Customize the Express Dashboard
Learn how to customize the Express Dashboard for your users.
The Express Dashboard allows a platform’s users (connected accounts) to view their available balance, see upcoming payouts, and track their earnings in real time. It displays an Activity feed, an Earnings chart, and your platform’s brand name and icon. Learn how to customize the Express Dashboard for your users in this guide.
To learn more about each feature in the Express Dashboard, see Express Dashboard.
Add your platform's brand name and icon
You can display your platform’s brand name, icon, and customize theming in the Express Dashboard.
Access your Express branding settings, enter your platform’s business_
, upload your platform’s icon, and customize your theming settings. When satisfied with the preview, save your changes. If you already saved your brand information before reading this guide, skip this step.
Set custom descriptions for charges and transfers
By default, the Transactions list on the Express Dashboard displays generic descriptions for charges and transfers (for example: Payment on {YOUR_
).
First, determine which type of charge your platform uses. The two recommended charge types for Express connected accounts are Destination Charges and Separate Charges and Transfers.
After you determine the charge type, use the following instructions to update your integration.
Destination charges
To update the description on a payment object that’s visible to your platform’s users, you need to use the Stripe API. This applies to all platforms that use destination charges.
- Find the existing transfer object you created for an account by finding the latest charge created on the PaymentIntent.
- Use the charge object to find the transfer object associated with the charge.
- Use the transfer object to find the destination_payment ID that exists on the transfer.
- Call the Update Charge API to update the description on the destination payment using the
destination_
ID.payment
Note
The destination_payment object belongs to the connected account, so you’ll need to set the Stripe-Account header to the connected account’s ID to make this call.
This description becomes visible on the charge after you’ve written this field.
Learn more about creating destination charges on your platform.
Separate charges and transfers
To update the description on a payment object that’s visible to your platform’s users, you need to use the Stripe API. This applies to platforms that use separate charges and transfers.
- Use the transfer object to find the destination_payment ID that exists on the transfer.
- Call the Update Charge API to update the description on the destination payment using the
destination_
ID found in the previous step.payment
Note
The destination_payment object belongs to the connected account, so you’ll need to set the Stripe-Account header to the connected account’s ID to make this call.
This description becomes visible on the charge after you’ve written this field.
Learn more about creating separate charges and transfers.
See also
- Collect payments and then pay out (if you process payments with Stripe)
- Pay out money (if you add money from a bank account to pay out)