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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.
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