# Coinbar Pay

## Overview

Coinbar Pay is the service dedicated to all merchants with physical or online stores, created for instant crypto payment collection. \
The service can be easily integrated with Android/iOS devices, POS systems, or e-commerce sites, using plugins for Woocommerce, Magento or via API for custom integrations.

<mark style="color:blue;">**The main feature of CoinbarPay**</mark> is the ability to manage <mark style="color:blue;">**cryptocurrency payments with instant conversion to Euro**</mark>, making the payment experience for the merchant equivalent to that of traditional credit card payment. \
It is not necessary to manage exchange rates, volatility or accounting of cryptocurrencies, everything is automatically managed by CoinbarPay.

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FaXv9RPEozIv08s8EYARZ%2FXrp%20Payment%205000px.png?alt=media&amp;token=a471d092-709e-48dd-9c23-3cae3f298aa0" alt=""><figcaption></figcaption></figure>


# Key Features

## General

Coinbar Pay is a comprehensive payment solution designed for businesses and merchants, enabling them to seamlessly manage digital payments using cryptocurrencies and currency exchange (euro).

The primary features of the Coinbar Pay service include:

* [x] <mark style="color:blue;">**Cryptocurrency Acceptance**</mark>: Effortlessly accept popular cryptocurrencies as a payment method, providing your customers with a broader range of options
* [x] <mark style="color:blue;">**Instant Crypto-Fiat Conversion**</mark>: Automatically convert the received cryptocurrency into euros, minimizing the risk associated with fluctuating digital currency values
* [x] <mark style="color:blue;">**Dedicated Platform for Merchants**</mark>: Access a user-friendly, dedicated platform designed specifically for merchants to manage transactions and monitor their account activity
* [x] <mark style="color:blue;">**Histories and Reports**</mark>: Keep track of past transactions, generate comprehensive reports, and gain insights into your business performance with our advanced reporting tools
* [x] <mark style="color:blue;">**Dedicated Assistance**</mark>: Receive personalized support from our dedicated customer service team, who are available to assist with any questions or concerns related to Coinbar Pay's features and services

## Available Payment Methods

Through Coinbar Pay, the customer is guided in making a crypto payment, and can use two methods: <mark style="color:blue;">Private wallet</mark> or <mark style="color:green;">Coinbar account</mark>.

<div align="center"><figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FVvEW3Y44vb4TyGAhxsNZ%2Fimage.png?alt=media&amp;token=fed9d5d0-8db9-4823-9b00-ad62c818185b" alt=""><figcaption></figcaption></figure></div>

> ### <mark style="color:blue;">Private Wallet</mark>
>
> The private wallet mode allows the customer to pay with his/her own wallet, using the blockchain for fund transfer. This methodology has variable execution times (ranging from 30sec to 5min) and also has user fees, which are variable based on the blockchain commission at the time of sending the cryptocurrencies.<br>
>
> Currently, it is possible to pay with Private Wallet with:<br>
>
> * BTC (Bitcoin)
> * USDT (Tether)
> * XRP (Ripple)
> * XDB (Digitalbits)

> ### <mark style="color:green;">Coinbar Account</mark>
>
> The Coinbar account mode uses the user's account within the Coinbar platform and allows for instant payments, with no additional cost to the customer as it is managed internally.
>
> Currently, it is possible to pay with Coinbar Account in:
>
> * AXS (Axie Infinity)
> * BCH (Bitcoin Cash)
> * BTC (Bitcoin)
> * DOT (Polkadot)
> * ETH (Ethereum)
> * LINK (Link)
> * LTC (Litecoin)
> * MATIC (Polygon)
> * UNI (Uniswap)
> * USDT (Tether)
> * XDB (Digitalbits)
> * XRP (Ripple)

## Crypto - Fiat Conversion

<figure><img src="https://coinbar.io/static/media/key-value-3.e7463f0654ab8560e3ad.png" alt=""><figcaption></figcaption></figure>

Coinbar Pay's Crypto-Fiat conversion feature offers merchants the flexibility to choose how they would like to receive their earnings from cryptocurrency transactions.&#x20;

Depending on their preferences and risk tolerance, merchants can opt to retain the cryptocurrencies or automatically convert them to fiat currency (euro) at the time of payment execution. This process mitigates the challenges associated with the high volatility of digital currencies.

### Automatic Crypto-Fiat Conversion

Merchants who want to eliminate exposure to crypto market fluctuations can opt for instantaneous conversion to fiat currency (euro) at the time a payment is executed.&#x20;

In this case, Coinbar Pay's system seamlessly converts the cryptocurrency into its equivalent value in euros using the current exchange rates.&#x20;

The fiat currency is then credited to the merchant's account, minimizing the risk associated with the high volatility of digital currencies.

{% hint style="info" %}
The merchant will receive the exact amount of the billing total price, minus the service fees selected during service activation.
{% endhint %}

With Coinbar Pay's Crypto-Fiat Conversion feature, merchants have the opportunity to explore new markets and provide diverse payment options for their customers, all while managing their exposure to the risks associated with the digital currency landscape.

### Retaining Cryptocurrency Income

If a merchant wishes to maintain their earnings in the original cryptocurrency form, Coinbar Pay will process the transaction and store the digital tokens securely into the merchant's wallet.&#x20;

Merchants can access their wallet through the dedicated platform, where they can view their balance, transaction history, and other account details.


# Target Audience

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2F0KTZ0glY3T8KGFsAV27M%2Fimage.png?alt=media&amp;token=c2051da1-0351-4147-b3f2-29727eed5c5e" alt=""><figcaption></figcaption></figure>

Coinbar Pay is designed to cater to a wide range of businesses and merchants who are looking to take advantage of the growing popularity of cryptocurrencies and expand their payment options. Our target audience includes:

1. **E-commerce Stores**: Online retailers using platforms such as WordPress and Magento can easily integrate Coinbar Pay to offer a seamless checkout experience for customers who prefer to use cryptocurrencies.
2. **Physical Retail Stores**: Brick-and-mortar businesses can use our Point of Sale App to simplify cryptocurrency transactions and offer diverse payment methods to their customers, attracting a broader audience.
3. **SaaS Platforms & Marketplaces**: Subscription-based services and online marketplaces can benefit from Coinbar Pay's seamless integration and secure transaction processing for both recurring and one-time payments.
4. **Freelancers and Consultants**: Independent professionals who want to offer flexible payment methods and tap into the growing cryptocurrency user base can utilize Coinbar Pay to manage their earnings and easily convert them to fiat currency.
5. **Non-Profit Organizations**: Charitable institutions can accept donations in cryptocurrencies, expanding their donor base and taking advantage of the global nature of digital currencies.

By addressing the needs of various businesses across multiple industries, Coinbar Pay aims to make cryptocurrency transactions simple, secure, and accessible for all, fostering a more inclusive and innovative global economy.


# Security and Compliance

## Security

Coinbar Pay takes security and compliance seriously, ensuring that merchants and customers can process transactions safely and with confidence.

{% hint style="info" %}
Implementing industry best practices and adhering to relevant regulations, Coinbar Pay's stringent security measures protect the integrity of the platform and the financial data of its users.
{% endhint %}

### <mark style="color:blue;">Anti-DDoS</mark>

Coinbar Pay uses sophisticated anti-DDoS (Distributed Denial of Service) protection mechanisms to combat potential attacks on its infrastructure. This measure ensures that the platform can withstand even the most targeted and voluminous DDoS attacks, minimizing service interruptions and preserving the integrity of user data.

### <mark style="color:blue;">Firewalls</mark>

The platform leverages robust firewalls to safeguard its network infrastructure from unauthorized access and malicious traffic. These firewalls prevent potential cyber threats from breaching system defenses, thereby protecting user data and maintaining the security of Coinbar Pay's services.

### <mark style="color:blue;">SSL</mark>

Coinbar Pay employs SSL (Secure Sockets Layer) encryption and HTTPS protocols to ensure the secure transfer of data between the user's browser and the platform's servers. This encryption method guards against data interception and tampering during transmission, maintaining the confidentiality and integrity of sensitive information.

### <mark style="color:blue;">Encrypted Sensitive Data</mark>

All sensitive data on the Coinbar Pay platform is encrypted using state-of-the-art cryptographic algorithms. This encryption guarantees that in the unlikely event of a security breach, the attacker would be unable to decipher the compromised data, mitigating potential risks to user privacy and finances.

### <mark style="color:blue;">Authentication and Authorization</mark>

Coinbar Pay enforces high-security standards for user authentication and authorization, relying on secure tokens and other robust mechanisms to grant the appropriate levels of access to users. This robust design safeguards against unauthorized access and prevents potential security breaches.

### <mark style="color:blue;">Cold Funds Wallets</mark>

To protect user assets from cyberattacks, Coinbar Pay stores a significant portion of user funds in offline, cold wallets. This approach isolates these funds from potential online threats, providing an additional layer of protection for user assets.

### <mark style="color:blue;">Multi-Signature Funds Management</mark>

Coinbar Pay employs multi-signature technology for funds management, requiring multiple authorizations to initiate transactions or move funds. This system minimizes the risk of unauthorized access and fraud, ensuring a robust and secure financial environment for users.

### <mark style="color:blue;">Encryption and Secure Transaction</mark>&#x20;

Coinbar Pay employs robust encryption techniques and secure transaction processing methods to safeguard all sensitive information. By using advanced encryption algorithms and secure communication protocols, the platform guarantees that customer data remains confidential and well-protected during transactions.

### <mark style="color:blue;">Two-Factor Authentication (2FA)</mark>

To further enhance the security of user accounts, Coinbar Pay supports two-factor authentication (2FA). This additional layer of protection ensures that even if an unauthorized user gains access to a user's login credentials, they would still need access to the user's 2FA device to fully access the account.

