Table of Contents
Transactions
Includes Payments, Authorizations and Refunds.
Payments
Payments include credit and debit card sales, captures, and eChecks (ACH).
Authorizations
Authorizations are temporary holds on cards verifying the availability of funds to complete transactions. Authorizations can be captured or voided.
Refunds
All refunds and reversals for eChecks and credit and debit card sales.
Payouts
Includes Settlements and Deposits.
Settlements
Settlements batch all the transactions, refunds, and adjustment transfers that have been processed.
Deposits
Deposits are payouts sent to merchants.
Exceptions
Exceptions include Disputes and ACH Returns
Disputes
Disputes (also called chargebacks) get created when a buyer protests a charge on their statement with their issuing bank.
ACH Returns
An ACH return indicates the original ACH payment by the buyer did not succeed.
Company
Manage your company account and settings.
This includes:
Business Info
Team
Payment Instruments
Merchants
Compliance
Exports
A table of recently-initiated exports.
Settings
Manage your Finix-wide profile, plus change notification settings and view your permissions specific to this dashboard.
Profile
Permissions
Logout
In the top right of the screen, you will see an icon that you can use to log out of your profile.
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