--- title: "Get Started with Payrix Pro" slug: "get-started-with-payrix-pro" status: "update" updated: 2026-05-14T21:09:28Z published: 2026-05-14T22:00:00Z canonical: "resource.payrix.com/get-started-with-payrix-pro" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://resource.payrix.com/llms.txt > Use this file to discover all available pages before exploring further. # Get Started with Payrix Pro This topic provides a high-level overview of getting started with the Payrix Pro platform. It describes the entity types and the major phases of the implementation process for Payrix Pro partners. ## Entity Types The following entity types represent the types of business entities that interact with the Payrix Pro platform either directly or through a white-labeled offering: - **Partner:** A Payrix Pro partner offering the products and capabilities available through the platform to merchants as a white-labeled referral of Payment Facilitation-as-a-Service, which is offered through Worldpay for Platforms or a Facilitator’s white-labeled offering. - **Facilitator:** A payment facilitation (PayFac) partner, offering products and capabilities of the platform to Payrix Pro partner while assuming all risk and underwriting liabilities as a PayFac business. - **Merchant:** A business successfully onboarded to the platform through a partner to accept payment transactions for products and services sold to customers. - **Customer:** A cardholder, an entity that is making the payment to the merchant. ## Discovery and Solution Definition Phase In this phase, you’ll work with Worldpay for Platforms to create a Statement of Work (SOW) that describes your integration and identifies your requirements across the Payrix Pro platform. You’ll also set up a Payrix Pro Sandbox environment for test purposes and be assigned an Account Manager, who manages your relationship with Worldpay for Platforms. ### Contact the Payrix Pro Sales Team To get started as a partner on Payrix Pro, contact our sales team at [platform.sales@worldpay.com](mailto:platform.sales@worldpay.com). A sales representative will help you discuss your payment solution in depth and outline your strategic integration goals. Based on your requirements, we’ll recommend the ideal integration model and pricing to meet your outlined goals and business needs. ### Scope Your Project When you’ve identified the best integration model with our sales team, you’ll work with an assigned Solution Consultant to scope your implementation process and produce a Statement of Work (SOW). Your Solution Consultant gathers additional requirements during this solutioning process to meet your specific needs, such as your payment acceptance methods. ### Set Up Your Sandbox In the Payrix Pro Sandbox environment, your Solution Consultant helps you define the settings and workflows used in the platform features of Payrix Pro for your integration. **Note:** The following steps highlight specific features and functionality in key areas that are applicable to most implementations. Your unique implementation requirements define the specific configuration steps you must complete for all applicable areas. 1. [Payrix Pro Partner Boarding](/v1/docs/payrix-pro-partner-boarding): This area describes the initial onboarding to the Payrix Pro platform: signing up for a sandbox, creating a production account that includes bank account information, completing configuration tasks described in the remaining steps, and performing testing. Onboarding involves one of the following methods: - Working with the Implementation team for white-labeling or customized branding parameters. For more information, see [Apply White-label Branding to the Portal](/v1/docs/partner-quickstart-guide#apply-whitelabel-branding-to-the-portal). - Using the Payrix Pro API, you’ll first generate a Payrix Pro API key for access. For more information, see [API Keys](/v1/docs/api-keys-partners). 2. [User Management](/v1/docs/user-management): This area includes defining users, their roles and permissions; efficiently managing users with access templates, teams, and groups; configuring multifactor authentication (MFA); and resetting the Payrix Pro Portal password. 3. [Fee Management](/v1/docs/fee-management): This area includes defining your implementation’s fee structure, schedules, rules, modifiers, collection process, configuration parameters, and revenue share. You can customize our suite of standardized processing Fees and create new fees unique to your solution. 4. [Billing](/v1/docs/billing): This area includes defining billing resources for daily fees, gross funding, and daily gross settlement; setting statement billing statuses; configuring ad hoc unpaid statements collection; and assigning profit sharing among entities. 5. [Disputes Overview for Partners](/v1/docs/disputes-overview-for-partners): This area includes comprehensive functionality to manage disputes and chargebacks. 6. [Funding](/v1/docs/funding): This area defines how you pay your merchants for the transactions they submit through your service. It describes features and functionality like transaction funds settlement, disbursement and payouts (withdrawals), and working capital solutions for merchants via Parafin. 