This is Part 1 of our step-by-step guide on how to set up subscription/recurring products between Shopify and Bankful Part 1 has two steps Creating Variants Installing the Fraud Shield App Both steps in this guide must be followed before going to Part 2 Notes:… Read More »Bankful/Shopify Subscription Setup – P1: Shopify
DocuSign is a leading e-signature and digital transaction management platform that helps individuals and businesses of all sizes to accelerate their business processes and improve the customer experience. The platform allows users to sign, send, and manage documents electronically, from anywhere and on any device.… Read More »DocuSign
Login to Bankful https://paybybankful.com/ with the assigned username and password Click on Dashboard This will show your processing history in comparison to last year, processing volume each day of the week and hour of the day. You can place your mouse pointer on the graph… Read More »Understanding the Dashboard
Refunding a transaction is placing the amount of money back to the credit card from the original sale. You can refund the full amount or a partial amount. You cannot refund more than the original authorized amount. Refunds through Square will show as “Declined” until… Read More »How Do I Refund a Transaction?
In this article we’re going to review how to use Bankful’s reporting system works. We’re going to help you find a transaction or report on a period. To access your Bankful Reports, simply login to https://paybybankful.com/ Use the assigned username and password sent via email.… Read More »How Do I Search for a Transaction?
This is a step-by-step guide on integrating Bankful into Shopify You will need a Username & Password for an active Bankful account to continue If you have not signed up for Bankful, please do so here We advise setting customer Email & Phone Number fields… Read More »Shopify – Hosted
Pending transactions occur when a payment cannot be automatically finalized and requires your review. This typically happens when a transaction triggers a soft decline or review condition (for example: verification checks or processor responses that require merchant confirmation). The Pending Transactions feature allows you to… Read More »Understanding and Managing Pending Transactions in Your Bankful Portal
This is a step-by-step guide on integrating Bankful into Wix There are three Bankful Payment options in Wix, this will help you locate the correct one You will need a Username & Password for an active Bankful account to continue If you have not signed… Read More »Wix – Native
If you’ve received a notification about a failed billing attempt or need to update your payment method, follow the steps below to update your card or billing information directly in your Bankful dashboard. Step-by-Step Instructions Log into your accountGo to www.paybybankful.com and log in using… Read More »How to Update Your Billing Information in Bankful
