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.

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:

• Pre-Implementation

• Risk and Compliance Guide

• Onboarding Requirements Checklist

Boarding New Merchants

Learn about the requirements and best practices for boarding new merchants under your portfolio:

• Merchant Signup Form

• Merchant Boarding Process

Payment Processing & Funding

Learn how payment acceptance and account funding work on Payrix, and discover the fee structure and billing capabilities:

• Payment Acceptance

• Fee Management

• Billing

• Funding

• PayFields

• PayFrame

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:

• Portal Guide - Facilitator

• Portal Guide - Referrer

• Portal Guide - Merchant

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: