Release Notes

link to release-notes Release Notes

Learn about Finix's latest features, enhancements, and changes.

link to may-2026 May 2026

link to cybersource-gateway-integration-now-available Cybersource Gateway Integration Now Available

Finix now supports Cybersource as a gateway integration. Cybersource, a Visa-owned payment gateway, acts as the gateway layer routing transactions to card networks. Merchants can retain their existing checkout solutions while Finix continues to handle merchant onboarding, settlements, and payouts.

Key benefits include:

Merchants must use a Finix-issued Cybersource account. Once a Gateway Integration is created, Cybersource sends an email invitation to activate the account and retrieve transacting credentials.

To learn more:

link to april-2026 April 2026

link to pax-im30-now-available PAX IM30 Now Available

Finix now supports the PAX IM30, a payment terminal built for self-service, semi-attended, and unattended environments. This device enables businesses to deploy Finix-powered payments in kiosks, vending machines, and unattended checkout stations—extending in-person payment acceptance to locations where a dedicated operator isn't always present.

The PAX IM30 is available to customers in the United States and Canada and integrates with Finix via the semi-integrated API.

To learn more:

link to cardholder-name-verification-now-included-with-push-to-card-checks Cardholder Name Verification Now Included with Push-to-Card Checks

When checking a card's eligibility for Push-to-Card (instant payouts to cards), Finix now automatically returns cardholder name verification results alongside the eligibility response. This gives you a richer signal on cardholder identity—without any additional API calls.

Name verification results cover first, last, and middle name matching against the issuing bank and apply to both Visa and Mastercard. If the name on file doesn't match, you can update the cardholder name on the payment instrument and request a re-verification.

Dashboard support for name verification results is coming soon.

For more details, see:

link to update-to-ach-settlement-statement-descriptors Update to ACH Settlement Statement Descriptors

Effective April 22, 2026, Finix is updating the Originator Company Name that appears on ACH credit and debit settlement transactions to comply with NACHA rules. This is the name that shows up on your merchants' bank statements to identify who initiated the settlement.

Previously, merchants saw your company's default Statement Descriptor listed as the originator. Going forward, the descriptor will use the following format:

Finix-Your Statement Descriptor

For example: Finix-PARTNER Name

Please communicate this change to your merchants so they are aware of the updated descriptor on ACH settlement transactions. This change does not impact settlement timing, reporting, or reconciliation processes.

Merchants accepting ACH payments can still set a custom statement descriptor that appears on the end buyer's bank statement. This update only affects how ACH settlement transactions to and from merchant bank accounts are identified.

If you have any questions, reach out to your Customer Delivery Manager or support@finix.com.

link to march-2026 March 2026

link to payment-links-on-finix-checkout-ios-app Payment Links on Finix Checkout iOS App

You can now create and share Payment Links using the Finix Checkout iOS App.

The app is available in the U.S. and supports:

link to febuary-2026 Febuary 2026

link to invoices-is-in-early-access Invoices is in Early Access

Invoices are formal documents used to request payment from a specific buyer for goods or services. Each invoice includes a unique number, itemized details, and a due date. Invoices can be paid in full or in installments and are suitable for business transactions and tax records.

To access Invoices:

  1. In the Finix Dashboard, expand Payment Tools in the left navigation.
  2. Click Invoices.

Check out our Invoices Quickstart guide to see how you can create invoices in the Finix Dashboard.

Invoices Early Access

Invoices is in early access. During our early access promotional period, each invoice payment will be processed at a 0.10% fee per successful transaction.

Starting July 1st, 2026, the standard rate will be increased to 0.40% fee per successful transaction.

Please reach out to Finix Support or your Finix point of contact if you have any questions.

link to mcp-server-now-available MCP Server now available

The Finix MCP Server connects AI assistants like Claude and ChatGPT directly to Finix's live documentation. Instead of guessing or relying on outdated training data, AI tools can now retrieve accurate, up-to-date answers about Finix APIs, guides, and integrations on demand—reducing errors and speeding up development workflows.

Check out our guides on how to set up AI models with Finix's MCP server.

The supported AI models include:

link to surcharging-now-available-on-variable-payment-links Surcharging now available on Variable Payment Links

Variable Payment Links now support surcharge fees to help offset payment processing costs.

The buyer payment page will display a notice indicating that a surcharge applies and specify the exact amount.

See our Surcharge Fees for Payment Links guide for more details.

link to statement-descriptors-on-payment-links Statement Descriptors on Payment Links

With Payment Links, you can now set a custom card statement descriptor for your business. This description will show up on your buyer’s bank or card statement.

Check our Payment Links quickstart to see how you can add a card statement descriptor.

link to january-2026 January 2026

link to splitting-ach-returns-and-disputes Splitting ACH Returns and Disputes

When a buyer disputes a split transaction or an ACH payment is returned, you can now choose how those amounts are distributed across the sellers involved in the original sale.

By default, the primary merchant absorbs the full amount of any dispute or ACH return. You can now optionally enable proportional distribution, where the dispute or return amount is split across all participating sellers based on their share of the original transaction — so each seller is responsible for only their portion.

To enable proportional distribution for disputes or ACH returns, contact Finix Support.

For information on handling disputes and ACH returns with split transactions, please see our Split Transactions guide.

link to december-2025 December 2025

link to finixjs-v2-update finix.js v2 update

We're excited to introduce Finix.js v2, a major upgrade to our client-side tokenization library.This release focuses heavily on performance, security, modern web compatibility, and developer experience.

With a 10× smaller bundle, simplified configuration, improved validation, and a fully refreshed UI system, v2 makes it easier than ever to build secure, PCI-compliant payment flows across modern web applications.

link to whats-new-in-v2 What's New in v2

link to -10-smaller-bundle-size 🚀 10× Smaller Bundle Size

Faster load times, reduced bandwidth usage, and dramatically improved behavior on slower networks and mobile devices.

link to ️-improved-form-validation ✔️ Improved Form Validation

Enhanced client-side validation, including improved international card validation, bank-account validation, and real-time error feedback.

link to -shadow-dom-and-web-app-support 🌐 Shadow DOM and Web App Support

Full compatibility with web components, micro-frontends, and modern reactive frameworks.

link to -new-pre-built-themes--dark-mode 🎨 New Pre-Built Themes + Dark Mode

Cleaner UI out of the box with theme presets (finix, amethyst, sapphire, etc.) and complete dark-mode support.

link to ️-enhanced-customization 🛠️ Enhanced Customization

Improved styles and fonts APIs allow for even more brand-level customization.

link to -plaid-link-support 🏦 Plaid Link Support

When accepting ACH / bank payments, the form now automatically integrates with Plaid Link for a modern, secure bank-account experience.

