> For the complete documentation index, see [llms.txt](https://docs.cryptoix.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cryptoix.io/dashboard-guide.md). # Dashboard Guide Welcome to your Cryptoix dashboard! This guide will help you navigate and understand all the features available to manage your cryptocurrency payments. *** ## Dashboard Overview The Cryptoix dashboard is your central hub for managing payments, viewing transactions, handling finances, and configuring your account. Here's a breakdown of the main areas you'll see: * **Navigation Menu:** Typically located on the left side of your screen, this menu allows you to jump between different sections of your dashboard, such as Transactions, Wallets, Invoices, and Settings. * **Main Content Area:** This is where you'll see the details, forms, and reports for the section you've selected from the navigation menu. * **Account Summary/Quick Stats:** Often displayed at the top of the dashboard, this area might show your current balance, recent sales, or other key metrics at a glance. * **Notifications:** Look for a bell icon or a dedicated notifications area to see important updates, alerts, or messages from Cryptoix. *** ## Gateways and Payment Settings In this section, you can configure how you accept cryptocurrency payments. * **Payment Gateways:** Choose which cryptocurrencies you want to accept. You can enable or disable specific coins based on your business needs. * **Payment Settings:** Configure details like your preferred currency for displaying prices and checkout branding options. * **Checkout Experience:** Customize how your payment pages look and feel for your customers. *** ## Transactions The Transactions section provides a detailed history of all payments processed through your Cryptoix account. * **View Transactions:** See a list of all incoming payments, including the date, amount, cryptocurrency, customer details, and status (e.g., pending, confirmed, failed). * **Search and Filter:** Easily find specific transactions by using search filters like date range, currency, or transaction ID. * **Transaction Details:** Click on any transaction to view more comprehensive information, including payment confirmation details and any associated notes. *** ## Wallets and Balances Manage your cryptocurrency holdings and view your account balances here. * **Current Balances:** See the total amount of each cryptocurrency you currently hold within your Cryptoix account. * **Deposit Addresses:** View the unique deposit addresses for each cryptocurrency you accept. You'll use these addresses to receive funds. * **Withdrawal Options:** If enabled, you can initiate withdrawals of your cryptocurrency balance to an external wallet. You'll need to provide and manage your external wallet addresses for withdrawals. * **Security Warning:** **Never share your external wallet seed phrases or private keys.** Treat your account access and withdrawal addresses with extreme care. Losing access to your account or providing incorrect withdrawal addresses can result in the loss of funds. *** ## Invoices and Subscriptions This area allows you to create and manage invoices for one-time payments and set up recurring billing for subscriptions. * **Create Invoice:** Generate a new invoice for a customer, specifying the amount, currency, and any relevant details. You can then share this invoice with your customer. * **Manage Invoices:** View the status of all your invoices (paid, unpaid, overdue) and track their history. * **Subscriptions:** Set up and manage recurring payment plans for customers who subscribe to your services. This includes defining billing cycles, amounts, and renewal terms. *** ## Payouts and Refunds Handle outgoing payments and process customer refunds. * **Request Payout:** If enabled for your account, use this feature to send funds to external recipients or vendors. This is separate from withdrawing your own balance to your personal wallet. You will need to provide the recipient's wallet address and the amount. * **Payout History:** Track the status of your payout requests. * **Process Refunds:** If a customer needs a refund for a payment, you can initiate it from this section. The available refund options depend on your platform's configuration, your available balance, and any applicable compliance or KYC requirements. * **Refund History:** View a record of all refunds you have processed. *** ## API Keys and Webhooks For more advanced integrations, this section provides access to your API keys and webhook settings. * **API Keys:** Generate and manage API keys that allow your applications to interact with the Cryptoix platform programmatically. * **Security Warning:** **Treat your API keys like passwords.** Do not share them publicly or embed them directly in client-side code. Anyone with your API key can potentially access your account data or perform actions on your behalf. **Never include your API key in a URL or query string.** * If a developer is integrating Cryptoix, share the [API documentation](https://cryptoix.io/docs/api) with them. * **Webhooks:** Configure URLs where Cryptoix can send automated notifications about events, such as successful payments or completed payouts. This is useful for integrating Cryptoix with your own systems. * **Security Note:** Ensure the webhook URL you provide is an HTTPS URL that you control. Keep the system receiving webhooks secure, and ask a developer to verify webhook messages according to the API/webhook documentation. *** ## Notifications and Support Stay informed and get help when you need it. * **Notifications:** This area displays important messages, alerts, and updates from Cryptoix regarding your account or platform changes. * **Support:** If you encounter any issues or have questions, you can access our support resources here. This may include FAQs, contact information, or a link to our support ticketing system. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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