# Guides

## Docs

- [Run your payments with Payabli](https://docs.payabli.com/guides/platform-payabli-three-ps-overview.mdx): Discover the three core capabilities that power complete payment workflows. Master Pay In for receivables, Pay Out for payables, and Pay Ops for operations
- [How money moves](https://docs.payabli.com/guides/platform-how-money-moves-overview.mdx): Understand how transactions, batches, and transfers work together to move money through Payabli. Follow the complete flow from payment capture to settlement
- [Payment glossary](https://docs.payabli.com/guides/platform-payment-glossary.mdx): Master payment industry terminology with a comprehensive glossary covering Pay In, Pay Out, and Pay Ops. Understand ACH, tokenization, chargebacks, and more
- [Get started with Payabli](https://docs.payabli.com/guides/platform-getting-started-overview.mdx): Launch your payment business with a clear roadmap from signing up to first transaction. Navigate integration planning, testing, boarding, and production launch
- [Pay In overview](https://docs.payabli.com/guides/pay-in-overview.mdx): Explore Pay In features for accepting payments through cards, ACH, checks, digital wallets, and hosted pages. Find guides for every payment method and channel
- [Pay In quickstart](https://docs.payabli.com/guides/pay-in-transactions-quickstart.mdx): Process your first Pay In transaction with Payabli using an interactive browser-based demo. Tokenize a payment method and complete a sale in just a few steps
- [Pay in transaction lifecycle](https://docs.payabli.com/guides/pay-in-transactions-lifecycle-overview.mdx): Track payment progress with status monitoring across authorization, settlement, and funding. Explore the transaction lifecycle with an interactive status tool
- [Make a sale transaction with the API](https://docs.payabli.com/guides/pay-in-developer-transactions-create.mdx): Process sales transactions with the GetPaid endpoint. Accept card, ACH, stored methods, cloud devices, cash, and check payments with immediate authorization
- [Make a sale with a saved payment method](https://docs.payabli.com/guides/pay-in-developer-transactions-card-on-file.mdx): Process transactions using a saved payment method token through the API. Charge returning customers without re-entering card or bank account details securely
- [Authorize and capture transactions](https://docs.payabli.com/guides/pay-in-developer-transactions-auth-capture.mdx): Authorize and capture payments in separate steps using the Payabli API. Place holds on cards, then capture funds when ready to settle for flexible payment flows
- [Make transactions from the UI](https://docs.payabli.com/guides/pay-in-portal-transactions-create.mdx): Process payments through PayHub virtual terminal and customer records. Create sales, authorize transactions for later capture, and charge saved payment methods
- [Decision guide: Void vs refund](https://docs.payabli.com/guides/pay-in-transactions-void-vs-refund-decision.mdx): Choose the right method to cancel Pay In transactions with an interactive decision tree. Learn when to void same-day transactions or refund settled payments
- [Cancel a Pay In transaction with the API](https://docs.payabli.com/guides/pay-in-developer-transactions-cancel.mdx): Cancel transactions with void, refund, or reverse operations. Return funds to customers based on settlement status, with support for full and partial amounts
- [Enhanced refund flow](https://docs.payabli.com/guides/pay-in-refunds-enhanced-flow-overview.mdx): Process card refunds with the Enhanced Refund Flow. Queue refunds to avoid settlement conflicts, prevent declines, and protect ledger balances automatically
- [Understand refunds and failures](https://docs.payabli.com/guides/pay-in-refunds-failures-overview.mdx): Handle refund failures with expert troubleshooting guidance. Learn how ACH and card refunds differ, find common failure causes, and follow remediation steps
- [Reconcile adjustments in transfers](https://docs.payabli.com/guides/pay-ops-developer-transfers-reconcile.mdx): Keep your books balanced with precise transfer reconciliation. Track chargebacks, ACH returns, holds, and other adjustments in your payment transfers accurately
