Welcome to Paysio

Paysio is one platform for running the money side of your business. You can take payments, sell products online, send invoices, run subscriptions, build a storefront, talk to customers, and pay people out, all from a single dashboard. Most of it works with no code.

This handbook is your manual. It explains, step by step, how to do everything Paysio can do.

What you can do with Paysio

• Take payments. Accept cards, Apple Pay, Google Pay, and bank payments through a hosted checkout.
• Share payment links. Create a checkout page for any product and send it by email, text, or social.
• Sell online. Build a full storefront and manage products, inventory, and orders.
• Send invoices. Bill a customer by email and get paid online.
• Run subscriptions. Charge customers automatically on a schedule.
• Move money out. Send payouts to a bank account or debit card, or share a payout link.
• Understand your business. See revenue, customers, and live activity in built-in analytics.
• Support customers. Answer chats from your site in a shared inbox.

How this handbook is organized

The guides are grouped in the sidebar on the left, and the groups match the sections of your dashboard. Each guide is a focused walkthrough of one task or feature.

• Use the sidebar to move between guides.
• Use the outline on the right to jump to a section on the current page.
• Press Ctrl + K (or Cmd + K on a Mac) to search every guide at once.

Where to start

If you are brand new, work through the Getting started guides in order:

1. Create your account.
2. Take a tour of your dashboard.
3. Understand workspaces.
4. Learn sandbox mode.
5. Take your first payment.
6. Learn how to search your workspace.

After that, jump into any section as you need it. You do not have to read the whole handbook to get going.