Pay by Cliq™ Dashboard
Manage Your Merchant Business from One Connected Platform
The Pay by Cliq™ Dashboard is a merchant operations platform that brings onboarding, account management, and payment reporting into a single system. Track applications, manage merchant accounts, and monitor activity without switching between disconnected tools.
Available features and capabilities vary by implementation, partner configuration, and eligibility.
One Platform for Merchant Operations
The Pay by Cliq™ Dashboard connects the merchant journey from application through ongoing account management:
- Guided Merchant OnboardingDigital, step-by-step application forms designed to support information collection and submission
- Centralized Account ManagementView merchant profiles, statements, payment activity, and operational details in one dashboard
- Application TrackingFollow application progress, giving merchants and partners visibility throughout the approval process
- Unified ReportingReach operational insights, payment activity, and account information from a single reporting view
Simplify Merchant Onboarding
The dashboard is designed to support bringing new merchants onto your platform:
- Smart Digital ApplicationsCollect merchant information through guided workflows that support application completion
- Pre-Populated FormsReuse known application data to support application completion
- Digital Document CollectionGather supporting documentation electronically during onboarding
- Application Status UpdatesTrack application progress through the dashboard
Built for Merchants, ISOs, and Software Platforms
The Pay by Cliq™ Dashboard adapts to different business models while keeping a consistent merchant experience:
- MerchantsManage payment accounts, monitor activity, and reach operational reporting in one place
- ISOs & AgentsTrack merchant applications, manage portfolios, and monitor onboarding activity across the organization
- Software PlatformsEmbed merchant onboarding into your own product while retaining operational visibility
- Enterprise OrganizationsSupport multiple business units, locations, and merchant relationships through one connected platform
Grow Your Partner Business
Partners need tools that help them onboard merchants efficiently while keeping their own brand identity:
- White-Label ExperienceApply your logo, branding, colors, and messaging to applications
- Flexible Pricing ModelsSupport flat-rate, interchange-plus, tiered, and cash discount programs. Cash discount and surcharge programs are subject to card-network rules and state laws; availability and eligibility vary.
- Agent CollaborationLet sales teams complete portions of an application before sending it to the merchant
- Automated CommunicationKeep merchants informed with automated notifications during onboarding
Frequently Asked Questions
What is the Pay by Cliq™ Dashboard?
The Pay by Cliq™ Dashboard is a merchant operations platform for merchant onboarding, account management, reporting, and payment operations, brought together in one interface.
What is a merchant operations platform?
A merchant operations platform is software that connects the merchant lifecycle — application, account setup, management, and reporting — in a single system rather than across separate tools.
Can ISOs and agents manage multiple merchants?
Yes. ISOs and agents can monitor merchant applications, manage portfolios, and track onboarding activity for multiple merchants from one dashboard.
Can software platforms integrate merchant onboarding?
Yes. APIs and webhooks let software providers embed onboarding into their own applications and customer experiences.
Can the onboarding experience be branded?
Yes. Partners can apply their own branding, messaging, and visual identity to applications through white-label options.
What pricing models does the dashboard support?
The dashboard supports pricing structures including flat-rate, interchange-plus, tiered, and cash discount programs. Program availability is subject to card-network rules, applicable law, and eligibility.
Does the dashboard connect with other Cliq solutions?
Yes. Where enabled, it works alongside Cliq’s payment processing, treasury services, invoicing, reporting, and other financial infrastructure. Some solutions may require separate enablement or agreements.
Simplify Merchant Operations with One Connected Platform
The Pay by Cliq™ Dashboard brings merchant onboarding, account management, reporting, and partner collaboration together. Whether you're a merchant, ISO, software platform, or enterprise organization, the platform is designed to give you the visibility and operational efficiency to manage payment operations with confidence.
Features, availability, and eligibility vary by implementation and partner configuration.
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