--- title: "Explore Qualy features and how-tos" description: "Step-by-step guides to every part of Qualy—payments, payouts, partnerships, approvals, integrations, reporting and settings." lastModified: "2026-08-20" lang: "en" wordCount: 690 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, connect your tools, and configure your account. ## Training ### Categories #### Payments Create single payments, plans and subscriptions; collect with any method; refunds, financing and FX. - [**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. - [**Financing & instalment options**](/training/payments/financing-and-installment-options.md): Show customers what financing costs. - [**Simulating financing costs**](/training/payments/simulating-financing-costs.md): Price every Brazilian card instalment plan. - [**Comparing exchange rates**](/training/payments/comparing-exchange-rates.md): See how our rate ranks against the market. - [**Refunding a customer**](/training/payments/refunding-a-customer.md): Send money back — original method, bank account, or supplier — with approval built in. - [**Subscriptions and recurring payments**](/training/payments/subscriptions-and-recurring-payments.md): Set the schedule once — weekly, fortnightly or monthly — and Qualy creates each payment. - [**Creating a service**](/training/payments/creating-a-service.md): Set up what you sell — and get a page anyone can buy from. - [**Managing your services**](/training/payments/managing-your-services.md): Prices, availability, workflow steps and where customers can buy. - [**Payment links & templates**](/training/payments/payment-links-and-templates.md): Share a link that anyone can pay, and speed up plans with templates. #### Payouts Split payments, pay commission to schools and agents, manage invoices, and run bulk payouts. - [**Paying a partner or supplier invoice**](/training/payouts/paying-a-partner-or-supplier-invoice.md): Pay a bill you received, with no student payment behind it. #### Approvals Hold payments, payouts, splits, direct debits and refunds for human sign-off, and decide who signs off. - [**Deciding on approval requests**](/training/approvals/approving-and-rejecting-requests.md): Approve or reject what is waiting on you. - [**Setting up approval policies**](/training/approvals/setting-up-approval-policies.md): Choose what needs sign-off, and from whom. #### Forms Build digital forms—from scratch or from a PDF—send them to customers, and track every response through to completion. - [**Creating and managing forms**](/training/forms/creating-and-managing-forms.md): Build forms from scratch or from a PDF, edit them in the builder, and archive the rest. - [**Requesting forms and tracking responses**](/training/forms/requesting-forms-and-tracking-responses.md): Send a form, watch the answers arrive, and chase the ones who stall. #### Reports Export your data, track transactions, handle disputes, measure customer satisfaction, and save the views you use most. - [**Exports**](/training/reports/exports.md): Build, schedule and deliver reports—to your inbox or an SFTP server. #### Getting started Your home screen, importing your existing data, your personal account, and how to get help. - [**Connecting your tools (integrations)**](/training/getting-started/connecting-your-tools-integrations.md): Sync with Xero, QuickBooks, Conta Azul, HubSpot and Mailchimp. #### AI assistants Connect the AI assistant you already use—Claude, ChatGPT and others—and ask questions about your customers, payments and commissions in plain English. - [**Connecting an AI assistant**](/training/ai-assistants/connecting-an-ai-assistant.md): One address, one sign-in—works with Claude, ChatGPT and more. #### Integrations Sync Qualy with the accounting, CRM, marketing and student-management tools you already use—so you're not copying data by hand. - [**Connecting your tools (overview)**](/training/getting-started/connecting-your-tools-integrations.md): Start here—every integration at a glance. - [**Xero**](/training/integrations/xero.md): Invoices, bills and two-way paid sync. - [**QuickBooks**](/training/integrations/quickbooks.md): Invoices and bills in QuickBooks Online. - [**Conta Azul**](/training/integrations/conta-azul.md): Receivables and payables for Brazil. - [**HubSpot**](/training/integrations/hubspot.md): Two-way customer and payment sync. - [**Zoho CRM**](/training/integrations/zoho.md): Sync customers and payment status to Zoho. - [**Mailchimp**](/training/integrations/mailchimp.md): Keep a marketing audience in step. - [**RD Station**](/training/integrations/rd-station.md): Feed payments into RD Station automations. - [**RTO Manager**](/training/integrations/rto-manager.md): Pull students and fees from RTO Manager. #### Settings Branding, users, teams, payment methods, tax, currency exchange, compliance, billing and developer tools. - [**Business details, branding & subdomain**](/training/settings/business-details.md): Name, logo, colors and your portal address. - [**Qualy subscription & billing**](/training/settings/qualy-subscription-and-billing.md): The card we charge, invoices and legal details. - [**Bank accounts & payouts**](/training/settings/bank-accounts-and-payouts.md): Where the money you collect lands. - [**Users & permissions**](/training/settings/users-and-permissions.md): Invite your team and control access. - [**Your profile, password & notifications**](/training/settings/your-profile.md): Your details, login and email preferences. - [**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. - [**Setting up tax rates**](/training/settings/tax-rates.md): Tax you apply to payments and splits. - [**How tax applies to payments, splits & commissions**](/training/settings/tax-on-payments-splits-and-commissions.md): Where each rate lands, and why GST goes missing. - [**Custom domains & senders**](/training/settings/custom-domains-and-senders.md): Your own domain and email sender. - [**API keys & webhooks**](/training/settings/api-keys-and-webhooks.md): Connect Qualy to your own systems. ## 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 - [NexPay](/nexpay.md) — Qualy + NexPay — automate everything around the payment **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)