--- title: "Explore NexPay features with videos" description: "Follow along with our short videos and guides to learn how to use every feature of NexPay." lastModified: "2026-06-02" lang: "en" url: https://nexpay.com.au/training --- ## Site navigation - For businesses - [For ed. agents](/for-education-agents.md) - [For schools & colleges](/for-schools.md) - [For universities](/for-universities.md) - [For accommodation](/for-accommodation.md) - [Why NexPay?](/about.md) - [Pricing](/pricing.md) - [AI automation](/payments-ai-automation.md) - [For students & parents](/for-students-and-parents.md) - Help & resources - [Training](/training.md) - [Blog](/blog.md) - [Events](/events.md) - [Zapier integration](/zapier.md) - [Claude & ChatGPT](/mcp.md) — Claude & ChatGPT integration - [Contact](/contact-us.md) - [Login](https://portal.nexpay.com.au/login) # Explore NexPay features with videos > Follow along with our short videos and guides to learn how to use every feature of NexPay. **Explore NexPay** ## Breadcrumb - [Training](/training.md) ## Training #### Getting started Get oriented, set up your account, and understand what your role can see and do. - [**A tour of your dashboard**](/training/getting-started/platform-overview.md): The home screen, the main menu, and where to find everything. - [**Your first login and account setup**](/training/getting-started/setting-up-your-account.md): Accept the terms, set up your profile, and get your organisation ready. - [**Roles and what you can see**](/training/getting-started/roles-and-what-you-can-see.md): Why people see different things — and what to do if a feature is missing. #### Payments Create, find, track, and manage payments from start to finish. - [**Creating a payment**](/training/payments/creating-a-payment.md): Walk through the payment wizard, step by step. - [**Choosing the right payment scenario**](/training/payments/choosing-a-payment-scenario.md): Who pays, and which scenario fits — tuition, supplier, refund, payroll, and more. - [**Finding and organising your payments**](/training/payments/finding-and-organising-payments.md): The Payments tabs and filters, and how to find any payment fast. - [**Payment status explained**](/training/payments/payment-status-explained.md): What each status means — from Created to Paid — and what needs you. - [**Handling payments that need action**](/training/payments/handling-payments-that-need-action.md): Work through holds, failures, and payments ready to send. - [**Reissue, cancel and replace a payment**](/training/payments/reissue-cancel-and-replace.md): Replace a payment that expired or needs re-doing, and when to cancel the original. - [**Receipts and remittance advice**](/training/payments/receipts-and-remittance.md): Download proof a payment was sent and received, once it's paid. - [**Uploading documents**](/training/payments/uploading-documents.md): What's accepted, how to upload, and how to add a document later. #### Payment links Create branded links payers can open and pay, share them anywhere, and track who's paid. - [**Reusable payment links**](/training/payment-links/reusable-payment-links.md): Create, share, and embed a link, and track its submissions. - [**Percentage-split payment links**](/training/payment-links/percentage-split-links.md): Collect your share in the same payment the family makes. - [**What your payer sees**](/training/payment-links/what-your-payer-sees.md): A walk-through of the page your payer opens, so you can guide them. #### Recipients Add and manage the people and institutions who receive funds, and the approval workflow. - [**Managing beneficiaries**](/training/recipients/managing-beneficiaries.md): Add recipients, what bank details you need, and what the statuses mean. - [**Requesting beneficiary details**](/training/recipients/requesting-beneficiary-details.md): Send a secure form so a recipient enters their own bank details. - [**Approving beneficiary requests**](/training/recipients/approving-beneficiary-requests.md): Review a submitted request and approve or reject it. #### Payers and students Manage the payers who send funds and the students each payment is for. - [**Managing payers**](/training/payers-and-students/managing-payers.md): Add individual and business payers, and reuse them across payments. - [**Managing students**](/training/payers-and-students/managing-students.md): Add students, link them to payers, and see their payment history. #### Quotes and methods How exchange rates and quotes work, the ways a payer can pay, and what's available where. - [**Exchange rates and quotes**](/training/quotes-and-methods/exchange-rates-and-quotes.md): How rates work and how to read a quote so there are no surprises. - [**Payment methods**](/training/quotes-and-methods/payment-methods.md): Bank transfers, cards, cash networks, and wallets — and how fast each arrives. - [**Payment options by country**](/training/quotes-and-methods/payment-options-by-country.md): Which countries you can pay from today, and the local methods available. - [**Paying in installments**](/training/quotes-and-methods/paying-in-installments.md): How