Sidebar TabsUpdated 2 years ago
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:
- New- Customer has added items to shopping cart
- Fraud Review- Payment is flagged for potential risky behavior and in fraud review
- Pending- Payment is awaiting confirmation of funds in gateway
- Processing- ACH Payment that is processing the transfer of funds between bank accounts
- Pay Review- TBD
- Failed- Payment has failed and order is not fulfilled
- Paid- Payment received and order fulfilled
- Refunded- Customer has been refunded
- Canceled- Order is canceled and will not be fulfilled
- Delivered- Order has arrived at destination
- Charged Back- Customer disputed charge with bank and payment is returned to them
- Pay Review: TBD
Fraud Review: List of accounts flagged for suspicious behavior and need approval/disapproval
Offline Payments: Payments such as Zelle, Venmo, CashApp, PayPal, Cash, Check, or Money Order
Banned Customers: Manually removing the customer’s access to apply payment methods. Banning levels range from Store ban to Global ban.
Settings
Payments: Different types of payment methods enabled for customers to choose at checkout process
Users: List of users on Paymonix and their specific roles/access
Currency Rates: TBD
General Settings: Paymonix settings and enabled integrations with third parties such as Drip or Gmail