PaymentSource Knowledge Base
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Account Settings and Preferences
Getting Started
Account Settings and Preferences
Invoices
Managing Invoices
Paying Invoices
Locations
Tasks
Distributors & Vendors
Reporting & Insights
Product Catalog & Integrations
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PaymentSource Knowledge Base
Account Settings and Preferences
Getting Started
Account Settings and Preferences
Invoices
Managing Invoices
Paying Invoices
Locations
Tasks
Distributors & Vendors
Reporting & Insights
Product Catalog & Integrations
Account Settings and Preferences
Everything about payment management, company profile, managing users and more.
How do I set up my Company Profile?
How do I add or remove users?
How do I add or update a Bank Account?
Where do I set rules for my non-regulated payments?
How do I remove vendors, locations, and bank accounts, and update my email address?