Learn more about our finix.js v2 by visiting our tokenization form guide.

link to payouts-auto-top-ups Payouts Auto Top-Ups

Auto-Top Ups are now available for Payouts customers. Payouts customers can now set up Auto-Top Up Rules. Finix will check customer's pending balance at 6PM PT daily. If it drops below the set minimum, we'll automatically create a top-up with maximum amount set.

Learn more on our guide

link to november-2025 November 2025

link to dispute-evidence-files-can-now-be-deleted Dispute Evidence Files can now be Deleted

We have released the ability to delete dispute evidence files before the dispute evidence has been submitted to the card networks.

See API documentation here.

link to pax-d135-sample-apps-for-android-and-ios PAX D135 Sample Apps for Android and iOS

We have released updated versions of our sample apps showcasing how to integrate our Android and iOS D135 SDKs. You can use these apps to speed up your development.

link to october-2025 October 2025

link to interac-debit-support-now-available Interac Debit support Now Available

We've released support for Interac Debit on our PAX A800 and A920 Pro. Customers and merchants can now take payments in Canada with Interac, Visa, Mastercard, Discover, and American Express.

Finix continues to grow its presence in Canada through local hiring, new partnerships, and long-term investment to help more businesses modernize their payment infrastructure.

To learn more about Interac see our joint press release or our documentation.

link to september-2025 September 2025

link to subscription-confirmation-emails-now-available Subscription Confirmation Emails Now Available

We've updated our Subscriptions and Subscription Links to allow buyers to receive a confirmation email.

Learn more about Subscription Notifications here.

link to receipt-improvements Receipt Improvements

We've updated the layout of our receipts for Payments, Refunds, and Authorizations. These include changes to the email and PDF generated by Finix.

link to google-pay-support-on-payment-links-and-checkout-forms Google Pay support on Payment Links and Checkout Forms

We've updated our Payment Links and Checkout Forms to support Google Pay. For Payment Links, you'll see an additional option under Allowed Payment Methods in our Dashboard to let buyers pay using Google Pay.

link to dispute-updates Dispute Updates

link to improved-won--lost-updates Improved WON / LOST Updates

We've improved Dispute statuses to update more frequently to WON or LOST. You'll see Disputes update quicker than in the past.

You can read more here about winning and losing disputes.

link to updated-filters Updated Filters

We've updated the default landing page of disputes to automatically filter which disputes need a response. This makes it easier to focus on which disputes need to be challenged or accepted.

link to ability-to-submit-a-partial-dispute-response Ability to Submit a Partial Dispute Response

We now allow you to respond to partial dispute amounts. This can be helpful if you disagree with the amount of the inquiry or chargeback, but acknowledge that part of it is valid.

link to including-a-previously-initiated-refund-when-responding-to-a-dispute Including a previously initiated refund when Responding to a Dispute

Specifying a refund when responding to a dispute can be useful when you refunded the cardholder but they separately opened up a dispute with their bank.

For both full dispute amounts and partial dispute amounts, you can specify if a refund was already provided to the cardholder. We'll submit this information to the card networks as part of the response.

If you don't see the refund, you can manually link a refund. This may be applicable if you did an unreferenced refund.

link to august-2025 August 2025

link to updated-postman-collection Updated Postman Collection

We have updated our API Reference Postman collection to include all the examples available in Finix's API documentation. This enhancement allows the Postman collection to serve as a standalone API reference.

To explore specific examples, expand the requests. For instance, you can expand the "POST Create a Payment Instrument" request to view example requests for creating cards, bank accounts, and more.

You can access our Postman collection here.

link to july-2025 July 2025

link to buyer-fees-now-available-on-our-payment-links-and-checkout-forms Buyer Fees now available on our Payment Links and Checkout Forms

link to surcharging Surcharging

You can now surcharge on our Payment Links and Checkout Forms. Surcharge fees are available to sellers to help cover the cost of processing payments.

Note: Surcharging only works on Credit Cards and if the merchant is enabled for surcharging. To learn more about Surcharging, see our guide here.

link to convenience-fees Convenience Fees

You can now use Convenience Fees on our Payment Links and Checkout Forms. A convenience fee is a Buyer Charge that can only get passed to buyers when the seller is providing a method of payment (usually internet or over the phone) different from its standard payment channel (historically mail or in-person).

To learn more about Convenience Fees, see our guide here.

link to june-2025 June 2025

link to updated-woocommerce-plugin Updated WooCommerce Plugin

Our Finix for WooCommerce plugin allows merchants to have fast, flexible, and reliable payments with Finix. Whether you're launching a new shop or scaling an existing one, We makes it easy to accept payments and manage orders.

In our latest release, we've updated our plugin to version 1.2.0. This plugin comes with a number of updates including:

To download and install our plugin, you can click here or read our guide. If you have auto updates enabled the plugin should update automatically depending on your WordPress settings.

link to updated-dashboard-sidebar Updated Dashboard Sidebar

Key Updates:

link to steps-to-upload-a-logo-for-the-collapsed-sidebar Steps to upload a logo for the collapsed sidebar

Follow the steps below to upload a icon for the collapsed sidebar. If you don't upload one, we will use a generic unbranded icon for your merchants.

  1. Head towards the Settings > Company > Branding Page.
  2. Upload a square logo in the Icon Logo section.
  3. Save and review your image once you collapse the sidebar.

link to standalone-mode-filters Standalone Mode Filters

You can now filter transactions on the Standalone Mode. This is useful if you need to find a specific transaction or see transactions for a specific merchant. For additional details, see our Standalone Mode Filters Guide.

Below is a gif showing how to filter transactions on the Standalone Mode.

link to custom-fields-to-receipts Custom Fields to Receipts

You can now add custom fields to receipts. This allows you to add custom data fields—like invoice numbers — to printed receipts directly through the API. This enhancement gives you more flexibility to tailor receipts to your business needs.

For example, you can now include fields like "Invoice Number: 12345" directly on the printed receipt.

For additional details, see our Custom Fields to Receipts Guide.

link to may-2025 May 2025

link to virtual-terminal-updates Virtual Terminal Updates

link to surcharging-1 Surcharging

You can now use surcharging on the Virtual Terminal. Our Virtual Terminal supports surcharging on online and in-person payments via a connected POS Terminal.

link to statement-descriptors Statement Descriptors

On the Virtual Terminal, you can now pass in Custom Statement Descriptors.

