Contents
Now that you're in the middle of peak season, you'll be encountering a different set of demands compared to the preceding peak season preparation phase. Below, you will find a curated collection of common merchant inquiries made during this busy phase. They are grouped thematically, and these bundles include How-to articles, troubleshooting tips, and Quick Guide videos. Additionally, we have new best practices guides with more on the way. We'll check in again at the end of the peak season with a comprehensive guide on how to wrap everything up, so stay tuned!
Popular Peak Season Management Topics
After analyzing merchant inquiries for last year’s peak season months, we’ve identified the most commonly asked questions and topics from merchants like yourself, which we have grouped into themes:
1. Processing Charges (aka Transactions)
Processing charges are among the primary actions you'll be taking in the Affirm Merchant Portal. We'll show you how to perform them (if you're leveraging the Affirm Merchant Portal vs your eCommerce platform), and what to expect from each action.
- How-to Guides
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Troubleshooting Guides
- What Do I Do If a Loan Authorization Expires (Charge status: Authorized > Authorization Expired)
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Why Can't I See My Customer's Loan in the Merchant Portal?
- Video Resources
2. Promotional Messaging
Throughout the holiday sales season, you may be eligible for different APR rates (or even 0% APR) to attract additional customers. If you want to advertise any changes to your rates, you'll want to make sure that you also update your promotional messaging to reflect this. You can also make general tweaks to some language/aesthetics to really enhance the experience.
- How-to Guides
- Troubleshooting Guides
- Video Resource
3. Loan Escalations (Disputes and Refunds)
With an increased sales volume, you'll have to make sure to keep on top of all your Affirm loans (charges). Loan disputes initiated by your customers can be a common occurrence,
You can direct your customers who have Affirm questions to the Affirm customer-specific help center.
- How-to Guides
- Troubleshooting Guides
- Video Resources
Dispute Resolutions: Overview (Timeline and Process)
Dispute Resolutions: Investigation Process
4. Settlements and Payments
Fine-tuning your account is necessary to keep things running smoothly. These resources help you make account updates after going live.
- How-to Guides
- Troubleshooting Guides
- How to Access Your Settlement Reports
Best Practices Guides
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Understanding how and when settlements and disbursements occur with Affirm is crucial for knowing where your money is and balancing the books. Stay organized and ahead of the curve with this best practices guide.
Access the guide here.
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Delegation and specialization during peak season can be key to keeping things running smoothly during this time. This best practices guide can help you determine the best way to divide and conquer any responsibilities within the Affirm Merchant Portal so that you can quickly go back to running your business for a more successful holiday sales season.
Access the guide here.
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Black Friday/Cyber Monday may be coming to a close, but the holiday sales season continues! Make sure to brush up and implement as many ways to leverage Affirm as you can to boost your sales during this time.
Access the guide here.