Locate the sidebar by finding the three horizontal lines on the top left of your screen. Orders: List of orders from storefront. Orders will show different status' which are categorized as follows:. Fraud Review: List of accounts flagged for suspicio

Locate the sidebar by finding the three horizontal lines on the top left of your screen. Orders: List of orders from storefront. Orders will show different status&apos; which are categorized as follows:<ul><li>New- Customer has added items to shopping cart</li><li>Fraud Review- Payment is flagged for potential risky behavior and in fraud review</li><li>Pending- Payment is awaiting confirmation of funds in gateway</li><li>Processing- ACH Payment that is processing the transfer of funds between bank accounts</li><li>Pay Review- TBD</li><li>Failed- Payment has failed and order is not fulfilled</li><li>Paid- Payment received and order fulfilled</li><li>Refunded- Customer has been refunded</li><li>Canceled- Order is canceled and will not be fulfilled</li><li>Delivered- Order has arrived at destination</li><li>Charged Back- Customer disputed charge with bank and payment is returned to them</li><li>Pay Review: TBD</li></ul>Fraud Review: List of accounts flagged for suspicious behavior and need approval/disapprovalOffline Payments: Payments such as Zelle, Venmo, CashApp, PayPal, Cash, Check, or Money OrderBanned Customers: Manually removing the customer&#x2019;s access to apply payment methods. Banning levels range from Store ban to Global ban.SettingsPayments: Different types of payment methods enabled for customers to choose at checkout processUsers: List of users on Paymonix and their specific roles/accessCurrency Rates: TBDGeneral Settings: Paymonix settings and enabled integrations with third parties such as Drip or Gmail

Sidebar Tabs

Paymonix 

Learn about what the sidebar tabs mean such as fraud review and settings.

The Difference Between Pending and Processing

Cancelling ACH Orders

Need to Cancel Order While ACH Payment is Processing

ACH Flow

Different Levels of Banning Customers

How to Ban a Customer

Chargebacks

Banning Customers & Chargebacks

Email Resends

Events & Triggers

Exporting Data

Level 1 Fraud- Paymonix Ban List

Level 2: CC & ACH Fraud Review

Why Do Accounts Get Tagged For Fraud?

Fraud Checking

What are Offline Payments?

Log Offline Payments

Search for Logged Offline Payments

Search for Un-Logged Offline Payment Orders

Offline Payments

Order Resends

Adding New or Different Items to Current Resend

What are Orphaned Accounts?

How to Fix Orphaned Accounts

Orphaned Payments

Payment Page Fields

Modifying Payment Types

Modifying Multiple Payment Titles Under One Method

Adding New Payment Types

Payment Settings

How to Change a Payment

Locate Payment Status and What The Status' Mean

Payment Status

Pinning Customers

Pin/UnPin Customers

Refunds

Advance Search a Customer

Standard Search a Customer

Search a Customer

Checking Shipment Status

Putting Shipments on Hold/Cancelling

Adding Shipment Notes

Shipments

Roles

Creating a User

Change Access for Specific Users

Users & Roles Settings

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Platform Integration

Terms & Conditions

Privacy Policy

Legal