Features

Features

A WooCommerce gateway and a payments dashboard, in one plugin

PaymentDash takes card and eCheck payments on your WooCommerce checkout through NMI, works with WooCommerce Subscriptions, then brings every payment, customer and subscription together in one dashboard inside WordPress. Every feature below is in every plan.

A closer look

A few of the screens you will use every day.

Take payments at checkout

The built-in NMI gateway puts card and eCheck payments on your WooCommerce checkout. Card numbers go into NMI’s secure fields, saved cards live in the NMI vault, and subscription renewals charge automatically.

  • Block and classic checkout
  • Saved cards and one-click repeat checkout
  • WooCommerce Subscriptions and Pre-Orders
  • Optional 3D Secure 2 and sandbox testing
Read more →
Gateway settings in the dashboard

A clear overview, every morning

Open the dashboard and see how you are doing today, this week or this month, compared with the period before.

  • Net volume, successful payments, declines and refunds
  • Approval rate and the top reasons cards are declined
  • Estimated processing fees and what you keep after them
  • Your top customers and latest payments
Read more →
Overview screen

Every payment, instantly searchable

Find any payment by name, email, card last four, amount or ID. Open it to see what happened, step by step.

  • Filter by date, status, card brand and amount
  • Send a receipt or refund in a couple of clicks
  • Payouts view shows what settled and what is still waiting
  • Export to CSV or Excel
Read more →
Payments screen

Customers and their cards

Your WooCommerce customers and cards saved securely at NMI, matched up by email so each person has one complete history.

  • Total paid, orders and last order for each customer
  • Cards saved at NMI, with expiry warnings
  • Private notes your team can see
  • Chargeback history shown before you charge again
Read more →
Customers screen

Subscriptions without the headaches

Works with WooCommerce Subscriptions. Every renewal is charged through your NMI checkout gateway.

  • Pause, skip a payment, move the date or switch the plan
  • Subscription health shows who is at risk of cancelling
  • Automatic retries for failed renewals
  • Monthly recurring revenue at a glance
Read more →
Subscriptions screen

Take payments anywhere

A virtual terminal for phone orders, invoices and in-person sales. Each charge is saved as a WooCommerce order, so your records stay in one place.

  • Card numbers go straight into NMI’s secure fields
  • Save a card for next time, with the customer’s permission
  • Start a subscription for a customer yourself
  • Payment links by email or text
Read more →
Take payment screen

Analytics you can act on

19 analyses, from busy times to decline reasons, each filterable and one click from a PDF.

  • Trends, running totals and comparisons
  • Card brands, payment sizes and where customers are
  • Top customers and repeat vs one-time
  • Highlights written for you
Read more →
Analytics screen

Reports your accountant will thank you for

Monthly sales statements, analytics with comparisons and tax reports, all with your logo.

  • Sales reports and analytics as PDFs
  • 1099-K reconciliation for your processor’s form
  • 1099 statements for contractors you pay
  • Automatic report emails on a schedule
Read more →
Sales reports screen

Ten looks, light and dark

Every person picks their own. Here are a few.

The Classic look
Classic
The Clean Ledger look
Clean Ledger
The Royal Violet look
Royal Violet
The Graphite look
Graphite
The Midnight Glass look
Midnight Glass
The Black & Gold look
Black & Gold

Ready when you are.

Every feature in every plan.

See pricing