How-To Guides

Guides for completing specific tasks using the Payrix Platform.

FAQ

Table Search and Sort Instructions

How to Add a Fee With Conditional Rules

How to Use Fee Listeners

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 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 Send Level 2 & Level 3 Data using Payment Options

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

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