Dashboard

Your dashboard is the main screen you see after signing in. It shows your overview, alerts, and quick access to the rest of your account. This page explains every part of it so you know what you’re looking at and what to do.

What the dashboard is for

See your status at a glance – Earnings, payouts, and performance.
Spot what needs action – Incomplete onboarding, verification, documents, or tax forms.
Get to the right place – Links to Invoices, Payment links, Transactions, Earnings, Payouts, and Settings.

What you’ll see on the dashboard

Top: Alerts and prompts

“Complete onboarding” or “Finish setup”

What it means: Your account isn’t fully set up yet. You need to finish onboarding (personal details, identity verification, payout method) before you can receive payouts.
What to do: Click the prompt and follow the steps. See Onboarding & verification for a full walkthrough.

“Verify your email” or “Verify your phone”

What it means: We need to confirm your email or phone. Until then, some features or payouts may be limited.
What to do: Check your inbox or phone for our link or code, and enter it where the dashboard asks. If you didn’t get it, use Resend and check spam.

“Action required” or “Document requested”

What it means: We need more information or a document (e.g. proof of address, updated ID).
What to do: Click the alert to see exactly what’s needed, then upload or submit it in the place we point you to (e.g. Onboarding, Settings, or a Documents section).

“W‑8BEN required” or “Tax form required”

What it means: If you’re a non–US person receiving US-source income, we may need a W‑8BEN (or similar) form for tax compliance.
What to do: Open the form from the dashboard, fill it out, and submit it. See Verification & compliance for more.

Overview / summary cards

You’ll see cards or blocks with numbers. Typical ones:

Earnings (or “Available” / “Pending”)

What it means: Money from successful payments that’s in your account but not yet paid out to your bank. It may be “pending” (in a settlement not yet cleared) or “available” (ready to be paid out).
What to do: Nothing unless you’re checking that the number looks right. To see the detail, go to Earnings and Payouts.

Payouts (or “Paid out”)

What it means: Total (or recent) amount we’ve sent to your bank (or other payout method).
What to do: Use this to confirm we’re paying you. For full history, go to Payouts in the sidebar.

Performance (e.g. success rate, average transaction)

What it means: Summary of your payment activity (e.g. % of payments that succeeded, average payment size). Helps you see how your account is doing.
What to do: No action needed unless you’re reviewing performance. For individual payments, use Transactions.

Today (or “Recent activity”)

What it means: What happened today (or recently): e.g. payments received, payouts sent.
What to do: Use it to confirm today’s activity. For full history, use Transactions and Payouts.

Quick actions or links

The dashboard often has buttons or links like:

Create invoice – Takes you to create a new invoice. See Invoices.
Create payment link – Takes you to create a new payment link. See Payment links.
View transactions – Takes you to the full list of payments. See Transactions.
View earnings – Takes you to earnings and settlements. See Earnings.
View payouts – Takes you to payout history. See Payouts.
Settings – Takes you to profile, payout method, security, notifications. See Settings.

Key terms (so you’re never confused)

Term	Meaning
Earnings	Money from successful payments (invoices, payment links) that’s in your Keeal account. Shown before it’s sent to your bank.
Settlement	A batch of your earnings. We group earnings into settlements on a schedule. When a settlement is “cleared,” we create a payout.
Payout	The actual transfer of money from Keeal to your bank (or other payout method). One payout = one transfer to you.
Pending	Something that’s not finished yet (e.g. pending verification, pending payout).
Cleared	A settlement that’s approved and ready (or sent) for payout.
Success rate	Percentage of your payments that succeeded (vs failed or refunded).

What to do when

Situation	What to do
You see “Complete onboarding”	Click it and finish all steps. See Onboarding.
You see “Verify email” or “Verify phone”	Use the link or code we sent; if you didn’t get it, use Resend and check spam.
You see “Document requested” or “Action required”	Open the alert, read what we need, upload or submit it where we say.
You want to create an invoice	Use Create invoice (dashboard or Invoices → New). See Invoices.
You want to create a payment link	Use Create payment link (dashboard or Payment links → Create). See Payment links.
You want to see all payments	Go to Transactions in the sidebar. See Transactions.
You want to see earnings and settlements	Go to Earnings in the sidebar. See Earnings.
You want to see payouts to your bank	Go to Payouts in the sidebar. See Payouts.
You want to change bank account or profile	Go to Settings in the sidebar. See Settings.
A number looks wrong	Check Transactions, Earnings, and Payouts for detail. Export or filter by date if needed. If it still looks wrong, contact support.

Getting started – From sign-up to first payment
Earnings – How earnings and settlements work in detail
Payouts – How and when money reaches your bank
Transactions – Every payment and refund in one list