> 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. # UI guides 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. > **Tip** > > Be sure to check out educational guides in [Overview Guides](/guides/overview-guides-home) 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. > **Note** > > 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)](/user-guides/wallet-apple-pay-manage) Learn about managing Apple Pay and payment method domains via the Payabli UI #### [Activate Apple Pay (UI)](/user-guides/wallet-apple-pay-enable) Learn about enabling Apple Pay via the Payabli UI #### [Manage line items & the catalog from the UI](/user-guides/pay-ops-catalog) Learn how to manage products and services in the Payabli UI #### [Manage Pay In transactions in the UI](/user-guides/pay-in-transaction-reports) Learn about reporting on and managing Pay In transactions in the Payabli UI #### [Make transactions from the UI](/user-guides/pay-in-transaction-basics) Learn how to create transactions from the Payabli UI #### [Manage customers in the UI](/user-guides/pay-in-manage-customers-ui) Learn how to add and manage customers in the Payabli UI #### [Manage invoices in the UI](/user-guides/pay-in-invoices) Learn how to create, send, and manage invoices in the Payabli UI #### [Manage ACH returns & chargebacks in the UI](/user-guides/pay-in-chargebacks-and-returns) Learn how to manage payment disputes like ACH returns and chargebacks in the Payabli UI #### [Manage Pay In batches & funding in the UI](/user-guides/pay-in-batches-and-funding) Learn how to report on and manage Pay In batches and funding in the Payabli UI #### [Manage autopays in the UI](/user-guides/pay-in-autopays) Learn how to set up and manage recurring payments in the Payabli UI #### [Set up a PAX A920 device in PayHub](/user-guides/device-pax-a920) 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. > **Note** > > 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](/user-guides/pay-out-get-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](/user-guides/pay-out-transaction-reports) Learn about reporting on and managing Pay Out transactions in the Payabli UI #### [Manage bills in the UI](/user-guides/pay-out-manage-bills-ui) Learn how to add and manage bills in the Payabli UI #### [Manage Pay Out batches & funding in the UI](/user-guides/pay-out-batches-and-funding) Learn how to report on and manage Pay Out batches and funding in the Payabli UI #### [Manage line items & the catalog from the UI](/user-guides/pay-ops-catalog) 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. #### Payment Operations Basics These guides cover the basics of managing your payment operations with Payabli. #### [Request bank account change](/user-guides/bank-account-changes) Learn how to update a paypoint's bank account information #### [Access PartnerHub & PayHub](/user-guides/access-platform) Learn how to access Payabli's PartnerHub and PayHub UIs #### Boarding These guides cover the basics of boarding merchants in Payabli. #### [Manage boarding in the UI](/user-guides/boarding-manage-ui) Learn how to manage the boarding process for paypoints in the Payabli UI #### Migrate Tokenized Card Data #### [Public PGP key](/user-guides/tokenization-public-pgp-key) Payabli's public PGP key for migrating stored payment method tokens #### [Migrate from Stripe](/user-guides/tokenization-migrate-stripe-to-payabli) Learn how to migrate tokenized payment data from Stripe into Payabli #### [Migrate tokenized card data](/user-guides/tokenization-migrate-payment-data) Learn how migrating tokenized card data works in Payabli #### [Migrate token data from Payabli](//user-guides/tokenization-migrate-out-of-payabli) Learn how to migrate tokenized payment data from Payabli to a different provider #### [Migrate from Authorize.net](/user-guides/tokenization-migrate-authorizenet-to-payabli) Learn how to migrate tokenized payment data from Authorize.net into Payabli #### Manage Entities in PartnerHub and PayHub Learn how to manage entities like customers and vendors in PartnerHub and PayHub. #### [Manage Vendors in the UI](/user-guides/pay-out-manage-vendors-ui) Learn how to add and manage vendors in the Payabli UI #### [Manage customers in the UI](/user-guides/pay-in-manage-customers-ui) Learn how to add and manage customers in the Payabli UI #### [Manage users in the UI](/user-guides/entities-users-ui) Learn how to add and manage users in PartnerHub and PayHub #### [Entities overview for partners & paypoints](/user-guides/entities-overview) Understand how entities work in PartnerHub and PayHub #### [Manage your profile](/user-guides/entities-manage-your-profile) Learn how to manage your user profile in the Payabli UI #### [Manage paypoints](/user-guides/entities-manage-paypoints) Learn how to manage paypoints in the Payabli UI #### [Manage organizations](/user-guides/entities-manage-organizations) Learn how to manage organizations in the Payabli UI