# Workflows

> 74 machine-readable Arazzo workflows: ordered sequences of API requests and manual steps. The workflow catalog lists the operations each one calls: https://docs.payroc.com/ai/catalog.json.

## Attachments

- [Upload a document to a processing account, then optionally retrieve it.](https://docs.payroc.com/workflows/add-attachment.md)

## Boarding

- [Confirm a boarded merchant's hierarchy and status via read-only reads.](https://docs.payroc.com/workflows/review-merchant-hierarchy.md)
- [Create a merchant platform, then optionally remind the merchant to sign.](https://docs.payroc.com/workflows/create-merchant-platform.md)
- [Create a processing account on a merchant platform, then optionally remind the merchant to sign.](https://docs.payroc.com/workflows/add-processing-account.md)
- [Create a reusable pricing intent (fee template) for processing accounts.](https://docs.payroc.com/workflows/create-pricing-intent.md)
- [Create a terminal order for a processing account and track its status.](https://docs.payroc.com/workflows/order-a-terminal.md)
- [Create pricing, board the merchant platform, add accounts/terminals, and upload documents.](https://docs.payroc.com/workflows/board-a-merchant.md)
- [Create, list, retrieve, and delete a pricing intent.](https://docs.payroc.com/workflows/manage-pricing-intents.md)
- [Fully replace a pricing intent via PUT.](https://docs.payroc.com/workflows/replace-a-pricing-intent.md)
- [List, retrieve, then delete a processing account's contact.](https://docs.payroc.com/workflows/delete-a-contact.md)
- [List, retrieve, then delete an owner of a funding recipient.](https://docs.payroc.com/workflows/delete-an-owner.md)
- [List, retrieve, then update (full PUT replace) a processing account's contact.](https://docs.payroc.com/workflows/update-a-contact.md)
- [List, retrieve, then update (full PUT) an owner.](https://docs.payroc.com/workflows/update-an-owner.md)
- [Partially update a pricing intent via PATCH.](https://docs.payroc.com/workflows/patch-a-pricing-intent.md)

## Funding

- [Create a funding recipient, optionally check the balance, then send funds via a funding instruction.](https://docs.payroc.com/workflows/send-funds-to-a-merchant.md)
- [Create a funding recipient, then optionally add extra accounts and owners.](https://docs.payroc.com/workflows/set-up-a-funding-recipient.md)
- [Discover a funding recipient, retrieve it, and read its nested accounts and owners.](https://docs.payroc.com/workflows/manage-funding-recipients.md)
- [List, retrieve, then delete a funding account.](https://docs.payroc.com/workflows/delete-a-funding-account.md)
- [List, retrieve, then delete a funding instruction.](https://docs.payroc.com/workflows/delete-a-funding-instruction.md)
- [List, retrieve, then delete a funding recipient.](https://docs.payroc.com/workflows/delete-a-funding-recipient.md)
- [List, retrieve, then update (full PUT) a funding recipient.](https://docs.payroc.com/workflows/update-a-funding-recipient.md)
- [List, retrieve, then update (replace) a funding instruction.](https://docs.payroc.com/workflows/update-a-funding-instruction.md)
- [List, retrieve, then update a funding account.](https://docs.payroc.com/workflows/update-a-funding-account.md)
- [Read funding balances then the funding activity ledger.](https://docs.payroc.com/workflows/review-funding-activity.md)

## Notifications

- [Create an event subscription, then discover, retrieve, and delete it.](https://docs.payroc.com/workflows/create-event-subscription.md)
- [Fully replace an event subscription via PUT.](https://docs.payroc.com/workflows/update-an-event-subscription.md)
- [Partially update an event subscription via PATCH.](https://docs.payroc.com/workflows/patch-an-event-subscription.md)

