Account Visibility

Web Forms


Invoice Automation

1. Initial system setup

2. How to import a data file into PT-X File upload and Manual Data Entry (MDE)

3. How to approve payments in PT-X

4. How to submit to Bacs

5. How to download Bacs reports

How to import ePAY Payment Library export file into PT-X

Service Qualification Plan testing

How to complete Indirect Submitter testing

How to make indirect submissions

How to automate a submission - Indirect and CSM

How to set up User roles and Permissions

How to set up PT-X Protect on existing payment profiles

Payments - Related Articles


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