How to > Get started
1- Go to Signup
2- Fill the required information and click on sign up button
Great, You have successfully created an account and you will be redirected to the dashboard
How to > Manage account
I forgot my password. How do I reset it?
1- Click on “Forgot your Password” from login page
2- Enter your email and click on reset password button.
3- You will receive an email with your password reset link.
4- Enter and confirm your new password then submit.
If your email matches our records, You will receive an email with your password reset link.
My account is not verified. How do I verify my account?
Great! So you decided to go live with Kashier, here’s what to do. You have 2 ways
1- Click on “Activate your account” in dashboard top bar
2- Verify your mobile number then click on next button
- Enter your mobile number and click on confirm button
- You will receive an SMS with a verification code
- Enter verification code and click on verify button if you didn’t receive the verification SMS click on resend button
3- Enter your business info and click on next button
4- Upload your legal documents and click on request activation account
5- Your files will be reviewed by our team.
You can click on save as a draft to save your data and complete your account activation request later
How can I change the business phone number?
1- Navigate to “Manage Account” tab in the side menu
2- Click on “Change Request” button from business info tab
3- Enter your new business phone number
4- Click on “Submit application”
Your Changes Will be Reflected on Your Business Info After kashier Approval
How can I edit my business information?
1- Navigate to “Manage Account” tab in the side menu
2- Click on “Change Request” button from business info tab
3- Enter your new business details
4- Click on “Submit application”
Your Changes Will be Reflected on Your Business Info After kashier Approval
How can I upload new documents?
1- Navigate to “Manage Account” tab in the side menu
2- Click on “Change Request” button from business info tab
3- Click on (drag file here or browse) and select legal documents you want to upload
4- Click on “Submit application”
Your Changes Will be Reflected on Your Business Info After kashier Approval
How can I change my password?
1- Navigate to “Manage Account” tab in the side menu
2- Click on “Personal info”
3- Click on “Change Password” from personal info tab
4- Type in the new password and confirm
5- Click on “Save”
How can I set up two-factor authentication for my account?
1- Navigate to “Manage Account” tab in the side menu
2- Check “Two -Factor Authentication” from “Account Settings” tab
3- Click on confirm
4-Enter Authentication code sent to your mobile number
5- Click on verify, if you didn't receive Authentication code, click on resend code
How can I find my Kashier Merchant ID?
- From browser desktop view : in the top bar under your user name
- From mobile view : from profile drop down in the top bar
How to > Transactions
How can I view my transactions?
1- Navigate to “Transactions” tab in the side menu
2- You will see all the transactions made.
3- You can search for a particular transaction from the search bar, or you can use."Advanced Search" for more filters.
How can I generate a report with all my transactions?
1- Navigate to “Transactions” tab in the side menu.
2- From the date range at the top right corner, set the range you want to view and generate a report for.
3- Click on "Export" to generate the report of the transactions within the set range.
How can I view a transaction history and details?
1- Navigate to “Transactions” tab in the side menu
2- Select the transaction in question from the transactions view.
3- You will be directed to the transaction details and history.
How can I refund my customers?
1- Navigate to “Transactions” tab in the side menu.
2- Click on "Refund" button.
3- Choose "Partial" or "Full".
4-If you select "partial" refund, enter the amount you wish to refund.
5- Click confirm.
How to > Invoices
How can I create invoice?
1- Navigate to “Invoices” tab in the side menu
2- Click on Create invoice
3- Enter your customer’s name and the amount you’d like to charge
4- Select a due date for the payment.
5- Enter name of the item, the quantity and the unit price.
6- Click on “Add Item” if you wish to add more items to the bill
7- You can add taxes to your charge by adding the tax percentage
8- You can leave any notes on the request
9- Click on “Save Invoice”. Or, if you’d like to save it for later just click on “Save as a draft”.
How to > Payment Requests
1- Navigate to “Payment requests” tab in the side menu
2- Click on Create Payment requests
3- Enter your customer’s name and the amount you’d like to charge
4- Enter the amount
5- Click on “Save Request”
6-You will now be redirected to the request page. You can click on the three-dot icon if you want to edit, mark the request as paid, or even cancel the request.
7- If you are ready to charge your customer, click on “Share Now” where you can enter your customer’s mobile number and/or email and click send.
How to > Payment Pages
How can I allow the customer to pay any amount they want?
1- Navigate to “Payment pages” tab in the side menu
2- Click on "Create Payment Page"
3- Enter Page details
4- Click Save Page, You will be directed to the payment page summary to preview page details.
5- Click on Share now and enter customers' emails and/or contact numbers
6- Or Copy link and share it on any social media platform.
How can I allow the customer to pay any amount they want?
1- Navigate to “Payment pages” tab in the side menu
2- Click on "Create Payment Page"
3- Enter Page details
4- Click Save Page, You will be directed to the payment page summary to preview page details.
5- Click on Share now and enter customers' emails and/or contact numbers
6- Or Copy link and share it on any social media platform.
How to > Recurring payments
1- Navigate to “Plans” tab in the side menu
2- Click on Create Plan
3- Fill in the plan details
4- Click “Create” or “Save and create another one”
5- Select the plan and click on “Share Now” to start charging your customers.
Kashier’s comprehensive payment solutions allow you to scale up ahead of the curve
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