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This guide will help you get started with Paysight, our comprehensive payment processing platform with a powerful CRM at its core.
The Paysight platform consists of a core CRM system for managing customers, transactions, and merchant accounts, complemented by integration options like the Widget SDK for online payments and APIs for custom implementations.

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Platform Components

Paysight is a comprehensive payment processing platform with a powerful CRM at its core, complemented by integration options like the Widget SDK for web applications.
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

To get started, you’ll need to create an account. Please reach out to us at info@paysight.io to get started or reach out to your account manager.
You’ll need to provide basic business information to create your account.
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.
For detailed instructions, see the Merchant ID Setup Guide.
3

Configure payment settings

Set up your payment methods, currencies, and processing rules in the Settings section.
Enable the payment methods you want to accept (credit cards, ACH, etc.).
Configure which currencies you’ll accept and set up exchange rate handling.
Set up fraud prevention rules, transaction limits, and approval workflows.
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

CRM Introduction

An overview of the Paysight CRM platform, its key features, and how to navigate the interface.

Merchant ID Setup

Learn how to set up and configure your merchant account, including banking information, business details, and payment processing settings.

Transaction Reports

Generate and analyze detailed transaction reports, including sales summaries, settlement reports, and custom date range analytics.

Transaction Management

View, search, and manage individual transactions, including capturing authorizations, voiding transactions, and transaction history.

Processing Refunds

Step-by-step instructions for processing full and partial refunds, managing refund disputes, and refund reporting.

Subscription Management

Manage recurring billing, handle subscription cancellations, and process unsubscribe requests from customers.

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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.
Need help? Contact our support team at support@paysight.io for assistance with your account setup or integration.