These statement descriptors show up on your buyer's bank statement and may help them identify the purchase. Using statement descriptors may lead to less support tickets or chargebacks.

link to device-configuration-overrides Device Configuration Overrides

You can now override the device configuration for a specific transaction. This is useful if you need to change the device configuration for a specific transaction. For additional details, see our Device Configuration Overrides Guide.

Device configuration overrides is supported for the following features:

If there is a configuration override that is not listed above, please reach out to Finix Support to submit the request.

link to april-2025 April 2025

link to updated-finix-documentation-site Updated Finix Documentation Site

We've made improvements to our documentation site:

link to improved-search Improved Search

link to improved-navigation Improved Navigation

link to improved-styling Improved Styling

link to dark-mode Dark Mode

link to leave-feedback-on-pages Leave Feedback on Pages

link to residual-settlements-now-available-on-the-finix-dashboard Residual Settlements now available on the Finix Dashboard

If you are a platform, you can now see your residuals on the Finix Dashboard. This updated system will be used for all future residual calculations and payouts.

Note: Some customers will remain on the Net Profit Report. Please contact your Finix Representative if you have questions.

We’re rolling out a new way of calculating residuals this month and going forward. This updated system will be used for all future residual calculations and payouts.

link to whats-changing What’s changing?

Instead of using the Net Profit Report, Finix will now generate Residual Settlements that contain:

link to what-reports-are-available What reports are available?

Finix will provide a report to help you analyze your billing settlements:

link to how-do-i-access-residual-settlements How do I access residual settlements?

There will be a new Company Financials tab under Settings → Company Page.

Within this tab, you’ll find four sections:

link to sample-ecommerce-application Sample Ecommerce Application

To help make it easier to integrate to Finix, we've created an example e-commerce application. This Next.js web app demonstrates how to integrate it Finix using either:

Sample Accept a Payment App \ \ Sample e-commerce application that shows how to use Finix's checkout forms and how to take a payment with our Token Forms.

link to tokenization-form-improvements Tokenization Form Improvements

We’re excited to announce updates to our finix.js library launching on April 15. These improvements apply to our Tokenization Forms—BankTokenForm, CardTokenForm, and TokenForm—as we move from version 1.2.3 to 1.3.1.

What’s New in Version 1.3.1:

If you're not using a locked version of the library, this update will roll out automatically.

link to manual-entry-of-card-details-on-the-terminal-for-pos-integration Manual Entry of Card Details on the Terminal for POS Integration

Not every transaction starts with a tap or swipe. Manual entry gives your business the flexibility to accept payments even when cards can’t be read physically. With Finix, you can enable secure, network-compliant manual card entry right on the terminal—ideal for phone orders, card damage, or remote checkout scenarios.

In this guide, you can learn how to manually enter card details on the terminal when integrated via API.

---

link to march-2025 March 2025

link to multi-factor-authentication-mfa-required-starting-march-1st Multi Factor Authentication (MFA) Required Starting March 1st

At Finix, we prioritize the security of your account and sensitive information. To further strengthen account protection, we will begin enforcing Multi-Factor Authentication (MFA) starting on March 1st.

MFA adds an extra layer of security by requiring not only your username and password, but also a second verification step. This is essential in preventing unauthorized access and ensuring the safety of your data.

link to finix-offers-the-following-options-for-mfa Finix offers the following options for MFA

link to before-march-1st Before March 1st

  1. Please enable MFA for your account by following the simple steps outlined in this guide.
  2. If your merchants log into the Finix Dashboard, we recommend pass along this guide or similar content and communicate that MFA will be required to login starting on March 1st.

link to after-march-1st After March 1st

Anyone who does not have MFA enabled will be prompted to do so when they login.

If you have any questions or need assistance setting up MFA, please contact us at support@finix.com and we are happy to help.If you have any questions or need assistance setting up MFA, please contact us at support@finix.com and we are happy to help.

link to february-2025 February 2025

link to dashboard-enhancements Dashboard Enhancements

link to transaction-flow-available-on-payments-and-authorizations Transaction Flow available on Payments and Authorizations

Merchants can now easily see a Transaction Flow when viewing a Payment. This allows for an easier understanding of where a Payment is and whether a Merchant's Settlement was Approved.

link to payment-links-can-now-be-edited-after-being-created Payment Links can now be Edited after being Created

Merchants can now easily edit Payment Links. For all Payment Links, you can now edit them. Depending on the type of payment link and state different fields are editable.

This can be handy for merchants who want to rename Payment Links and especially for Single Use Payment Links which have more editable fields.

link to streamlined-checkout-experience-for-pax-terminals Streamlined Checkout Experience for Pax Terminals

link to faster-and-more-intuitive-transactions-on-standalone-mode Faster and More Intuitive Transactions on Standalone Mode

We've redesigned the core checkout flow for speed and ease of use. From initiating a sale to completing the transaction, the process is intuitive and efficient. For a full breakdown of the recent Standalone Mode enhancements see here.

link to enhanced-payment-confirmation-for-both-standalone-and-cloud-integrations Enhanced Payment Confirmation for both Standalone and Cloud Integrations

Clearer on-screen confirmations and receipt options ensure both you and your customers have a seamless checkout experience.

link to subscription-billing-available-to-all-customers Subscription Billing Available to All Customers

Subscription Billing allows you to charge your customers for a product or service at regular intervals.

link to new-features-include New features include

link to how-to-enable How to Enable

You can use Susbcriptions in your dashboard or use our API. Please refer to the Subscription Guidelines for important compliance information.

To learn more about Subscription Billing, visit our Subscription Guide.

link to account-updater-improvements Account Updater Improvements

Card Account Updater is a service offered by the card brands. When a card expires or is replaced, the card brands will push the new information to Finix’s platform, keeping your customer’s payment data up-to-date.

link to key-benefits Key Benefits

link to new-improvements New Improvements

link to pricing-details Pricing Details

$0.55 USD; $0.80 CAD per card updated unless a different price is specified in your current contract.

link to how-to-enable-1 How to Enable

Contact our support team to enable Account Updater for net-new payment instruments or historical ones.

