--- title: "Explore Qualy features and how-tos" description: "Step-by-step guides to every part of Qualy—payments, payouts, partnerships, orders, forms, reporting and settings." lastModified: "2026-06-18" lang: "en" wordCount: 1050 url: https://qualyhq.com/training --- ## Site navigation - [For schools](/international-education/for-schools.md) — For international education schools - [For agents](/international-education/for-education-agents.md) — For international education agents - [Explore](/training.md) — Watch videos on how to use Qualy - [About](/about.md) — Learn about Qualy's mission and values - [Pricing](/pricing) - [5-min demo](/demo.md) - [Login](https://dashboard.qualyhq.com) # Explore Qualy features and how-tos > Step-by-step guides to every part of Qualy. Learn how to collect payments, split commission, manage partners, collect information with forms, and configure your account. ## Training ### Categories #### Contacts Create and manage your customers and leads, and give them their own portal. - [**Creating a customer**](/training/contacts/creating-a-student.md): Add customers and leads—manually or with AI. - [**The customer Summary & Wallet**](/training/contacts/the-customer-summary-and-wallet.md): A customer's whole financial picture on one screen. - [**Profiles, IDs & related people**](/training/contacts/customer-profile-ids-and-related-people.md): Addresses, identity documents and connected people. - [**Storing data with custom fields**](/training/contacts/storing-data-with-custom-fields.md): Capture information unique to your business. - [**Storing documents**](/training/contacts/storing-documents.md): Store and share files; AI names and classifies them. - [**Tasks, notes & activity**](/training/contacts/customer-tasks-and-notes.md): Track follow-ups and keep a full history. - [**Finding & merging duplicates**](/training/contacts/finding-and-merging-duplicates.md): Keep one clean record per customer. - [**Giving access to the customer portal**](/training/contacts/giving-access-to-the-student-portal.md): Let customers see and pay online. #### Payments Create single payments, plans and subscriptions; collect with any method; refunds, financing and FX. - [**Creating a single payment**](/training/payments/how-to-create-payment.md): Send a one-time payment in under three minutes. - [**Creating payment plans**](/training/payments/creating-payment-plans.md): Split a total into scheduled instalments. - [**Creating a subscription**](/training/payments/creating-a-subscription.md): Open-ended recurring payments. - [**Managing subscriptions**](/training/payments/managing-subscriptions.md): View, send, pause or cancel recurring payments. - [**Extracting payment plans from LOOs**](/training/payments/extracting-payment-plans-from-loos.md): Let Qualy AI build the plan from an offer letter. - [**Sending a payment link**](/training/payments/sending-a-payment-link.md): Share via WhatsApp, email, SMS or QR code. - [**Every payment method explained**](/training/payments/learn-about-all-payment-methods.md): Cards, PayID, PayTo, direct debit, PIX, buy-now-pay-later and more. - [**How each payment method works**](/training/payments/how-each-payment-method-works.md): How each method works, how fast money arrives, and Brazilian installments up to 18x. - [**Setting up PayTo direct debit**](/training/payments/setting-up-payto-direct-debit.md): Collect automatically once the customer approves. - [**Managing direct debits**](/training/payments/managing-direct-debits.md): View, track and cancel customers' direct debit agreements. - [**Payment receipts**](/training/payments/payment-receipts.md): Issue and download receipts. - [**Issuing refunds**](/training/payments/issuing-refunds.md): Refund in full or in part. - [**Recording payments made outside Qualy**](/training/payments/recording-payments-made-outside-qualy.md): External payments, paid-directly-to-partner, and offsets. - [**Financing & instalment options**](/training/payments/financing-and-installment-options.md): Show customers what financing costs. - [**Currency exchange & FX**](/training/payments/currency-exchange-and-fx.md): Collect in one currency, settle in another. - [**Using a school or sub-agent's branding**](/training/payments/using-the-school-or-sub-agent-logo-and-colors.md): Show the brand the customer recognises. #### Payouts Split payments, pay commission to schools and agents, manage invoices, and run bulk payouts. - [**Payouts & splits explained**](/training/payouts/payouts-and-splits-explained.md): Every split type and payout status. - [**Creating payments with commission**](/training/payouts/creating-payments-with-commission.md): Split a payment between you and the school. - [**Sending net payments**](/training/payouts/sending-net-payments.md): Forward the school's share minus commission. - [**Handling special bonuses**](/training/payouts/handling-special-bonuses.md): Bonuses, incentives and markups. - [**Master & sub-agent commission**](/training/payouts/sending-commission-to-mastersub-agents.md): Pay every agent in the chain. - [**Handling OSHC & visa fees**](/training/payouts/handling-oshc-and-visa-fees.md): Route insurance and visa fees correctly. - [**Managing invoices & payouts**](/training/payouts/invoice-management-and-actions.md): Find, filter and act on payouts. - [**Getting your invoices paid**](/training/payouts/getting-your-invoices-paid.md): Let partners pay you via the portal. - [**Paying a partner before the student pays**](/training/payouts/paying-your-partner-before-the-student-pays.md): Advance a payout when cash flow allows. - [**Bulk payouts & remittances**](/training/payouts/bulk-payouts-and-remittances.md): Act on many payments and payouts at once. #### Partnerships Set up partners, their bank accounts, commission rates, tax documents and portal access. - [**Creating a partnership**](/training/partnerships/creating-a-partnership.md): Add the schools, agents and suppliers you work with. - [**Managing a partnership**](/training/partnerships/managing-a-partnership.md): Every tab on a partnership explained. - [**Adding a bank account**](/training/partnerships/adding-a-bank-account.md): Tell Qualy where to send a partner's payouts. - [**Managing commission rates**](/training/partnerships/managing-commission-rates.md): Set