Quick answer
PayStack has three main places where work happens:
- ISO Dashboard — where the ISO manages setup, billing, users, and dental offices.
- Dental Office Dashboard — where the office manages statements, payments, patients, and settings.
- Windows Client — where front desk users process payments on the workstation.
1. ISO Dashboard
Use the ISO Dashboard to manage your PayStack partner account and customer offices.
Common tasks
- Create dental office accounts
- Configure office branding
- Create users
- Connect MXMerchant API keys
- Configure payment settings
- Configure billing settings
- Assign terminals
- Manage partner settings
- Review dental office setup
Used by: ISO partner
2. Dental Office Dashboard
Use the Dental Office Dashboard to manage tools for a specific dental office.
Common tasks
- View patients
- Review payment history
- Manage employees
- Access office settings
- Review connections
- Create and send AR statements, when enabled
- Review statement history
- Review AR payment history
Used by: ISO partner and/or dental office staff
3. Windows Client
Use the Windows Client on the dental office workstation for daily payment workflows.
Common tasks
- Select a patient
- Confirm chart number
- Take card-present payments
- Take card-not-present payments
- Select a terminal
- Vault a card
- Create recurring payments
- Print recurring authorization forms
- Confirm payments post back to the practice management system
Used by: dental office front desk staff, installed/supported by the ISO
Simple way to remember it
Area | Main purpose |
ISO Dashboard | Set up and manage the office |
Dental Office Dashboard | Manage office-level tools and AR |
Windows Client | Process payments at the workstation |
Key takeaway
Setup happens in the dashboards. Daily payment activity happens in the Windows Client.
Powered by