### <mark style="color:blue;">Know Your Customer (KYC) and Anti-Money Laundering (AML)</mark>

Coinbar Pay upholds KYC and AML regulations by conducting thorough identity verification and due diligence processes for all users. These checks ensure that the platform remains compliant with relevant regulations and helps protect the platform from being exploited for illicit activities.

## Regulatory Compliance

Coinbar Pay adheres to regional and international regulations governing financial services and digital transactions. The platform is committed to maintaining compliance with these ever-evolving regulatory requirements, seeking to provide a safe and legitimate service to its users.

### <mark style="color:blue;">Monitoring and Incident Response</mark>

Coinbar Pay proactively monitors its platform for potential threats and employs stringent incident response protocols to mitigate any potential security breaches. This constant vigilance helps to maintain the platform's overall security and the trust of its users.

{% hint style="info" %}
Through a combination of robust encryption, secure transaction processing, strict regulatory adherence, and proactive monitoring, Coinbar Pay offers users a secure and compliant solution for digital payments processing.&#x20;

These security measures help instill confidence in the platform while enabling merchants and customers to conduct transactions safely and efficiently.
{% endhint %}


# Summary

## Service Activation

Follow the below links :

{% content-ref url="/pages/rTCpg2LF3VXFquyRY55z" %}
[Service Activation](/service-activation/create-account)
{% endcontent-ref %}

{% hint style="info" %}
Based on what type of plan and integration type you chosen, you will need to follow different paths in this documentation.
{% endhint %}

### Physical Store - Point of Sale

Follow the below links :

{% content-ref url="/pages/5788OWlBBaxTWDVqCorm" %}
[Point of Sale](/point-of-sale/app-installation)
{% endcontent-ref %}

{% content-ref url="/pages/nYmedvvlAq6xaQ4mZWuf" %}
[Dashboard Platform](/dashboard-platform/overview)
{% endcontent-ref %}

### E-Commerce CMS Plugin

Follow the below links :

{% content-ref url="/pages/YPLA1oY3DpzRATn0C4Oe" %}
[E-Commerce Plugins](/e-commerce-plugins/introduction)
{% endcontent-ref %}

{% content-ref url="/pages/nYmedvvlAq6xaQ4mZWuf" %}
[Dashboard Platform](/dashboard-platform/overview)
{% endcontent-ref %}

### Custom Web Integration

Follow the below links :

{% content-ref url="/pages/BZmEjdCVeBp4iRhMWCUN" %}
[API Web Integration](/api-web-integration/introduction)
{% endcontent-ref %}

{% content-ref url="/pages/nYmedvvlAq6xaQ4mZWuf" %}
[Dashboard Platform](/dashboard-platform/overview)
{% endcontent-ref %}


# Create Account

## Step 1 - Create a business account

{% hint style="info" %}
Please follow the steps :

1. [<mark style="color:blue;">**Create Account**</mark>](/service-activation/create-account) **(you are here)**
2. [<mark style="color:blue;">Account Verification</mark>](/service-activation/account-verification)
3. [<mark style="color:blue;">Activate Service</mark>](/service-activation/activate-service)
   {% endhint %}

Create a new business account at [**Coinbar** ](https://pay.coinbar.io/sign-up)and complete the verifications steps to enable your account.

Fill the requested fields :

* First and Last Name\
  (For Business Accounts, the account creation is up to the Company Administrator)
* Email Address\
  (For Business Accounts, should be used Company Email)
* Password & Confirm Password
* Read and Accept General Terms & Conditions & Privacy Policy &#x20;

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2Fylvz7XKYgHSBw6F9d47T%2Fimage.png?alt=media&amp;token=5f727108-ff7a-4da8-b9c9-82666044050b" alt=""><figcaption><p>Account creation</p></figcaption></figure>


# Account Verification

{% hint style="info" %}
Please follow the steps :

1. [<mark style="color:blue;">Create Account</mark>](/service-activation/create-account)
2. [<mark style="color:blue;">**Account Verification**</mark>](/service-activation/account-verification) **(you are here)**
3. [<mark style="color:blue;">Activate Service</mark>](/service-activation/activate-service)
   {% endhint %}

## Step 2 - KYC Verification

To ensure the security of transactions and compliance with regulatory requirements, Coinbar Pay utilizes a Know Your Customer (KYC) process for account verification. This process helps us protect both merchants and customers from potential fraud and money laundering activities.

To complete the account verification process through the Coinbar KYC Service, please follow the steps outlined below:

### Click Start Verification

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2Fy70BDAzfSfotQJmjXI9G%2FScreenshot%202023-03-17%20101758.png?alt=media&amp;token=d59eebd8-ba47-450a-a427-693254fcba5d" alt=""><figcaption></figcaption></figure>

## Select Business Account :

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FN8VC5M4yPw3ggMiEkNDM%2Fimage.png?alt=media&amp;token=fb67cefa-6bb8-4b20-ad59-7bbaef9121f8" alt=""><figcaption></figcaption></figure>

## Fill Your personal and company data :

{% hint style="info" %}

#### <mark style="color:blue;">**Requested documents**</mark>

Prepare these documents : \
\- Certificate of incorporation\
\- Personal ID (ID card or Passport or Driving license)
{% endhint %}

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FRnxZn8jLNq8rwSogWZHs%2Fimage.png?alt=media&amp;token=a784fe6e-b518-4b6d-9b07-3222a04f7ea5" alt=""><figcaption></figcaption></figure>

3. Upload Your document photos with Your mobile device through the camera :

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2F6oO04e0qvlg68LTTGXv7%2Fpromotions-pic-4.jpg?alt=media&amp;token=9b662e84-408d-43cd-b1ed-4228c6181ac0" alt=""><figcaption></figcaption></figure>


# Activate Service

{% hint style="info" %}
Please follow the steps :

1. [<mark style="color:blue;">Create Account</mark>](/service-activation/create-account)
2. [<mark style="color:blue;">Account Verification</mark>](/service-activation/account-verification)
3. [<mark style="color:blue;">**Activate Service**</mark>](/service-activation/activate-service) **(you are here)**
   {% endhint %}

After your account is verified and with assigned Tier, You can request the service activation.

## Select your Integration Type

Select the Pay Web - E-Com plugin

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FLfqKiSSF9awS1WLCnFai%2Fimage.png?alt=media&amp;token=83c0aa29-9d6b-4e81-9f8a-4860aee90cf5" alt=""><figcaption></figcaption></figure>

## Select plan

Choose a plan based on your business requirements

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FLfqKiSSF9awS1WLCnFai%2Fimage.png?alt=media&amp;token=83c0aa29-9d6b-4e81-9f8a-4860aee90cf5" alt=""><figcaption></figcaption></figure>

## Configure your shop

Add your shop informations

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FLfqKiSSF9awS1WLCnFai%2Fimage.png?alt=media&amp;token=83c0aa29-9d6b-4e81-9f8a-4860aee90cf5" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}

#### <mark style="color:blue;">Activation Time</mark>

Service activation may take anywhere from a few hours to up to 48 hours, depending on the service plan selected.
{% endhint %}

{% hint style="info" %} <mark style="color:blue;">**Terms of Service**</mark>

Please go [<mark style="color:blue;">**Here**</mark>](https://www.coinbar.io/#/terms-service-coinbar-pay) to see how *<mark style="color:blue;">**CoinbarPay Terms of Service**</mark>*
{% endhint %}


# App Installation

### Android User

Please download the latest version of the app clicking [<mark style="color:blue;">**Here**</mark>](https://play.google.com/store/apps/details?id=com.coinbar.paypos) or scan the qr code\ <br>

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FC1Q0BWfP8OnvThqdzBLt%2Fframe%20(8).png?alt=media&amp;token=6f9b8d8b-fa05-4eea-86e1-5f607b58b05f" alt=""><figcaption></figcaption></figure>

### IOS User

Please download the latest version of the app clicking [<mark style="color:blue;">**Here**</mark>](https://apps.apple.com/it/app/coinbarpay-pos/id6447241771) or scan the qr code

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2Fv1J2W1nWh1gx2cMLcs6s%2Fframe%20(9).png?alt=media&amp;token=086f2a06-4a75-4d4e-b086-d296299a15a4" alt=""><figcaption></figcaption></figure>


# App Activation

### POS Activation

If you correctly download the application you easily visit the homepage here below

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2F60fsvDWC1sGcvt0BHAMM%2Fmediamodifier_image%20(13).png?alt=media&amp;token=5f2e71ec-4184-4be2-b8d3-4d8d668cb1fc" alt=""><figcaption></figcaption></figure>

Now you can activate you POS inserting your <mark style="color:blue;">**STORE ID**</mark>

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FyNHprHUPg1MvQ5o8LWdk%2Fmediamodifier_image%20(12).png?alt=media&amp;token=c0348006-35b9-4131-91d2-429d32bb54ae" alt=""><figcaption></figcaption></figure>


# User Interface

### Crypto payment section

* <mark style="color:blue;">**Customer Email:**</mark> Please insert in this field the customer email if he/she wants to recieve a summary of the crypto purchase
* <mark style="color:blue;">**Billing Price:**</mark> you have to complie this field with the subtotal amount in EURO of the client purchase

{% hint style="warning" %}
Only The <mark style="color:blue;">**Billing Price**</mark> is mandatory&#x20;
{% endhint %}

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FYHV7HjtGPRMP7A7WttMT%2Fmediamodifier_image%20(14).png?alt=media&amp;token=21b848b1-b75a-48c5-8c22-b760dad75aa2" alt=""><figcaption></figcaption></figure>

### Top Left Corner Menu

* <mark style="color:blue;">**Home button:**</mark> you can use the home button to return in the homepage of POS
* <mark style="color:blue;">**History:**</mark> the history button helps you to have a detailed [**transaction data and reports**](/point-of-sale/transactions-and-reports)
* <mark style="color:blue;">**Settings:**</mark> you can change o reset your POS&#x20;

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FnCAUZHKkwsXyWU6ERlV4%2Fmediamodifier_image%20(16).png?alt=media&amp;token=712aa3eb-247e-4f70-888e-f0fe7b2c30ef" alt=""><figcaption></figcaption></figure>

### Top right corner&#x20;

You can easily view your notifications about any available update, and language section&#x20;

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FsEWlH0zKRPVIH8dKoJ0p%2Fmediamodifier_image%20(17).png?alt=media&amp;token=25a26554-86a2-4669-8cd9-592acf33b825" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2F7S2f479aRk8DvkabXH1C%2Fmediamodifier_image%20(18).png?alt=media&amp;token=3462963a-de9b-4576-80d9-190ae87ca48b" alt=""><figcaption></figcaption></figure>

### Help Chat

On the right bottom you can find a support chat section for any extra assistance.

