This guide explains how to create a Xendit account and prepare for migrating services from Payex. Follow the steps below to set up your account and contact our support team if you need assistance.
Critical Migration Deadline: 31 December 2026 (Payex services and dashboard access will be permanently decommissioned).
Before you begin
Before initiating your technical migration, complete the following preparation tasks:
- Prepare Business Information: Have your basic business information ready: business name, legal entity type, business address, and contact email.
- Verify Access: Ensure you have access to any authorized representative email and phone numbers for verification.
- Digital Documents: Have digital copies of required documents ready (business registration, owner ID, bank account details) where applicable.
Steps to create your Xendit account
- Sign Up: Go to the Xendit sign up page at https://www.xendit.co and click "Sign up".
- Select Region: Choose the appropriate country/region during registration (in this case, select Malaysia).
- Verify Email: Enter your business email, create a password, and follow the prompts to verify your email address.
- Complete Onboarding: Complete the onboarding form with your business details and contact information.
- Submit Documents (KYC): Upload any requested verification documents (business registration, identity documents, bank account proof) where prompted.
- Terms & Agreements: Review and accept the applicable terms and agreements.
- Submit Application: Submit your application and wait for verification notifications via the email you provided.
After submission
- Check Your Inbox: Look for verification steps or further requests for documentation.
- Monitor Status: Monitor the email you used to register for status updates and next steps.
Frequently Asked Questions (FAQs)
Migration Requirements
Is it compulsory for me to migrate to the new dashboard?
Yes, as the Payex legacy dashboard will be terminated by 31 December 2026.
What is the deadline to complete the migration?
The migration deadline is on 31 December 2026.
What will happen if I don't migrate?
If you do not migrate by this date, all Payex payment services will be terminated.
Will the Payex dashboard remain accessible?
No, your Payex dashboard and payment channels will be deactivated.
Can I continue using both dashboards for a while?
Yes, you will still have full access to your Payex dashboard even after switching to Xendit until 31 December 2026.
Will I be notified officially before the old dashboard is deactivated?
No, the dashboard will automatically be deactivated on 31 December 2026.
Why should I migrate to the new dashboard?
Migrating to Xendit means giving your business the best tools to succeed. The new Xendit dashboard is designed for higher payment success rates, top-tier security, and seamless performance. Plus, you'll gain access to smarter features, more payment options, and continuous enhancements—all built to help you grow with confidence.
Am I able to migrate to the Xendit dashboard as an Individual instead of a business entity?
No, all merchants who onboard onto a Xendit account in Malaysia are required to be a registered business entity. During the KYC submission, all merchants will be required to provide a SSM Certificate of Incorporation or Business Registration Certificate. If you are interested in using Xendit services, we encourage you to register your business under a recognized business entity in line with our onboarding requirements in Malaysia.
Data, History & Continuity
If I agree to migrate, which dashboard will I be using while the migration is in process?
The Payex dashboard will remain available for regular use while the Xendit dashboard is being set up. Once the Xendit dashboard is ready, a notification will be sent, and it can be used alongside the Payex dashboard until 31 December 2026.
Once I have migrated to Xendit, will I still have access to my Payex dashboard for future audit or reporting purposes?
Yes, you will continue to have access to your Payex dashboard even after migrating, allowing retrieval of past reports, transaction histories, and data until further notice.
Will all my existing data (transaction history, settlement records, etc.) be available in the new dashboard?
No, historical data from Payex will not be transferred to Xendit. The Payex dashboard will remain accessible for reviewing past transactions and settlement records.
Will I lose any existing data after the migration?
No, your existing data will remain safely on your Payex dashboard. However, it won't be transferred to the Xendit dashboard.
Do I need to update my payment links, QR codes, or checkout URLs if I migrate to Xendit dashboard?
Yes, new payment links, QR codes, or checkout URLs will need to be generated from the Xendit dashboard and shared with customers. Links or transactions created in the Payex dashboard will not appear in Xendit.
Do I need to reconfigure my Payex settings in Xendit, or will they be synced?
You'll need to reconfigure all settings including bank withdrawal setup, team member access etc. in Xendit.
As I am currently under Payex referral program, will this migration affect my new signup submission and my existing commission?
Xendit does not have any referral program at the moment.
Access & User Management
Will I need to set up a new account, or can I use my existing login credentials?
Yes, you would need to set up a new account. You can use your existing email address to set up the account on Xendit.
Will my team members' access carry over, or do I need to re-invite them?
Team member access will not be transferred automatically. The account holder will need to re-invite team members on the Xendit dashboard. Please refer to our user guide for instructions.
Can I set different roles/permissions for staff on the new dashboard?
Yes, the Xendit dashboard allows assigning specific roles and permissions to team members, enabling better control and access management based on responsibilities.
Can I manage multiple stores or entities from the same Xendit dashboard?
Yes, multiple stores or entities can be managed from one Xendit dashboard. To add another business, go to the Xendit dashboard > click on the business profile > select Add New Business Account.
Will my team member access remain the same?
No, team member access will not be carried over. The account holder will need to re-invite team members and reassign roles in the Xendit dashboard.
