This guide is for all Portal users. For more detailed information please reference our Merchant Guides and Referrer Guides within the Payrix Resource Center.
Summary
Payrix Portal has a quick access menu section on the left-hand side and a main content section on the right-hand side. For details of each section, click on the heading link.
Payments
The Payments section provides users with all they need to create new payments, and manage existing transactions as well as new/existing customers from which payments are made. Key areas are
Payment History
Recurring Payments
Customers
Disputes
Payment Returns
Management
The management section provides users with functionality related to access control. Roles, templates and teams can be created to fine tune the access of each user account. Key areas are
Users
Forms
The forms section is used primarily for making invoices, payment pages, and product listings intended for processing transactions for specific items and services on the portal that you can send to your customers. Key areas are
Payment Pages
Invoices
Invoice Settings
Products
Reports
The reports section provides users access to summary and detailed data on most of Portal functionality. Key areas are
Company Reports
Transaction Reports
Dispute Reports