YeboPay product documentation
From your first invoice
to a protected payment.
Learn the dashboard and the APIs behind it. Follow real UI screenshots for escrow, invoicing, collections and the other features your business uses.
10 feature guides
Escrow holds, releases and disputes
Create a funded hold, keep the buyer’s release code private, and track release, refund or dispute resolution.
Read guide →Collect moneyInvoices, partial payments and layby
Draft branded invoices, let customers pay in parts, and keep one purchase link with the current balance.
Read guide →Manage customersCustomers, CSV imports and bulk billing
Maintain the customer book, migrate spreadsheets and send a shared or per-customer invoice amount.
Read guide →Collect moneyCollection channels and bank accounts
Configure accounts customers pay into, inspect channel readiness and keep collection fees visible.
Read guide →Confirm a paymentBank proof review and issued receipts
Read uploaded proofs with OCR, check actual bank receipt, and give customers a receipt for each confirmed payment.
Read guide →Send money outPayouts, withdrawals and partial settlements
Prepare recipient payments and track card-balance withdrawals, including paid-so-far and still-owed amounts.
Read guide →Work with the assistantAI assistant, voice and follow-ups
Draft and edit invoices, start payment plans and ask about collections through text or supported voice controls.
Read guide →Schedule collectionsRecurring billing, installments and subscriptions
Choose recurring invoices, a fixed installment plan or automatic charges, and inspect the schedule before activation.
Read guide →Integrate YeboPayAPI keys, hosted checkout and webhooks
Start safely with sandbox charges, discover methods, create checkout links and verify signed events.
Read guide →Set up your businessBusiness setup, verification and security
Configure the business, invoice identity and collection settings, then complete verification and protect sensitive actions.
Read guide →No matching guide. Try invoice, payment, customer or security.
Know where each feature lives
Most guides begin in the merchant dashboard. Billing plans also use the assistant and APIs. Saved payment methods, FX estimates and the gated membership register are integration capabilities; they do not have a complete dedicated dashboard journey.
Screenshots show the actual interface on 24 October 2026 and are cropped to exclude customer records, account details and secrets. Blank forms were left unsaved. Escrow and outgoing payment workflows use live money; start with the separate sandbox tutorial when testing a payment integration.