Knowledge Base
Adding PayPal Buttons to Payment Elements
RYB Platform's Payment Element now supports PayPal and PayLater, enhancing your payment processing capabilities. This integration allows customers to choose PayPal as a payment method across various p...
Updated 8/13/2026
Supported Payment Providers & Methods by Product Area (What Works Where)
Use this quick guide to see which payment providers and payment methods work in each part of RYB Platform. The table covers Stripe, PayPal, Square, NMI, AuthorizeDotNet, and Razorpay, plus wallets, BN...
Updated 8/13/2026
Import Products / Price From Stripe
Which pricing plans can be imported? Applicable for Recurring / Subscription plans only. One-Time prices cannot be imported, these need to be created in the system directly. To import a plan/price fro...
Updated 8/13/2026
How Product Deletion Works
This help document walks you through how to delete products in your account. You’ll learn the different ways you can delete a product, how bulk deletion works, and which types of products are protecte...
Updated 8/13/2026
How to Bulk Import Products into RYB Platform
Managing a large inventory can be a time-consuming task, but RYB Platform makes it easy to import multiple products at once using a simple CSV file. Whether you’re transferring products from Shopify o...
Updated 8/13/2026
Text-To-Pay Links
Text-To-Pay Links let you request and collect payments instantly via SMS directly from a conversation. No website required! TABLE OF CONTENTS What are Text-To-Pay Links? Key Benefits of Text-To-Pay Li...
Updated 8/13/2026
How to Customize Payment Links with Your Brand Colors
Make your payment experience seamless and on-brand with RYB Platform's Payment Link customization features. Easily match your payment links to your brand's colors and style, ensuring a professional an...
Updated 8/13/2026
How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)
This article walks you through how to set up a RYB Platform Payment Link that includes both one-time and recurring products. It’s designed for users who want to simplify their checkout process, bundle...
Updated 8/13/2026
Subscription Settings - Failed Payment Retries
TABLE OF CONTENTS What is Failed Payment Retry Configuration? Key Benefits of Failed Payment Retry Configuration How to Configure Failed Payment Retries Example Scenario Supported Payment Providers Fr...
Updated 8/13/2026
Subscription & Refund trigger for payments
With additional triggers around payments, business users have more control over automations built around lead conversion processes. Along with the current support for Payment Received, Order Submitted...
Updated 8/13/2026
Payments - What is listed on the Subscriptions page?
In this article, we will cover the subscription tab and how it works Please head into Payments > Then click on Subscriptions . Please Note: Subscriptions listed here can be created through multiple so...
Updated 8/13/2026
Capture Feedback and Automate Follow-Ups With Decline Documents Feature
The Decline Documents feature in RYB Platform makes it easy to capture structured feedback when a document isn’t accepted. Recipients can decline documents, while business users can mark them as decli...
Updated 8/13/2026
Send RYB Platform Documents and Contracts via SMS
SMS delivery option for Documents & Contracts makes it easier to reach clients quickly and reliably. This guide walks you through how to set up global defaults, create SMS snippets, send documents ind...
Updated 8/13/2026
How to Edit Recurring Invoices
TABLE OF CONTENTS What’s New? Enhanced Editing Capabilities for Recurring Invoices How to Use the New Features Why We Built It What’s New? Enhanced Editing Capabilities for Recurring Invoices Modify F...
Updated 8/13/2026
Bank-Only Transfers for Invoice Payments (SEPA & ACH)
This article explains how to configure invoices to support bank-only transfers in RYB Platform. This new feature provides businesses with the flexibility to offer direct bank transfers as the sole pay...
Updated 8/13/2026
Invoices - New revamped UI
What’s New? We’ve revamped the invoice design with a fresh layout, featuring a preview on the right side and editing options on the left. You can switch to this new design using the banner at the top ...
Updated 8/13/2026
Tap to Pay
More Tutorials from the Community https://youtu.be/vun81GoKARg https://youtu.be/u1tXeh_tXbw https://youtu.be/79Fx5g5ZFeE https://youtu.be/QHQOOhgfFjc More Tutorials from the Community https://youtu.be...
Updated 8/13/2026
Customize Email and SMS notifications for invoicing
This feature lets businesses make email and text notifications for invoicing instead of using the system's default ones. You can also choose which notifications to send and add info like customer deta...
Updated 8/13/2026
Using Apple Pay and Google Pay in order forms
Accepting Apple Pay and Google Pay in your Order Form is a great way to improve the purchase experience for your customers. These payment methods offer convenience, security, and speed that traditiona...
Updated 8/13/2026
How-to add Taxes Overview
More Tutorials from the Community https://youtu.be/4G9_TDAjk7g https://youtu.be/C7lO45WLyxY https://youtu.be/e0HXAef28Oc https://youtu.be/xzsl2J7Mj5I Efficiently managing taxes for your business is cr...
Updated 8/13/2026