- [Manage Pay In transactions in the UI](https://docs.payabli.com/guides/pay-in-portal-transactions-reports.mdx): View and manage Pay In transaction reports in PayHub. Access transaction details, filter payment data, export reports, and perform voids, refunds, and searches
- [Manage Pay In batches and funding in the UI](https://docs.payabli.com/guides/pay-in-portal-batches-funding-manage.mdx): View and manage Pay In transaction batches in PayHub. Track batch processing, download settlement reports, and monitor funding amounts and transaction data
- [Credit card payments cycle](https://docs.payabli.com/guides/pay-in-cards-cycle-overview.mdx): Understand credit card transaction flows from authorization to settlement. Learn the roles of issuers, acquirers, processors, and card networks in payments
- [Level II and level III processing](https://docs.payabli.com/guides/pay-in-transactions-l2-l3-overview.mdx): Reduce processing costs with Level II and Level III card data. Save up to 1.10% per transaction with enhanced data for B2B and B2G payments and field specs
- [Process card payments in Canada](https://docs.payabli.com/guides/pay-in-developer-transactions-canada.mdx): Process card payments in Canada through the Payabli API. Configure Canadian payment processing with the right region-specific requirements and settlement rules
- [ACH payments cycle](https://docs.payabli.com/guides/pay-in-ach-cycle-overview.mdx): Master ACH payment timing and workflows with clear explanations of the clearing process. Learn settlement schedules, return windows, and best practices for ACH
- [Capturing in-person checks](https://docs.payabli.com/guides/pay-in-checks-rdc-overview.mdx): Convert in-person paper checks to electronic payments with Remote Deposit Capture. Capture check images via mobile or scanner, extract data, and process via ACH
- [Use Remote Deposit Capture (API)](https://docs.payabli.com/guides/pay-in-developer-checks-rdc.mdx): Process paper checks electronically with Remote Deposit Capture via the API. Convert in-person checks to electronic payments with image capture and validation
- [Apple Pay overview](https://docs.payabli.com/guides/pay-in-wallets-apple-pay-overview.mdx): Accept secure Apple Pay payments with Payabli. Use Face ID and Touch ID authentication for fast, convenient checkout on Apple devices with enterprise security
- [Activate Apple Pay (API)](https://docs.payabli.com/guides/pay-in-developer-wallets-apple-pay-enable.mdx): Enable Apple Pay transactions through the Payabli API. Register and verify domains, then activate Apple Pay for your organization with step-by-step instructions
- [Manage Apple Pay (API)](https://docs.payabli.com/guides/pay-in-developer-wallets-apple-pay-manage.mdx): Manage your Apple Pay integration with domain management APIs. Add, verify, and cascade domains across organizations, and toggle Apple Pay acceptance as needed
- [Google Pay™ overview](https://docs.payabli.com/guides/pay-in-wallets-google-pay-overview.mdx): Offer fast, secure Google Pay checkout to hundreds of millions of users worldwide. Accept Google Pay on web with payment pages and ExpressCheckout component UI
- [Activate Google Pay™ (API)](https://docs.payabli.com/guides/pay-in-developer-wallets-google-pay-enable.mdx): Enable Google Pay checkout with API-driven setup. Register domains, cascade configurations, and activate Google Pay to reach millions of saved cards worldwide
- [Manage Google Pay™ (API)](https://docs.payabli.com/guides/pay-in-developer-wallets-google-pay-manage.mdx): Manage your Google Pay integration with flexible domain and service controls. Add domains, cascade settings across organizations, and toggle Google Pay easily
- [Devices overview](https://docs.payabli.com/guides/pay-in-devices-overview.mdx): Accept in-person payments using the Devices API with cloud-connected terminals. Manage PAX devices, process card-present sales, and handle device registration
- [Manage cloud devices](https://docs.payabli.com/guides/pay-in-developer-devices-manage.mdx): Register, unregister, and list cloud payment devices via the API. Manage PAX terminals and other card-present devices for in-person payment processing workflows
- [PAX A920 guide](https://docs.payabli.com/guides/pay-in-developer-devices-pax-a920-setup.mdx): Set up and register a PAX A920 payment terminal with the Payabli API. Follow step-by-step instructions to configure the device for card-present transactions
