Understand Your Finix Payment Workflow

A customer payment, a settlement, and a bank deposit answer different questions. Knowing how they connect helps a business explain payment status, investigate missing funds, and reconcile its records.

[Publication Name] provides practical guides for US businesses evaluating or using Finix to accept payment for their own goods and services.

Start with the Finix payments guide for an overview of the process and the decisions to make before choosing a setup.

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Choose how customers will pay

Read the payment links guide to understand a hosted payment request and how to connect it to your order records.

If you are considering bank-account payments, the ACH guide explains why an accepted payment instruction needs different handling from a confirmed bank deposit.

Understand the cost and timing

The Finix pricing guide explains the difference between a published processing charge and the total cost of accepting payments.

The payouts and settlements guide helps you identify which stage a payment has reached and what to check when money has not appeared in the bank.

Handle what happens after a sale

Use the refund guide for returning a payment, the dispute guide for responding to a cardholder challenge, and the reconciliation guide for matching transaction activity to deposits.

Official Finix resources

Finix maintains its own product documentation and support instructions.

This publication provides explanations and review methods. Payment processing, account changes, and individual transaction support take place through the appropriate provider channels.