> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clickpesa.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Merchant Dashboard Overview

> Manage collections, payouts, transactions, and account settings from the ClickPesa Merchant Dashboard — no coding required

The **ClickPesa Merchant Dashboard** is your web-based control center for running payments and payouts day to day. Use it to collect money, send payouts, track transactions, export data, and configure your account — without writing code.

<Tip>
  New to ClickPesa? Start with [Get Started With ClickPesa](/home/onboarding) to register and complete KYC. After login, open **Get Started** in the dashboard sidebar — see [Get Started in the Dashboard](/dashboard/get-started).
</Tip>

## When To Use It

* **Account setup** — Follow the six-step [account setup checklist](/dashboard/setup-company-account): General, KYC, Collection, Disbursement, and Team settings.
* **No-code collections** — Create [Payment Pages](/dashboard/payment-pages), [E-Invoices](/dashboard/e-invoice), manage [Checkout Links](/dashboard/checkout-links), or activate [TanQR/Lipa Namba](/dashboard/settings/collection) and [BillPay](/dashboard/customers).
* **Manual payouts** — Send [single](/dashboard/disbursement/single-payout) or [bulk payouts](/dashboard/disbursement/bulk-payouts).
* **Operations** — View [payments](/dashboard/transactions/payments) and [payouts](/dashboard/transactions/payouts), check [balance](/dashboard/account/balance), and [export data](/dashboard/data-export/payment-export).
* **API integration** — Configure applications, API keys, and webhooks under [Developers settings](/dashboard/settings/developers).

Developers integrating via API should also see [Integration Overview](/home/integration-overview).

## How It Works

1. **Register and log in** — Create an account at [merchant.clickpesa.com](https://merchant.clickpesa.com/account-registration) and complete [KYC](/home/onboarding#step-2-complete-kyc).
2. **Set up your account** — Use [Get Started in the Dashboard](/dashboard/get-started) or the [six-step setup checklist](/dashboard/setup-company-account).
3. **Collect or disburse** — Use dashboard features or integrate via [Hosted Checkout](/checkout/checkout-overview), [BillPay](/bill-pay/bill-pay-overview), [TanQR/Lipa Namba](/tan-qr/tan-qr-overview), [Payment API](/payment-api/payment-api-overview), or [Payout API](/payout-api/payout-api-overview).
4. **Monitor and export** — Track transactions, receive [notifications](/dashboard/notifications), and export records for reconciliation.

## Learn More

<CardGroup cols={2}>
  <Card title="Get Started in the Dashboard" icon="rocket" href="/dashboard/get-started">
    In-dashboard setup hub, payment options, and developer resources.
  </Card>

  <Card title="Set Up Your Account" icon="gear" href="/dashboard/setup-company-account">
    Six-step checklist: profile, KYC, collection, settlement, and team.
  </Card>

  <Card title="Collection" icon="money-bill" href="/dashboard/payment-pages">
    Payment Pages, E-Invoices, Checkout Links, and customers.
  </Card>

  <Card title="Payouts" icon="paper-plane" href="/dashboard/disbursement/single-payout">
    Send single or bulk payouts from the dashboard.
  </Card>

  <Card title="Transactions & Wallet" icon="chart-line" href="/dashboard/transactions/payments">
    View payments, payouts, balance, deposits, and withdraws.
  </Card>

  <Card title="Settings" icon="sliders" href="/dashboard/settings/general">
    General, collection, disbursement, team, KYC, developers, and security.
  </Card>
</CardGroup>