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Platform Components

Paysight enables businesses to:

  • Accept payments securely with PCI-compliant solutions
  • Manage transactions and subscriptions through a centralized CRM
  • Gain insights into financial operations with detailed reporting
  • Streamline customer management and payment processing

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Getting Started with Paysight

1

Create your Paysight account

Sign up for a Paysight account at https://app.paysight.io/signup

2

Set up your merchant account

Complete your merchant profile and banking information in the CRM dashboard.

Business Information

Add your business details, including legal name, address, and tax information.

Banking Details

Connect your bank account for settlements and configure payout schedules.

3

Configure payment settings

Set up your payment methods, currencies, and processing rules in the Settings section.

4

Start accepting payments

Begin processing transactions through the CRM or by integrating the Widget SDK.

Manual Processing

Process payments directly through the CRM interface for phone or in-person orders.

Widget Integration

Integrate the Widget SDK into your website for online payments. See the Widget SDK Quickstart for details.

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Exploring the Paysight CRM

Dashboard

Get a quick overview of your payment operations, including recent transactions, revenue metrics, and alerts.

Transactions

View, search, and manage all your transactions, including approvals, declines, refunds, and disputes.

Customers

Manage customer information, view payment history, and handle subscription management.

Reports

Generate detailed reports on sales, settlements, refunds, and other key metrics.

Settings

Configure your account settings, payment methods, user access, and notification preferences.

Integrations

Connect with third-party services and set up the Widget SDK for your website.

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Available CRM Guides

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Integration Options

The Widget SDK allows you to embed a secure payment form directly into your website or application.

1

Get started with the Widget SDK

Follow our Widget SDK Quickstart Guide to integrate payment processing into your website.

2

Customize the widget

Explore configuration options and styling to match your brand.

3

Handle payment events

Implement event handling to create a seamless payment experience.

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Next Steps

CRM Guides

Dive deeper into the CRM platform capabilities.

Widget SDK

Explore the Widget SDK for website integration.

API Reference

Browse our API documentation for advanced integration.