Table of Contents

Includes Payments, Authorizations and Refunds.

Info: Navigate to the Finix docs for more details on viewing Transactions

Payments include credit and debit card sales, captures, and eChecks (ACH).

Info: Navigate to the Finix docs for more details on viewing Payments

Authorizations are temporary holds on cards verifying the availability of funds to complete transactions. Authorizations can be captured or voided.

Info: Navigate to the Finix docs for more details on viewing Authorizations

All refunds and reversals for eChecks and credit and debit card sales.

Info: Navigate to the Finix docs for more details on viewing Refunds.

Note: Refunds are performed in Lunchbox: Link

Includes Settlements and Deposits.

Info: Navigate to the Finix docs for more details on viewing Payouts

Settlements batch all the transactions, refunds, and adjustment transfers that have been processed.

Deposits are payouts sent to merchants.

Exceptions include Disputes and ACH Returns

Disputes (also called chargebacks) get created when a buyer protests a charge on their statement with their issuing bank.

Info: Navigate to the Finix docs for more details on managing Disputes

An ACH return indicates the original ACH payment by the buyer did not succeed.

Info: Navigate to the Finix docs for more details on managing ACH Returns

Manage your company account and settings.

This includes:

A table of recently initiated exports.

Info: Navigate to the Finix docs for more details on managing Exports

Manage your Finix-wide profile, plus change notification settings and view your permissions specific to this dashboard.

In the top right of the screen, you will see an icon that you can use to log out of your profile.