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2Fy85PiY99cxSYwJvtn6X3%2Fmediamodifier_image%20(15).png?alt=media&amp;token=751dab7e-f257-4700-82a8-92cc42e5f174" alt=""><figcaption></figcaption></figure>


# Accepting Payments

### 1. Digit subtotal

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FAYlA9gtLKE90rx2yDSy5%2Fmediamodifier_image%20(24).png?alt=media&amp;token=a8634fb8-766e-4483-85f5-c21a063dbb98" alt=""><figcaption></figcaption></figure>

### 2. Choose payment method

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FJCwxG9b7RZ5rcN8hsFHY%2Fmediamodifier_image%20(23).png?alt=media&amp;token=fdcae833-33ac-4488-bb62-590a3fcfd64f" alt=""><figcaption></figcaption></figure>

### 3. Choose Crypto

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2Fnt2EgwzDLh9RCsFk9Eas%2Fmediamodifier_image%20(21).png?alt=media&amp;token=0e1ace4e-0316-4b54-9544-101246d5f293" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2F5HgQ0NkSaA61OF8wzioU%2Fmediamodifier_image%20(20).png?alt=media&amp;token=4edee92c-6ac7-4c20-8e8b-decbb4c8b32e" alt=""><figcaption></figcaption></figure>

### 4. Generate QR CODE

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FoY3GW5WrdeQdw9eMYVmk%2Fmediamodifier_image%20(19).png?alt=media&amp;token=59997dbe-48ab-474d-8842-e1934cf72b3b" alt=""><figcaption></figcaption></figure>


# Transactions & Reports

### History overview

In the History section we have alle Transaction history and status

* <mark style="color:orange;">**Timeout:**</mark> The "Failed - Timeout" status signifies that the payment did not complete within the specified time window set by CoinbarPay.&#x20;
* <mark style="color:blue;">**Canceled:**</mark> The "Canceled by User" status indicates that the customer decided to cancel the payment process before completing it.&#x20;
* <mark style="color:purple;">**Pending:**</mark> The "Pending" status means the payment is waiting to be processed or confirmed by the cryptocurrency network
* <mark style="color:green;">**Success:**</mark> The "Success" status means the payment has been successfully completed.&#x20;

{% hint style="info" %}
For more information about payment statuses please go [**HERE**](/api-web-integration/payment-statuses)**.**
{% endhint %}

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FdoYiXBLzHSSxfvCR1GIl%2Fmediamodifier_image%20(25).png?alt=media&amp;token=57762629-43b5-4bfc-8592-80cdda2778a9" alt=""><figcaption></figcaption></figure>

By clicking on each transaction you can see detalied information about each operation and copy payment id for any problem or support.

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FLWaRxWNu7qRQSWAmzfaL%2Fmediamodifier_image%20(26).png?alt=media&amp;token=aa571d8c-30ac-4486-9e3d-97cf0fdadb84" alt=""><figcaption></figcaption></figure>


# Introduction

Coinbar Pay offers a suite of ecommerce plugins designed to streamline the integration of their payment system with popular ecommerce platforms like WordPress and Magento.&#x20;

These plugins enable online merchants to accept and process payments seamlessly, ensuring a smooth transaction experience for both the merchants and their customers.

## WordPress Plugin

Coinbar Pay's WordPress plugin is compatible with the widely used WooCommerce plugin, making it simple to add their payment gateway to your online store. This plugin offers the following benefits:

1. <mark style="color:blue;">**Easy Integration**</mark>: Quickly enable the Coinbar Pay payment gateway within your WooCommerce settings with a simple installation process.
2. <mark style="color:blue;">**Secure Transactions**</mark>: The plugin integrates Coinbar Pay's secure payment processing, ensuring that customer data is protected and transactions are processed safely.
3. <mark style="color:blue;">**Currency Support**</mark>: Accept payments in multiple cryptocurrencies and fiat currencies supported by Coinbar Pay, expanding your market reach and accommodating a diverse customer base.
4. <mark style="color:blue;">**Refunds and Assistance**</mark>: Handle refunds and assistance requests directly from your CoinbarPay Dashboard.

## Magento Plugin

Coinbar Pay's Magento plugin offers similar features as the *WordPress* plugin, tailored for integration with the Magento ecommerce platform. This plugin provides the following advantages:

1. <mark style="color:blue;">**Seamless Integration**</mark>: Installing and enabling the Coinbar Pay payment gateway in your Magento store can be accomplished quickly and efficiently.
2. <mark style="color:blue;">**Security and Compliance**</mark>: The plugin ensures secure processing of customer transactions through Coinbar Pay's robust security protocols, maintaining the safety and integrity of your customers' data.
3. <mark style="color:blue;">**Multi-currency Support**</mark>: Support a wide range of cryptocurrencies and fiat currencies, catering to an increasingly diverse customer base and enabling global transactions with ease.
4. <mark style="color:blue;">**Refund and Assistance Management**</mark>: Manage refunds and assistance requests directly from your CoinbarPay Dashboard.

By utilizing Coinbar Pay's ecommerce plugins for WordPress and Magento, online merchants can benefit from an intuitive and secure payment gateway that simplifies transaction processing and customer user experience.&#x20;


# Downloads - Plugin

## Available plugins

Each E-Commerce CMS has the dedicated plugin :

* WordPress/Woocommerce
* Magento
* *Others will be added soon*&#x20;

## WordPress - WooCommerce

Download and Install plugin from official WordPress marketplace :

{% embed url="<https://wordpress.org/plugins/coinbarpay-payment-gateway/>" %}

## Magento

Download and Install plugin from official Magento marketplace :

{% embed url="<https://pay.coinbar.io>" %}


# Wordpress/WooCommerce

Download and Install plugin from official WordPress marketplace :

{% embed url="<https://wordpress.org/plugins/coinbarpay-payment-gateway/>" %}


# Magento

Download and Install plugin from official Magento marketplace :

{% embed url="<https://wordpress.org/plugins/coinbarpay-payment-gateway/>" %}


# Request New

Contact Coinbar Business Team or Coinbar Development Team to request a custom plugin for any other E-Commerce CMS or Platform.


# Setup and Configuration

{% hint style="danger" %}

### <mark style="color:red;">Warning</mark>

Complete all steps below before activating payment method :

1. [<mark style="color:blue;">Get your configuration data</mark>](#step-1-get-your-configuration-data)
2. [<mark style="color:blue;">Configure your plugin</mark>](#step-2-configure-your-plugin)
3. [<mark style="color:blue;">Configure your payment processor</mark>](#step-3-configure-your-payment-processor)
4. [<mark style="color:blue;">Optional customizations</mark>](#step-4-optional-customizations)
   {% endhint %}

## Step 1 - Get your configuration data

Once your service is active and your plugin is installed and enabled, you can find configuration in the CoinbarPay Service Management Panel.\
\
For E-COM Plugin version you will get&#x20;

* <mark style="color:blue;">`SERVICE_CLIENT_ID`</mark> (STORE\_ID)\
  -This is your id reference, You can find this detail on your Business Manager.&#x20;
* <mark style="color:blue;">`APIKEY`</mark>\
  -This is you public apy key, this is the first part of a classic api key pair. Also called public key
* <mark style="color:blue;">`SECRETKEY`</mark>\
  \- Second part of api key pair, it is necessary to make correct call with server

## Step 2 - Configure your plugin

Configure your plugin filling the fields :

* <mark style="color:blue;">`SERVICE_CLIENT_ID`</mark>
* <mark style="color:blue;">`APIKEY`</mark>
* <mark style="color:blue;">`SECRETKEY`</mark>

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FTxO3fsWfx7sU2tu1VMSK%2Fimage.png?alt=media&amp;token=dd52ac53-7d98-4799-a3f0-adb70394546f" alt=""><figcaption></figcaption></figure>

## Step 3 - Configure your payment processor

{% hint style="danger" %}

### <mark style="color:red;">Warning</mark>

This step is very important to let plugin works regulary
{% endhint %}

Copy <mark style="color:blue;">Back-end Callback URL</mark> from the Plugin Page, and paste it into the <mark style="color:blue;">`CALL_BACK_URL`</mark> in the CoinbarPay Management Panel.&#x20;

## Step 4 - Optional / Customizations

Here below you can see:&#x20;

* <mark style="color:blue;">**Method Title:**</mark> You can change the payment system title.
* <mark style="color:blue;">**Customer Message:**</mark> Any additional message that you want to show below CoinbarPay payment solution
* <mark style="color:blue;">**Make Text Box required:**</mark> you set up as mandatory the text field
* <mark style="color:blue;">**Hide Text box:**</mark> you can hide the text box for customer
* <mark style="color:blue;">**Order Status after the Checkout:**</mark> setup the best order status after checkout if this gateway is used

