# User Documentation

Canonical: https://bizcore.refined.site/space/BCKB/

> Dynamic module: Search Highlight (live content)

> Dynamic module: Page Tree (live content)

### Getting Started

**Root page:** 1776549904

> Dynamic module: Page Tree (live content)

### User Help

**Root page:** 2019590145

> Dynamic module: Page Tree (live content)

### Payment Services

**Root page:** 1775304708

> Dynamic module: Page Tree (live content)

### Loan Origination

**Root page:** 1774715248

> Dynamic module: Page Tree (live content)

### Loan Servicing

**Root page:** 1775009805

> Dynamic module: Page Tree (live content)

### Reporting

**Root page:** 1775796225

> Dynamic module: Page Tree (live content)

### Integrations

**Root page:** 1806893057

### [Biz Core API](https://developer.bizcore.com.au/)

[• Getting Started with Biz Core API](https://developer.bizcore.com.au/docs/getting-started)

[• Payments Module API Endpoint](https://developer.bizcore.com.au/docs/api-docs-payments-module)

[• Leads Module API Endpoint](https://developer.bizcore.com.au/docs/leads-module-api-endpoint)

> Dynamic module: Page Tree (live content)

### Other

**Root page:** 1817182239

> Dynamic module: Activity Stream (live content)

### Activity

- [Biz Core Knowledge Base](https://bizcore.refined.site/space/BCKB/1774715207.md)
- [How-to article](https://bizcore.refined.site/space/BCKB/1774715219.md)
- [Troubleshooting article](https://bizcore.refined.site/space/BCKB/1774715228.md)
- [Loan Origination](https://bizcore.refined.site/space/BCKB/1774715248.md)
- [Developers](https://bizcore.refined.site/space/BCKB/1774911520.md)
- [Loan Servicing](https://bizcore.refined.site/space/BCKB/1775009805.md)
- [Payment Services](https://bizcore.refined.site/space/BCKB/1775304708.md)
- [Reporting](https://bizcore.refined.site/space/BCKB/1775796225.md)
- [Platform Overview](https://bizcore.refined.site/space/BCKB/1775960065.md)
- [User Management](https://bizcore.refined.site/space/BCKB/1776025629.md)
- [Getting Started](https://bizcore.refined.site/space/BCKB/1776549904.md)
- [Application Form Setup](https://bizcore.refined.site/space/BCKB/1776615437.md)
- [Loan Product Setup](https://bizcore.refined.site/space/BCKB/1776680977.md)
- [Lead Management](https://bizcore.refined.site/space/BCKB/1776975877.md)
- [Workspaces](https://bizcore.refined.site/space/BCKB/1778483201.md)
- [Self-Service Page](https://bizcore.refined.site/space/BCKB/1779728385.md)
- [Loan Application Process](https://bizcore.refined.site/space/BCKB/1779826689.md)
- [Side Panel](https://bizcore.refined.site/space/BCKB/1783857153.md)
- [Records & Statuses](https://bizcore.refined.site/space/BCKB/1783890004.md)
- [Xero Invoice Payments Integration](https://bizcore.refined.site/space/BCKB/1785331713.md)
- [Customer Record Navigation Menu](https://bizcore.refined.site/space/BCKB/1788248065.md)
- [Ventures](https://bizcore.refined.site/space/BCKB/1790083073.md)
- [Create New Venture](https://bizcore.refined.site/space/BCKB/1790083080.md)
- [Investor and Investees](https://bizcore.refined.site/space/BCKB/1790181377.md)
- [Venture Product Setup](https://bizcore.refined.site/space/BCKB/1790214145.md)
- [Venture Ledger](https://bizcore.refined.site/space/BCKB/1790312449.md)
- [Ventures Report](https://bizcore.refined.site/space/BCKB/1790377985.md)
- [Venture Management Report](https://bizcore.refined.site/space/BCKB/1790476289.md)