Support & Training
Will someone guide me through the migration?
All queries should be sent to help@xendit.co.
Will there be training or a walkthrough of the new dashboard?
All queries should be sent to help@xendit.co.
Do you have user guides or video tutorials?
Yes, we do. Please refer here for a comprehensive dashboard overview, along with step-by-step user guides to help you navigate and use the Xendit dashboard effectively.
How do I contact support if I encounter any issues?
You may reach out to the Xendit support team via email at help@xendit.co.
Is there a dedicated account manager for this migration?
No, unfortunately this migration has a self-serving option only as we need to perform a re-KYC on all migrating accounts.
New Dashboard Features & Benefits
What's new in the Xendit dashboard that wasn't available in Payex?
The Xendit dashboard is designed to help businesses work smarter and scale faster. New features include:
- Direct payouts to multiple recipients for quicker and more efficient payments.
- Advanced, customizable payment links that provide greater flexibility for your customers.
- Seamless invoice generation and delivery directly from the dashboard to save time and effort.
What are the main differences between the Payex and Xendit dashboards?
The Xendit dashboard is a next-generation platform built to do more for your business. Beyond payment collection, it offers fast disbursements, easy invoicing, automated subscriptions, marketplace management, and powerful financial control tools—all in one seamless dashboard.
Discover how Xendit can simplify your operations and boost your growth—see the full feature comparison here.
Is the dashboard available in multiple languages?
Yes, the Xendit dashboard supports multiple languages. The interface language can be changed easily in the settings, and it will also adapt automatically based on the browser's preferred language. English is set as the default.
Can I customize reports or dashboard views?
Yes, the Xendit dashboard offers flexible customization for reports and views, particularly for transaction and settlement data. Reports can be filtered by date, payment method, and other parameters, and can also be exported in multiple formats to suit business needs. Learn more here.
What payment modes are available in the new dashboard under Xendit?
The Xendit dashboard supports a wide range of payment options, including FPX, virtual accounts, credit and debit cards, top e-wallets (GrabPay, TnG, ShopeePay, WeChat Pay), and cross-border payment channels, enabling payment acceptance anytime, anywhere. See all supported payment channels here.
Technical Integration & API
Do you provide an API for the new dashboard?
Yes, Xendit offers a robust and well-documented API for the new dashboard, enabling seamless integration with your systems. You can refer here.
Will my current API integration (if any) be affected?
Yes, if you're currently using the API with Payex, it will not be compatible with Xendit. You will need to integrate with Xendit's API instead. Please refer to our Xendit API documentation here.
Do I need to change my existing integration?
Yes, updates are required:
- If you're using our API, you will need to switch to Xendit's API. Please refer to the documentation here.
- If you're using plugins or extensions, setup guidance can be found here.
Will there be any temporary service disruption during migration?
No, there will be no service downtime. Your existing Payex services will remain active throughout the migration process until 31 December 2026.
Will I need to change my checkout flow or UI/UX?
No, there will be no changes to your checkout flow or user experience. Everything will continue to work as usual.
Operational Questions
Will the settlement/payout schedule change?
The settlement period remains unchanged. Like Payex, Xendit automatically settles your transactions. The key difference is that funds are first credited to your Xendit balance and will be auto-settled to your bank account on the next working day. Alternatively, you may change the setting to make direct payouts to your partners, suppliers, or other third-party beneficiaries. Please refer to this helpful article for more information.
Can I still issue refunds, voids, or perform reconciliations the same way as in Payex dashboard?
Yes, you can continue to perform refunds, voids, and reconciliations via the Xendit dashboard. The processes are designed to be intuitive and user-friendly. For step-by-step guidance, please check our guide here.
Will my Merchant Discount Rate (MDR) / pricing plan change with the new dashboard?
Yes, the pricing will change. You may view Xendit's latest pricing details on the pricing page. For all other Xendit Processing Fees and administrative fees, please refer to the Pricing Policy.
How long does it take for my new Xendit dashboard to be set up and will I be notified?
Your new account setup will be completed within 14 working days from the date we receive your completed documents to proceed. You will be notified via email.
Is there an additional fee if I migrate to Xendit dashboard?
No, there are no additional fees involved in the migration.
Security & Compliance
Will my existing compliance/KYC documents still be valid, or do I need to resubmit anything?
You will need to resubmit all documents for re-KYC with Xendit.
What should I do if I decide to migrate to the Xendit dashboard?
- Create an account on the Xendit Dashboard.
- Complete your KYC (Know Your Customer) requirements on the Xendit dashboard to activate your account.
- Activate the products that you need via the Xendit dashboard.
- Start accepting and sending payments via your new dashboard.
How long will the Payex dashboard remain available?
The Payex dashboard will continue to be available until 31 December 2026.
Is there a demo or preview environment available for the Xendit dashboard to help me evaluate before deciding to migrate?
You may register for an account with Xendit and use the test version to explore the dashboard usage before proceeding with the KYC documents submission.
Contacting us
If you need help during registration or have questions about migrating from Payex, contact our support team at help@xendit.co. Provide a brief description of your issue and any relevant details about your Payex setup to help us assist you faster.