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Categories
Checkout v2.0
Documentation for Checkout v2.0, covering how to access checkout settings and detailed descriptions of each field.
Integrations
Learn about the different integrations Paymonix connects to and how to connect your account.
ACH Flow
The flow ACH payments go through from customer's bank account to the final designated account, the difference between pending and processing, how to cancel ACH orders
Banning Customers & Chargebacks
Learn about the different levels of bans and how to apply them to customers.
Email Resends
Learn how to re-send your customer emails through plugins like DRIP
Events & Triggers
Click here to learn about the events and triggers through Paymonix.
Exporting Data
Export data in between specific dates to analyze and interpret the information associated with the gateway.
Fraud Prevention
Read more about how to trigger orders into fraud review, why customers get tagged for fraud, and the different levels of banning a customer.
Offline Payments
What are offline payments? How to log offline payments, search for them, and orphaned accounts.
Order Resends
Click here to learn about re-sending a customers order and modifying their order to re-send different products from catalog.
Orphaned Payments
What are Orphaned Accounts? How to fix orphaned accounts
Payment Settings
Edit, disabling, and enabling payment types.
Payment Status
Read how to find what the customer's payment status is, what each status means, and how to change their payment method
Pin/UnPin Customers
Pinning customers keep specific orders at the top of your order list. Click here to learn how..
Refunds
Refund for ACH and Credit Cards
Search a Customer
Click here to learn about standard search and advanced search of a customer.
Shipments
Click here to learn more about checking shipping status, adding shipment notes, and putting shipments on hold or cancelling.
Sidebar Tabs
Learn about what the sidebar tabs mean such as fraud review and settings.
Users & Roles Settings
Users have different authority levels and access depending on their given roles. Click here to learn more.