Cyncly Payments reporting – Design

In the Cyncly Payments portal you can carry out all of the below actions:

Follow the steps below for each section:

View payments and their status

On the Flex platform select the Settings cog in the bottom left corner.
Select Company Settings and click on the Pay tab. Here click on Merchant Portal.
Cyncly Payments will open in a new browser tab.
Select the Payments page. Here you will see a list of all payments, you can see the Status column and even filter on the status type.

View and respond to chargebacks

On the Flex platform select the Settings cog in the bottom left corner.
Select Company Settings and click on the Pay tab. Here click on Merchant Portal.
Cyncly Payments will open in a new browser tab.
Select the Disputes tab on the Payments page.
Click on any dispute, you can filter on the status of the dispute. You can accept the dispute or submit evidence to show why it should not be charged back.
Once you click on a dispute you can add your supporting evidence as one attachment and fill in any additional information.
The bank will review this information and make a decision on whether to send the money back to the customer or not.

Manage your fraud settings

On the Flex platform select the Settings cog in the bottom left corner.
Select Company Settings and click on the Pay tab. Here click on Merchant Portal.
Cyncly Payments will open in a new browser tab.
Select the Merchants page and click on the Showroom name you want to edit the fraud settings for.
Click on Edit above the section Fraud Settings and make your changes.
Click on Save to save the update.

Setup email notifications for chargebacks and payouts

On the Flex platform select the Settings cog in the bottom left corner.
Select Company Settings and click on the Pay tab. Here click on Merchant Portal.
Cyncly Payments will open in a new browser tab.
Select the Merchants page and click on the Showroom name you want notifications for.
Click on Edit above the section Notifications.
Add the email address you want the notifications to go to. You can add more than one.
Click on Save to save the update.

Process a refund

On the Flex platform select the Settings cog in the bottom left corner.
Select Company Settings and click on the Pay tab. Here click on Merchant Portal.
Cyncly Payments will open in a new browser tab.
On the Payments page click on the payment you want to make a refund against.
In the window select the amount you want to refund and add an email address if you want to email a receipt of the refund. Click on Refund and it will be sent back to the customer.
Note: This will update the status of the payment automatically.
If you have made a partial refund you can make additional refunds up to the amount of the payment,

Extend or cancel a payment link

On the Flex platform select the Settings cog in the bottom left corner.
Select Company Settings and click on the Pay tab. Here click on Merchant Portal.
Cyncly Payments will open in a new browser tab.
Select the Payment Links tab on the Payments page.
Select the more options icon on the row with the payment link you want to extend or cancel.
Make your selection and change the number of days to extend the link or select Cancel.

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