- [Set up a PAX A920 device in PayHub](https://docs.payabli.com/guides/pay-in-portal-device-setup-pax-a920.mdx): Set up your PAX A920 terminal in PayHub for card-present transactions. Complete registration, configuration, and testing to start accepting in-person sales
- [Manage subscriptions with the API](https://docs.payabli.com/guides/pay-in-developer-subscriptions-manage.mdx): Automate recurring billing with the subscription API. Create, update, pause, and delete subscriptions and autopays with full control over frequency and amounts
- [Subscription utility code](https://docs.payabli.com/guides/pay-in-developer-subscriptions-utilities.mdx): Ready-to-use code utilities for subscription management in apps. Includes a SubscriptionManager class and intelligent retry logic for handling declined payments
- [Manage autopays in the UI](https://docs.payabli.com/guides/pay-in-portal-autopays-manage.mdx): Set up and manage recurring payments with autopays in PayHub. Create subscriptions, schedule automatic charges, pause or resume billing, and track your history
- [Understanding CIT and MIT indicators](https://docs.payabli.com/guides/pay-in-transactions-cit-mit-overview.mdx): Optimize card processing with proper CIT and MIT indicators. Understand cardholder versus merchant initiated transactions to reduce declines and stay compliant
- [Decision guide: Invoice delivery](https://docs.payabli.com/guides/pay-in-invoicing-delivery-decision.mdx): Choose the right invoice delivery strategy with interactive decision trees. Compare native invoicing, embedded components, and payment links for your platform
- [Bills and invoices](https://docs.payabli.com/guides/platform-bills-vs-invoices.mdx): Learn the difference between bills and invoices in Payabli. Invoices collect money from customers while bills track what you owe vendors for payouts
- [Manage invoices with the API](https://docs.payabli.com/guides/pay-in-developer-invoices-manage.mdx): Create, update, delete, and send invoices programmatically with the Payabli API. Automate your invoicing workflow and manage invoice lifecycle through API calls
- [Manage Payment Links](https://docs.payabli.com/guides/pay-in-developer-payment-links-manage.mdx): Generate, send, and manage payment links through the Payabli API. Create shareable links that direct customers to hosted payment pages for fast, secure checkout
- [Pay by SMS](https://docs.payabli.com/guides/pay-in-developer-invoices-pay-by-sms.mdx): Enable pay-by-SMS to let customers pay invoices directly from a text message. Streamline collections with automated SMS delivery of secure hosted payment links
- [Manage invoices in the UI](https://docs.payabli.com/guides/pay-in-portal-invoices-manage.mdx): Create, send, and manage customer invoices in PayHub. Configure payment terms, set up recurring invoices, and track invoice payment status in the portal easily
- [Manage Customers with the API](https://docs.payabli.com/guides/pay-ops-developer-customers-manage.mdx): Add, update, and manage customer records through the Payabli API. Store customer details, link payment methods, and organize customer data programmatically
- [Manage customers in the UI](https://docs.payabli.com/guides/pay-in-portal-customers-manage.mdx): Add and manage customer records in PayHub. Store payment methods, view transaction history, create payments, and organize customer data with custom identifiers
- [Payment disputes](https://docs.payabli.com/guides/pay-ops-disputes-chargebacks-returns-overview.mdx): Understand payment disputes with expert guidance on chargebacks and ACH returns. Learn causes, timelines, dispute processes, and strategies to minimize losses
- [Manage ACH returns and chargebacks in the UI](https://docs.payabli.com/guides/pay-in-portal-disputes-manage.mdx): Handle payment disputes in PayHub including credit card chargebacks and ACH returns. Respond to disputes, accept liability, and track dispute status effectively
- [Managing merchant ACH debit failures and returns](https://docs.payabli.com/guides/pay-ops-transfers-ach-returns.mdx): Resolve merchant ACH debit failures and returns to prevent funding delays and account holds. Understand return codes, notifications, and resolution procedures
