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Paysight Platform

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What is Paysight?

Paysight is a powerful platform designed specifically for businesses that need to manage payment operations efficiently. Our platform combines robust customer relationship management with secure payment processing capabilities, giving you a complete solution for your payment needs.

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Who Is This For?

Business Owners

Manage your Paysight account, transactions, and subscriptions effortlessly.

Finance Teams

Track payments, generate reports, and reconcile transactions.

Customer Support

Access workflows for handling customer transactions, refunds, and disputes.

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Getting Started with Paysight CRM

1

Set up your account

Configure your business profile, banking information, and user access settings.
2

Configure payment settings

Set up your payment methods, currencies, and processing rules.
3

Explore the dashboard

Familiarize yourself with the CRM interface, including transaction management, customer profiles, and reporting tools.
4

Process your first transaction

Start accepting payments through the CRM interface or by integrating with our Widget SDK or API.

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Available CRM Guides

Account Setup

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Integration Options

Embed a secure payment form directly into your website or application.

Widget SDK Documentation

Explore our comprehensive guides for integrating the Widget SDK into your website or application.

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How to Use These Guides

1

Explore the guides

Browse through the various guides in this section. Each guide provides clear steps and examples to help you navigate the platform.
2

Follow step-by-step instructions

Each guide includes detailed instructions with screenshots to help you complete specific tasks in the Paysight CRM.
3

Use the search

Need help with something specific? Use the search function to quickly find relevant topics and instructions.
4

Contact support

If you need additional assistance, our support team is available to help at support@paysight.io.