Audience#
Pick the section that matches what you are doing. Every page here is public.
Last generated: 2026-09-07.
Customers#
Day-to-day use of the portal.
| Area | Start here |
|---|---|
| Campaigns | How to create a campaign |
| Flows | How to create a new flow |
| Contact groups | How to create a contact group |
| Payment plans | How payment plans work |
| Payments | How to use the payment portal |
| Integrations | Connect Xero and QuickBooks |
| Fees | Understanding your fees |
Feature guides: Contacts, Invoices, Accounting software sync.
Developers#
Engineering documentation is not published here. It lives on the internal site
at /admin/docs, which requires a super-admin sign-in.
Partners#
| Topic | Page |
|---|---|
| Merchant fees | Configure merchant fees |
Operators#
| Topic | Page |
|---|---|
| Fee ceilings and economics | Set fee ceilings |
| Bank accounts for direct debit | Link a bank account |