{% hint style="info" %}
We recommend keeping the variables "as-is"
{% endhint %}

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FxRUW8H2rRA7yuwnChce3%2Fimage.png?alt=media&amp;token=ba94af68-708c-4fdb-bad4-79c6d2f088c8" alt=""><figcaption></figcaption></figure>


# Try your service

This guide is suitable for E-commerce plugins

## Create a payment request

From your store you can make a new order and select the CoinbarPay payment method in checkout page

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2F4coRhibWN9KbFpfxpfcT%2Fimage.png?alt=media&amp;token=2a1b61a0-a045-40c9-a1f7-617bba575431" alt=""><figcaption></figcaption></figure>

## Payment execution test

Once your are in the CoinbarPay payment gateway page, you can go on to select crypto payment method. &#x20;

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FCcV5yroK4KZxdx4Um98A%2Fimage.png?alt=media&amp;token=05b1ab0e-5e35-4ebe-b4b9-49efc586d218" alt=""><figcaption></figcaption></figure>

Once you are in the panel below please select a currency test&#x20;

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FD8XVMqspfGR6gAM4bFoU%2Fimage.png?alt=media&amp;token=19ca1bc5-1e67-499c-9200-81ffec39b4ed" alt=""><figcaption></figcaption></figure>

You have to see a panel like this&#x20;

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FEfo11xuIcHb4kyZif2Cq%2Fimage.png?alt=media&amp;token=6e1ba810-0c45-4dc2-bf13-40caed393710" alt=""><figcaption></figcaption></figure>

Click on "Generate QR Code"  to view the payment&#x20;

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FE4etzA7Vw0gdgqzYgkRP%2Fimage.png?alt=media&amp;token=16711af7-4a66-47fd-b70b-d7100e196d32" alt=""><figcaption></figcaption></figure>

If everything works fine you will be able to make all the actions.

Cancel your test payment to return to your store and check the payment status to finalize the test payment process.

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FNOaxP9fNCrqAyfwk4EtB%2Fimage.png?alt=media&amp;token=eaf69889-bd53-4cc8-916e-14987f93afb1" alt=""><figcaption></figcaption></figure>


# Introduction

To provide merchants with maximum flexibility and compatibility, CoinbarPay offers a powerful and robust API for custom web integration. \
This feature allows you to integrate CoinbarPay's cryptocurrency payment gateway into your website seamlessly, regardless of the technologies and platforms used for development.

The API Custom Web Integration is designed to:

1. <mark style="color:blue;">**Enhance User Experience**</mark>: Create a tailored and streamlined checkout process for your customers, offering a fully customized and branded payment flow that aligns with your website's design and user interface.
2. <mark style="color:blue;">**Expand Platform Support**</mark>: Benefit from the API's comprehensive compatibility, supporting a wide range of web development technologies and platforms. This ensures that CoinbarPay can be effortlessly integrated into your website, irrespective of your choice of programming language, framework, or content management system.
3. <mark style="color:blue;">**Optimized Payment Processing**</mark>: Employ advanced tools and features provided by the CoinbarPay API to manage transactions, refunds, and settlements with ease.&#x20;
4. <mark style="color:blue;">**Boost Security**</mark>: The CoinbarPay API adheres to the highest industry standards in terms of data protection, ensuring secure communication between your website and our payment gateway. This guarantees the safety and privacy of your customers' financial information.

In the following sections of this documentation, we will provide detailed information on how to set up and effectively utilize API Custom Web Integration for CoinbarPay. Step-by-step guides, code samples, and best practices are included to assist you in creating a fully customized and secure cryptocurrency payment gateway for your website.


# Service Configuration

When you have activated the CoinbarPay payment service for your account through the CoinbarPay Dashboard, it's essential to configure your shop's parameters to ensure a smooth and secure payment experience for your customers.&#x20;

{% hint style="info" %}
This topic will guide you through configuring your shop's <mark style="color:blue;">`WEB_URL_CALLBACK`</mark> and <mark style="color:blue;">`BE_URL_CALLBACK`</mark>, which are vital links in providing a seamless transaction experience with minimal disruptions.
{% endhint %}

### <mark style="color:blue;">`WEB_URL_CALLBACK`</mark>

The web\_url\_callback is the URL to which your customers will be redirected after they complete a payment through the CoinbarPay Web Gateway. This callback URL is typically a page on your website that displays a payment confirmation or a summary of the transaction.

To configure your <mark style="color:blue;">`WEB_URL_CALLBACK`</mark>:

1. Log in to your CoinbarPay Dashboard.
2. Navigate to the "Service Configuration" section.
3. Locate the "Web URL Callback" field and enter the desired URL, ensuring it is a valid and accessible link on your website.
4. Save your changes.

CoinbarPay will now automatically redirect your customers to this configured URL once a payment has been completed.

### <mark style="color:blue;">`BE_URL_CALLBACK`</mark>

The <mark style="color:blue;">`BE_URL_CALLBACK`</mark> is a server-side URL that CoinbarPay uses to send payment status updates and notifications securely.&#x20;

{% hint style="warning" %}

#### <mark style="color:orange;">Warning</mark>

This callback ensures your backend systems are informed in real-time about any updates or changes related to a payment transaction.
{% endhint %}

To configure your be\_url\_callback:

1. Log in to your CoinbarPay Dashboard.
2. Navigate to the "Service Configuration" section.
3. Locate the "Backend URL Callback" field and enter the desired URL, ensuring it is a valid endpoint on your server.
4. Save your changes.

Upon successful configuration, CoinbarPay will send secure HTTP requests to this URL whenever there are updates or changes in payment status.

It is essential to properly handle these requests on your server-side and implement necessary actions, such as updating your database records, sending confirmation emails, or generating reports.

{% hint style="warning" %}

#### <mark style="color:orange;">Warning</mark>

Ensure that both the <mark style="color:blue;">`WEB_URL_CALLBACK`</mark>and<mark style="color:blue;">`BE_URL_CALLBACK`</mark> are secure (HTTPS) and valids URLs, owned by You or Your Company, to avoid exposing sensitive customer or transaction data.&#x20;
{% endhint %}


# API Keys Management

To ensure secure communication between your website and CoinbarPay's payment gateway, our system relies on API keys to authenticate and authorize requests. In this section, we will discuss the importance of managing your API keys properly, as well as the steps for generating and using the required keys.

## API KEYS

#### <mark style="color:purple;">SERVICE\_CLIENT\_ID</mark> : Payment Gateway Key

The <mark style="color:purple;">`SERVICE_CLIENT_ID`</mark> serves as the primary identifier for your CoinbarPay Service.

{% hint style="info" %}
This ID is used for identification to requests made between your website and our payment gateway.
{% endhint %}

#### <mark style="color:orange;">SERVICE\_SECRET\_KEY</mark> : Authentication Secret Key

The <mark style="color:orange;">`SERVICE_SECRET_KEY`</mark> serves as HMAC (Hash-based Message Authentication Code) secret key to sign and authenticate requests to CoinbarPay API Server.

{% hint style="warning" %}

#### <mark style="color:orange;">Warning</mark>

This KEY should never been exposed, transfered, sent to anyone outside your company or is not allowed to manage transactions requests.
{% endhint %}

{% hint style="info" %}

#### <mark style="color:blue;">Security hints</mark>

To maintain the highest level of security and protect your CoinbarPay account from unauthorized access or malicious activities, follow these best practices for API key management:

1. **Secure Storage**: Keep your `KEYS` and other API keys in a secure and encrypted location, such as environment variables or a secure database, to prevent unauthorized access or exposure.
2. **Limit Access**: Grant `KEYS` access only to the required services and personnel who directly manage your integration with CoinbarPay.
   {% endhint %}


# Payment Flow

The CoinbarPay payment flow is designed to deliver a seamless and secure experience for both you as a merchant and your customers. This topic outlines the various steps involved in processing a cryptocurrency payment using CoinbarPay, starting from the initial request token creation until the user is redirected back to your web application.

## 1. Request Token Creation

The payment process begins by creating a request token through the CoinbarPay API. This token will be used to identify the transaction and securely pass essential information between your web application and the CoinbarPay Web Gateway.

To create the request token, make an API call with the necessary transaction details, such as the amount, currency, customer information, and any additional data required for processing the payment.

The API will respond with a unique token that represents the payment request and can be used to initiate the transaction.

Use the link to go :

{% content-ref url="/pages/GNfOVOqefVhjIhvd1KSM" %}
[Request New Payment (web page)](/api-web-integration/api-documentation/request-new-payment-web-page)
{% endcontent-ref %}

## 2. Opening CoinbarPay Web Gateway

Once you have received the payment request token from the API, you can redirect your customer to the CoinbarPay Web Gateway. To do this, you will need to construct a URL with the following format:

Use the link to go :

{% content-ref url="/pages/bbicsiORB99X5ks192Ak" %}
[Payment Gateway](/api-web-integration/api-documentation/payment-gateway)
{% endcontent-ref %}

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FR75ARoqRTRtzD3WMslFJ%2Fimage.png?alt=media&amp;token=8f74d79a-8fe1-4ee7-94ba-d94caeea3922" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FsOwR9cK0YuBtDgIxShDu%2Fimage.png?alt=media&amp;token=a97384c8-dd44-4bde-9a48-9821b49aeb49" alt=""><figcaption></figcaption></figure>

## 3. User Completes Payment

On the CoinbarPay Web Gateway, the user can choose their desired payment method type and select the cryptocurrency they wish to use for the transaction. Once they have provided the necessary payment information and initiated the transaction, CoinbarPay will handle the payment processing in the background.

## 4. Redirect to Merchant's Web Application

After the user has completed their payment, CoinbarPay will automatically redirect the user back to your web application, specifically to the callback URL configured in the CoinbarPay Dashboard. This ensures a smooth return flow for the user, and you can use this opportunity to show a confirmation message or initiate post-payment processing.

