> ## Documentation Index
> Fetch the complete documentation index at: https://docs.itspaydai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Paydai for merchants

> Paydai runs the money side of a sales team. Take payments, set what every rep earns, and pay commission automatically.

Paydai runs the money side of a sales team. You sell through payment links, you decide what every person on the team earns, and Paydai works out the commission on each sale and moves the money when payday comes.

This tab covers everything a business owner can do. Reps have their own tabs: [Closer](/closer/overview) and [Setter](/setter/overview).

<CardGroup cols={2}>
  <Card title="Getting set up" icon="rocket" href="/merchant/getting-set-up">
    Sign up, connect payments, and work through the setup checklist
  </Card>

  <Card title="Products and payment links" icon="link" href="/merchant/products-and-payment-links">
    Create what you sell and turn it into a checkout URL
  </Card>

  <Card title="Building your team" icon="user-plus" href="/merchant/building-your-team">
    Add reps, give them roles, set what each one earns
  </Card>

  <Card title="Paying your team" icon="wallet" href="/merchant/paying-your-team">
    From "this rep is owed" to "the money is in their bank"
  </Card>
</CardGroup>

## The order it happens in

<Steps>
  <Step title="Connect payments">
    Stripe, Fanbasis or Whop. Nothing else in Paydai works properly until this is done.
  </Step>

  <Step title="Create a product">
    A product is the thing you sell. Every sale starts as a payment link built from one.
  </Step>

  <Step title="Add your team">
    Each person gets one or more roles, and a commission rate for every combination of roles they hold.
  </Step>

  <Step title="Sell">
    A customer pays a link. Paydai splits the money between the business and the reps credited on the sale.
  </Step>

  <Step title="Pay">
    On your payout schedule, commission leaves your account and lands in the rep's bank.
  </Step>
</Steps>

## Who is who

| Role         | In plain English                                                       |
| ------------ | ---------------------------------------------------------------------- |
| **Merchant** | The business owner. Owns the workspace, the products, the money        |
| **Manager**  | Runs a sub team of reps. Can see and manage their people, earns a cut  |
| **Closer**   | Closes deals. Earns commission on what they close                      |
| **Setter**   | Books the meetings. Earns a cut on deals that came from their meetings |
| **Staff**    | Admin or ops person in the business. No commission                     |

## What each role sees in the left menu

| Merchant      | Closer        | Setter        |
| ------------- | ------------- | ------------- |
| Dashboard     | Dashboard     | Dashboard     |
| Products      | Payment Links | Meeting Links |
| Team          | Meeting Links | Sales         |
| Sales         | Sales         | Balance       |
| Balance       | Balance       | Leads         |
| Meeting Links | Integrations  | Integrations  |
| Leads         |               |               |
| Integrations  |               |               |

Managers see the merchant menu minus Products management rights.

<Note>
  Menus differ by role on purpose. A rep seeing a shorter menu than you is not a bug.
</Note>

## How to read these pages

Every feature carries a status mark.

| Mark | Status          | Meaning                                                                          |
| ---- | --------------- | -------------------------------------------------------------------------------- |
| ✅    | **Live**        | In the left menu and working today                                               |
| ⚙️   | **Conditional** | Working, but only when a particular provider is connected or a setting is on     |
| 🔍   | **Off-menu**    | Working, reached from the search bar (Cmd K), a dashboard card or a link         |
| 🚧   | **Not live**    | Built, but nobody can reach it. See [What is not live](/merchant/whats-not-live) |

Anything marked ⚙️ or 🔍 is listed with the exact thing that gates it in [Account differences](/merchant/whats-not-live).