- [Fund routing overview](https://docs.payabli.com/guides/pay-in-routing-overview.mdx): Discover flexible fund routing options to direct transaction proceeds where you need them. Route payments to specific bank accounts or split across accounts
- [Route funds from a transaction](https://docs.payabli.com/guides/pay-in-developer-routing-multiple-accounts.mdx): Route funds from a single transaction to multiple bank accounts for one paypoint. Configure split funding rules to distribute payments across accounts easily
- [Split funds from a transaction](https://docs.payabli.com/guides/pay-in-developer-routing-split-funds.mdx): Distribute funds from a single transaction across accounts or paypoints with split funding. Automate payment distribution for property management and beyond
- [Refund a split funded transaction](https://docs.payabli.com/guides/pay-in-developer-routing-refund-split.mdx): Refund transactions that used split funding instructions. Handle partial and full refunds across multiple accounts while maintaining accurate fund balances
- [Split payment chargebacks and returns](https://docs.payabli.com/guides/pay-in-split-disputes-overview.mdx): Understand chargeback and ACH return handling for split-funded transactions. Learn how Payabli reverses split instructions and re-balances accounts on disputes
- [Custom batch times](https://docs.payabli.com/guides/pay-in-batches-custom-times-overview.mdx): Configure custom batch cutoff times for your payment processing schedule. Automate when transactions settle to align with your business operations workflow
- [Hosted payment page overview and quickstart](https://docs.payabli.com/guides/pay-in-payment-page-overview.mdx): Build and send hosted payment pages with no code to collect payments from customers. Customize branding, add fields, and start accepting payments in minutes
- [Accept Apple Pay on a payment page](https://docs.payabli.com/guides/pay-in-developer-payment-page-apple-pay.mdx): Accept Apple Pay on a hosted payment page by configuring your domain and enabling wallet payments. Let customers check out with a single tap on Apple devices
- [Pay In schemas](https://docs.payabli.com/guides/pay-in-schemas-overview.mdx): Visualize Pay In transaction workflows with interactive schemas. Follow step-by-step flows for embedded components, API token storage, and payment processing
- [Pay In statuses](https://docs.payabli.com/guides/pay-in-status-reference.mdx): Complete reference for Pay In status codes across transactions, batches, transfers, invoices, and funding. Understand each status meaning for troubleshooting
- [Payment response codes and errors](https://docs.payabli.com/guides/platform-return-codes-and-errors-reference.mdx): Reference for payment response codes including card declines, ACH returns, AVS results, and CVV verification. Decode responses and troubleshoot payment failures
- [ACH return codes reference](https://docs.payabli.com/guides/platform-ach-return-codes-reference.mdx): Decode ACH return codes with a complete Nacha code reference. Understand insufficient funds, invalid accounts, authorization issues, and steps for each code
- [Pay In unified response codes reference](https://docs.payabli.com/guides/pay-in-unified-response-codes-reference.mdx): Guide to unified Pay In response codes including approvals, declines, and errors. Understand transaction outcomes and the resolution steps for every scenario
- [Pay In TransEvent reference](https://docs.payabli.com/guides/pay-in-transevents-reference.mdx): Track lifecycle events for Pay In transactions with TransEvent values. Understand approvals, declines, settlements, refunds, chargebacks, and batch operations
- [Pay Out overview](https://docs.payabli.com/guides/pay-out-overview.mdx): Streamline vendor payments with managed payables and turn AP into revenue. Pay vendors via virtual card, ACH, or check and earn interchange on every transaction
- [Understanding payables](https://docs.payabli.com/guides/pay-out-payables-overview.mdx): Modernize accounts payable with flexible vendor payment options including checks, ACH, and virtual cards. Streamline bill processing and vendor management now