{% hint style="warning" %}

#### <mark style="color:orange;">Warning</mark>

CoinbarPay Payment Gateway will send the payment status to your backend callback url configured in CoinbarPay Dashboard  ([Service Configuration](/api-web-integration/service-configuration)).
{% endhint %}

{% hint style="info" %}

#### <mark style="color:blue;">Info</mark>

By following this payment flow, you can provide your customers with a secure, seamless, and hassle-free cryptocurrency payment experience, while maintaining full control and customization of your payment gateway integration.
{% endhint %}


# Payment Statuses

During the payment process, various statuses indicate the current state of the transaction. It's essential to understand these statuses to effectively manage and monitor payments within your system. This topic explains the five possible payment statuses in the CoinbarPay system.

{% hint style="info" %}
Understanding the importance of these payment statuses allows you to effectively manage your payments requests.
{% endhint %}

### <mark style="color:blue;">Pending</mark>

The "Pending" status means the payment is waiting to be processed or confirmed by the cryptocurrency network. During this time, your backend system should monitor the payment status for any changes and be prepared to handle the subsequent status once it becomes available. This may involve updating records, sending notifications, or taking further actions depending on the final payment outcome.

### <mark style="color:green;">Success</mark>

The "Success" status means the payment has been successfully completed. \
At this point, the funds have been transferred from the customer's cryptocurrency wallet to your CoinbarPay account. \
Your backend system should process a successful transaction by updating the relevant records, sending a confirmation email, and fulfilling the related service or product.

### <mark style="color:orange;">Failed - Refund</mark>

The "Failed - Refund" status indicates that the payment initially succeeded, but the transaction was later reversed or refunded, returning the funds to the customer's wallet.&#x20;

This typically occurs in cases of chargebacks or disputes. When handling a refund, it's essential to communicate with the customer, investigate the issue, and, if necessary, revoke access to the associated service or product.<br>

The refund automatically occurs when the payments is partial and not fullfill the entire total price requested by the payment request.\
In othe cases it is possible to request the refund directly using the web assistance help chat or using the CoinbarPay Dashboard, in your Payments Page, or contacting our team

### <mark style="color:red;">Failed - Timeout</mark>

The "Failed - Timeout" status signifies that the payment did not complete within the specified time window set by CoinbarPay.&#x20;

This could occur because the customer did not send the transaction within the timeframe or due to issues with the cryptocurrency network processing the transaction.&#x20;

If a payment times out, the customer may need to retry the transaction.

### <mark style="color:purple;">Canceled by User</mark>

The "Canceled by User" status indicates that the customer decided to cancel the payment process before completing it. \
In such cases, no funds are transferred, and the transaction is considered void. <br>


# API Documentation

{% hint style="info" %}
The CoinbarPay API allows you to integrate our powerful and secure cryptocurrency payment gateway into your custom web applications or eCommerce platforms.&#x20;
{% endhint %}

To assist you in effectively using the API, this documentation covers various aspects related to communication, management, and utilization of the provided functions.

The following subpages offer in-depth information and guidance on specific API topics:

1. [<mark style="color:blue;">**Authentication**</mark>](/api-web-integration/api-documentation/authentication): Learn how to securely authenticate your requests to the CoinbarPay API using API keys, specifically the <mark style="color:purple;">`SERVICE_CLIENT_ID`</mark> and `SIGNATURE_TOKEN`. \
   This section explains the process of generating keys, adding them to your request headers, and following best practices for security.
2. [<mark style="color:blue;">**Request Payment**</mark>](/api-web-integration/api-documentation/request-new-payment-web-page): Understand how to initiate a new payment request using the CoinbarPay API, including required parameters, data formats, and request structure. \
   This will enable you to create a seamless and customized payment experience for your customers.
3. [<mark style="color:blue;">**Payment Gateway**</mark>](/api-web-integration/api-documentation/payment-gateway): This section covers the necessary steps the final customer has to complete a payment transaction.
4. [<mark style="color:blue;">**Reports**</mark>](/api-web-integration/api-documentation/reports)<mark style="color:blue;">:</mark> Learn how to access and manage transaction and settlement reports for your CoinbarPay account using the API. \
   This section covers report formats, query parameters, and data manipulation.


# Authentication

When making requests to CoinbarPay's API, include the <mark style="color:purple;">SERVICE\_CLIENT\_ID</mark>  and a SIGNATURE\_TOKEN generated by your <mark style="color:orange;">SERVICE\_SECRET\_KEY</mark> in the header of your HTTP requests to authenticate.&#x20;

{% hint style="info" %}
This ensures that only authorized users can access and interact with your CoinbarPay data.
{% endhint %}

## Signature Token

A signature token is a secure way to hash and authenticate requests using a secret key and the serialized body of a request.&#x20;

By using an HMAC (Hash-based Message Authentication Code), it is possible to create a tamper-proof token that can ensure the API call is made from an authorized source.

Take a look at the following example for Node.js that shows how to create an HMAC signature token:

```javascript
const crypto = require('crypto');

// Example Request for Payment Request creation
const requestBody = {
  //Request JSON Object or serialized query string...
};

const secretKey = 'your_secret_key';

// Function to create HMAC signature token
function createSignatureToken(requestBody, secretKey) {
  const serializedRequestBody = JSON.stringify(requestBody);

  const signatureToken = crypto
    .createHmac('sha256', secretKey)
    .update(serializedRequestBody)
    .digest('hex');

  return signatureToken;
}

//SIGNATURE_TOKEN to use as HTTP Header
const SIGNATURE_TOKEN = createSignatureToken(requestBody, secretKey);
```

{% hint style="warning" %}

#### <mark style="color:orange;">Warning</mark>

When calling the CoinbarPay API, be sure to include the generated SIGNATURE\_TOKEN and <mark style="color:purple;">SERVICE\_CLIENT\_ID</mark> in the request headers, so the system can validate the authenticity and integrity of the request.
{% endhint %}

```javascript
const axios = require("axios");

const SERVICE_CLIENT_ID = "your_SERVICE_AUTH_KEY_here";

const requestBody = {
  //Payment JSON Object...
};
const signature_token = createSignatureToken(requestBody, secretKey);

axios.post("https://{{SANDBOX_ENV.BASE_URL}}/{{SANDBOX_ENV.PATH_PAYMENT_EXAMPLE}}", 
  requestBody,
  {
    headers: {
      "CBPAY-API-KEY": `${SERVICE_CLIENT_ID}`
      "SIGNATURE" : `${signature_token}`
  },
})
.then(response => {
  console.log(response.data);
})
.catch(error => {
  console.error(error);
});
```


# Request New Payment (web page)

To initiate a new payment request using the CoinbarPay API, you will need to provide specific parameters and call the appropriate endpoint.&#x20;

Upon successfully processing this request, the CoinbarPay API will return a payment request token that you can use to initiate the payment process through the CoinbarPay Web Gateway, as described in the "Payment Flow" topic.

### Create request token

To make the API request, use the following :

## Generate a new payment request token

<mark style="color:green;">`POST`</mark> `https://sandbox.coinbar.io/coinbar/api/v2/pay/gateway/request`

#### Headers

| Name                                            | Type   | Description                                                              |
| ----------------------------------------------- | ------ | ------------------------------------------------------------------------ |
| CBPAY-API-KEY<mark style="color:red;">\*</mark> | String | {{<mark style="color:purple;">`SERVICE_CLIENT_ID`</mark>}}               |
| Content-Type<mark style="color:red;">\*</mark>  | String | application/json                                                         |
| SIGNATURE<mark style="color:red;">\*</mark>     | String | <p>{{<code>SIGNATURE\_TOKEN</code>}}<br>HMAC SHA-256 body validation</p> |
| source<mark style="color:red;">\*</mark>        | String | String "web"                                                             |

#### Request Body

| Name                                                   | Type   | Description                                                                                                                                      |
| ------------------------------------------------------ | ------ | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| service\_client\_id<mark style="color:red;">\*</mark>  | String | {{<mark style="color:purple;">`SERVICE_CLIENT_ID`</mark>}}                                                                                       |
| payment\_request\_id<mark style="color:red;">\*</mark> | String | Generated by Your application                                                                                                                    |
| input\_coin<mark style="color:red;">\*</mark>          | String | `"EUR"`                                                                                                                                          |
| products<mark style="color:red;">\*</mark>             | Array  | <p>Products, can be provided products details or just one product with total billing receipt. <br><br>See the section below for more details</p> |
| email<mark style="color:red;">\*</mark>                | String | Customer email                                                                                                                                   |
| surname                                                | String | Customer Last Name                                                                                                                               |
| name                                                   | String | Customer Name                                                                                                                                    |
| user\_id<mark style="color:red;">\*</mark>             | String | Generated by Your application                                                                                                                    |
| timestamp<mark style="color:red;">\*</mark>            | Number | `TIMESTAMP` of your request in milliseconds                                                                                                      |
| urlcallback                                            | String | <p>Custom webhook  <br><mark style="color:red;">-- obslolete parameter</mark></p>                                                                |

{% tabs %}
{% tab title="200: OK " %}

```json
{
    "result": "success",
    "request_token": "WlpZSkE3d3ZKa2NSTTl0VHNKTT....",
    "url_example": "?requestToken=WlpZSkE3d3ZKa2NSTTl0VHNKTTF...."
}
```

{% endtab %}
{% endtabs %}

### **Products body element:**&#x20;

Here's an example of products JSON body parameter :

{% code overflow="wrap" %}

```json
"products": [
    {
      "product_name": "Product 1",
      "product_price": 1.99,
      "product_amount": 1,
      "product_id": "id1",
      "product_type": "general"
    },
    {
      "product_name": "Product 2",
      "product_price": 0.99,
      "product_amount": 2,
      "product_id": "id2",
      "product_type": "general"
    }
]
```

{% endcode %}

{% hint style="info" %}
Valid response will contain request\_token , that will be used to call the Payment Gateway&#x20;
{% endhint %}


# Payment Gateway

The CoinbarPay Payment Gateway is a secure web interface that allows your customers to select their preferred cryptocurrency and complete the payment process.&#x20;

By following the steps in this topic, you will learn how to open the CoinbarPay Payment Gateway using the appropriate URL and understand what happens once the payment is executed, canceled, or times out.

