The Payrix Pro portal is an all-in-one tool that allows users of all payment levels to effectively run their business, mitigate risk, report, withdraw their funds, and board new entities among many other features.
Below is a description of each section of the portal. Each user will see different pages and features available to them based on the access levels and roles granted to them.
Some of these features include:
Get a quick, high-level overview of your payments business as a whole.
Create, manage, and view details for transactions, customers, payment methods, subscriptions, and disputes.
Manage your portfolio’s entities, new and existing merchants, users, groups, teams, and access roles to apply billing, fees, and other configurations.
Create beautiful whitelabeled signup forms for Merchants, customer invoices, static payment pages, products, items, and more.
Create reports to track your business at the click of a button, schedule a withdrawal of your funds, and manage all setup configurations, risk, alerts, and general settings.
Navigation Legend
To better separate guides based on their access level, we’ve created a legend key to quickly indicate the level of the user that the article is intended for. If you’re unsure about the instructions of a portal Guide, double-check that you’re using the correct guide level for a page:
Note
Some Merchant users may not have all listed features available to them based on their access level as granted by their Admin or Referrer.
Dashboard
The Dashboard is the first landing page after logging into the portal. It displays customizable interactive charts with your most important data, a global search of all activities and entities, view alert notifications for things like chargebacks, manage your user profile, or log off securely.
Payments
The Payments section provides users with all they need to create new payments and manage existing transactions and new or existing customers from which payments are made.
Management
The management section provides users with functionality related to access control. Roles, templates, and teams can be created to fine-tune the access of each user account.
Partners: Management
Merchants: Management
Forms
The forms section is used primarily for making invoices, payment pages, and product listings intended for processing transactions for specific items and services on the portal that you can send to your customers.
Admin
The Admin section is used to create withdrawals and reports, set up alert (webhook) notification systems, manage risk, and generate API Keys for additional granular use of the API.
In-portal Help
While navigating the portal, small graduation cap icons will appear on various pages, and menus will link you to an applicable use case for that portal page from the Use Case Tutorials available on the Resource Center.
These step-by-step walkthroughs are designed to help you complete specific tasks using the features of the portal page you’re visiting. Each Use Case Tutorial outlines the applicable user access level in the Audience section and which environments it can be used in under Environments.