Paystand Direct Integration

Bank and Account Management

• Change your Bank account

User and Access Management

• What is an ACH Chargeback?
• What is a Dispute?
• Provide Evidence for Disputes
• Request Admin access
• User Management Access
• How to reset your password

Billing Portal

• How to create a Billing Portal
• How to add a Custom Field to a Billing Portal
• Custom Fields

Payment Reminders

• How to create Payment Request

Scheduled Payments

• How to edit a Schedule Payment
• Check Schedule Payments
• How to create Schedule Payments?

Payers and Payments

• How to charge a payer's saved fund
• How to add a token to a Payer
• How to Add a Payer
• How to process a Refund in the Paystand Dashboard

Dashboard Settings

• How to Change the Time Zone on the Dashboard
• Understanding the Balances Tab in the Paystand Dashboard
• Generate Statements for Paystand Account