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Step 3: Navigate Your PayFast Dashboard

You're signed up and you're verified. Now it's time to get to know your PayFast dashboard and all its functionalities. 

Click on one of the links below to navigate to the relevant article:


Enable payment methods

Now that your account is verified you can activate different payment methods. PayFast allows your customers to pay via credit and cheque cards, Instant EFT, Masterpass, mobicred, SCode and debit cards. The more payment methods you activate, the more customers you can access.

See below for how to activate your payment methods on your dashboard: 


Request Payment feature

You don't need a website to get paid with PayFast. You can use our Request Payment feature which sends an email straight from your PayFast dashboard to your customer's email address. The email has a 'Pay Now' link where your customer can pay immediately by clicking on the link.

See below for how to set up a Request Payment invoice:


Add your logo to the checkout page

When your customer checksout from your website they will be redirected to PayFast to make payment. You can read here for why this redirect is necessary. To avoid confusion, you can add your company logo to our redirect page so your customer knows they are making a secure payment to you.

See below for setting this up:


Where can I find my merchant ID and key

If you are integrating PayFast into a shopping cart platform to build your online store (like Shopify or WooCommerce) you will need your Merchant ID and Merchant Key to link the two. Your merchant ID and Key can be found on the homepage of your PayFast dashboard:


Your Merchant ID and Key can also be found under the Settings tab > Integration. You can see where the Merchant ID and Key is below:


Payouts

When you get paid with PayFast, the funds will reflect in your PayFast account. From there you can request a payout to your South African bank account. 

To request a payout, click on the 'Payout' tab on your PayFast dashboard:

You can also set up automated Payouts that can be paid out on a daily, weekly or monthly basis (we recommend monthly as there is a charge of R10 incl. VAT for each payout). 

See below for setting this up:


Email confirmation

You can receive email confirmation everytime you get paid. All you have to do is enable the setting on your PayFast dashboard. Click the 'Settings' tab > 'Integration Settings.'

Click the 'Edit' button to enable Email confirmations:


Recon reports

If you want to receive your PayFast transaction history you can set up Reconciliation reports to be emailed to you. These can be daily or monthly and can be emailed in .csv format or integrated into your Xero account.

To set this up go to the 'Transactions' tab > click on 'Recon Reports' and fill in the drop-down menus:

Click here to go to Step 4 - PayFast Fees.


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