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Use Case Tutorials

The Payrix Pro portal provides users with tools to process payments, withdraw funds, board new users, and undertake many other tasks that help them run their businesses. To help you efficiently use those tools in the portal, we have provided a series of tutorials with step-by-step instructions for performing specific tasks.

Note: These tutorials are based on Payrix Pro portal use cases only. For Payrix API use cases, visit the Payrix Pro API documentation portal.

Requirements

To apply any use case tutorial, you must be fully boarded to the Payrix Pro platform. This means that your business completed a signup form and has been approved after all applicable risk reviews and underwriting.

Recommended Startup Resources

The links in the following sections provide more information about getting started with the Payrix Pro platform.

Compliance & Requirements

Learn the requirements for boarding to the Payrix Pro platform, along with best practices for the ongoing use of our products:

Boarding New Merchants

Learn about the requirements and best practices for boarding new merchants under your portfolio:

Payment Processing & Funding

Learn how payment acceptance and account funding work on the Payrix Pro platform, and discover the fee structure and billing capabilities:

New to Worldpay for Platforms? Schedule a demo!

Contact our Sales team or complete the demo request form to have a demo scheduled at a time convenient for you.


Portal Guides

Take a tour of the Payrix Pro Portal and learn about the pages and features you’ll use most to accomplish the provided use cases and other essential tasks.

Read the portal guides applicable to your Payrix Pro platform account type for detailed information about the pages and features available to your business:


Use Case Tutorial Table of Contents

Use the instructions provided in Getting Started with Use Case Tutorials to understand which tutorials apply to you.

The Use Case Tutorials section includes the following pages:

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