## Opening the Payment Gateway

To open the CoinbarPay Payment Gateway for a customer, you will need to construct a URL with the following format:

{% code overflow="wrap" %}

```url
https://sandbox.coinbar.io/paymentgateway/pay?requestToken={{REQUEST_TOKEN}}&serviceClientId={{SERVICE_CLIENT_ID}}&timestamp={{current_timestamp}}
```

{% endcode %}

Replace the following placeholders with actual values for your specific transaction:

* `REQUEST_TOKEN` (requestToken): The payment request token received from the CoinbarPay API upon initiating a new payment request.
* <mark style="color:purple;">`SERVICE_CLIENT_ID`</mark> (serviceClientId): Your account's authentication key (Service Client ID).
* timestamp (timestamp): The current timestamp in milliseconds.

{% hint style="info" %}
When directing the customer to this URL, they will be presented with the CoinbarPay Payment Gateway, where they can choose their preferred cryptocurrency to complete the payment.
{% endhint %}

## Post-Payment Actions

Once the payment is either executed, canceled, or times out, CoinbarPay will perform the following actions:

### **(1) Backend Callback**&#x20;

{% hint style="warning" %}

#### <mark style="color:orange;">Warning</mark>

Your backend system should handle this request by updating the relevant database records, triggering necessary actions, and maintaining a log for future reference.
{% endhint %}

The server will send a secure HTTP request to your configured <mark style="color:blue;">`BE_CALLBACK_URL`</mark> to update the payment status on your shop.&#x20;

Here is an example of response sent by Coinbar Payment Gateway to your web shop :

{% hint style="success" %} <mark style="color:green;">**SUCCESS**</mark> Response :
{% endhint %}

```json
{
    "result" : "success",
    "payment_id_coinbar": "id_48483",
    "payment_request_id_client" : "id_48485354",
    "service_client_id" : "SERVICE_CLIENT_ID",
    "customer" : {
        "email" : "customer.email",
    },
    "products" : [Array of products..],
    "input_coin" : "EUR",
    "status" : "SUCCESS",
    "status_descr" : "Payment Executed",
    "payment_detail" : {
        "transaction_id": "transaction_id",
        "timestamp"  : "timestamp",
        "total_price" :  "total_price",
    },
    "creation_time" : 11111111111,
    "update_time" : 1111111111,
}
```

{% hint style="danger" %} <mark style="color:red;">**FAILED/CANCELED**</mark> Response :
{% endhint %}

```json
{
    "result" : "success",
    "payment_id_coinbar": "id_48483",
    "payment_request_id_client" : "id_48485354",
    "service_client_id" : "SERVICE_CLIENT_ID",
    "customer" : {
        "email" : "customer.email",
    },
    "products" : [Array of products..],
    "input_coin" : "EUR",
    "status" : "FAILED",
    "status_descr" : "Payment timeout",
    "payment_detail" : {
        "transaction_id": "transaction_id",
        "timestamp"  : "timestamp",
        "total_price" :  "total_price",
    },
    "creation_time" : 11111111111,
    "update_time" : 1111111111,
}
```

{% hint style="info" %}
As for incoming calls, the Payment Gateway will send its callback with <mark style="color:purple;">`SERVICE_CLIENT_ID`</mark> and `SIGNATURE_TOKEN` to let your application manage securely the incoming calls.
{% endhint %}

### **(2) Frontend Redirect User**

CoinbarPay will redirect the customer to the configured <mark style="color:blue;">`WEB_CALLBACK_URL`</mark> as set in the CoinbarPay Dashboard, in order to complete the payment flow.&#x20;


# Get Conversion Quotes (server-to-server)

Our Payment Gateway API provides a `GET` method to retrieve real-time conversion quotes for cryptocurrency prices. \
This endpoint is crucial for payment server-to-server flow.

Below you will find the details on how to use this endpoint.&#x20;

{% hint style="info" %} <mark style="color:blue;">**Reminder**</mark>\
The payment conversion rate is finalized during payment creation.\
This API returns just an informative status of the current rates.&#x20;
{% endhint %}

## Get Quotes

<mark style="color:blue;">`GET`</mark> `https://sandbox.coinbar.io/coinbar/api/v2/pay/gateway/quotes`

This endpoint returns up-to-date conversion rates between specified cryptocurrencies and fiat currencies. \
By utilizing this API, payment systems can ensure that users receive the most current exchange rate information for their cryptocurrency transactions.

#### Query Parameters

| Name             | Type   | Description                               |
| ---------------- | ------ | ----------------------------------------- |
| conversion\_fiat | String | <p>EUR,GBP<br><em>Default (EUR)</em> </p> |

#### Headers

| Name                                            | Type   | Description                                                |
| ----------------------------------------------- | ------ | ---------------------------------------------------------- |
| CBPAY-API-KEY<mark style="color:red;">\*</mark> | String | {{<mark style="color:purple;">`SERVICE_CLIENT_ID`</mark>}} |
| Content-Type                                    | String | application/json                                           |

{% tabs %}
{% tab title="200: OK " %}

```json
{
    "result": true,
    "data": [
        {
            "code": "BTC",
            "name": "Bitcoin",
            "conversion_fiat": "EUR",
            "conversion_rate": 52372.33459748911
        },
        {
            "code": "ETH",
            "name": "Ethereum",
            "conversion_fiat": "EUR",
            "conversion_rate": 2367.6994724246447
        },
        {
            "code": "USDT",
            "name": "Tether USD",
            "conversion_fiat": "EUR",
            "conversion_rate": 0.9173165543511799
        },
        {
            "code": "XDB",
            "name": "XDB Chain",
            "conversion_fiat": "EUR",
            "conversion_rate": 0.0005691800447701324
        },
        {
            "code": "XRP",
            "name": "Ripple",
            "conversion_fiat": "EUR",
            "conversion_rate": 0.5123986479693387
        }
    ]
}
```

{% endtab %}

{% tab title="401: Unauthorized " %}

```json
{
    "result": false,
    "error": "Not Authorized"
}
```

{% endtab %}

{% tab title="400: Bad Request " %}

```json
{
    "result": false,
    "error": "Bad Request"
}
```

{% endtab %}

{% tab title="500: Internal Server Error Api rate exceeded" %}

```javascript
{
    "result": false,
    "error": "Api RATE exceeded"
}
```

{% endtab %}
{% endtabs %}

{% hint style="warning" %} <mark style="color:orange;">**Warning**</mark>

Each <mark style="color:purple;">`SERVICE_CLIENT_ID`</mark> has a default API RATE limit of 1000 calls each day.\
Contact Coinbar Team to extend your limit.&#x20;
{% endhint %}


# Execute Payment External Platform (server-to-server)

This section of the documentation outlines the necessary steps for server-to-server payment initiation using the CoinbarPay API. It details the process of creating a new payment request and receiving a payment string token for transaction processing.

**Once the payment request is processed, the CoinbarPay API will return a response.** \
**This response includes a payment string token that represents the transaction.**

**The total amount is calculated by input\_coin and the products field, with the current conversion rate for the destination\_coin selected.**&#x20;

### Create new payment

To make the API request, use the following :

## Generate a new payment request token

<mark style="color:green;">`POST`</mark> `https://sandbox.coinbar.io/coinbar/api/v2/pay/gateway/initiate`

#### Headers

| Name                                            | Type   | Description                                                              |
| ----------------------------------------------- | ------ | ------------------------------------------------------------------------ |
| CBPAY-API-KEY<mark style="color:red;">\*</mark> | String | {{<mark style="color:purple;">`SERVICE_CLIENT_ID`</mark>}}               |
| Content-Type<mark style="color:red;">\*</mark>  | String | application/json                                                         |
| SIGNATURE<mark style="color:red;">\*</mark>     | String | <p>{{<code>SIGNATURE\_TOKEN</code>}}<br>HMAC SHA-256 body validation</p> |
| source<mark style="color:red;">\*</mark>        | String | String "web"                                                             |

#### Request Body

| Name                                                   | Type   | Description                                                                                                                                      |
| ------------------------------------------------------ | ------ | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| service\_client\_id<mark style="color:red;">\*</mark>  | String | {{<mark style="color:purple;">`SERVICE_CLIENT_ID`</mark>}}                                                                                       |
| payment\_request\_id<mark style="color:red;">\*</mark> | String | Generated by Your application                                                                                                                    |
| input\_coin<mark style="color:red;">\*</mark>          | String | `"EUR"`                                                                                                                                          |
| products<mark style="color:red;">\*</mark>             | Array  | <p>Products, can be provided products details or just one product with total billing receipt. <br><br>See the section below for more details</p> |
| email<mark style="color:red;">\*</mark>                | String | Customer email                                                                                                                                   |
| surname                                                | String | Customer Last Name                                                                                                                               |
| name                                                   | String | Customer Name                                                                                                                                    |
| user\_id<mark style="color:red;">\*</mark>             | String | Generated by Your application                                                                                                                    |
| timestamp<mark style="color:red;">\*</mark>            | Number | `TIMESTAMP` of your request in milliseconds                                                                                                      |
| destination\_coin<mark style="color:red;">\*</mark>    | String | Destination coin (Available coins, example XDB, BTC, USDT...)                                                                                    |

{% tabs %}
{% tab title="200: OK " %}

```json
{
    "result": "success",
    "request_token": "WlpZSkE3d3ZKa2NSTTl0V....",
    "payment_id_coinbar": "ca900413-.....",
    "payment_total_price": 1.2,
    "trade_pair": "BTC/EUR",
    "payment_string": "bitcoin:....",
    "destination_coin_change": 50000,
    "destination_amount": 0.000024
    "destination_address" : "address",
    "destination_memo" : "memo"
}
```

{% endtab %}
{% endtabs %}

{% hint style="info" %}
Valid response will include the payment string with coin protocol and all other variables needed to execute the transaction in blockchain, the trade pair and the destination coin price used for the conversion
{% endhint %}

### **Input Products example:**&#x20;

Here's an example of products JSON body parameter :

{% code overflow="wrap" %}

```json
"products": [
    {
      "product_name": "Product 1",
      "product_price": 1.99,
      "product_amount": 1,
      "product_id": "id1",
      "product_type": "general"
    },
    {
      "product_name": "Product 2",
      "product_price": 0.99,
      "product_amount": 2,
      "product_id": "id2",
      "product_type": "general"
    }
]
```

{% endcode %}


# Get Payment Status (server-to-server)

An essential aspect of managing your payments is having the ability to retrieve and analyze their statuses.&#x20;

{% hint style="warning" %}

#### <mark style="color:orange;">Warning</mark>

CoinbarPay payment gateway automatically send a callback response to configured webhook callback url previously configured.

