Before you can start processing live payments and transferring funds to your bank account, NextGen is required by financial regulators to verify your identity and business details. This process is called KYC (Know Your Customer).
Step 1: Basic Registration
Navigate to the registration page. Provide a secure email address and a strong password. We highly recommend enabling Two-Factor Authentication (2FA) immediately.
Step 2: Submitting Business Details
- Your legal business name and "Doing Business As" (DBA) name.
- Your Employer Identification Number (EIN) or regional equivalent.
- A brief description of what your business sells.
Your dashboard is your mission control. It is where you will manage payments, monitor fraud, handle customer disputes, and pull your API credentials.
Finding Your API Keys
Look at the left-hand navigation menu. Click on the Developers tab and select API Keys from the dropdown. Always ensure you are in "Live Mode" when copying API keys for production!
Viewing Transactions
Click the Payments tab to see a chronological ledger. From this detailed view, you can click the "Refund" button in the top right to issue a refund.
You can securely invite your developers, accountants, or support staff to your NextGen dashboard with restricted, role-based access controls.
- Go to Settings > Team.
- Click the + New Member button.
- Enter their email address and select their permission role (e.g., Administrator, Developer, Analyst).
- Send the invitation.