Managing Your Account

Account Information

• Authentication for Secure Downloads
• Legal entity changes for your business
• Updating bank information
• Affirm 1099-K
• Connecting Your Bank Account (Limited Experience)

Charges

• Processing charges (transactions)
• Charges (transaction) events and statuses
• Capturing a charge
• Voiding a charge
• Fully refunding a charge
• Partially refunding a charge

Settlements

• Reading and reconciling your settlement reports - Virtual Card Network
• Understanding settlements
• Accessing your settlement reports
• Reading and reconciling your settlement reports: Legacy reporting
• Reading and reconciling your settlement reports: November '24 Update
• Scheduling recurring settlement reports (Email)

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Payments

• Direct API integration vs Virtual Card Network billing
• Affirm transaction details in Shopify

Disputes

• Dispute Resolution Policy
• Webform Disputes
• Merchant Portal Disputes

Your Relationship With Affirm

• Ending your relationship with Affirm