To learn more about Account Updater, visit our Account Updater Guide.

link to network-tokenization Network Tokenization

Network tokens replace card information with a randomized string of letters and numbers when sending data to a card network. When a card is expired or replaced, the card information is automatically updated.

link to key-benefits-1 Key Benefits

link to how-to-enable-2 How to Enable

Contact our support team to enable Account Updater for net-new Payment Instruments or historical ones.

To learn more about Network Tokenization, visit our Network Tokenization Guide

link to january-2025 January 2025

link to instant-payouts-for-settlements Instant Payouts for Settlements

This is a new feature for merchants who need quick access to funds from card transactions. Whether it's to cover unexpected expenses or improve cash flow, merchants can now request instant settlements directly to a specified debit card.

link to key-benefits-2 Key Benefits

link to pricing-details-1 Pricing Details

1.5% per payout.

link to how-to-enable-3 How to Enable

Contact your Finix Representative on or after February 1, 2025 to initiate a risk review. Once approved, the feature will be activated in your dashboard, allowing you to request instant settlements at the rate above.

If you are interested in getting activated earlier please contact your Support Representative.

link to additional-merchant-fees-now-available Additional Merchant Fees Now Available

For software platforms and marketplaces, we've added new fees available to charge merchants.

You can view all our fees on our Fee Profile API reference or on our Dashboard when you create a Fee Profile.

link to support-for-fees-on-for-nocs-on-ach-sales-and-refunds Support for fees on for NOCs on ACH sales and Refunds

We've added the ability to set fees to merchants if there is a Notice of Change (NOC) on an ACH Sale or Refund.

link to support-for-fees-on-nocs-for-settlement-funding-transfers Support for fees on NOCs for Settlement Funding Transfers

We've added support to charge for Notice of Change (NOC) events on Settlement Funding transfers. These are the payouts issued to your merchants that may fail completely (ACH Return) or alternatively result in a NOC.

link to support-for-fees-on-settlement-funding-transfers-next-day-ach-same-day-ach-instant-payouts Support for Fees on Settlement Funding Transfers (Next Day ACH, Same Day ACH, Instant Payouts)

We've added support to create Settlement Funding Transfer fees to your merchants.

You can set different rates for:

link to fees-for-transfers-created-via-subscription-billing Fees for Transfers created via Subscription Billing

If a merchant uses Finix's subscription billing product to create subscriptions, you can now charge for this event.

You can set different rates for ACH, Card, and EFT subscriptions. The fees are applied on SUCCEEDED``transfers.

link to passing-through-dues-and-assessments-now-available Passing through Dues and Assessments now Available

Software Platforms and Marketplaces can now choose to pass through Dues and Assessments to sub-merchants. This functionality is available in our Dashboard or via API.

API DetailsTo use our API functionality, you can simply pass in "charge_dues_asssessments": true in our Fee Profile.

This functionality is only available in our FINIX_V1 Processor.

link to new-dynamic-fee-workflows New Dynamic Fee Workflows

link to supplemental-fees Supplemental Fees

You can now create a supplemental_fee at the time of transfer creation or authorization capture.This allows you to charge interchange plus pricing and for customer to calculate and charge an additional fee for each transfer.

You can view how to create a supplemental fee using our API reference for a Transfer or Authorization.

link to attaching-a-fee-profile-to-a-transfer-or-authorization-capture Attaching a Fee Profile to a Transfer or Authorization Capture

Ability to provide which fee_profile to use at time of transfer creation or authorization capture. This allows you to create multiple fee profiles and choose which one they want to apply for each transfer. If not provided fee_profile will default to the on assigned to the merchant

You can view how to attach a Fee Profile using our API Reference for a Transfer or Authorization.

link to december-2024 December 2024

link to apply-custom-fees-to-merchants Apply custom fees to merchants

Software Platforms and Marketplaces now have the ability create custom fees to their sub-merchants. This is helpful if you have a custom charge you want to pass through to your sub-merchants through Finix's settlement engine.

The fee would be paid out as part of your monthly residual after subtracting Finix's costs. To learn how to use this feature, visit our API reference.

link to november-2024 November 2024

link to new-transfer-filters New Transfer Filters

We've extended our Transfer Filters to now all you to filter by:

These filters will allow you to build a much more rich experience if you are integrating via API. If you are using the Finix dashboard, these filters are ready to be used now.

link to new-merchant-filters New Merchant Filters

We've extended our Merchant Filters by:

link to october-2024 October 2024

link to subscription-billing-updates Subscription Billing Updates

link to view-all-payments-for-a-subscription View all payments for a subscription

You can now see all the Payments for a Subscription on the Finix Dashboard. When you click on an individual Subscription, there will be a new Payments Tab.

link to buyer-page-now-shows-all-subscriptions-for-a-buyer Buyer Page now shows all subscriptions for a buyer

When you click on a Buyer, you will now see all the Subscriptions associated to them. This can be a time saver for customer support or modifying subscriptions for a Buyer.

link to september-2024 September 2024

link to merchant-update-request-improvements Merchant Update Request Improvements

To streamline update requests during Seller Merchant onboarding, Finix introduced several new features:

For more details, read the full guide.

link to qr-codes-for-payment-links QR Codes for Payment Links

We've added an option to generate a QR Code on a payment link. Sellers can choose to either copy the image or download it.

link to new-sidepanels-on-payment-and-authorization-pages New Sidepanels on Payment and Authorization Pages

We added sidepanels to the Payment and Authorization pages. The sidepanels allow you to quickly view information about each payment without going to a different page. This can be useful for reviewing transactions quickly.

link to august-2024 August 2024

link to send-receipts-on-payment-links Send Receipts on Payment Links

You can now add receipts to Payment Links. In addition, you can optionally have a copy of the receipt be sent to yourself. When a buyer is completing their transaction via Payment Link, they'll input the email address or phone number of where to send the receipt.

link to july-2024 July 2024

link to subscription-billing-now-available Subscription Billing now available

Early Access

This is an early access feature. Please contact your Finix Point of Contact if you are interested in learning more.

Direct Merchants and Platforms can take can now charge subscriptions to buyers. Subscriptions let you charge a fixed amount to a card or bank account on a recurring time period. You can use Subscriptions to charge buyers, customers, or even merchants.