7. [Reports](/v1/docs/reporting): This area includes customizing the output of a report, scheduling automatic report generation, creating reports, and viewing report history. Payrix Pro provides 21 reports, including Quick Reports and a Monthly Statement report for merchants. ## Implementation and Test Phase In this phase, you’ll continue implementing and testing your solution in your Payrix Pro Sandbox environment before building your final solution in a Payrix Pro production environment. ### Implement and Certify Your Solution Following the solutioning process, your Solution Consultant collaborates with the Implementation team as a technical resource to ensure that as your Payment Facilitator, we can meet your merchant’s needs using your solution. The Implementation team guides you through how you can best use the Payrix Pro portal and the Payrix Pro APIs. ### Test and Build Your Solution After your sandbox application is set up, we’ll help you test and build your solution in a Payrix Pro production environment. The Implementations team validates and certifies your solution based on various requirements: - Your disclosed requirements - E-commerce requirements - Our platform risk requirements, which includes the Onboarding Risk Requirement for solutions that use the Payrix Pro API - Any other requirements necessary for your solution ## Soft Launch Phase In this phase, you’ll coordinate with a Project Manager and an Account Manager to go live with your first beta test merchants and successfully process transactions. After your certification and requirements are completed, our teams have everything necessary for a successful launch into production. Your Account Manager assists you with boarding your first beta test merchants and the Implementations team validates that your client can successfully process a transaction and settle. After we’ve validated the end-to-end process flow, we’ll schedule a launch call to address any outstanding go-live questions. ## Additional Resources - [Implementation FAQ](/v1/docs/implementation-faq): Frequently asked questions about integrating Payrix Pro. - [PCI Compliance and Information Security](/v1/docs/pci-compliance-and-information-security): Maintaining PCI compliance and ensuring the security of customer information. - [Risk & Compliance](/v1/docs/compliance-risk-guide): How integrators can manage risks associated with accepting payments. - [White Label and Customized Branding](/v1/docs/white-label-and-customized-branding): How to incorporate custom branding into Payrix Pro integrations. - Enroll in the following [Worldpay for Platforms University](https://worldpay.docebosaas.com/) courses: **Note:** For any questions or support, email [learn@worldpay.com](mailto:learn@worldpay.com) and we’ll reply within 24 business hours. - Payrix Pro Partner Implementation Certification - Payrix Pro Partner Operations Certification - Payrix Pro Partner Marketing Playbook - Payrix Pro Partner Payments Certification 1. Any merchant or partner account operating on the Payrix Pro platform. 2. In API terms, the top-level resource for any merchant or partner account. A PayFac-as-a-service platform. Software companies can act as payment facilitators without taking on the associated risks, compliance burdens, and investment. A partner entity in the Payrix Pro system that receives fees collected from merchants. Also known as a *Vendor* or a *Referrer* An entity that can process transactions and has been onboarded through a Payrix Pro partner. A process that primarily focuses on the following key elements of the merchant’s application and the data provided when signing up for Payrix Pro: - Validating the merchant’s business, known as *Know Your Business (KYB)* - Validating the owners, known as *Know Your Customer (KYC)* - Preventing illegal and fraudulent activity - Validating the merchant’s bank account The process of adding clients (merchants) to the Payrix Pro platform to use the Payrix Pro payment solutions. Also known as *boarding*. A required security setting that uses SMS/text or an authenticator app to receive an authentication code from the Payrix Pro platform. This provides an additional security layer for users logging in to the portal or authenticating certain API calls. The web portal offered by the Payrix Pro platform to accomplish tasks for their business through a web-based user interface rather than the API. The Payrix Pro portal contains general settings, payment processing options, reporting, fee settings, group assignments, user management, and much more. In a Payrix Pro context, charges set by partners to monetize payment services for merchants. Partners can customize fees for specific merchants or set portfolio-wide fees using Groups. By default, fees are applied to the merchant and paid to the partner account. A processed entry deducts the fee from the entity paying the fee. This fee is reflected in the entity's Available Balance and can be reviewed on the Balance Details page. The process of a captured merchant transaction being settled and the amount of the settled transaction being deposited into the merchant’s available balance (minus fees and profit shares). The final stage of batch processing, where transaction funds are successfully processed and deposited from the acquiring bank and its processor to the merchant’s Available Balance for withdrawal to their bank account. A process where a customer questions a transaction with their issuing bank or credit card company. Disputes typically arise due to issues such as unauthorized charges, billing errors, or dissatisfaction with a product or service. They can be formal, initiated through the issuer during the preliminary chargeback proceeding, or informal, where concerns are raised directly with the merchant to seek resolution. The movement of funds between a customer (cardholder or eCheck account holder) and a merchant to purchase a good or service. The process when the Payrix Pro platform sends an ACH transfer to an entity’s (merchant or partner) bank account. A disbursement happens when an entity schedules a withdrawal (payout) from its Available Balance. The process of adding clients (merchants) to the Payrix Pro platform to use the Payrix Pro payment solutions. Also known as *onboarding*.