General

• Adding and managing users
• Personalize Your User Experience
• Settings
• Disclaimers
• Notifications
• Alerts

The Basics

• Dashboard
• Enter Payment
• Quick Pay
• Payment Schedules
• Send for Payment
• Payment Pages

See all 9 articles

Payers

• Creating Payers
• Add Payments to Payers
• Merging Payers
• Saved Payment Methods
• Setting up Payment Schedules (recurring payments)
• Setting up Connect Associations

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Connect

• Connect Settings
• Using Connect for integrated payments
• Connect: Manage Postings
• Connect: Payment Pages
• Connect: Auto-Pay
• Using the Payer Portal with Connect

See all 7 articles

Reporting

• Payment Manager | Payment Search
• Payment Manager | Reports