Example use cases for Subscriptions:

For more details, read the full guide.

link to june-2024 June 2024

link to email-receipts-now-available-using-the-virtual-terminal Email receipts now available using the Virtual Terminal

We've updated our Virtual Terminal so you can send receipts. You can now select to automatically email a PDF receipt to the buyer and can optionally choose a copy be sent to yourself. You can also generate a new receipt for an existing payment that was processed in the past.

link to sms-multi-factor-authentication SMS Multi Factor Authentication

Users can now use SMS as an alternative for Multi Factor Authentication (MFA). Finix now supports MFA via:

Read more about SMS here.

link to updated-navigation-bar-on-finix-dashboard Updated Navigation Bar on Finix Dashboard

We've updated our Navigation Bar to make it easier to navigate on the Finix Dashboard.

link to may-2024 May 2024

link to new-point-of-sale-devices-available-on-our-finix_v1-processor New Point of Sale Devices Available on our FINIX_V1 Processor

link to pax-a920-pro Pax A920 Pro

The PAX A920 Pro is an upgraded version of the A920 with a faster processor, larger HD screen, professional infrared barcode scanner, and a 5MP camera. It supports a wide range of advanced connectivity options, NFC contactless, and electronic signature capture,

link to pax-a800 Pax A800

The A800 offers high performance and the flexibility to be used as either a countertop device or mobile solution. Used as a countertop device, connected to an optional hub, the A800 allows merchants to connect to the Internet via Ethernet.

link to pax-mpos Pax MPOS

Weighing less than 3 oz, the ultra-light D135 packs high efficiency and portability to deliver a seamless payment experience for merchants of any size. You can take NFC payments, chip payments, and swiped cards.

You can connect this device to a phone or tablet via Bluetooth or with a wired USB chord.

link to new-tipping-configurations New Tipping Configurations

You now choose how to configure tipping on in-person devices using the Finix Dashboard and via API.

We support three values for different tip percentages. We also let buyers enter in a custom tip amount.

You have the option to do fixed amounts for lower transaction amounts. This feature is helpful for coffee shops or other locations with variable low and high transaction amounts.

link to finix-dashboard-is-now-mobile-responsive Finix Dashboard is now Mobile Responsive

We updated the Finix Dashboard to be mobile responsive. Merchants can use the Virtual Terminal and Payment Links easily on their phones to take a payment. You can also view our insights on the go using your phone or tablet.

link to payout-links Payout Links

Payout Links are one-time use links to send a payout to a recipient. You can email or text the link to your recipient. If conducting a card payout, funds are usually available in minutes.

You can use payout links to send insurance payouts, sales commissions, and more. You can customize the payout link with your brand name and logo.

Learn more about Payout Links here.

link to april-2024 April 2024

link to sub-merchant-dashboard-updates Sub-merchant Dashboard Updates

link to payment-links-are-now-available-to-sub-merchants Payment Links are now available to sub-merchants

Sub-merchants will now be able to create Payment Links and send them to their buyers. They can customize the branding for the payment link, items, expiration time, and the allowed payment methods. Read more about Payment Links here.

link to virtual-terminal-now-available-to-sub-merchants Virtual Terminal now available to sub-merchants

Sub-merchants can now create Sales and Authorizations on the Dashboard using the virtual terminal. They can enter card information and create a transaction on our white-labeled dashboard.

link to sub-merchants-now-have-access-to-our-insights-data Sub-merchants now have access to our Insights data

Sub-merchants will have access to high-level business insights on the home page and more granular insights related to their payments, authorizations, and refunds on the Transactions Insights page. They can view their transaction volume, trends, and more within our white-labeled dashboards.

link to updated-left-navigation-bar Updated Left Navigation Bar

We’ve updated our left nav bar to a lighter theme to better match the aesthetics of the dashboard. If you have custom branding on the dashboard, your view will be unaffected by this change.

link to send-money-on-the-dashboard Send Money on the Dashboard

You now have the option to send payouts to previously onboarded recipients using the dashboard. You can also add a new recipient on the dashboard and send them money once they are successfully onboarded.

link to token-form-updates Token Form Updates

We’ve updated our finix.js library to version 1.1.0. This is our javascript library for tokenizing payment instruments using our Token Forms.

Summary of our recent changes:

link to march-2024 March 2024

link to seamlessly-add-and-verify-merchant-bank-accounts-with-plaid Seamlessly add and verify merchant bank accounts with Plaid

We’ve partnered with Plaid to help you instantly add and verify merchant bank accounts during onboarding with a seamless and secure flow for your sellers, buyers, and recipients.

Embedded Verification: Plaid is now directly embedded into our no-code Onboarding Forms, giving merchants the option to link their financial accounts in seconds using their banking credentials. Finix supports Plaid bank authentication for thousands of U.S. and Canadian institutions, so you can quickly confirm account existence and ownership to sign up trusted merchants for payments.

Dashboard Enhancement: We’ve added Plaid’s authentication flow to Finix dashboards to equip your merchants with a simple way to update their bank accounts.

API Flexibility: You can leverage our partnership to integrate Plaid into your own onboarding forms or product experience using Finix’s APIs. This helps you create tailored bank account processes that meet your specific business needs.

Read our integration guide to learn more.

link to february-2024 February 2024

link to finix-is-now-live-in-canada- Finix is now live in Canada 🇨🇦

We’re excited to announce our launch as a payment processor in Canada! Our unified platform now equips Canadian businesses with everything you need to accept payments online and in person and efficiently manage your business, including embedded tools for financial reporting, fraud prevention, compliance and more.

Our flexible technology is built to support the needs of Canadian businesses of all sizes and industries, from software platforms to digital marketplaces and many types of ecommerce and merchant businesses. If you’re a Canadian business or international business with a Canadian presence, Finix is here to help you simplify cross-border payments with a platform purpose-built for growth.

Read our announcement blog to learn more.

link to automate-your-merchant-underwriting-with-finixs-new-solution Automate your merchant underwriting with Finix’s new solution

Introducing Merchant Underwriting! Our new solution automates underwriting workflows to help you onboard merchants faster and more efficiently scale your business. Use our solution to underwrite merchants for payments with any processor or power merchant verification for a variety of financial use cases.

Bring your underwriting processes together in a single place:

Reduce time-to-decisions to seconds without compromising risk through streamlined underwriting orchestration.

To learn more, visit Merchant Underwriting.

link to easily-add-and-manage-terminals-in-your-dashboard Easily add and manage terminals in your dashboard

We’ve built a new Payment Devices section in your Finix dashboard that helps you add, manage, and configure your payment terminals in a single place.

Seamlessly manage your fleet across all your locations with self-service capabilities to:

Please note, device management only applies to Finix-supported terminals.

link to january-2024 January 2024

link to send-money-with-finix-payouts Send money with Finix Payouts

Introducing Finix Payouts! Send fast digital payouts from your business to a business or individual recipient’s card or bank account. With our new solution you can easily automate payout workflows via API and send money at scale.