- [Placeholder Tokens](https://bizcore.refined.site/space/BCKB/1797357573.md)
- [FAQ](https://bizcore.refined.site/space/BCKB/1806467482.md)
- [Payment Process](https://bizcore.refined.site/space/BCKB/1806630917.md)
- [When do I receive my settlement payout?](https://bizcore.refined.site/space/BCKB/1806696878.md)
- [Ad-hoc Payment Agreements](https://bizcore.refined.site/space/BCKB/1806729224.md)
- [Integrations](https://bizcore.refined.site/space/BCKB/1806893057.md)
- [Dashboards](https://bizcore.refined.site/space/BCKB/1807089665.md)
- [Reports](https://bizcore.refined.site/space/BCKB/1807155201.md)
- [How do my transactions appear on customer statements?](https://bizcore.refined.site/space/BCKB/1807908865.md)
- [Loan Ledger](https://bizcore.refined.site/space/BCKB/1807974424.md)
- [In-Built Loan Behaviour](https://bizcore.refined.site/space/BCKB/1809121281.md)
- [Loan Fees](https://bizcore.refined.site/space/BCKB/1809219585.md)
- [Fees, Assets, Holds and Defaults](https://bizcore.refined.site/space/BCKB/1809383425.md)
- [Generate Letters for Post](https://bizcore.refined.site/space/BCKB/1812005019.md)
- [Sending Loan Statements](https://bizcore.refined.site/space/BCKB/1817018369.md)
- [Other](https://bizcore.refined.site/space/BCKB/1817182239.md)
- [Request and Refresh Bank Statements - Illion](https://bizcore.refined.site/space/BCKB/1817247748.md)
- [Direct Debit Claims and Cancellations](https://bizcore.refined.site/space/BCKB/1817444418.md)
- [Investors, Accumulated Interest, Holds and Fees](https://bizcore.refined.site/space/BCKB/1819639815.md)
- [Settlement Report](https://bizcore.refined.site/space/BCKB/1821442049.md)
- [Funds Transfer Report](https://bizcore.refined.site/space/BCKB/1823899649.md)
- [Payment Gateway](https://bizcore.refined.site/space/BCKB/1830322183.md)
- [Decline Codes](https://bizcore.refined.site/space/BCKB/1835008005.md)
- [Venture Summary and Record Toolbar](https://bizcore.refined.site/space/BCKB/1841397797.md)
- [Lending Report](https://bizcore.refined.site/space/BCKB/1844510721.md)
- [Direct Debit](https://bizcore.refined.site/space/BCKB/1851129871.md)
- [Australia](https://bizcore.refined.site/space/BCKB/1851228161.md)
- [New Zealand](https://bizcore.refined.site/space/BCKB/1851293697.md)
- [Direct Debit NZ](https://bizcore.refined.site/space/BCKB/1851490319.md)
- [Card](https://bizcore.refined.site/space/BCKB/1851555841.md)
- [Loan Disbursements](https://bizcore.refined.site/space/BCKB/1857880159.md)
- [PayID Admin](https://bizcore.refined.site/space/BCKB/1859223565.md)
- [How to get an Equifax Beneficial Ownership Report](https://bizcore.refined.site/space/BCKB/1879703595.md)
- [Onboarding Procedure](https://bizcore.refined.site/space/BCKB/1879736321.md)
- [High Transaction Limit Policy](https://bizcore.refined.site/space/BCKB/1885962241.md)
- [Trusted Subscriber Policy](https://bizcore.refined.site/space/BCKB/1886584837.md)
- [Bulk Actions](https://bizcore.refined.site/space/BCKB/1891860481.md)
- [API Docs - Payments Module](https://bizcore.refined.site/space/BCKB/1943535637.md)
- [How to a Close a Payment Agreement](https://bizcore.refined.site/space/BCKB/1947467813.md)
- [How to Enable an API Key](https://bizcore.refined.site/space/BCKB/1948090409.md)
- [How to Change Payments](https://bizcore.refined.site/space/BCKB/1952972873.md)
- [Payment Statuses](https://bizcore.refined.site/space/BCKB/1953202235.md)
