Manage Paypoints

Paypoints are merchants that can send or receive payments through your organization. This guide explains how to manage paypoints in the Payabli UI. To access the Paypoints screen, navigate to Portfolio > Paypoints. This is where you can view and manage all paypoints associated with your organization.

For each paypoint record, you can:

• View details about the paypoint
• Edit some paypoint information
• Go to the paypoint’s dashboard

To see all options for managing an individual paypoint, click the three-dot menu in the Actions column.

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View a paypoint

To view a paypoint from the UI, follow these steps:

1. From the Paypoints screen, locate the paypoint you’re interested in and click the three-dot icon in the Action column.
2. Select View Details from the menu to go to the paypoint’s summary page.
3. From here, you can see:
   • Name, location details, and banking information
   • A list of payment pages for this paypoint
   • The organization this paypoint is associated with
   • Active autopays, autopay volume, transactions, and gross transaction volume
   • Points of contact for this paypoint

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Edit a paypoint

To edit a paypoint from the UI, follow these steps:

1. From the Paypoints screen, locate the paypoint you’re interested in and click the three-dot icon in the Action column.
2. Select Manage Paypoint from the menu to open the paypoint’s Command Center view.
3. Here, you can edit some paypoint information, by clicking either the three-dot icon > Edit or View & Manage Details at the top of a section.

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Go to a paypoint dashboard

To go to a paypoint’s dashboard from the UI, follow these steps:

1. From the Paypoints screen, locate the paypoint you’re interested in and click the three-dot icon in the Action column.
2. Select Go to Paypoint from the menu.