This knowledge base article will review the suggested first steps once your DocketPay account is approved.
Once you have been approved by Payrix for your Docketpay account, you will have access to the back end portal to mange reports and data. The owner would have set up their user account during the enrollment process, if you need your password reset please reach out to Docketpay@yourdocket.com and we reset it for you.
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- Once logged in, you will see a number of options on the left side of the screen. Click on the users section - and follow this guide on how to create new users for your team
- Navigate to the Admin section at the bottom of the left bar - click on email settings
- There are 6 broad categories of email notifications that you might want to enable. You can manage what level of detail you want (i.e if you want to be notified when a transaction has been created AND settled (deposited). Some of the most common email notification settings are:
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- Disbursements (Deposits into your bank account) - Processed, failed
- Chargebacks - Opened, closed, created, lost, won
- Transactions - Failed, Settled, Echeck Funded
- Change request - Created, Declined, Approved
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Once completed your account is set up for success, please review some of the following guides to get a better understanding of the DocketPay Payrix portal.
- Once logged in, you will see a number of options on the left side of the screen. Click on the users section - and follow this guide on how to create new users for your team
- How to verify deposits
- How to find a transaction
- How to find a batch
- How to update your bank account