- [Understanding managed payables](https://docs.payabli.com/guides/pay-out-managed-payables-overview.mdx): Streamline vendor payments with managed payables and turn AP into revenue. Let vendors choose their payment method while you earn interchange on virtual cards
- [Understand positive pay](https://docs.payabli.com/guides/pay-out-checks-positive-pay.mdx): Prevent check fraud with Positive Pay verification that matches issued checks against bank deposits. Protect against forgery, counterfeits, and check washing
- [Manage payouts with the API](https://docs.payabli.com/guides/pay-out-developer-payouts-manage.mdx): Execute vendor payments with a two-step authorize-and-capture flow. Process payouts via virtual card, ACH, or check with support for multiple invoices each
- [Audit payout transactions with the API](https://docs.payabli.com/guides/pay-out-developer-payouts-audit.mdx): Track every payout with comprehensive audit trails. Query payout details, reconcile vendor payments, and maintain complete visibility into transfers and status
- [Get payout transaction check image with the API](https://docs.payabli.com/guides/pay-out-developer-checks-get-image.mdx): Retrieve check images for vendor payouts paid by check via the API. Access base64-encoded check images for record-keeping, verification, and audit purposes
- [Manage Pay Out transactions in the UI](https://docs.payabli.com/guides/pay-out-portal-transactions-reports.mdx): View and manage Pay Out transaction reports in PayHub. Access payout details, filter vendor payment data, export reports, and perform captures and cancellations
- [Manage Pay Out batches and funding in the UI](https://docs.payabli.com/guides/pay-out-portal-batches-funding-manage.mdx): View and manage Pay Out transaction batches in PayHub. Track payout processing, download batch reports, and monitor vendor payments and transaction details
- [Get Payout transaction check image in the UI](https://docs.payabli.com/guides/pay-out-portal-check-images-get.mdx): Retrieve check images for vendor payouts from PartnerHub or PayHub. View and download check images for completed check payments to verify and track delivery
- [Manage vendors with the API](https://docs.payabli.com/guides/pay-out-developer-vendors-manage.mdx): Build a complete vendor directory with API-driven management. Create, import, update, and organize vendor records for US and Canadian suppliers and recipients
- [Manage Vendors in the UI](https://docs.payabli.com/guides/pay-out-portal-vendors-manage.mdx): Manage vendor relationships in PayHub for Pay Out transactions. Add vendors, process bills, configure payment methods, and track vendor history in the portal
- [Manage bills with the API](https://docs.payabli.com/guides/pay-out-developer-bills-manage.mdx): Transform payables into revenue with intelligent bill management. Create, track, and pay vendor bills through the API while earning on virtual card payments
- [Manage bills in the UI](https://docs.payabli.com/guides/pay-out-portal-bills-manage.mdx): Add and manage vendor bills in PayHub. Create bills, process payments, track payment status, upload records, and filter by status for accounts payable tasks
- [Pay Out schemas](https://docs.payabli.com/guides/pay-out-schemas-overview.mdx): Master Pay Out workflows with visual schemas for payout authorization, capture, batch processing, and settlement. See how bills, transactions, and batches work
- [Pay Out statuses](https://docs.payabli.com/guides/pay-out-status-reference.mdx): Complete reference for Pay Out status codes across payouts, batches, and bills. Track vendor payments through each stage from authorization to final settlement
- [Pay Out troubleshooting](https://docs.payabli.com/guides/pay-out-troubleshooting.mdx): Resolve Pay Out and vendor payment issues with troubleshooting for vCard processing, check payments, vendor management, managed payables, and vendor enablement
- [Pay Out TransEvent reference](https://docs.payabli.com/guides/pay-out-transevents-reference.mdx): Track lifecycle events for Pay Out transactions with TransEvent values. Understand approvals, declines, settlements, and batch operations for payment processing
- [Pay In troubleshooting](https://docs.payabli.com/guides/pay-in-troubleshooting.mdx): Resolve common Pay In issues with our troubleshooting guide. Find solutions for transaction failures, funding delays, declined payments, and API error codes
