Table of Contents
Includes Payments, Authorizations and Refunds.
Payments include credit and debit card sales, captures, and eChecks (ACH).
Authorizations are temporary holds on cards verifying the availability of funds to complete transactions. Authorizations can be captured or voided.
All refunds and reversals for eChecks and credit and debit card sales.
Includes Settlements and Deposits.
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.
An ACH return indicates the original ACH payment by the buyer did not succeed.
Manage your company account and settings.
A table of recently-initiated 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.