For more informations please refer to [Post payments actions](/api-web-integration/api-documentation/payment-gateway#id-1-backend-callback)
{% endhint %}

Otherwise you can just call the following API to retrieve a payment status by client request payment id.

## Get Payment Status

The API will return a JSON object containing the status details of the requested payment.

## Get payment details

<mark style="color:blue;">`GET`</mark> `https://sandbox.coinbar.io/coinbar/api/v2/pay/gateway/payment/{{payment_request_id}}/status`

#### Path Parameters

| Name                 | Type   | Description                                    |
| -------------------- | ------ | ---------------------------------------------- |
| payment\_request\_id | String | Payment Request Id used to request the payment |

#### Headers

| Name                                            | Type   | Description                                                              |
| ----------------------------------------------- | ------ | ------------------------------------------------------------------------ |
| CBPAY-API-KEY<mark style="color:red;">\*</mark> | String | {{<mark style="color:purple;">`SERVICE_CLIENT_ID`</mark>}}               |
| Content-Type                                    | String | application/json                                                         |
| SIGNATURE                                       | String | <p>{{<code>SIGNATURE\_TOKEN</code>}}<br>HMAC SHA-256 body validation</p> |

{% tabs %}
{% tab title="200: OK " %}

```json
{
    "payment_id_coinbar": "XxYyWwZz-XxYy-XxYy-XxYy-XxYyWwZz",
    "payment_request_id_client": "XxYyWwZz-XxYy-XxYy-XxYy-XxYyWwZz",
    "service_client_id": "XxYyWwZz-XxYy-XxYy-XxYy-XxYyWwZz",
    "status": "FAILED",
    "payment_detail": {
        "destination_coin": "BTC",
        "trade_pair": "BTC/EUR",
        "destination_amount": 0.00045145423250897323,
        "coin_change": 19913.425,
        "total_price": 8.99
    },
    "input_coin": "EUR",
    "creation_time": "2022-05-11T12:16:01.064Z",
    "update_time": "2022-05-11T12:30:35.059Z",
    "status_descr": "Timeout"
}
```

{% endtab %}
{% endtabs %}


# Reports

An essential aspect of managing your CoinbarPay account is having the ability to retrieve and analyze your payments history and individual transaction details.&#x20;

The CoinbarPay API offers methods to access this data effectively. This topic explains how to use the API to get payments and individual payment details.

{% hint style="info" %}

#### Impotant Note

Elements such as Settlements, Payments full histories, and other payments related data are exportable from the CoinbarPay Dasbhboard.<br>

[Dashboard Platform](/dashboard-platform/overview)
{% endhint %}

## Get Payment By Request ID

To fetch the details of an individual payment, use the following endpoint.\
The API will return a JSON object containing the details of the requested payment.

## Get payment details

<mark style="color:blue;">`GET`</mark> `https://sandbox.coinbar.io/coinbar/api/v2/paymentgateway/reports/{{payment_request_id}}`

#### Path Parameters

| Name                 | Type   | Description                                    |
| -------------------- | ------ | ---------------------------------------------- |
| payment\_request\_id | String | Payment Request Id used to request the payment |

#### Headers

| Name                                            | Type   | Description                                                              |
| ----------------------------------------------- | ------ | ------------------------------------------------------------------------ |
| CBPAY-API-KEY<mark style="color:red;">\*</mark> | String | {{<mark style="color:purple;">`SERVICE_CLIENT_ID`</mark>}}               |
| Content-Type                                    | String | application/json                                                         |
| SIGNATURE                                       | String | <p>{{<code>SIGNATURE\_TOKEN</code>}}<br>HMAC SHA-256 body validation</p> |

{% tabs %}
{% tab title="200: OK " %}

```json
{
    "payment_id_coinbar": "5fdf0222-c84d-4f46.....",
    "payment_request_id_client": "48e70c61-ead4.....",
    "service_client_id": "4cb1a993.....",
    "customer": {
        "external_user_id": "id495935834583",
        "name": "Mario",
        "surname": "Rossi",
        "email": "mario.rossi@coinbar.io",
        "post_balance": "-0.00045145423250897323"
    },
    "products": [{
        "product_name": "The Fallout",
        "product_price": 8.99,
        "product_amount": 1,
        "product_id": "id123921392",
        "product_type": "MOVIE"
    }],
    "status": "CANCELED",
    "payment_detail": {
        "transaction_id": "",
        "type": "external",
        "wallet_origin": "",
        "coin": "BTC",
        "pair": "BTC/EUR",
        "amount_crypto": 0.00045145423250897323,
        "timestamp": null,
        "coin_price": 19913.425,
        "total_price": 8.99,
        "transaction_timeout_date": {
            "$date": "2022-05-11T12:19:30.774Z"
        },
        "payment_string": "bitcoin:1Q5BBBBBBBBBBBBBBBBBBBBBBBBB?amount=0.00045145"
    },
    "input_coin": "EUR",
    "urlcallback": "https://.....",
    "creation_time": {
        "$date": "2022-05-11T12:16:01.064Z"
    },
    "update_time": {
        "$date": "2022-05-11T12:16:35.059Z"
    },
    "market_data": {
        "current_change": 19913.425
    },
   
    "status_descr": "Canceled by client request"
}
```

{% endtab %}
{% endtabs %}

{% hint style="info" %}
By using these API methods, you can efficiently fetch and analyze your payments history and individual transaction information, enabling you to monitor your CoinbarPay account and better manage your business' finances.
{% endhint %}


# Sandbox Enviroment

The Coinbar Pay Sandbox Environment is a dedicated testing platform that allows developers and merchants to experiment with and test the Coinbar Pay payment features in a secured, isolated space. This environment replicates the production environment, allowing you to perform transactions, accept payments, and use the Coinbar Pay features without affecting real accounts, balances, or financial information.

## Key Benefits

* Safe and controlled testing: Test all Coinbar Pay features without worrying about any financial risks or real-world repercussions.
* Experiment with new integrations: Try out new plugins, APIs, and settings to ensure a smooth deployment in the production environment.
* Familiarize with the Coinbar Pay platform: Explore and understand how the platform, dashboard, and transaction workflows work before implementing them for your clients, stores, or online shops.

## Getting Started

To get started with the Coinbar Pay Sandbox Environment, follow these steps:

* Sign up for a Coinbar Pay Sandbox Account: When registering, make sure to specify that you want access to the sandbox environment. This will grant you access to the testing platform with a unique set of API keys, dashboard, and credentials.
* Configure your testing environment: Replace any production URLs, API keys, and credentials in your project configuration or setup with the Sandbox Environment values. This will isolate any testing from the production environment and prevent any unintended changes.
* Perform test transactions: You can now perform test transactions, simulate payment processing, refunds, and settlements to ensure that your physical stores, eCommerce integrations, and dashboard interactions are working as intended in a controlled environment.

## Tips for Using the Sandbox Environment

* Remember to switch back to the production environment when you're ready to go live. Double-check configurations to ensure correct API keys, URLs, and credentials are used.
* Use test private wallets or coinbar accounts provided by Coinbar for testing transactions in the sandbox environment. Don't use real payment information during testing.
* Keep track of any issues or observations encountered while testing in the sandbox environment and consult the Coinbar Pay Support and Resources for any assistance.

{% hint style="info" %}
The Coinbar Pay Sandbox Environment serves as a valuable tool for developers, merchants, and store owners to safely test and experiment with the payment platform without any risks or real-world financial consequences. Make sure to make the most of this environment before deploying your Coinbar Pay solutions.
{% endhint %}


# Overview

The Coinbar Pay Dashboard is a centralized platform that provides an intuitive and comprehensive overview of your account, transactions, and management tools. By combining essential account information, balance updates, market data, and the latest news into a single, easy-to-use interface, Coinbar Pay streamlines the process of managing and monitoring your payment services.

