> ## 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.
# Account differences and what is not live
> Every feature that is not simply on for everyone, the exact thing that gates it, and how to check in ten seconds.
Most of Paydai is on for everyone. This page lists everything that is not, so you can check before you promise it.
## What changes per account
| Depends on | What changes |
| --------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Which payment provider is connected** | Instant payout, refund reversal, per provider schedules and wallet top up are Whop only. Withdrawals appear or disappear entirely. Transactions only exists on Fanbasis |
| **Whether Whop setup is finished** | Connecting Whop is not the same as finishing it. Without the company and API key, payouts do not work |
| **Workspace settings we turn on** | Closer commission on a payment link, and reusable links, are on per workspace |
| **Whether buy now pay later is in use** | The payment method fees card and the BNPL option at checkout only appear if a provider is set up |
| **The rep's own connection** | A rep who has not connected their account sees no withdraw button, no matter what you have done |
## Conditional features
| Feature | Turns on when | How to check |
| ----------------------------------------- | ----------------------------------------------------------------------- | ----------------------------------------------------------------------------------- |
| Connect your Whop company | Whop is one of the workspace providers | Open the setup checklist. No "Connect Whop Company" step means you are not on Whop |
| Set your payout schedule (checklist step) | Stripe or Fanbasis is connected | A Whop only merchant never gets this step and sets the schedule in Settings instead |
| Share your stats | The workspace has revenue worth sharing | The step hides itself until there is something to put on the card |
| Currency on a product | The product is a Whop product | Open the product form. No currency selector means it is not Whop |
| Hide from the marketplace | The product is a Whop product, and you are creating rather than editing | Only appears on create, never on edit |
| Feature | Turns on when | How to check |
| --------------------------------- | --------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------- |
| Set the closer's rate on the link | Workspace setting is on | Open any payment link form. No "Commission percent" field means it is off |
| Reusable links | Workspace setting is on | Open any payment link form. No reusable option means it is off |
| Buy now pay later at checkout | At least one BNPL provider is configured, and the link is one time rather than a payment plan | Switch the link to One time. If no BNPL choice appears, none are set up |
| Filter by provider | More than one payment provider is connected | One provider means no filter |
| Feature | Turns on when | How to check |
| -------------------------------- | ----------------------------------------------------------------------------- | -------------------------------------------------------------------------------------- |
| Instant payout | Whop is the provider, or is the selected provider | Open Settings. The toggle sits at the top of Payout Schedule, or is absent |
| Reverse commission on refunds | Whop is the provider, or is the selected provider | Same place, directly beneath instant payout |
| Schedule per provider | Whop and also Stripe or Fanbasis are both connected | A provider selector appears above the schedule |
| Wallet check before paying | Whop | Stripe payouts show "coming soon" instead |
| Top up prompt | Whop, and the wallet is short of the selected total | Only fires when the money is genuinely not there |
| A rep's bank details, set by you | The workspace pays manual sales by hand, and the member is a closer or setter | Open any closer's member page. No bank section means the workspace is not on that mode |
| Transactions | Fanbasis is connected, and you are a merchant or a closer | Cmd K, "Transactions". Nothing means you are not on Fanbasis |
| Feature | Turns on when | How to check |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- |
| Withdraw your balance | On Whop: company and rep both connected. On Stripe: the rep's own Stripe connected, and they are a closer, setter or manager | Look for the button on Balance. Absent means a connection is missing, not that the feature is broken |
| Connect your bank | Depends on which provider the workspace uses | Same as withdraw |
| Manage bank details | The rep is in a sales department, the workspace is on Stripe, and they are not the merchant | The card appears on Profile and opens Stripe's own screen |
| Finish Whop setup | Whop is connected but the company and API key are not saved | The integrations page shows Whop as connected but incomplete. This is the one people miss |
## Reached from the search bar, not the menu
| Feature | How to reach it | Who can |
| ------------------- | ------------------------------------------- | ------------------------ |
| Invites list | Cmd K, "Invites" | Merchant, manager, admin |
| Refunds page | Cmd K, "Refunds" | Merchant side roles |
| Full leaderboard | Cmd K, "Leaderboard", or the dashboard card | Everyone |
| Download reports | Cmd K, "Export", or the card on Profile | Everyone |
| Choose a date range | Inside Download reports | Everyone |
| Export history | Inside Download reports | Everyone |
| Invoices | Cmd K, "Invoices", or the card on Profile | Everyone |
## Not live
These are built but nobody can reach them. If someone asks, the honest answer is "that is not switched on yet".
| Feature | What it would do | Why it is not live |
| ------------------------------------------- | --------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- |
| **Claim a deal (rep side)** | A closer or setter puts themselves on a sale they are not credited on | The button renders only for merchants and admins, and a merchant is never a closer or a setter, so nobody can reach it. Tracked as PAYDAI-125 |
| **Invoicing** | Create and send invoices to customers from inside Paydai | Deliberately kept out, pending a product decision |
| **Create invoice** | The invoice builder | Same product decision |
| **Workspaces page** | A page at `/works` | A placeholder that renders the literal word "Workspace" |
| **Direct Pay modal** | Pay a rep directly from the Sales page | Switched off in the Sales page |
| **Lite Sales tab** | An older way of recording sales by hand | Superseded by manual sales on the normal Sales page |
| **Per rep pause toggle on the member page** | Pause one rep's payouts from their profile | Not placed on any page. Pausing a rep works from the sale detail page instead |
On "claim a deal": right now a merchant adds a rep to the deal. Reps claiming their own is not switched on.