Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Articles and Resources
New To Everflow
Start HereNavigating The PlatformAccount SetupFeature Releases
Offers & Tracking
Offer FundamentalsOffer Management ToolsAttribution ModelsTracking FundamentalsAdvanced Tracking OptionsOffer Traffic Optimization
Partner Management
Getting Started With PartnersPartner SetupPartner Management & SupportAdvanced Partner Optimization
Advertiser Management
Getting Started With AdvertisersAdvertiser SetupAdvertiser Management & BillingAdvanced Advertiser Optimization
Reporting & Analytics
ReportingAdvanced Reporting With AnalyticsReporting Settings
Everflow Pay
Getting Started With Everflow PayPartner & Payment ManagementNotifications For Everflow PayTaxes In Everflow Pay
The Everflow Marketplace
As A PartnerAs An Advertiser
Integrations Library
Getting Started With IntegrationsE-Commerce IntegrationsMedia Buying IntegrationsEmail IntegrationsBilling IntegrationsCustomer Relationships IntegrationsFraud Detection IntegrationsMMP, App, & PPC IntegrationsOther Integrations
Domain Management
Domain Setup & Configuration
Additional References
The Customer GlossaryBlogs, Case Studies & MoreWebinar LibrarySystem Status
API
Contact Us
Home
Everflow Pay
Getting Started With Everflow Pay
Understanding Your Everflow Pay Dashboard
Understanding Your Everflow Pay Dashboard

SERIES:

Setting Up Everflow Pay

Understanding Your Everflow Pay Dashboard

Your Everflow Pay dashboard puts everything you need to manage payments in one place. Let's explore what you can do and where to find key features.

On This Page

Overview

The Everflow Pay dashboard combines payment management, user controls, and account settings in one intuitive interface.

Every section is designed to give you full control over your payments while keeping you informed of important account activities.

In other words: we made sure to give you everything you need to make payments as easy as possible. So let's get started!

UI Layout

Main Dashboard

Your Funds - View your available balance Your Account - Check your Thread Bank details Coverage - See payment coverage (domestic and international) Payments Requiring Attention - Take a look at recommended deposits and monitor payments needing review, awaiting funds, or the ones being rejected

Manage Section

Payees - Payee information Payment types (ACH, Wire, International) Deposit currencies Contact details Tax information More Users - Manage your team: Add new users Set access levels (Authorized User) See contact information Track account changes Company Details - View basic company info See Thread bank account details Check your balance Track account creation/modification dates

Transactions

Keep track of your money:

Deposits - Watch deposits coming in Payments - Track, reject, approve outgoing payments, or see the payments that require funds Monthly Statements - Download PDF monthly statements that cover your closing balance, withdrawals, deposits, and balance throughout the months

Account Settings

‍Find these by clicking your account name (bottom left):

Company Details - We have covered this in the left-hand menu! My Notification Preferences - Customize payer notifications: New deposits Payee profile updates (general or banking info) Rejected payments Manage payee notifications: TIN Matching Failure Profile update confirmations General Banking Tax
Next in This Series
Funding Your Everflow Pay Account
Your Everflow Pay dashboard puts everything you need to manage payments in one place. Let's explore what you can do and where to find key features.
Lorem Ipsum Dolor Sit
Lorem Ipsum Dolor Sit
Back to top

Looking for extra support?

Watch a Webinar

Learn tips and strategies from expert-led webinars

Join our Slack Community

Stay connected with Everflow for the latest news and updates

Get White-Glove Service with Everflow Plus

Let Everflow do the heavy lifting with personalized support

Become Everflow Certified

Capitalize on new skills & get recognized for your expertise