Payment Hub Partner Portal

Your complete resource hub for selling, implementing, and supporting Payment Hub — marketing materials, architecture documentation, demo videos, white papers, and partner tools all in one place.

54
Total Resources
25+
ERP Integrations
20+
Demo Videos
14
Architecture Docs
24
White Papers
📈

Marketing

Strategic overviews, feature sheets, and ROI documentation for sales conversations

11 docs
🌐

Feature Pages

Rich landing pages and stakeholder-specific benefit narratives for prospect engagements

7 pages
📚

How-To Guides

Step-by-step user guides with UI mockups for customer onboarding and support

16 guides
Reference

Feature List

Complete reference table of all portal features with categories and guide links

Getting Started

Creating an Account

Step-by-step registration walkthrough with form mockups and confirmation flow

Getting Started

Logging In

Portal access, credential entry, and first-login experience

Getting Started

Password Reset

Email recovery flow and account access restoration

Getting Started

Dashboard Navigation

Dashboard layout, sidebar structure, and available feature sections

Invoices

Viewing Invoices

Invoice list with aging visualization, color coding, status badges, and actions

Invoices

Filtering & Sorting

Filter by date, status, keyword; sort invoice grid by column

Invoices

Invoice Details

Detail page with line items, payment history, and related documents

Invoices

Download Invoice PDF

PDF download and print functionality from the invoice detail page

Payments

Pay an Invoice

Single invoice payment flow with method selection, surcharge display, and confirmation

Payments

Pay Multiple Invoices

Batch invoice selection and bulk payment in a single transaction

Payments

Pay on Account

Account-level payment auto-distributing across oldest unpaid invoices (FIFO)

Payments

Manage Payment Methods

Add, remove, and set default payment methods in the digital wallet

Payments

Quick Pay

Tokenized link payment without account login — directly from invoice email

Statements

Viewing Statements

Access monthly statement list with generation dates and status

Statements

Download Statements

PDF download and historical statement archive access

🔧

Architecture

Technical platform documentation for implementation teams, developers, and technical evaluators

14 docs
🤝

Partner Resources

White papers, demo videos, FAQs, and qualifying frameworks for your sales process

5 resources