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Use Case Tutorials
Welcome to the Payrix Use Case Tutorials!
The Payrix Portal provides a collection of tools for users to process payments, withdraw funds, board new users, and undertake many other tasks that help you run your business. 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 Portal use cases only. Visit the Payrix API documentation portal for Payrix API use cases.
Requirements
To apply any use case tutorial, you must be fully boarded to the Payrix 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 platform.
Compliance & Requirements
Learn the requirements for boarding to Payrix, 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 Payrix, and discover the fee structure and billing capabilities:
New to Payrix? 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 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 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:
Use Cases: Fees
- Use Case: Set Up a Chargeback and Dispute Handling Fee
- Use Case: Set Up a Convenience Fee
- Use Case: Set Up a Custom Platform Fee
- Use Case: Set Up an External Service Fee (Externally Calculated Fee)
- Use Case: Set up a Merchant Boarding Fee
- Use Case: Set Up Transaction Fees
- Use Case: Refund a Collected Fee
Use Cases: Payment Acceptance
- Use Case: Create a Customer
- Use Case: Create a Customer Payment Token
- Use Case: Migrate Custom Payment Tokens from Another Platform
- Use Case: Add a New Product (Item)
- Use Case: Create a One-Time Invoice
- Use Case: Create a Static Payment Page
- Use Case: Create a Recurring Payment (Subscription)
- Use Case: Enable Apple Pay
- Use Case: Complete Apple Pay Registration
Use Cases: Reporting
- Use Case: Generate Reports in the Portal
- Use Case: Schedule Reports for Regular Email Delivery
- Use Case: Generate a Monthly Transactions Report
- Use Case: Retrieve Active Merchant Account Balances
- Use Case: Verify Transaction Activity with the Transaction Details Report
- Use Case: Create a Granular Balance Details Report
- Use Case: Create a Statement Billing Details Report
- Use Case: Create a Net Billing Details Report
Use Cases: Transactions
- Use Case: Process a Card Payment with Create Payment
- Use Case: Process a Card Payment with Quick Charge
- Use Case: Process an eCheck (ACH) Payment with Create Payment
- Use Case: Process an eCheck (ACH) Payment with Quick Charge
- Use Case: Process a Token Payment with Quick Charge
- Use Case: Process a Token Payment with Create Payments
- Use Case: Issue a Transaction Refund
- Use Case: Email or Print a Transaction Receipt
Use Cases: User Management
- Use Case: Add a New User
- Use Case: Update User Account Information
- Use Case: Reset User Login Password
- Use Case: Customize User Access Roles
- Use Case: Create a User Access Template
- Use Case: Create a User Team
- Use Case: Enable Multi-Factor Authentication (MFA)
- Use Case: Complete Multi-Factor Authentication (MFA) Enrollment
- Use Case: Reset a User's Multi-Factor Authentication Enrollment