Product guides

Step-by-step product guides

Walkthroughs for every part of the merchant and partner portals — what each section does, when to use it, and the steps to get there.

Merchant guides

Merchant

From signup to first successful charge.

KPIs, alerts, and where things live.

Captures, voids, refunds, and disputes.

Customer records, vaulted methods, payment history.

Hosted invoices, reminders, partial payments.

One-time and reusable hosted checkout links.

Recurring billing, plans, and dunning.

Decline analytics, mandate compliance, chargebacks.

Payment methods, API keys, webhooks, team.

Quarterly TLS, cert, and MLE checklist for your team.

Partner

Portfolio KPIs and operational signals.

Inviting, onboarding, and supporting merchants.

Aggregate processing and risk reporting.

Organization, processors, payouts, team.