Managing Your Account

Account Information

• 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

• Understanding Settlements
• Accessing Your Settlement Reports
• Scheduling Recurring Settlement Reports (Email)
• Settlement Report Delivery Schedules (Email & SFTP)
• Reading and Reconciling Your Settlement Reports

Settlements and Payments

• Direct API Integration VS Virtual Card Network Billing
• Affirm Transaction Details in Shopify

Your Relationship With Affirm

• Ending Your Relationship With Affirm