## Payments

- [Close the current batch for a processing terminal.](https://docs.payroc.com/workflows/close-a-terminal-batch.md)
- [Collect a payment via Payroc's redirect-based Hosted Payment Page, optionally capturing a pre-authorization afterward.](https://docs.payroc.com/workflows/collect-with-hosted-payment-page.md)
- [Create a Hosted Fields session, tokenize card details client-side, then run the sale.](https://docs.payroc.com/workflows/collect-with-hosted-fields.md)
- [Create a payment link, share it by email, track sharing events, and manage its lifecycle.](https://docs.payroc.com/workflows/collect-with-payment-link.md)
- [Create a payment plan, save the customer's payment method, then subscribe the customer to the plan.](https://docs.payroc.com/workflows/set-up-repeat-payments.md)
- [Create a reusable secure token from a customer's card or bank account.](https://docs.payroc.com/workflows/save-a-payment-method.md)
- [Create a single-use token, run a payment, optionally reverse it](https://docs.payroc.com/workflows/pay-with-single-use-token.md)
- [Create a tokenization session, tokenize card details client-side, then mint a reusable secure token.](https://docs.payroc.com/workflows/save-a-card-with-hosted-fields.md)
- [Create, list, and retrieve a payment plan](https://docs.payroc.com/workflows/manage-payment-plans.md)
- [Create, list, retrieve, update, and manually pay a subscription](https://docs.payroc.com/workflows/manage-subscriptions.md)
- [Deactivate a subscription to stop collection.](https://docs.payroc.com/workflows/deactivate-a-subscription.md)
- [List payments, retrieve the target payment, then adjust it](https://docs.payroc.com/workflows/adjust-a-payment.md)
- [List, retrieve, then adjust a card refund.](https://docs.payroc.com/workflows/adjust-a-refund.md)
- [List, retrieve, then delete a payment plan.](https://docs.payroc.com/workflows/delete-a-payment-plan.md)
- [List, retrieve, then delete a secure token.](https://docs.payroc.com/workflows/delete-a-saved-payment-method.md)
- [List, retrieve, then refresh a secure token from a single-use token.](https://docs.payroc.com/workflows/refresh-a-saved-payment-method.md)
- [List, retrieve, then reverse (cancel) a bank-transfer refund.](https://docs.payroc.com/workflows/reverse-a-bank-transfer-refund.md)
- [List, retrieve, then reverse (cancel) a card refund.](https://docs.payroc.com/workflows/reverse-a-refund.md)
- [List, retrieve, then update a payment plan via JSON Patch.](https://docs.payroc.com/workflows/update-a-payment-plan.md)
- [List, retrieve, then update a secure token via JSON Patch.](https://docs.payroc.com/workflows/update-a-saved-payment-method.md)
- [Look up and reverse a bank-transfer payment in an open batch.](https://docs.payroc.com/workflows/reverse-a-bank-transfer-payment.md)
- [Look up and reverse a card payment in an open batch.](https://docs.payroc.com/workflows/reverse-a-card-payment.md)
- [Look up card details from a BIN.](https://docs.payroc.com/workflows/look-up-bin.md)
- [Pre-authorize a card, optionally adjust the amount, capture, and optionally refund.](https://docs.payroc.com/workflows/run-a-pre-authorization.md)
- [Reactivate a subscription to resume collection.](https://docs.payroc.com/workflows/reactivate-a-subscription.md)
- [Referenced refund of an existing bank-transfer / ACH payment.](https://docs.payroc.com/workflows/refund-a-bank-transfer-payment.md)
- [Referenced refund of an existing card payment.](https://docs.payroc.com/workflows/refund-a-card-payment.md)
- [Refund a customer's bank account (ACH) with no originating payment reference.](https://docs.payroc.com/workflows/run-unreferenced-bank-transfer-refund.md)
- [Refund a customer's card with no originating payment reference.](https://docs.payroc.com/workflows/run-unreferenced-card-refund.md)
- [Retrieve a returned ACH payment, then close the return.](https://docs.payroc.com/workflows/close-ach-return.md)
- [Retrieve an ACH return reason and re-present the payment.](https://docs.payroc.com/workflows/represent-ach-payment.md)
- [Run a bank-transfer (ACH/PAD) sale.](https://docs.payroc.com/workflows/run-a-bank-transfer-sale.md)
- [Run a card sale.](https://docs.payroc.com/workflows/run-a-card-sale.md)
- [Run a sale using an encrypted Google Pay token.](https://docs.payroc.com/workflows/accept-google-pay.md)
- [Submit an EBT balance inquiry and return the card's benefit balance.](https://docs.payroc.com/workflows/check-ebt-balance.md)
- [Validate an Apple Pay merchant session, then run a sale with the wallet token.](https://docs.payroc.com/workflows/accept-apple-pay.md)
- [Verify DCC eligibility and retrieve a currency conversion quote for a card.](https://docs.payroc.com/workflows/check-dcc-eligibility.md)
- [Verify a customer's ACH (or PAD) bank account details.](https://docs.payroc.com/workflows/verify-a-bank-account.md)
- [Verify a customer's card with a zero-value authorization.](https://docs.payroc.com/workflows/verify-a-card.md)

## Payroc Cloud

- [Confirm a signature instruction is still pending, then cancel it.](https://docs.payroc.com/workflows/cancel-a-device-signature-instruction.md)
- [Confirm an instruction is in progress, then cancel it.](https://docs.payroc.com/workflows/cancel-a-device-payment-instruction.md)
- [Confirm an instruction is in progress, then cancel it.](https://docs.payroc.com/workflows/cancel-a-device-refund-instruction.md)
- [Find a device, push a sale instruction, poll for the result, and retrieve the payment.](https://docs.payroc.com/workflows/run-a-sale-on-a-device.md)
- [Retrieve terminal, host, and device configuration for a Payroc Cloud device.](https://docs.payroc.com/workflows/configure-a-device.md)
- [Submit a refund instruction to a device, poll it to completion, and retrieve the refund.](https://docs.payroc.com/workflows/refund-on-a-device.md)
- [Submit a signature instruction to a device, then retrieve the captured signature.](https://docs.payroc.com/workflows/capture-signature-on-a-device.md)

## Reporting

- [List then drill into settlement reports across five report types.](https://docs.payroc.com/workflows/review-settlement-reporting.md)