Understand the main workflows
Use the overview to find payment requests, Payment Runs, verification, checkout, and payout settings.
Open guideChoose the right starting point for your workspace, first relationship, and next billing or payment task.
3 articles
Choose your starting point
You do not need to learn the whole platform before taking the first step. Pick the guide that matches what you are setting up now, then move into verification, payments, or contractor workflows when you are ready.
Use the overview to find payment requests, Payment Runs, verification, checkout, and payout settings.
Open guideUse the signup guide when you are preparing your profile and workspace for the first time.
Open guideUse the talent guide when a client workspace needs to invite someone before creating a payment request.
Open guideOnce the basic record is in place, continue with the support category for the money flow or review you need to run.
If setup stops, note the email address, workspace name, browser, and exact message on screen. Share the step you were taking, but leave passwords, identity documents, bank details, and other sensitive values out of an ordinary contact request.
See how the main billing, payout, contractor, and finance workflows fit together, then choose the right next guide.
Prepare your profile and workspace details, then follow the current account setup path.
Invite a talent with their email, then track whether they are ready for payment work.
Tell us what you are trying to do, what you can see, and where the workflow stopped. We will route the question to the right person and follow up.