Guides for completing specific tasks using the Payrix Platform.

Table Search and Sort Instructions
FAQ
How To - Use Search & Sort-By to Filter Portal Tables
How To - Add a Fee With Conditional Rules
How To - Tokenize a Bank Account and Routing Number
How to Use Portfolio Management
How to Create a Refund in Payrix Portal (Partners)
How to Create and Apply Convenience Fees in the Portal
How to Use Payments Options in the Portal
How to Create a Refund in the API (Referrers)
How to Use Payment Options in the Portal
How to Reconcile a Disbursement in the Portal
How to Manage Disputes (Chargebacks) in the Portal
How to Schedule a Withdrawal in the Portal
How to Update User Emails in the Portal
How to Use Fee Listeners
How to Send Level 2 & Level 3 Data using Payment Options
How to Add a New Bank Account
How to schedule a payout in the Portal for an individual Merchant (Withdrawal Schedule)
How to schedule a payout for multiple Merchants via Groups (Withdrawal Flow)
How to schedule a payout to a Merchant's bank account in the Portal
How to Run Reports in the Payrix Portal
Pro Client Launch Quick Start Guide