- [How to Access a Payment Agreement](https://bizcore.refined.site/space/BCKB/1953333301.md)
- [How to Update Payment Details](https://bizcore.refined.site/space/BCKB/1953693697.md)
- [How to Get a New DDR Service Agreement Form Signed](https://bizcore.refined.site/space/BCKB/1953693733.md)
- [How to Read the Settlement/Rejection Report](https://bizcore.refined.site/space/BCKB/1954938888.md)
- [How Settlements Payouts Work](https://bizcore.refined.site/space/BCKB/1955233839.md)
- [How to Find Transactions Using Workspaces](https://bizcore.refined.site/space/BCKB/1955233851.md)
- [What Type of Accounts Can Be Used for Direct Debit?](https://bizcore.refined.site/space/BCKB/1955430408.md)
- [Getting Started with Payment Services](https://bizcore.refined.site/space/BCKB/1956577281.md)
- [How to Use Placeholder Tokens](https://bizcore.refined.site/space/BCKB/1960083457.md)
- [Passing URL Identifiers to Biz Core](https://bizcore.refined.site/space/BCKB/1986101266.md)
- [Configuring the Customer Portal](https://bizcore.refined.site/space/BCKB/1993277441.md)
- [Using the Customer Portal](https://bizcore.refined.site/space/BCKB/1993277453.md)
- [API - Leads Module API Endpoint: /api/v1/leads/submit-lead](https://bizcore.refined.site/space/BCKB/1994752001.md)
- [Getting Started for Lenders](https://bizcore.refined.site/space/BCKB/1995702273.md)
- [Payment Services How-to Guides](https://bizcore.refined.site/space/BCKB/1996292097.md)
- [How to Manually Create a Loan](https://bizcore.refined.site/space/BCKB/2004156427.md)
- [How to Manually Create a Loan Application](https://bizcore.refined.site/space/BCKB/2004484104.md)
- [Suspense Account](https://bizcore.refined.site/space/BCKB/2004844559.md)
- [Bulk Payments](https://bizcore.refined.site/space/BCKB/2004910085.md)
- [How to Manually Create a Customer Record](https://bizcore.refined.site/space/BCKB/2009038860.md)
- [Types of Payment Agreement Authorisations](https://bizcore.refined.site/space/BCKB/2009366547.md)
- [How Manual Loan Repayments are Handled](https://bizcore.refined.site/space/BCKB/2009628719.md)
- [User Help](https://bizcore.refined.site/space/BCKB/2019590145.md)
- [Payment Services User Guides](https://bizcore.refined.site/space/BCKB/2019721220.md)
- [Marketing Guides](https://bizcore.refined.site/space/BCKB/2019753998.md)
- [Lending Admin User Guides](https://bizcore.refined.site/space/BCKB/2019786764.md)
- [Developer Guides](https://bizcore.refined.site/space/BCKB/2019885065.md)
- [Lending User Guides](https://bizcore.refined.site/space/BCKB/2020081670.md)
- [New User Guides](https://bizcore.refined.site/space/BCKB/2020114439.md)
- [Kick Off Your Season with Biz Core](https://bizcore.refined.site/space/BCKB/2020179976.md)
- [Payments Services Admin User Guides](https://bizcore.refined.site/space/BCKB/2020212738.md)
- [Sports Club Guides](https://bizcore.refined.site/space/BCKB/2022998017.md)
- [Loan Summary and Record Toolbar](https://bizcore.refined.site/space/BCKB/2053079041.md)
- [Application Summary and Record Toolbar](https://bizcore.refined.site/space/BCKB/2058551300.md)
- [Agreement Summary and Record Toolbar](https://bizcore.refined.site/space/BCKB/2058780710.md)
- [Lead Summary and Record Toolbar](https://bizcore.refined.site/space/BCKB/2058911760.md)
- [Biz Core Status Change Web Hook Functionality](https://bizcore.refined.site/space/BCKB/2060812294.md)
