Manage all elements of your business with Roqqett
The Roqqett portal provides the tools you need to manage all elements of your business with Roqqett.
On logging in, you will see the organisation(s) that your account is related to and will be able to open each by using the dropdown in the top left.
Managing your business setup
Updating your business' settings is easily done within the Settings area - found by clicking Settings in left hand menubar. Navigate through the tabs to reach the different settings types for easy set up and management of your business-wide configuration details.
As part of your onboarding, the Roqqett crew will pre-configure the key settings for your business using the data you provided in the registration form.
You may have noticed that some settings cannot be changed. This is because they were used to verify your business and may need re-verifying if were to change. If you need to change any of these please reach out to Roqqett support
The following are key settings that you should ensure are correct:
- The logo is crucial and should be setup correctly so that your customers recognise and trust your business and get the best experience when paying you. The logo is visible on both web and app payments as shown here:
- Support and billing contact info - on the Organisation details tab - should be correct. The support information is provided to users through Roqqett's dynamic receipt and the billing is key to ensure financial notifications and invoices reach the right place in your business.
- Shipping and returns information - on the Shipping & returns tab - should be set if you want your users to benefit from Roqqett's parcel tracking and refund info & countdown features. These are both great ways to improve your post-sale customer experience and engagement.
- Callback URL settings - on the Reconciliation and Refund tabs - are crucial to ensure your business is properly informed about all events related to these areas of the payment lifecycle. To ensure you set them up correctly, follow the relevant guides on payment reconciliation and refund a payment.
A primary role of the portal is to provide you oversight of the Roqqett payments your business is taking. This is why the Payments page is the homepage of the portal. Here you can see all the in-goings and any out-goings as well as deep dive into more detail by clicking on the payment row.
Roqqett offers automatic payment reconciliation to help simplify balancing the books and making sure every payment is accounted for. If reconciliation is activated for your business, the portal is where you can review and investigate/solve unreconciled payments if they happen. See the link above for more information.
Roqqett payments can be refunded and the portal is where you can action and manage refunds. See the link above for more information.
Setting up & managing products
As well as the home for your organisation's general configuration, the portal is also the home for configuration of the Roqqett Range products you leverage in your business. If you need to help with these, please refer to Roqqett Pay, Roqqett Checkout or Roqqett Link guides for more info.
Bank account management
The Bank accounts you receive Roqqett payments into are managed in the Bank accounts tab in the Settings area of the portal. In this tab you can add and link new and existing banks.
This is the bank account that will receive your payments and must be added when setting up a checkout.
User access management
Businesses are rarely just one person, so to add more users the portal is where you go. See this page, for more information on Users & permissions.
Any questions? Ask us via chat here (bottom right) or on our help center.
Updated 3 months ago