# 

## Clients-Users

- [Add users to a client account](/docs/how-tos/clients-users/add-users-client)
- [Enable multi-factor authentication](/docs/how-tos/clients-users/enable-mfa)
- [Onboard a new client](/docs/how-tos/clients-users/onboard-client)
- [Reset a user password](/docs/how-tos/clients-users/reset-password)
- [Update a user profile](/docs/how-tos/clients-users/update-user)


## Integrations

- [Add an integration](/docs/how-tos/integrations/add-integration)
- [Update processor credentials](/docs/how-tos/integrations/update-integration)


## Manage-Transactions

- [Cancel an authorized transaction](/docs/how-tos/manage-transactions/cancel-auth)
- [Close a batch manually](/docs/how-tos/manage-transactions/close-batch-manually)
- [List transactions with filters](/docs/how-tos/manage-transactions/list-transactions)
- [Refund a settled transaction](/docs/how-tos/manage-transactions/refund-settled-auth)
- [Retrieve transaction details](/docs/how-tos/manage-transactions/retrieve-transaction-details)


## Process-Payments

- [Add a tip or surcharge](/docs/how-tos/process-payments/add-tip)
- [Authorize and capture separately](/docs/how-tos/process-payments/authorize-capture-separately)
- [Handle partial captures](/docs/how-tos/process-payments/handle-partial-capture)
- [Process an ACH payment](/docs/how-tos/process-payments/process-ach-payment)
- [Process an ACH payout](/docs/how-tos/process-payments/process-ach-payout)
- [Process a credit card sale](/docs/how-tos/process-payments/process-credit-card)
- [Process a payment with a stored token](/docs/how-tos/process-payments/process-payment-with-token)


## Reports

- [Generate batch settlement reports](/docs/how-tos/reports/batch-reporting)
- [Generate a client report](/docs/how-tos/reports/client-reports)
- [Generate a transaction report](/docs/how-tos/reports/generate-transaction-report)
- [Generate a user report](/docs/how-tos/reports/user-reports)


## Setup

- [Create a client account](/docs/how-tos/setup/create-client-account)
- [Obtain API credentials](/docs/how-tos/setup/obtain-credentials)
- [Set up a sandbox environment](/docs/how-tos/setup/setup-sandbox-env)


## Tokenization-Vaulting

- [Delete a stored payment method](/docs/how-tos/tokenization-vaulting/delete-payment-method)
- [Store a bank account](/docs/how-tos/tokenization-vaulting/store-bank)
- [Store a card for future use](/docs/how-tos/tokenization-vaulting/store-card)
- [Update a stored payment method](/docs/how-tos/tokenization-vaulting/update-payment-method)