each partner's default split. - [**Giving partner portal access**](/training/partnerships/giving-access-to-the-partner-portal.md): Let partners see payouts and pay invoices. #### Orders & services Define the services you sell, take orders, move them through steps, and embed checkout on your site. - [**Orders overview**](/training/orders-services/orders-overview.md): All sales and orders in one place. - [**Creating & managing a service**](/training/orders-services/managing-a-service.md): Define what you sell and its steps. - [**Embedding services & links**](/training/orders-services/embedding-services-and-links.md): Let customers order from your website. #### Forms Build forms to collect information and documents from customers, and review what they submit. - [**Building & sending forms**](/training/forms/building-and-sending-forms.md): Collect information and documents from customers. - [**Viewing form responses**](/training/forms/viewing-form-responses.md): See what customers submitted. #### Reports Export your data, track transactions, handle disputes, measure customer satisfaction, and save the views you use most. - [**Generating reports**](/training/reports/generating-reports.md): Export customers, payments, payouts and more. - [**Report history**](/training/reports/report-history.md): Find and re-download past reports. - [**Saving views & filters**](/training/reports/saving-views-and-filters.md): Keep your key lists one click away. - [**The transactions ledger**](/training/reports/the-transactions-ledger.md): Track money movement at the transaction level. - [**Disputes & chargebacks**](/training/reports/disputes-and-chargebacks.md): Respond to disputes raised by customers' banks. - [**Measuring satisfaction**](/training/reports/measuring-customer-satisfaction.md): Collect feedback and track happiness. - [**Why a payment isn't showing**](/training/reports/why-a-payment-isnt-showing.md): Common reasons a payment looks missing—and what to do. #### Portal What customers and partners see and do, and how they pay. - [**The customer portal**](/training/portal/the-customer-portal.md): What customers can see and do. - [**How the customer pays**](/training/portal/paying-through-the-portal.md): The checkout journey, step by step. - [**The partner portal**](/training/portal/the-partner-portal.md): What partners can see and do. #### Getting started Your home screen, importing your existing data, your personal account, and how to get help. - [**Your dashboard home**](/training/getting-started/the-dashboard-home.md): What every panel on the Home screen means. - [**Importing data & AI import**](/training/getting-started/importing-data-and-ai-import.md): Bring in customers, payments and partnerships. - [**Your profile and account**](/training/getting-started/your-profile-and-account.md): Your personal settings, login and notifications. - [**Support and tickets**](/training/getting-started/support-and-tickets.md): Chat with customers and get help from Qualy. - [**Connecting your tools (integrations)**](/training/getting-started/connecting-your-tools-integrations.md): Sync with Xero, QuickBooks, Conta Azul, HubSpot and Mailchimp. #### Settings Branding, users, teams, payment methods, tax, currency exchange, compliance, billing and developer tools. - [**Business details & branding**](/training/settings/business-details-and-branding.md): Your legal details, logo, colours and subdomain. - [**Customer settings**](/training/settings/customer-settings.md): Required fields and at-a-glance details for customers. - [**Users & permissions**](/training/settings/users-and-permissions.md): Invite your team and control access. - [**Teams, offices & branches**](/training/settings/teams-offices-and-branches.md): Organise people and scope work. - [**Setting up payment methods**](/training/settings/payment-methods-setup.md): Turn on the methods you offer. - [**Payment settings & reminders**](/training/settings/payments-settings-and-reminders.md): Defaults, markup and automatic reminders. - [**Your bank accounts & payouts**](/training/settings/bank-accounts-and-payouts.md): Where Qualy deposits your funds. - [**Currency exchange settings**](/training/settings/currency-exchange-settings.md): Currencies and conversion markup. - [**Setting up tax rates**](/training/settings/tax-rates.md): Tax you apply to payments and splits. - [**Templates & presets**](/training/settings/templates-and-presets.md): Reusable payment structures and email text. - [**Custom domains & senders**](/training/settings/custom-domains-and-senders.md): Your own domain and email sender. - [**Compliance**](/training/settings/compliance.md): Complete the tasks that keep your account in good standing. - [**Billing, subscription & add-ons**](/training/settings/billing-and-subscription.md): Your own Qualy billing and integrations. - [**API keys & webhooks**](/training/settings/api-keys-and-webhooks.md): Connect Qualy to your own systems. - [**Audit logs**](/training/settings/audit-logs.md): See who did what in your account. - [**Privacy, GDPR & experiments**](/training/settings/privacy-and-experiments.md): Data privacy and experimental features. ## More on Qualy **Industries** - [For schools](/international-education/for-schools.md) — For international education schools - [For agents](/international-education/for-education-agents.md) — For international education agents **Support** - [Training](/training.md) - [System status](https://qualyhq.statuspage.io/) — Qualy system status - [Product updates](https://changelog.qualyhq.com) — As we work on Qualy, here we spotlight what we’ve learned and updated across our products - [Contact](/contact-us.md) **Product** - [Demo](/demo.md) - [Enterprise](/enterprise.md) - [Testimonials](/testimonials.md) — Learn what some customers have to say about Qualy - [About](/about.md) — Learn about Qualy's mission and values - [Blog](/blog) — International education payments blog by Qualy - [Trust center](/trust.md) - [API](/api.md) — Qualy API for international education payments - [Zapier](/zapier.md) — Connect Qualy to 7,000+ apps with Zapier **Legal** - [General terms](/terms-and-conditions.md) - [Payer terms](/terms-for-payers.md) - [Privacy policy](/privacy-policy.md) - [BECS DDR](/becs-dd-service-agreement.md)