- [Pay Ops overview](https://docs.payabli.com/guides/pay-ops-overview.mdx): Master payment operations with tools for merchant boarding, reporting, notifications, entity management, and dispute handling. Run a robust payment platform
- [Access PartnerHub and PayHub](https://docs.payabli.com/guides/platform-portal-access.mdx): Get started with PartnerHub and PayHub web apps. Access transaction visibility, settlement tracking, batch management, and detailed reporting for your account
- [Entities overview](https://docs.payabli.com/guides/platform-entities-overview.mdx): Understand the entity hierarchy including organizations, paypoints, customers, and vendors. Learn how entities relate and structure your payment operations
- [Manage organizations](https://docs.payabli.com/guides/pay-ops-portal-organizations-manage.mdx): Manage organization hierarchies in PartnerHub including suborganizations, paypoint associations, and entity relationships. View dashboards and edit details
- [Manage paypoints](https://docs.payabli.com/guides/pay-ops-portal-paypoints-manage.mdx): Manage merchant paypoints in PartnerHub and PayHub. View paypoint details, banking info, payment pages, transaction volumes, and navigate between dashboards
- [Paypoint statuses](https://docs.payabli.com/guides/pay-ops-paypoint-status-reference.mdx): Reference for paypoint status codes throughout the merchant lifecycle. Understand each status from onboarding through active processing and when action needed
- [Manage Users](https://docs.payabli.com/guides/pay-ops-developer-users-manage.mdx): Create and manage user accounts and permissions in Payabli via the API. Control access levels, assign roles, and automate user provisioning for your platform
- [Manage users in the UI](https://docs.payabli.com/guides/pay-ops-portal-users-manage.mdx): Add and manage users in PartnerHub and PayHub. Control access, permissions, profiles, and statuses. Reset passwords and configure roles for your organization
- [Manage your profile](https://docs.payabli.com/guides/platform-portal-user-profile-manage.mdx): Manage your user profile in PartnerHub and PayHub. Update contact info, login credentials, and multi-factor authentication, and view organization permissions
- [Decision guide: Merchant boarding](https://docs.payabli.com/guides/pay-ops-boarding-decision.mdx): Choose the right merchant boarding approach for your platform with an interactive decision guide. Compare API-driven, prefilled, and default boarding options
- [Boarding overview](https://docs.payabli.com/guides/pay-ops-boarding-overview.mdx): Master the boarding process from template creation to activation. Understand KYC/KYB fields, application statuses, underwriting, and account provisioning steps
- [Boarding application field explorer](https://docs.payabli.com/guides/pay-ops-boarding-field-explorer.mdx): Explore merchant boarding application fields with an interactive reference tool. Filter by service type to see which KYC fields are required or recommended
- [Merchant application tips](https://docs.payabli.com/guides/pay-ops-boarding-application-tips.mdx): Speed up merchant approval with tips to avoid common application mistakes. Get guidance on business details, ownership structure, banking, and compliance needs
- [Required fields for boarding applications](https://docs.payabli.com/guides/pay-ops-boarding-kyc-fields-overview.mdx): Meet regulatory requirements with complete KYC and KYB guidance for merchant boarding. Understand ownership rules and documentation needed for underwriting
- [Bulk boarding guide](https://docs.payabli.com/guides/pay-ops-boarding-bulk.mdx): Onboard merchant portfolios efficiently with bulk boarding. Streamline multi-entity organizations and portfolio migrations with spreadsheet-based provisioning
- [Boarding statuses reference](https://docs.payabli.com/guides/pay-ops-boarding-status-reference.mdx): Track boarding progress with a complete status and substatus reference. Understand application review, underwriting, approval, and decline stages with API codes
