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  1. Affirm CA
  2. Managing Your Account

Managing Your Account

Manage charges and settlements, access business metrics, and more.

Account Information

  • Updating bank information
  • Legal Entity changes for your business
  • Authentication for Secure Downloads

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
  • Reading and reconciling your settlement reports
  • Scheduling recurring settlement reports (Email)
  • Settlement report delivery schedules (Email & SFTP)

Settlements and Payments

  • Affirm transaction details in Shopify

Disputes

  • Dispute Resolution
  • Webform disputes

Your Relationship With Affirm

  • Ending your relationship with Affirm
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