Portal Support Guides

Portal Support Guides for amending or updating specific information using the Payrix Integrated Platform.

A few frequently sourced guides below:

How to process a refund
Guidelines on how to process a refund through the Payrix Portal.

How to process a Data Extraction
Information and steps to guide you through a data export and what steps you need to take.

Increase / Decrease Transaction Limit
If you require a higher or lower transaction limit, this guide provides you with all the information you need.

How to Import payer data to Payrix Payment Portal
Information and multiple options offered to import payer data to the Payrix Payment Portal.

How to update Bank Account for Settlement / Billing
Need to change the nominate Bank Account for your Merchant account. This will guide you the all the steps to update the nominated Bank Account for Settlement and/or Billing.

How to update Fee Structure (Absorb or pass transaction fees)
Looking to change the fee structure to absorb or pass on some transaction fees. This will guide you through all the steps to make these changes.

Payrix + Xero Direct Integration
Information to assist you in setting up and how to use the Payrix + Xero Direct Integration.

Payment Portal User Guide
A guide on how to utilise and make your way around the Payrix Payment Portal.

Simple Invoice Payments User Guide
A guide to assist you and explain the steps to accept payments via the Simple Invoicing platform.

Understanding Fees
Information to assist you in understanding fees.