- [Send prefilled boarding applications](https://docs.payabli.com/guides/pay-ops-developer-boarding-send-prefilled-apps.mdx): Send prefilled boarding applications to prospective merchants via the API. Reduce onboarding friction by pre-populating known fields before merchant review
- [Get boarding app notes and events](https://docs.payabli.com/guides/pay-ops-developer-boarding-get-notes-events.mdx): Retrieve notes and events for boarding applications via the API. Track application status changes, reviewer comments, and the full history of each submission
- [API-driven boarding quickstart](https://docs.payabli.com/guides/pay-ops-developer-boarding-quickstart.mdx): Board merchants programmatically with the Payabli API. Follow example code to create applications, submit KYC data, and monitor approval status from your app
- [Add additional data to boarding applications](https://docs.payabli.com/guides/pay-ops-developer-boarding-add-data.mdx): Attach additional data fields to merchant boarding applications via the API. Extend applications with custom metadata to capture business-specific information
- [Manage boarding in the UI](https://docs.payabli.com/guides/pay-ops-portal-boarding-manage.mdx): Manage merchant onboarding in PartnerHub with boarding templates, application links, and tracking tools. Streamline KYC and underwriting through the UI workflow
- [Notifications and reports overview](https://docs.payabli.com/guides/pay-ops-notifications-webhooks-overview.mdx): Power real-time workflows with Payabli notifications. Get instant alerts via email, SMS, or webhooks for payments, disputes, settlements, and boarding events
- [Decision guide: Webhooks vs polling](https://docs.payabli.com/guides/pay-ops-notifications-webhooks-vs-polling.mdx): Choose the best data delivery strategy for your integration with interactive decision trees. Compare real-time webhooks versus polling APIs for your use case
- [Manage notifications](https://docs.payabli.com/guides/pay-ops-developer-notifications-manage.mdx): Stay informed with automated notifications and reports via email, SMS, or webhooks. Create and manage alerts for transactions, disputes, settlements, and events
- [Manage notifications in the UI](https://docs.payabli.com/guides/pay-ops-portal-notifications-manage.mdx): Configure automated reports and event notifications in PartnerHub and PayHub. Set up email, SMS, and webhook alerts for payment events and schedule reports
- [Webhook notification response reference](https://docs.payabli.com/guides/pay-ops-webhooks-payloads.mdx): Complete webhook payload reference for all Payabli events. Explore the data structure sent for transactions, boarding, settlements, disputes, and notifications
- [Webhook quickstart](https://docs.payabli.com/guides/pay-ops-developer-webhooks-quickstart.mdx): Get started with Payabli webhook notifications using example code. Set up webhooks to receive real-time alerts for payment events, disputes, and settlements
- [Use reporting endpoints](https://docs.payabli.com/guides/pay-ops-reporting-overview.mdx): Build custom reports and dashboards with flexible query and statistics endpoints. Retrieve transactions, batches, and aggregated data with CSV and XLSX exports
- [Query CLI app](https://docs.payabli.com/developers/platform-developer-query-cli.mdx): Query your payment data from the command line with Payabli Query CLI. Filter, sort, and analyze transactions, customers, and batches with flexible query syntax
- [Risk and compliance basics](https://docs.payabli.com/guides/platform-risk-basics-overview.mdx): Protect your platform with fraud detection and compliance fundamentals. Learn about suspicious activity patterns, AML requirements, and risk indicators to watch
- [Understanding thresholds](https://docs.payabli.com/guides/pay-ops-thresholds-overview.mdx): Manage transaction limits with merchant threshold controls. Learn how maximum amounts protect against fraud and what to do when you need larger transactions
- [Request bank account change](https://docs.payabli.com/guides/pay-ops-account-bank-change.mdx): Update merchant bank account information securely through Payabli verification. Learn the steps and documentation required to change deposit or payout accounts
- [Merchant processing pricing and fees](https://docs.payabli.com/guides/pay-ops-billing-and-fees-overview.mdx): Navigate processing costs across flat rate, tiered, and interchange plus pricing models. Understand fee types, payment options, and billing frequencies clearly
