UI guides

Use these guides to learn about using Payabli’s web apps

These user guides walk you through using the Payabli web app as a partner or a paypoint, and include general information and guides for completing tasks in PartnerHub and PayHub.

Be sure to check out educational guides in Overview Guides to learn about general payments concepts.

Pay In guides

Payabli’s Pay In features cover getting money in to your bank account. This starts with running sales transactions for your customers whether online, card-present, via subscriptions or one-time payments.

Throughout the docs, “Pay In” is also referred to as “money in”.

Payabli’s Pay In capabilities include:

  • Making sale transactions: either card-present with a device, via the API, embedded components, hosted payment pages, or via payment links.
  • Making recurring or scheduled transactions.
  • Saving payment methods for future use. This is also called “tokenization”.
  • Invoicing customers to request payments.
Manage Apple Pay (UI)

Learn about managing Apple Pay and payment method domains via the Payabli UI

Activate Apple Pay (UI)

Learn about enabling Apple Pay via the Payabli UI

Manage line items & the catalog from the UI

Learn how to manage products and services in the Payabli UI

Manage Pay In transactions in the UI

Learn about reporting on and managing Pay In transactions in the Payabli UI

Make transactions from the UI

Learn how to create transactions from the Payabli UI

Manage customers in the UI

Learn how to add and manage customers in the Payabli UI

Manage invoices in the UI

Learn how to create, send, and manage invoices in the Payabli UI

Manage ACH returns & chargebacks in the UI

Learn how to manage payment disputes like ACH returns and chargebacks in the Payabli UI

Manage Pay In batches & funding in the UI

Learn how to report on and manage Pay In batches and funding in the Payabli UI

Manage autopays in the UI

Learn how to set up and manage recurring payments in the Payabli UI

Set up a PAX A920 device in PayHub

Learn how to set up a PAX A920 device in PayHub to make card-present sales

Pay Out guides

Payabli’s Pay Out features cover getting your payables out of your bank and to your vendors.

Throughout the docs, “Pay Out” is also referred to as “money out”. You might be used to “payout” referring to getting your money from your processor. In Payabli, “payouts” are payments made from you to vendors you owe money to. Think of payouts as paying bills, not getting your check deposited.

Payabli’s Pay Out capabilities include:

  • Managed payables to make frictionless and secure payments to your vendors.
  • Billing engine to centralize your pay-out tasks in Payabli to track, manage, and monetize payments to vendors.
Get Payout transaction check image

Learn how to get the check image for a paid payout to a vendor from PartnerHub or PayHub

Manage Pay Out transactions in the UI

Learn about reporting on and managing Pay Out transactions in the Payabli UI

Manage bills in the UI

Learn how to add and manage bills in the Payabli UI

Manage Pay Out batches & funding in the UI

Learn how to report on and manage Pay Out batches and funding in the Payabli UI

Manage line items & the catalog from the UI

Learn how to manage products and services in the Payabli UI

Pay Ops guides

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

Browse the guides below to learn about managing your payment operations with Payabli.