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.

Platform Integration

Legal