- [Pass-through fees](https://docs.payabli.com/guides/pay-in-fees-passthrough-overview.mdx): Offset processing costs with pass-through fees that add transparent surcharges to customer payments. Configure fee structures via the API
- [Understanding processing fees statements](https://docs.payabli.com/guides/pay-ops-fees-statements-overview.mdx): Decode your monthly processing fees statements with explanations of card charges, ACH fees, and billing calculations. Understand authorization and discount fees
- [Pay Ops troubleshooting](https://docs.payabli.com/guides/pay-ops-troubleshooting.mdx): Troubleshoot common Pay Ops challenges including paypoint configuration, transaction limits, deposit descriptors, reconciliation, and account management issues
- [Supported regions](https://docs.payabli.com/guides/pay-ops-supported-regions-overview.mdx): Verify merchant and vendor location requirements for Payabli services. See supported payment methods for US, Canada, and territories including card and ACH
- [Payment method tokenization](https://docs.payabli.com/guides/platform-tokenization-overview.mdx): Protect sensitive payment data with tokenization replacing card numbers and bank details with secure tokens. Understand traditional, network, and wallet tokens
- [Save a payment method with the API](https://docs.payabli.com/guides/platform-developer-tokenization-save-method.mdx): Save customer payment methods securely using the Payabli API. Tokenize card and ACH payment details for reuse in future transactions and recurring billing
- [Share payment method tokens (developers)](https://docs.payabli.com/guides/platform-developer-tokenization-share-tokens.mdx): Share payment method tokens across paypoints using organization or network-level tokens. Reuse saved methods across your platform without re-collecting data
- [Migrate tokenized card data](https://docs.payabli.com/guides/platform-tokenization-migrate-in.mdx): Import tokenized card data from other processors to minimize disruption during migration. Learn the secure PGP-encrypted SFTP transfer process step by step
- [Migrate from Stripe](https://docs.payabli.com/guides/platform-tokenization-migrate-stripe.mdx): Migrate tokenized payment data from Stripe to Payabli with minimal customer disruption. Follow PAN export procedures and complete secure PGP-encrypted transfers
- [Migrate from Authorize.net](https://docs.payabli.com/guides/platform-tokenization-migrate-authorizenet.mdx): Migrate tokenized payment data from Authorize.net to Payabli with minimal customer disruption. Understand export timelines, SFTP setup, and the full workflow
- [Migrate token data from Payabli](https://docs.payabli.com/guides/platform-tokenization-migrate-out.mdx): Transfer tokenized payment data from Payabli to a new provider with secure export protocols. Understand authorization requirements, PCI steps, and portability
- [Public PGP key](https://docs.payabli.com/guides/platform-tokenization-pgp-key.mdx): Access the public PGP key for secure Payabli payment token migration. Encrypt sensitive payment method data during processor switches with industry-standard PGP
- [Manage line items with the API](https://docs.payabli.com/guides/platform-developer-line-items-manage.mdx): Add and manage line items for products and services with the Payabli API. Attach itemized details to invoices and bills for better reporting and clarity
- [Manage line items and the catalog from the UI](https://docs.payabli.com/guides/platform-portal-catalog-manage.mdx): Manage your product and service catalog in PartnerHub and PayHub. Add line items for invoices and bills, configure pricing, and organize for streamlined billing
- [Use the OCR engine](https://docs.payabli.com/guides/pay-ops-developer-ocr-use.mdx): Automate data entry with intelligent document recognition. Extract invoice and bill data from PDFs and images using OCR, then import into Payabli for processing
- [Build your own components](https://docs.payabli.com/guides/platform-creator-overview.mdx): Build custom PCI-compliant payment components with Creator. Design branded embeddable forms and reports that match your look and feel with a visual no-code UI