The Overview page is the first screen you will see when you log in to the Worldpay Dashboard app.

The Overview page contains the following:

Transactions

You can quickly view an overview of your transactions on the Overview page:

SEE ALL – Clicking this will redirect you to the Transactions page where you can set filters, select a date range, and view individual transactions

You can toggle between Day, Week, and Month to view an overview of the transactions you have taken (total value and number of transactions)

If you accept multiple currencies, you can also use the drop-down to select which currencies to view the transactions for
Please note: This does not convert your total transactions into the selected currency; e.g., if you have taken two Euro transactions and two GBP transactions, the total transactions would show two and the value would be for only those two transactions when viewing GBP.

Settlements

You can quickly view an overview of your settlement(s) for the current month on the Overview page:

You can click into the Settlement box and then click into the relevant settlement you wish to view – this will then show the settlement details:

You can now see the individual transactions that are included in the settlement

Latest Invoices

You can quickly load your last invoice(s) within the Latest Invoices section.

You can also click See All to redirect to the Worldpay Invoices page – this will hold all of your available invoices.

Within the Latest Invoices section, click into the month – this will show all invoices available for that month.

Click into the invoice you wish to view and it will load on screen in PDF format.

Open Disputes

The Open Disputes section will show you a list of any open disputes (chargebacks) you currently have.

You are unable to view any further details or submit supporting documents for the dispute(s). Instead, you will need to use the desktop Worldpay Dashboard site.

Worldpay Business Finance

The Overview page contains a tile for Worldpay Business Finance. If you click Apply Online, you will be redirected to the Business Finance website where you can view information on what Business Finance is, and apply if you’d like to.

Refer a Friend

The Overview page contains a tile for Refer a Friend where you can refer a friend to Worldpay and receive £100 in Amazon vouchers.

You can click the Find Out More button to enter your friend’s details to refer them: