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Using Fynex

Getting started

How do I create a Fynex account?
How long does business verification take?
I'm not receiving my verification code — what do I do?
What documents do I need to verify my business?
Why was my verification rejected — and what can I do?
How do I switch from test to live?
How do I test payments before going live?
What can I do while verification is pending?

Accepting payments

How do I add a payment link to my website or send it as a QR code?
How do I create and send a payment link?
Which payment methods and currencies can my customers use?
Why did my customer's payment fail?
How do free trials work?
How do I charge a returning customer without re-entering card details?
How do I customize the checkout page?
How do I refund a payment — fully or partially?
How do promo codes work — and why was one declined?
How do subscriptions and recurring billing work?
What's the maximum amount for a single payment?
What is a virtual IBAN and how do customers pay by bank transfer?
Why is a payment marked "compliance review"?

How do I add a payee — and what verification do they need?
How do split payments work?
How do I create a split rule?
What are wallets and how does money move between them?
What happens when a split doesn't add up?
How do I preview a split before going live?
How do my sellers withdraw their money?

How do I add a bank account for payouts?
Why did my payout fail?
Why is my new payout account "pending approval"?
Why is my payout pending or on hold?
When will the money reach my bank account?
Which currencies can I pay out in?
Why do I need 2FA or a passkey to approve a payout?
What is a settlement statement and how do I read it?

Troubleshooting

I got a chargeback — what happens now?
Why are my funds on hold?
A payment says "failed" — what do the error codes mean?
How do I respond to a dispute and what evidence helps?
Why was my payment declined by 3-D Secure?
Why does my refund show "pending"?

How do I contact Fynex support?
How do I invite team members and set their permissions?
How do I join my company's existing Fynex organization?
How do I set up two-factor authentication or a passkey?
Why can't I see certain pages in my dashboard?
How do agreements and e-signing work?
How do I change my organization's details?
Where is my money held and how is it protected?

Developers

How do I verify Fynex webhook signatures?
Which webhook events does Fynex send?
How do idempotency keys work?
Payment statuses reference
Payout statuses and failure codes reference
How do I test subscriptions with the test clock?
Payment Links API quickstart

How do I accept payments on my Wix site?
How do I connect my bank accounts?
How does Fynex use my Monday.com data?
How does the QuickBooks connection work — and what syncs?

Knowledge Base/Integrations

Integrations

Connect QuickBooks, your bank accounts, Wix, and Monday.com.

How do I accept payments on my Wix site?Connect Fynex to your Wix site to take payments through your Fynex account. Test it in sandbox first, then switch to live once you're verified and happy with the flow.
How do I connect my bank accounts?Link your external bank accounts so Fynex can read their balances and transactions into your dashboard. Connecting is read-only — it lets Fynex see the accounts, not move money from them.
How does Fynex use my Monday.com data?Connect Monday.com and Fynex reads your boards to tie financial insights to your projects and jobs — so you can see money in the context of the work. It's read-only and sits alongside Monday, not replacing it.
How does the QuickBooks connection work — and what syncs?Connect QuickBooks and Fynex reads in your customers, suppliers, invoices, payments, and bills to power your dashboard. It's a one-way read — Fynex doesn't write changes back into QuickBooks.

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