No matter your use case, we’ve got you covered. Power near limitless payout possibilities—like disbursing funds for gig workers, insurance claims, deposit refunds, payroll and more.

Use Finix Payouts to flexibly send money on the timeline you choose:

One seamless API integration, powerful custom dashboards, embedded compliance, and more equip you with the tools you need to start sending money quickly and efficiently manage your payouts. Easily toggle between your Payments and Payouts in your dashboard with an all-in-one provider that helps you power both.

To learn more, visit Payouts.

1 Actual fund availability depends on receiving financial institution and region

link to december-2023 December 2023

link to power-checkouts-across-channels-with-payment-links Power checkouts across channels with Payment Links

Our new Payment Links enable you to easily create shareable links you can use to accept payments from buyers online–with no code required. You can share these links across a variety of channels, like sms, email, and social, or embed them into QR codes, content, buttons, and more— anywhere a link can go!

You can create these links in the new Payment Links section of your dashboard–note, this requires admin-level permissions. In this new section of the dashboard, you can track and analyze all the links you’ve created and payments you’ve received for a specific link. You can also integrate with our Payment Links via API if you’re looking to create custom payment workflows with your own internal tools.

To learn more, please see Payment Links.

link to take-payments-from-your-browser-with-the-new-virtual-terminal Take payments from your browser with the new Virtual Terminal

With our new Virtual Terminal, you can manually take payments right from your Finix dashboard. This allows members of your team with admin-level permissions to manually key in and process payments received over the phone, via mail, in-person or other channels without a physical point of sale or online checkout form required. This enables you to accept payments in a more convenient way for certain customers and power sales you’d otherwise miss.

To learn more, please see Virtual Terminal.

link to november-2023 November 2023

link to new-tokenization-forms-securely-accept-payment-details-with-less-code New Tokenization Forms: Securely accept payment details with less code

We’ve released a new suite of embeddable payment forms that make it easier to securely accept payment information in your app or website. These low-code tools seamlessly integrate into your checkout flow to help you accept and tokenize card and bank account details buyers enter for a payment–reducing your compliance burden with data securely handled by Finix.

Compared to our existing Hosted Fields, these pre-built forms require minimal code–developers can get started with less than 10 lines of code. They also give you more control over customization to match the look of your brand and unique checkout requirements. Plus, better error handling and validation and a more intuitive design to help drive conversions.

To learn more, see Tokenization Forms.

link to october-2023 October 2023

link to split-transactions-in-your-finix-sandbox-dashboard Split transactions in your Finix sandbox dashboard

You can now view and manage test split transactions in your Finix sandbox dashboard. Split transactions enable you to split the funds from a singular transaction across several different sellers.

Please note, Split Transactions is currently in early access and subject to further changes. For more information, reach out to the Finix Support Team.

To learn more about Split Transactions, see Split Transactions.

link to september-2023 September 2023

link to new-insights-for-customers-who-manage-sellers New insights for customers who manage sellers

If you’re a Finix customer who manages sellers, you can now access a brand new Insights page that helps you get a holistic look at your merchant management activity. Get an at-a-glance view of key metrics, see trends around onboarding statuses and active merchants, analyze transaction data by each of your merchants and other variables, and more, right in your Finix dashboard.

Just like other insights in our dashboard you can easily slice and dice these data points across specific time frames and variables to find the exact info you’re looking for.

link to enhanced-dispute-search-with-30-new-filters Enhanced dispute search with 30+ new filters

We’ve added more than 30 new filters to help you easily search, sort and export your dispute data. These dispute filters are available via both dashboard and API and are especially helpful if you’re looking to pull on-demand CSV reports of your disputes customized around your desired parameters.

For more information, see List Disputes.

link to august-2023 August 2023

link to new-exceptions-insights-page New Exceptions Insights page

We’ve added a brand new Exceptions Insights page with two individual tabs for Disputes and ACH Returns data. Get a simpler view of your exception management with key dispute and ACH return metrics at-a-glance and track data across specific time periods and different filters.

link to introducing-6-new-in-person-payment-terminals Introducing 6 new in-person payment terminals

We’ve introduced six additional payment terminals to our diverse selection of supported in-person payments hardware. These newly added devices feature a wide array of form factors and functionalities to help support all your in-person payment needs.

For more information on the terminals Finix supports, see Managing Your Devices.

link to enable-surcharging-for-in-person-payments-via-api Enable surcharging for in-person payments via API

You can now enable buyer surcharge fees for your merchants on in-person payments via API.

Please consult your legal counsel if you have questions about a seller's eligibility to assess surcharges or surcharging requirements. Eligibility and requirements are governed by applicable state laws and card brand rules.

For more information, see Buyer Charges.

link to tokenize-international-cards-on-ios-and-android-devices Tokenize international cards on iOS and Android devices

You can now tokenize international cards on both iOS and Android devices using our mobile tokenization tools. Previously, mobile tokenization was limited to only cards issued within the U.S.

Please note, this only applies to international card transactions with U.S. merchants, in which the international currency is converted into USD.

For more information, see Mobile Tokenization.

link to easier-bulk-exports-on-dashboard-pages Easier bulk exports on dashboard pages

Exporting payments data in the dashboard is now a whole lot easier! We added the ability to seamlessly perform bulk exports on the Authorizations, Merchant Accounts, Settlements, Disputes and Settlement Entries pages of the dashboard. Instead of needing to scroll through all the data listed on these specific pages first, you can now generate a bulk export for all the available data with a single click of a button.

link to test-split-transactions-via-api-in-your-finix-sandbox Test Split Transactions via API in your Finix sandbox

You can now test split transactions in the sandbox via API. Split transactions enable you to split the settlements from a singular transaction across several different test sellers.

Please note, Split Transactions is currently in early access and subject to further changes. For more information, reach out to the Finix Support team.

To learn more about this feature, see Split a Transaction.

link to july-2023 July 2023

link to 40-new-insights--analytics-in-the-finix-dashboard 40+ New Insights & Analytics in the Finix Dashboard

We’ve upgraded the Finix dashboard with dozens of new metrics, charts and visuals to help you see your payments data in powerful new ways.

link to redesigned-homepage Redesigned Homepage

Get a comprehensive look at your payments activity with the sleeker, smarter and more data-rich Home page. Use the new and improved Home page to get an at-a-glance view of your most important metrics with interactive visualizations and other key insights that can be sliced and diced across specific time periods and a variety of data points with enhanced filtering.

link to new-transaction-insights-page New Transaction Insights page

We’ve added a brand new Transaction Insights page with three individual tabs to visualize your Payments, Authorizations, and Refunds data. View and filter across different card brands, payment methods, issuer countries, merchants, date ranges, and more to get a deeper look at your transaction data.

Stay tuned for even more data and analytics tools coming to your dashboard soon!

link to june-2023 June 2023

link to seamlessly-upload-dispute-evidence-files-via-dashboard Seamlessly upload dispute evidence files via dashboard

We’ve made the experience of responding to disputes in the Finix dashboard a lot more seamless. You can now upload and submit dispute evidence files (receipts, shipping information, customer communications, etc.) directly in the Finix dashboard. Once submitted, we’ll then forward the uploaded evidence to support your defense against the dispute.

For a single dispute, you can upload up to 8 files (total size of all files must be less than 10 mb) in JPG, PNG, or PDF formats. We also recommend using the “Summary of Evidence” field to include information that describes or supports the evidence you’ve uploaded for the issuer to review. After we forward your evidence to the appropriate parties, we’ll update the status of your evidence files to confirm they were submitted successfully.

For more information, please see Uploading Evidence on the Dashboard.

This functionality is also available via API.

link to easily-accept-and-close-disputes-in-the-dashboard Easily accept and close disputes in the dashboard

If a dispute gets filed that you don’t want to challenge, you can now easily accept and close that dispute directly in the dashboard.

Reasons you might want to accept liability for a dispute could include:

On Pending disputes, you’ll now see a button to “Accept Liability”. You can also include a note to communicate to the issuer why it was accepted and provide any other relevant information.

We’ll then forward this information to the appropriate parties to finalize acceptance of the dispute. For more information, please see Accepting a Dispute.

This functionality is also available via API.

Please note, this action is final and accepted disputes count toward your maximum permitted quantity. Once accepted, the dispute will move to a closed state.

link to auto-complete-for-merchant-addresses-on-hosted-onboarding-forms Auto-complete for merchant addresses on Hosted Onboarding Forms

We’ve added Google address autocomplete to Finix hosted merchant onboarding forms to provide a more convenient experience for your merchants and better ensure the accuracy of the address information they provide.

Now when a user is filling out an onboarding form and begins to enter their address, the field will expand into a list of predicted matches they can select from to autocomplete the field based on the info they’ve already typed.

link to developers-can-now-see-raw-api-response-on-failed-transfers Developers can now see raw API response on failed Transfers

If a transfer fails, the raw API response is now available for review in the Finix Dashboard. This is especially helpful for developers who can quickly access the response to see why the payment failed and troubleshoot.

link to upgraded-disputes-dashboard-ui Upgraded disputes dashboard UI

We’ve added and improved elements of the Disputes section of the dashboard to better deliver the critical information you need to manage disputes.

This includes:

link to updated-look--feel-for-payout-settings Updated look & feel for payout settings

We’ve refreshed the look and feel of payout settings in the dashboard to make them more intuitive.

Changes include various copy, layout, and visual updates that make it easier to see all payout settings you have configured and when settlements and fees get delivered.

link to added-id-fields-for-dispute-and-dispute-evidence-files-apis Added ID fields for dispute and dispute evidence files APIs

We added new fields to the Dispute and Dispute Evidence APIs that makes it easier to manage these resources; especially if you have multiple applications or merchants with Finix.

link to user-permissions-list-on-team-member-view-page User permissions list on team member view page

Administrators managing your company’s team members and roles, can now see all the permissions enabled for a given user when looking at a specific team member’s user page in the dashboard.

This permission list helps provide at-a-glance information on what level of access to sensitive payments data and available actions a specific user of yours has.

link to surcharge-enabled-is-now-on-merchant-resource Surcharge enabled is now on merchant resource

We added a field to the Merchant API resource that details if a seller has surcharges enabled to make it easier for you to identify if processing surcharges is active for the seller.

link to may-2023 May 2023

link to easily-link-disputes-and-dispute-evidence-with-tags Easily Link Disputes and Dispute Evidence with Tags

You can now add and edit tags for Disputes and Dispute Evidence Files via API, just like you would for the other Finix API resources you use (Transfers, Payment Instruments, etc.)

Assigning tags to Disputes and Dispute Evidence files allows you to seamlessly link Finix dispute resources to your own system and include additional data about disputes, such as a custom unique id.

For more details on using tags, see Tags.

link to upgraded-dashboard-date-selection-button Upgraded Dashboard Date Selection Button

We’ve upgraded the look and feel of the date selection button that appears throughout the Finix dashboard, to make filtering your dashboard payments data by specific dates or periods more seamless and dynamic.

link to prevent-duplicate-refunds Prevent Duplicate Refunds

You can now include an idempotency_id when creating a Refund or Reversal. Including this unique identifier with your refund API requests helps ensure that even if duplicate API requests for the same refund are sent, the refund is only initiated once. This is key, because sometimes an issue like an interruption with your network connection or problem with your server can cause an API request for the same refund to get submitted multiple times.

For more details on the idempotency_id, see Idempotent Requests.

link to validate-and-tokenize-bank-accounts-at-the-same-time Validate and Tokenize Bank Accounts at the Same Time

You can now validate new bank accounts when they’re tokenized and used to create payment instruments. This helps you know for certain whether a new bank account is valid before using it in a transaction.

To verify that a bank account actually exists when creating a token, you can include the attempt_bank_account_validation_check field. If a bank account doesn’t exist, the token will create a payment_instrument with an error in the address_verification field.

link to edit-buyer-names-for-payment-instruments-via-api Edit Buyer Names for Payment Instruments via API

The name of a buyer linked to a payment instrument (card, bank account, token, etc.) can now be edited via API. This is helpful in situations where you need to change a name to correct an error or reflect an update to the name of the payment instrument’s owner.

To update the name associated with a Payment Instrument, see Update a Payment Instrument.

link to april-2023 April 2023

link to apply-for-live-payment-processing-via-the-finix-sandbox Apply for Live Payment Processing via the Finix Sandbox

You can now apply for a live payment processing account in the Finix Sandbox!

The Finix Sandbox allows you to easily sign up for an account via our website to explore the Finix dashboard and simulate what your live production experience would be - including accepting test payment transactions, simulating merchant payouts, and building test integrations with Finix.

