Pay Ops overview

Applies to:DevelopersPartnersPaypoints

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

If you’re brand new to Payabli and want to understand the basics of how money moves, check out the intro here: How Money Moves.

These guides will help you get up and running with Payabli’s Pay Ops features.

Boarding

Boarding is the process of signing up merchants to your payment platform. Payabli provides tools to help you onboard merchants quickly and securely.

Decision guide: Merchant boarding

Use this guide to help you choose the right merchant boarding approach for your platform

Manage boarding in the UI

Learn how to manage the boarding process for paypoints in the Payabli UI

Boarding overview

Learn how boarding merchants works in Payabli

Required fields for boarding applications

Learn more about the know-your-customer (KYC) and know-your-business (KYB) fields required for merchant onboarding

Send prefilled boarding applications

Learn how to send prefilled boarding applications to prospective merchants

Bulk boarding guide

Learn how to bulk board merchants in Payabli

Get boarding app notes & events

Learn how to see an application’s notes and events via the Payabli API

Boarding statuses reference

Learn about statuses and substatuses during the merchant boarding process

API-driven boarding quickstart

Learn to use example code to set up a custom app for boarding using the Payabli API

Merchant application tips

Learn how to avoid common merchant application problems

Boarding application field explorer

Learn how boarding application fields interact and which are required and recommended

Add additional data to boarding applications

Learn how additionalData works in boarding applications

Reporting and notifications

Payabli offers robust reporting tools and webhooks to help you track transactions, settlements, and other key metrics. You can also set up notifications to stay informed about important events.

Notifications

Webhook notification response reference

Learn more about the payload for each webhook notification response body

Webhook quickstart

Learn to use example code to set up webhooks for payment notifications

Manage notifications in the UI

Learn how to add and manage notifications and automated reports in the UI

Manage notifications

Learn how to use the Payabli API to add notifications and automated reports for important events

Notifications & reports overview

Get automated reports and notifications for key events

Reporting

Reconcile adjustments in transfers

Learn how to use the Payabli API to track adjustments, such as ACH returns and chargebacks, in your money in transfers

Manage ACH returns & chargebacks in the UI

Learn how to manage payment disputes like ACH returns and chargebacks in the Payabli UI

Manage notifications in the UI

Learn how to add and manage notifications and automated reports in the UI

Use reporting endpoints

Learn how to use the query and statistics Payabli API endpoints for tailored reporting

Audit payout transactions with the API

Learn how to use the Payabli API to track and audit payout transactions

Managing merchant ACH debit failures & returns

Learn how manage merchant ACH debit failures and returns and how impact merchant funding and transfers

Entities

Entities in Payabli refer to the people and businesses that interact with your payment platform, including vendors, customers, and users. Payabli provides tools to help you manage these entities effectively.

Manage Vendors in the UI

Learn how to add and manage vendors in the Payabli UI

Manage customers in the UI

Learn how to add and manage customers in the Payabli UI

Entities overview

Understand how entities like organizations, suborganizations, paypoints, customers, and vendors work in Payabli

Manage vendors with the API

Learn how to add and manage vendors with the Payabli API

Manage Users

Learn how to add and manage users in Payabli

Manage paypoints

Learn how to manage paypoints in the Payabli UI

Manage organizations

Learn how to manage organizations in the Payabli UI

Paypoint statuses

Learn about the different statuses of paypoints

Manage users in the UI

Learn how to add and manage users in PartnerHub and PayHub

Manage Customers with the API

Learn how to add and manage customers with the Payabli API

Manage your profile

Learn how to manage your user profile in the Payabli UI

Disputes

Disputes, like chargebacks and returns, are part of payment processing. Payabli offers tools to help you manage these situations effectively and minimize their impact on your business.

Payment disputes

Learn how payment disputes like chargebacks and ACH returns work

ACH return codes reference

Understand how to handle different types of ACH returns

Reconcile adjustments in transfers

Learn how to use the Payabli API to track adjustments, such as ACH returns and chargebacks, in your money in transfers