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How to add Webconnex Payments to start accepting credit card and debit card transactions

Add a Webconnex Payments Processor to Your Account

Choose whether registrants see your event's page name or a custom static text on their credit card statements

Customize What Appears on Registrant's Bank Statements

The Payout Report helps you to reconcile your bank deposits

Download a Webconnex Payments Payout Report

Learn what a chargeback is and what to do when and if you receive one

I Received a Chargeback - What Do I Do?

Access and login to your Payments Portal and switch between your Webconnex Payments accounts if you have multiple payment processors set up

Log Into Your Webconnex Payments Account, Switch Accounts, and Update A Payment Processor's Name

Know Your Customer (KYC) must be completed in order to verify you and/or your sole proprietorship identify in order to receive a payout

Sole Proprietor | Individuals - Documents Needed to Complete Verification (KYC)

Learn why pull sweeps happen, why money was debited from your bank account, and where to find the details in your payout reporting

Understand Pull Sweeps and Learn Why Funds Were Withdrawn From Your Bank Account

View, edit, or change the bank account that receives payouts for your transactions

View or Update the Bank Account Linked to Your Webconnex Payments Account

Making sense of deposit amounts and how Rolling Balances work. Learn why your payout may contain Other Adjustments

Why Doesn't my Payout Amount Equal the Transactions in the Payout?

Know Your Customer (KYC) must be completed in order to verify you and/or your organization's identify in order to receive a payout

Organizations - Documents Needed to Complete Verification (KYC)

Learn how payout schedules work, how long transfers take, and when funds are deposited into your bank account

Understand Webconnex Payments Payout Timing and When You’ll Receive Your Funds

Find out why your refund was blocked and how to top up your balance to issue a refund

Why Can't I Issue a Refund? Understand Negative Balance Blocks on Webconnex Payments

Learn what Fraud Protection is, how Webconnex Payments scores each transaction for risk, and how to set your fraud tolerance level for your pages

Use Fraud Protection to Automatically Decline Suspicious Transactions

Maddy

Learn about our in-house payment processor

Webconnex Payments

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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