If you’re ready to start processing payments with Finix, you can easily apply for a live account via your sandbox dashboard, by submitting all the needed application info and selecting what pricing schema and business configuration works best for you. If approved, you can begin accepting payments with Finix in live production.

link to more-failure-codes-for-processing-in-person-payments More Failure Codes for Processing In-Person Payments

Below, we’ve added two additional in-person payment failure codes to help you better understand why a certain transaction failed and trigger your own workflows in response to the issue. You can see the full list of failure codes and associated failure messages here.

We also updated the failure messages for the following existing in-person payment failure codes:

link to faster-in-person-payments Faster in-person payments

In-person payments are now faster than ever! We’ve improved the time it takes our in-person payments API to share the result of a transaction with your system to an average speed of 0.5 seconds. This helps speed up the overall transaction flow and deliver more seamless checkout experiences for your buyers.

link to webhook-enhancements Webhook enhancements

To make your dashboard experience more intuitive and powerful, we’ve added the Onboarding Form webhook event to dashboard and Updated API + Webhook logs.

link to march-2023 March 2023

link to payment-solutions-for-direct-merchants-and-online-marketplaces Payment Solutions for Direct Merchants and Online Marketplaces

Finix’s payment platform can now support Direct Merchants and Online Marketplaces, in addition to our existing customer segments.

This release delivers more configurations of our platform and different bundles of features for payments solutions tailored to the unique needs of different supported business models and their specific payments use cases.

We support:

For more info, see Who We Serve.

link to customized-developer-sandboxes-for-different-business-types Customized Developer Sandboxes for Different Business Types

We’ve enhanced the Finix Sandbox to provide tailored testing experiences for different types of businesses. This latest release adds specialized sandbox environments for different business types, including Software Platforms, Online Marketplaces and Direct Merchants. Now, when a user signs up for a Sandbox account, they will select their business type and be taken to a Finix Sandbox dashboard designed specifically for the business type they selected.

The Finix Sandbox allows users to easily sign up for an account via our website and explore the Finix dashboard and simulate what their live production experience would be - including accepting test payment transactions, simulating merchant payouts, and building test integrations with Finix, all before applying for a live production account.

For more info, see Signing up for a Finix Account.

link to updated-finix-team-members--roles-in-the-finix-dashboard Updated Finix Team Members & Roles in the Finix Dashboard

This feature enables customers to manage their Team Members, Roles, and access levels in the Finix dashboard. These enhancements make it possible for administrators (those with the highest level of access) to add, customize, and manage the users from their company, directly in the Finix dashboard. Managed permissions provide enhanced security and limit who can see sensitive payments data.

In the Finix dashboard you can now easily:

The variety of configurable profiles to choose from include:

Customers can seamlessly manage which team members have access to their company’s dashboard and their specific permissions, deactivate users who no longer need access, as well as create new custom roles tailored to their unique user requirements.

A common example of a custom role you might create is for an outside accountant, who may need access to specific data for a set amount of time during the year. Start managing your team’s roles and permissions here.

link to webhook-event-logs Webhook Event Logs

..

From the developer section of the dashboard, users can now review logs that detail all the webhook events they’ve received. Developers are also able to receive dashboard and email notifications about webhook events they’ve received.

With an easily accessible log you can check at any time, it’s an easier path to debug, troubleshoot, and audit the activity you process.

The webhook events log allows you to:

link to save-time--api-calls-with-the-new-merchant-field-on-transfers-and-authorizations Save Time & API Calls with the New Merchant Field on Transfers and Authorizations

Now that we’ve added the merchant field to Transfers and Authorizations, you can save multiple API calls by directly referencing a Merchant resource instead of using the Seller’s Identity to reach it. This is especially helpful when you’re looking to understand the origin of a transaction.

link to more-dispute-functionality-available-in-the-finix-sandbox More Dispute Functionality Available in the Finix Sandbox

In the Finix Sandbox, users submitting and accepting disputes will now receive an API response that echoes the Dispute resource. Previously, they’d only receive a return indicating that their API call was accepted and that the dispute exists. This update allows Sandbox users to better simulate disputes with more of the same functionalities they’d experience with a live payment processing account, like seeing the status of a dispute (“Won", “Closed” and “In Progress”), as well as other information.

For more details, see Responding to Disputes.

link to improved-search-functionalities---find-the-info-you-need-more-easily Improved Search Functionalities - Find the info you need more easily

Customers now have the ability to search for tags in the dashboard.

You can now search the following resources by the keys and values of any tags that have been applied:

Customers can also search for tags in the Finix API using our new tag filters, allowing you to enable more functionality with our system and the ability to link your own system’s IDs with Finix.

We've also made general improvements to the logic around our search! You can type partial words or terms and we’ll return all results that include that partial search term.

link to max-transaction-limit-on-ach Max Transaction Limit on ACH

Using our API, customers can set a different maximum transaction limit for ACH Direct Debits than the maximum set for Credit Card transactions. This gives you flexibility with ACH Direct Debits and allows you to create a maximum transaction limit specifically for ACH transactions.

For more details see the ach_max_transaction_amount field.

link to february-2023 February 2023

link to android-mobile-tokenization Android Mobile Tokenization

Android Tokenization enables you to accept and tokenize payment details in your Android app without exposing yourselves to PCI risk.

This completes the rollout of our tokenization offerings, which now includes: web, iOS, and Android.

link to test-ach-returns-in-sandbox Test ACH Returns in Sandbox

You can now test ACH Returns in your sandbox! This enables you to test scenarios, process failure reasons, and help your sellers understand how to handle failed ACH payments–all in a test environment. Tests include:

For more details, see Testing ACH Returns.

link to december-2022 December 2022

link to dashboard-updates Dashboard Updates

This is the last of a three-part release to refresh the user experience of our entire dashboard. The additional user experience improvements include reorganizing the Application, Merchant, and Push-to-Card pages to simplify where to find the most helpful information and make finding that information more intuitive. The changes made to the dashboard the past three weeks should help you complete tasks more quickly and efficiently–for example, by using new filters to easily create on-demand reports for information you’re seeking, or using the click-to-copy function to accurately and efficiently transfer data to external databases.

For more information about what's available in the Finix Dashboard, see Finix Dashboard.

link to november-2022 November 2022

link to new-dashboard-designs-embedded-onboarding-forms--payout-settings New Dashboard Designs, Embedded Onboarding Forms, & Payout Settings

Was this helpful?