Finix Dashboard
Your Finix dashboard provides opportunities for some transaction tasks that take place outside of
collecting client payments through TherapyAppointment.
link Navigating your Finix Dashboard - The Basics
In this Article:
- Request access to your Finix dashboard
- Access your Finix dashboard
- Left Menu Options
- Home
- Insights
- Transactions
- Disputes
- Settlements & Deposits
- Payment Links (do not use)
- Subscriptions (do not use)
- Virtual terminal (do not use)
- User exports
- Company (users, roles, and PCI compliance)
Request access to your Finix Dashboard
Overview of the process:
check_circle Once you've been approved for your Finix account:
- We will send an email invitation to the Practice Owner to set up their Finix dashboard account
- Once logged into the Finix Portal, practice owners can grant staff members access (+ granular permissions)
- Read on for the steps to set up your Finix Dashboard account.
To access:
- On any screen click (top right)
- Then click Billing & Ins (top tab)
- Find the section Payment Processing near the bottom shown below
- On the top line, click the far right button
The request will be forwarded to TherapyAppointment’s support team, who will issue an mail email invitation to the practice owner.
Don't see the email?
Please check your spam or trash folders, as well as manually search the above email address. Continue to have issues? Reach out to your email service provider with the above email address and details like approximate time sent to troubleshoot with them.Still having trouble? Please look for a way to allow emails from this specific email address. Adding it as a contact, or a safe sender should be enough, then ask us to re-send the email. Questions about this process? Please consult your email provider or manager.
Email preview:
- Click the link and enter a password, your username will be your email address
- Once a password is created, you can bookmark and/or access the Finix Portal Dashboard
🎉 Congratulations! You've created your owner account within the Finix dashboard
Access your Finix Dashboard
account_circle Username? Your email address.
help Tried the reset and can't get signed in? Reach out to your practice's owner or administrator with access to the Finix portal.
person_raised_hand Still can't get signed in? No sweat, reach out our support for help!
- On any screen click (top right)
- Then click Billing & Ins (top tab)
- Find the section Payment Processing near the bottom shown below
- On the top line, click Go to the Finix Portal
- Once signed in, you will be in your Finix dashboard:
Home
This gives you a heads up view of your transactions. This include transaction volume, average transaction value, disputes and refunds.
Insights
This shows a similar dashboard to home with a few more metrics. This is where you can see refunds and disputes.
Transactions
This allows you to review any transactions: failed or approved or refunded. If facing a decline, click the line item for information.
Payments
This shows you a list of all payment transactions. Click any transaction to view more information. If it's a decline you should see something similar:
Having an issue with declines?
playing_cards The client's bank is the one who "holds all the cards" credit_card so to speak in a transaction — they either approve or deny a charge based on the information given by you or the client (Name, Address, Zip). If they don't match, it will be declined. That decision is then sent back to the card processor, to us, and then to you.Authorizations
We don't recommend using this, instead we recommend taking the payment (or a say 0.01 cent charge) within the TherapyAppointment system.
Refunds
This shows just the refunds you've made.
Bank returns
This will not be used, we recommend any payments to be taken within TherapyAppointment.
Disputes
These are payment disputes as well as chargebacks made by the client with their card processor.
Settlements & deposits
This lists all the daily settlements and deposits made to your bank account.
Payment Links
We do not recommend using this, or posting this link anywhere. Instead collect payments within the TherapyAppointment system.
These payments should only be collected within the TherapyAppointment system.
Subscriptions
We also do not recommend using this, or posting this link anywhere. Instead collect payments within the TherapyAppointment system.
Virtual terminal
Client payments should always be collected within TherapyAppointment to ensure the payment is credited to the client’s account.
On rare occasions you may need to take a virtual debit or credit card payment from an insurance company. This would be an appropriate situation to use the Take Payment option in the Finix Dashboard.
Authorizations also do NOT charge a card and it isn't recommended to use this either.
User exports
Here you can view your exported files. You can export items like payments and settlements based on filters you set.
You can also use the reports income journal within TherapyAppointment with similar filter options.
Company
Here's where you can manage and review your company details, user roles, users, and PCI compliance forms.
Here you have a few tabs at the top: Overview, company settings, team, and compliance
- Here you have a few tabs at the top: Overview, company settings, team, and compliance
- Click the top right button to require MFA (multi factor authentication)
Overview
This shows you a heads up view of your company and details.
Company settings
This includes both payment instruments (physical terminals) and uploaded files like the PCI compliance PDFs.
Team
As an owner or manager, here's where you can manage staff accounts and roles. Click on a team member to load their roles and details.
Compliance
Any PCI compliance forms you've completed in TherapyAppointment will appear here to view or download.
Clicking on the form will open a pop up modal where you can review, print, or save:
