> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://beta-docs.payabli.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://beta-docs.payabli.com/_mcp/server. # Pay Ops developer overview Payabli's Pay Ops features cover managing your payment operations. Payabli's Pay Ops capabilities include: * Merchant boarding * Robust reporting and notifications * Organization, paypoint, user, customer, and vendor management (known as entities in Payabli) * Managing disputes and compliance > **Tip** > > If you're brand new to Payabli and want to understand the basics of how money moves, check out the intro here: [How Money Moves](/guides/pay-ops-how-money-moves). These guides will help you get up and running with Payabli's Pay Ops features. ## Guides by use case If you're not sure what you need to use, but know what you want to accomplish, browse our guides by use case to get on the right path. #### I want to board merchants #### [Send prefilled boarding applications](/developer-guides/boarding-send-prefilled-apps) Learn how to send prefilled boarding applications to prospective merchants #### [API-driven boarding quickstart](/developer-guides/boarding-quickstart-api) Learn to use example code to set up a custom app for boarding using the Payabli API #### [Get boarding app notes & events](/developer-guides/boarding-notes-events) Learn how to see an application's notes and events via the Payabli API #### [Board merchants](/developer-guides/boarding-board-merchants) Learn how boarding merchants works #### I want to run reports #### [Use reporting endpoints](/developer-guides/pay-ops-reporting-engine-overview) Learn how to use the query, statistics, and export Payabli API endpoints for tailored reporting #### [Reconcile adjustments in transfers](/developer-guides/pay-ops-reconcile-transfers) Learn how to use the Payabli API to track adjustments, such as ACH returns and chargebacks, in your money in transfers #### [Query CLI app](/developer-guides/pay-ops-query-cli) Set up and use Payabli's Query CLI app to run queries against your Payabli data. #### [Audit payout transactions](/developer-guides/pay-ops-audit-pay-out) Learn how to use the Payabli API to track and audit payout transactions #### [Webhook notification response reference](/developer-guides/webhook-payloads) Learn more about the payload for each webhook notification response body #### [Notifications & reports overview](/developer-guides/notifications-and-webhooks-overview) Get automated reports and notifications for key events #### [Manage notifications](/developer-guides/pay-ops-manage-notifications) Learn how to use the Payabli API to add notifications and automated reports for important events #### I want to set up notifications and webhooks #### [Webhook notification response reference](/developer-guides/webhook-payloads) Learn more about the payload for each webhook notification response body #### [Notifications & reports overview](/developer-guides/notifications-and-webhooks-overview) Get automated reports and notifications for key events #### [Manage notifications](/developer-guides/pay-ops-manage-notifications) Learn how to use the Payabli API to add notifications and automated reports for important events #### I want to manage entities #### [Manage vendors with the API](/developer-guides/entities-vendors) Learn how to add and manage vendors with the Payabli API #### [Manage Customers with the API](/developer-guides/entities-customers) Learn how to add and manage customers with the Payabli API #### [Manage Users](/developer-guides/entities-users) Learn how to add and manage users in Payabli #### [Entities overview for developers](/developer-guides/entities-overview) Understand how entities work in the Payabli APIs #### I want to understand chargebacks and returns #### [Payment disputes](/guides/chargebacks-and-returns) Learn how payment disputes like chargebacks and ACH returns work #### [ACH return codes reference](/references/ach-return-codes) Understand how to handle different types of ACH returns #### [Reconcile adjustments in transfers](/developer-guides/pay-ops-reconcile-transfers) Learn how to use the Payabli API to track adjustments, such as ACH returns and chargebacks, in your money in transfers ## Guides by tool If you know which tool you need to work with, browse guides by feature area to get guidance quickly. #### Boarding These guides cover merchant boarding concepts. #### [Send prefilled boarding applications](/developer-guides/boarding-send-prefilled-apps) Learn how to send prefilled boarding applications to prospective merchants #### [API-driven boarding quickstart](/developer-guides/boarding-quickstart-api) Learn to use example code to set up a custom app for boarding using the Payabli API #### [Get boarding app notes & events](/developer-guides/boarding-notes-events) Learn how to see an application's notes and events via the Payabli API #### [Board merchants](/developer-guides/boarding-board-merchants) Learn how boarding merchants works #### Reporting These guides cover using Payabli's reporting capabilities. #### [Use reporting endpoints](/developer-guides/pay-ops-reporting-engine-overview) Learn how to use the query, statistics, and export Payabli API endpoints for tailored reporting #### [Reconcile adjustments in transfers](/developer-guides/pay-ops-reconcile-transfers) Learn how to use the Payabli API to track adjustments, such as ACH returns and chargebacks, in your money in transfers #### [Query CLI app](/developer-guides/pay-ops-query-cli) Set up and use Payabli's Query CLI app to run queries against your Payabli data. #### [Audit payout transactions](/developer-guides/pay-ops-audit-pay-out) Learn how to use the Payabli API to track and audit payout transactions #### Notifications and automated reports Use these guides to learn how to set up automated reports and notifications via SMS, webhook, and email. #### [Webhook notification response reference](/developer-guides/webhook-payloads) Learn more about the payload for each webhook notification response body #### [Notifications & reports overview](/developer-guides/notifications-and-webhooks-overview) Get automated reports and notifications for key events #### [Manage notifications](/developer-guides/pay-ops-manage-notifications) Learn how to use the Payabli API to add notifications and automated reports for important events #### Managing entities These guides cover managing entities in Payabli, such as vendors, customers, and users. #### [Manage vendors with the API](/developer-guides/entities-vendors) Learn how to add and manage vendors with the Payabli API #### [Manage Customers with the API](/developer-guides/entities-customers) Learn how to add and manage customers with the Payabli API #### [Manage Users](/developer-guides/entities-users) Learn how to add and manage users in Payabli #### [Entities overview for developers](/developer-guides/entities-overview) Understand how entities work in the Payabli APIs #### Chargebacks and ACH returns These guides cover chargebacks and returns in Payabli. #### [Payment disputes](/guides/chargebacks-and-returns) Learn how payment disputes like chargebacks and ACH returns work #### [ACH return codes reference](/references/ach-return-codes) Understand how to handle different types of ACH returns #### [Reconcile adjustments in transfers](/developer-guides/pay-ops-reconcile-transfers) Learn how to use the Payabli API to track adjustments, such as ACH returns and chargebacks, in your money in transfers