- [Gathering Verbal Direct Debit Authority](https://bizcore.refined.site/space/BCKB/2080833552.md)
- [Media Compliance and Communications: Opting In and Out](https://bizcore.refined.site/space/BCKB/2095480852.md)
- [Loan Ledger Header](https://bizcore.refined.site/space/BCKB/2142765074.md)
- [Identity Verification - GreenID Integration](https://bizcore.refined.site/space/BCKB/2144862216.md)
- [Agreement Ledger Header](https://bizcore.refined.site/space/BCKB/2149220353.md)
- [Application Form Customer Matching](https://bizcore.refined.site/space/BCKB/2190606337.md)
- [How to Configure Declined Payment Notifications](https://bizcore.refined.site/space/BCKB/2314043394.md)
- [Tag Groups: Linking Player Information to Payment Agreements](https://bizcore.refined.site/space/BCKB/2353659905.md)
- [How to Send Payment Receipts](https://bizcore.refined.site/space/BCKB/2391343108.md)
- [Accounting Date Editing & Payment Source Visibility](https://bizcore.refined.site/space/BCKB/2501574658.md)
- [Configuring and Applying Interest-Only Periods (IOPs)](https://bizcore.refined.site/space/BCKB/2583330822.md)
- [Settled Loans Report](https://bizcore.refined.site/space/BCKB/2689302547.md)
- [Payments Report](https://bizcore.refined.site/space/BCKB/2691366918.md)
- [Loan Health Checks](https://bizcore.refined.site/space/BCKB/2691465219.md)
- [Loan Ledger Report](https://bizcore.refined.site/space/BCKB/2691563522.md)
- [Leads Report](https://bizcore.refined.site/space/BCKB/2691792898.md)
- [Product Payments](https://bizcore.refined.site/space/BCKB/2692349962.md)
- [User Action and Message Logs](https://bizcore.refined.site/space/BCKB/2692612098.md)
- [Payment Agreement Balance](https://bizcore.refined.site/space/BCKB/2748088322.md)
- [Request and Refresh Bank Statements - Credit Sense](https://bizcore.refined.site/space/BCKB/2810576897.md)
- [User Support](https://bizcore.refined.site/space/BCKB/2857828353.md)
- [Declined Loan Payments](https://bizcore.refined.site/space/BCKB/2905899010.md)
- [Editing Customer Records](https://bizcore.refined.site/space/BCKB/2979758081.md)
- [Loan Summary](https://bizcore.refined.site/space/BCKB/3031236610.md)
- [Manually Sending an Email or SMS to a Customer](https://bizcore.refined.site/space/BCKB/3031564299.md)
- [Adding a note to a record](https://bizcore.refined.site/space/BCKB/3036839950.md)
- [Uploading Documents](https://bizcore.refined.site/space/BCKB/3039297546.md)
- [Adding a scheduled payment](https://bizcore.refined.site/space/BCKB/3040378881.md)
- [ABA Disbursement](https://bizcore.refined.site/space/BCKB/3073671169.md)
- [PayID Disbursement](https://bizcore.refined.site/space/BCKB/3074555907.md)
- [Manual Disbursement](https://bizcore.refined.site/space/BCKB/3074981890.md)
- [AI-Powered Customer Matching](https://bizcore.refined.site/space/BCKB/3094151170.md)
- [Payment Plan Calculator](https://bizcore.refined.site/space/BCKB/3106930689.md)
- [PPSR Integration](https://bizcore.refined.site/space/BCKB/3141074945.md)
- [Adding arrears to a scheduled payment](https://bizcore.refined.site/space/BCKB/3253796865.md)
- [Providing a customer with a loan payout figure](https://bizcore.refined.site/space/BCKB/3259858946.md)
- [Pausing payments for a customer](https://bizcore.refined.site/space/BCKB/3261300737.md)

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Generated: 2026-09-19T17:44:20.131Z