splitting a payment into installments works on eligible cards. - [**Processing times and fees**](/training/quotes-and-methods/processing-times-and-fees.md): How long payments take, what affects speed, and how fees are shown. #### Commissions and settlements Track what you earn on the exchange, withdraw it, and see funds settled to your organisation. - [**Understanding commissions**](/training/commissions-and-settlements/understanding-commissions.md): How commissions are earned and tracked, and what Lifetime, YTD, and Available mean. - [**Withdrawing your commission**](/training/commissions-and-settlements/requesting-a-payout.md): Select commissions, attach an invoice, and submit a withdrawal. - [**Settlements**](/training/commissions-and-settlements/settlements.md): Track money paid out to your organisation and download receipts. - [**Reconciling payments (for schools)**](/training/commissions-and-settlements/reconciling-payments-for-schools.md): Match incoming payments to students, trace them to settlements, and handle refunds and corrections. #### Team and account Manage your profile and organisation, invite your team, and connect NexPay to your stack. - [**Profile and organisation settings**](/training/team-and-account/profile-and-organisation-settings.md): Update your details, your organisation, contact info, and notification emails. - [**Managing your team**](/training/team-and-account/managing-your-team.md): Invite colleagues, set permissions, and manage employees for payroll. - [**Reports and exports**](/training/team-and-account/reports-and-exports.md): Export payments, payers, and students to a spreadsheet, and download commissions month by month. - [**API keys and integrations**](/training/team-and-account/api-keys-and-integrations.md): Create and manage API keys for programmatic access to NexPay. - [**Connect NexPay to your stack via Zapier**](/zapier.md): No-code automation — trigger payments from your CRM, sync new NexPay payments to accounting and spreadsheets, post to Slack. Private beta. - [**REST API for engineers**](/api.md): Full programmatic access to payments, students, payees, and payers. Authentication, endpoints, webhooks, sandbox mode, and an OpenAPI spec. #### Trust and compliance How payments are verified, which documents are required, how your data is protected, and how NexPay compares. - [**Is this safe? Paying through a link**](/training/trust-and-compliance/paying-safely-via-a-link.md): For parents and students — how to know a payment link is genuine, what you provide, and how to get proof and help. - [**Identity verification and AML**](/training/trust-and-compliance/identity-verification-and-aml.md): How payer identity is verified and what compliance checks happen behind the scenes. - [**Document requirements**](/training/trust-and-compliance/document-requirements.md): Which documents are required for private and company payments. - [**Privacy and data protection**](/training/trust-and-compliance/privacy-and-data-protection.md): How NexPay protects your data under Australian Privacy law and GDPR. - [**Why NexPay**](/training/trust-and-compliance/why-nexpay.md): How NexPay compares to banks, Wise, Flywire, and other payment options. ## More on NexPay **Platform** - [For students & parents](/for-students-and-parents.md) - [For ed. agents](/for-education-agents.md) - [For universities](/for-universities.md) - [For schools](/for-schools.md) - [For accommodation](/for-accommodation.md) - [AI automation](/payments-ai-automation.md) - [Pricing](/pricing.md) **Help & resources** - [Training](/training.md) - [Contact](/contact-us.md) - [Developers](/api.md) - [Zapier integration](/zapier.md) - [Claude & ChatGPT](/mcp.md) — Claude & ChatGPT integration **Company** - [About](/about.md) — About NexPay - [Jobs](/about.md#jobs) - [Blog](/blog.md) - [Media](/media.md) - [Events](/events.md) **Trust & locations** - [Trust & Regulatory](/trust.md) - [Our offices](/locations.md) **Legal** - [Terms and Conditions](/terms-and-conditions/) - [Privacy policy](/privacy-policy/) - [Cookie Policy](/cookie-policy/) - [Complaints Policy](/complaints-policy/) - [Financial Services Guide](/financial-services-guide/) - [Product Disclosure Statement](/product-disclosure-statement/) - [AML Policy](/aml-policy/) - [Target Market Determination](/target-market-determination/) - [Group Regulatory Disclosure](/group-regulatory-disclosure/) - [Fees & FX Schedule](/fees-and-fx/) - [Developer & API Terms](/developer-terms/) ## NexPay NexPay Pty Ltd (ABN 56 153 910 984) holds Australian Financial Services Licence No. 560782 and is authorised to provide non-cash payment services to retail and wholesale clients in Australia. - **Address:** Level 12, 64 York St, Sydney NSW 2000, Australia - **Support:** [support@nexpay.com.au](mailto:support@nexpay.com.au) - **Status:** [https://nexpay1.statuspage.io/](https://nexpay1.statuspage.io/) **Follow NexPay** - [LinkedIn](https://au.linkedin.com/company/nexpay) - [Instagram](https://www.instagram.com/nexpayau/) - [Facebook](https://www.facebook.com/NexPayAU) © NexPay Pty Ltd