client. This is a useful feature especially for incorrect invoices.
Note: Please make sure your customer hasn’t started the payment process. If your customer has already sent the funds and the invoice is marked as expired, the payment might arrive and it might not be linked to the invoice.
3. Mark as Refunded
You can manually mark any invoice with the Completed status as Refunded. This will update the status of the invoice to either “Fully refunded” or “Partially refunded”, depending on the amount refunded. This can be useful when you have made a refund manually through Withdrawals in the main Bitfinex platform. In order to mark an invoice as refunded, you will need to provide the Withdrawal ID of said refund.
Copy Link
This will allow you to either copy the link of the invoice or open it yourself.
Additionally the Invoices section also includes the Bitfinex Pay Manual Invoice Generator.
How to manually generate an invoice on the Bitfinex Pay Merchant Dashboard
Having a verified Merchant account on Bitfinex, you will be able to manually generate invoices without the need to integrate Bitfinex Pay with your store. This also allows you to create a custom order for a specific client if needed.
Click on Create Invoice on the top right of the Invoice section and complete all the required information below:
- Order Number: An order ID so you can identify this payment.
- Expiration Time: Controls the expiration time for this invoice in hours and minutes. This sets the time your customer will have to complete the transaction. Time must be within 5 minutes and 3days. We recommend setting the expiration time to a maximum of 24 hours.
- Redirect URL: (Optional) Where your customers will be redirected after payment completion.
- Price: Price amount in fiat, currency depends on the Currency field you select.
- Currency: Fiat currency for the price.
Note: Currently, these are the available currencies; more currencies will be added in the future:
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- Tokens: Available tokens your customer will be able to pay with in this invoice
- Customer Info: Your customer’s full name, email and nationality
- Customer full address: Your customer’s full address
- Internal Note (Optional) : A note that will be only visible by the merchant and not by the customer
Once all the fields have been filled out, click on Create Invoice to generate this invoice. You can then copy the link and send it to your client.
How to check invoice details on the Bitfinex Pay Merchant Dashboard
By clicking on any element of the invoices list, Merchants are able to access all the details of a specific invoice, as well as all the actions available. The amount of information shown depends on the status of the invoice.
Duplicate Invoice
This feature will allow Merchants to manually generate an invoice using this invoice as a template for the required data.
Payments
The payments menu allows the Merchant to see and manage the payments received. It shows a list of all received payments in a certain time period, showing important information, like the Amount in crypto, Deposit or Ledger ID, Associated Order ID, Timestamp, Transaction Hash (only available for on-chain transactions), Payment Method and Refund information.
Note: Currently, you can only query up to 7 days periods of payments.
Refunds
By clicking on the refund button of a payment, you will be able to start a refund process. You will need to provide the customer wallet address to complete the refund. Refunds are made in whole by default, but you can click on the checkmark “Refund a partial amount of the purchase” to input a partial amount.
Notes:
- Refunds can be made only with the original token used to complete the payment.
- You cannot refund a higher amount of the original invoice total.
- You can only make 1 refund per invoice.
- For Bitcoin Lightning refunds, you need to ask your customer to generate a Bitcoin Lightning invoice. You can then input it in the Buyer address field to complete the refund.
Settings
The settings menu allows the Merchant to customise and manage their settings.
- Light/Dark mode switch allows you to change the UI theme between these two modes.
- “Change Settings” button will take you to the main platform account settings.
- Preferred Fiat allows you to establish in which fiat account you want to see amounts in the Dashboard.
- Language allows you to change the language in the Dashboard.
- Public Merchant Name displays the current Merchant Name your end customers will see publicly in created invoices.
- Dust Balance allows you to set the threshold amount which will hide wallets with less than that amount in the Wallets menu when enabling the “Hide wallets with dust balance” switch.
Additional Links
Knowledge Base
This will take you to the Bitfinex Pay Knowledge Base.
Reports
This will take you to the Reports page of your Bitfinex sub-account.
Support
This will take you to the Support page in case you need to create a support ticket.
Logout
This will log you out of your account and redirect you to the Bitfinex Pay landing page.
Go to Bitfinex
This will take you to the main Bitfinex platform.
We want to hear your feedback
Your feedback means a lot to us!
You can send us your thoughts and suggestions by clicking on the bottom right floating button on the Dashboard.
We are actively improving Bitfinex Pay and adding new features. We would love to hear your feedback, suggestions or issues you might have found.
If you have any questions, please feel free to reach out to us at Bitfinex Support. We are happy to help!