## Panels in the Main Dashboard

The main dashboard consists of several panels that display crucial information and provide quick access to essential functionalities:

1. <mark style="color:blue;">**Account Status and User Verification Panel**</mark>: This panel displays the current status of your Coinbar Pay account, such as active, pending, or suspended. It also provides information on your account's user verification level, detailing any outstanding verification steps needed for your account type, and allowing you to manage your verification process.
2. <mark style="color:blue;">**Balance Panel**</mark>: The balance panel presents an overview of your Coinbar Pay balances for various supported currencies. This includes available balances, pending balances, and reserved balances for each currency. You can quickly view and manage your balances, initiate settlements, or make transfers from this panel.<br>

   <figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FdCOyJ6wwjmKdx0dl5JvC%2Fimage.png?alt=media&amp;token=f4f28dd0-7e65-4699-b3ae-0d60e4ea1636" alt=""><figcaption></figcaption></figure>
3. <mark style="color:blue;">**Market Data Overview Panel**</mark>: This panel shows an overview of the latest market data for supported cryptocurrencies and fiat currencies. It displays exchange rates, market capitalization, and price changes, allowing you to keep track of market trends and make informed decisions about your payments and settlements.<br>

   <figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2F05UnXpk9xc2AofqnLnMp%2Fimage.png?alt=media&amp;token=e355873d-9c0e-4ba8-b7ae-5baa0f751af2" alt=""><figcaption></figcaption></figure>
4. <mark style="color:blue;">**Latest News Panel**</mark>: The latest news panel provides a curated list of the most recent news updates related to Coinbar Pay, cryptocurrency trends, and the wider fintech industry. This panel helps you stay informed about any changes, announcements or developments that may affect your Coinbar Pay experience.

The Coinbar Pay Dashboard serves as a focal point for managing your payments, transactions, and account settings. With a well-designed interface showcasing account information, balances, market data, and news, it provides merchants, developers and store owners with a robust and efficient way to oversee their Coinbar Pay activities.


# Manage...


# Payments

The Managing Payments Page in Coinbar Pay Dashboard provides users with the tools and insights necessary to manage their transactions and financial data. The page is divided into two main sections: Widgets Panel and Filter Panel.

## Widgets Panel

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FX8dZsslebxVMlEIDm160%2Fimage.png?alt=media&amp;token=28d4cd30-b70a-4faa-9034-c3e995fb8b26" alt=""><figcaption></figcaption></figure>

The Widgets Panel displays essential information related to your payments and transactions:

1. <mark style="color:blue;">**Total Income**</mark>: Displays the total amount of earnings generated from completed transactions.
2. <mark style="color:blue;">**30-Day Income**</mark>: Showcases the total income earned over the past 30 days, highlighting recent performance.
3. <mark style="color:blue;">**Number of Payments**</mark>: A summary of the total number of payments processed.
4. <mark style="color:blue;">**Assistance Requests**</mark>: Indicates the number of assistance requests submitted, providing a gauge of potential issues in the payment process.

These widgets offer a comprehensive summary of your financial performance and transactional activity, allowing you to track progress and identify any areas requiring attention.

## Filter Panel

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FEdl3zjfcOPa1YmHefd7A%2Fimage.png?alt=media&amp;token=c1946560-4b76-4e5b-92e6-820ffde9031e" alt=""><figcaption></figcaption></figure>

The Filter Panel enables you to customize and streamline your transaction data, allowing for efficient management and analysis:

1. <mark style="color:blue;">**Date Range**</mark>: Filter transactions by selecting a specific time frame (from date – to date).
2. <mark style="color:blue;">**Shop Name**</mark>: View transactions associated with a particular shop or merchant.
3. <mark style="color:blue;">**Customer**</mark>: Identify transactions completed by specific customers.
4. <mark style="color:blue;">**Status**</mark>: Narrow down transaction history according to their status, such as completed, pending, or refunded.

This panel optimizes data handling, making it easier to find relevant transactions, review their details, and take appropriate actions such as refunds or assistance requests.

## Table Panel

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FMHTvOxPsYQokVfG6h2gW%2Fimage.png?alt=media&amp;token=767d629b-f309-40c7-bd07-f7bc6d17630f" alt=""><figcaption></figcaption></figure>

The Coinbar Pay Dashboard allows you to conveniently export your transaction, payment, and financial data in various formats for further analysis or record-keeping. The data can be exported in the following formats:

* <mark style="color:blue;">**PDF**</mark>: Export your data as a Portable Document Format (PDF) file, which can be viewed and shared easily across multiple devices and platforms without losing its original formatting.
* <mark style="color:blue;">**CSV**</mark>: Export your data as a Comma Separated Values (CSV) file, which can be imported into spreadsheet applications like Microsoft Excel, Google Sheets, or other data analysis tools.
* <mark style="color:blue;">**Excel**</mark>: Export your data as a Comma Separated Values (XLS) file, which can be imported into spreadsheet applications like Microsoft Excel, Google Sheets, or other data analysis tools.
* <mark style="color:blue;">**Copy**</mark>: Quickly copy your transaction data to the clipboard, allowing you to conveniently paste it into other applications, documents, or spreadsheets for further analysis, sharing, or storage.

You can use the table rows to display the payment details, or request assistance or refund.

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FiO53UxMrbGJRGYhpH3Pn%2Fimage.png?alt=media&amp;token=c3bc2ee0-d01e-4ccb-aa2a-e38d49a2a584" alt=""><figcaption></figcaption></figure>

## Handling Unsettled Payments and Settlements

To review the total income from unsettled payments, you can apply the necessary filters in the Filter Panel to view transactions that have not yet been settled. The total income displayed in the Widgets Panel will reflect the sum of your unsettled payments.

To request a settlement and withdraw your income from unsettled payments, follow these steps:

1. Push the Request Settlement on the unsettled income widget, in the Coinbar Pay Payments Page.
2. Review your unsettled payments and confirm that all relevant transactions are available for withdrawal.<br>

   <figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FMnB0BQIPC10jNxMd4Hvx%2Fimage.png?alt=media&amp;token=4cefc959-cd95-435c-9f1f-c301bee3108d" alt=""><figcaption></figcaption></figure>
3. After completing the settlement request, Coinbar Pay will process the withdrawal according to its standard procedures and timelines. \
   It's essential to track your settlement requests and monitor unsettled payments regularly to ensure your funds are readily accessible when needed.


# Settlements

The Settlements Panel in Coinbar Pay Dashboard provides users with comprehensive tools to oversee and manage their settlements efficiently. The page, as Payments, is divided into three main sections: Widgets Panel, Filter Panel, and Settlements Table.

## Widgets Panel

The Widgets Panel displays key information related to your settlements:

1. <mark style="color:blue;">**Total Income**</mark>: Displays the total amount of earnings generated from completed transactions.
2. <mark style="color:blue;">**30-Day Income**</mark>: Showcases the total income earned over the past 30 days, highlighting recent performance.
3. <mark style="color:blue;">**Number of Settlements**</mark>: Provides a summary of the total number of settlements processed.
4. <mark style="color:blue;">**Assistance Requests**</mark>: Indicates the number of assistance requests submitted, providing a gauge of potential issues in the settlement process.

These widgets offer a comprehensive summary of your financial performance and settlement activity, allowing you to track progress and identify any areas requiring attention.

## Filter Panel

The Filter Panel enables you to customize and streamline your settlement data, allowing for efficient management and analysis:

1. <mark style="color:blue;">**Date Range**</mark>: Filter settlements by selecting a specific time frame (from date – to date).
2. <mark style="color:blue;">**Shop Name**</mark>: View settlements associated with a particular shop or merchant.
3. <mark style="color:blue;">**Status**</mark>: Narrow down settlement history according to their status, such as initialized, awaiting, processing, completed, or failed.

This panel optimizes data handling, making it easier to find relevant settlements, review their details and status of the withdrawal process.

## Settlements Table

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2F31G5q5nHvpjXBFlUTOTT%2Fimage.png?alt=media&amp;token=b5fb94ee-747c-44af-8a30-a640399397c2" alt=""><figcaption></figcaption></figure>

The Settlements Table provides an organized view of all the settlements, with each row representing a unique settlement record. The table includes the following columns:

1. <mark style="color:blue;">**Date**</mark>: Shows the date of the individual settlement.
2. <mark style="color:blue;">**Shop**</mark>: Displays the associated shop or merchant name for each settlement.
3. <mark style="color:blue;">**Status**</mark>: Indicates the status of each settlement (processing, completed, or failed).
4. <mark style="color:blue;">**Price**</mark>: Represents the total settlement amount for each transaction.
5. <mark style="color:blue;">**Detail Button**</mark>: Allows you to access more in-depth information and management options for each settlement. Clicking the button will open a detailed view of the selected settlement, where you can review its data, perform actions like refunds or assistance requests, and track its progress.

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2FntNQxCUiDOsx2qgrGkQz%2Fimage.png?alt=media&amp;token=a9b3f300-5439-4b57-b565-fb4a58b64a84" alt=""><figcaption></figcaption></figure>

The Managing Settlements page streamlines the process of overseeing your financial data, making it easy to access, review, and take action related to your Coinbar Pay settlements.


# Refunds & Assistance

For any problems or specific support, you can contact us throught directly via chat assistance on the right bottom of the screen or by clicking on the headphones support present in each line of the CoinbarPay dashboard manager.

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2F5Q41WwLaps2WsHDN4NlX%2Fimage.png?alt=media&amp;token=908fe6a6-0c44-4ab1-aaee-a80a8668d5f1" alt=""><figcaption></figcaption></figure>


# Reports & Exports

On the [<mark style="color:blue;">**CoinbayPay manager dashboard**</mark>](https://pay.coinbar.io/app/services/pay) you can export payment and settlements using the 4 button of export:

* <mark style="color:blue;">**Copy:**</mark> By clicking this button you can fastly copy all the visible transactions
* <mark style="color:green;">**Excel:**</mark> Download report in xlsx file&#x20;
* <mark style="color:green;">**CSV:**</mark> Download report in .CSV file&#x20;
* <mark style="color:red;">**PDF:**</mark> Download report in .PDF file

<figure><img src="https://3385475742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBIXeXFNYclIzjdhHCw61%2Fuploads%2F4A8TaasY2d0ZcnRpSWYo%2Fimage.png?alt=media&amp;token=e32c09bb-f7de-4d2c-b0b8-da459448a27a" alt=""><figcaption></figcaption></figure>