Overview

The Settings section allows you to configure core aspects of your Finmo experience. From managing payment flows and user access to setting up developer integrations and transaction alerts, this section helps tailor the platform to your operational needs.

Settings are categorized into three primary :

• Business Settings
• Developer Settings
• Product Settings

Business Settings

• Payment Methods: Configure the payment methods your business accepts. You can enable, disable, and manage available methods to align with your payment strategy.
• Settlement Bank Accounts: Add and manage bank accounts for settlement payouts. Ensure that verified bank details are in place to receive funds securely and without delay.
• User Control:Manage team access and permissions. Assign roles, add or remove users, and maintain visibility over who can manage different sections of your account.
• Settlements Configuration:Customize when and how settlements are processed. Set payout schedules and preferences to match your reconciliation and cash flow requirements.

Developer Settings

• API Keys: Generate and manage API keys to securely integrate Finmo with your internal systems. Each key can be scoped for specific use cases to maintain control and security.
• Authentication: Enable secure access by configuring authentication protocols. This helps protect your account and ensures only verified requests are processed.
• Whitelist IP Addresses: Restrict platform access to approved IPs. Only requests originating from whitelisted IP addresses will be allowed, adding an additional layer of security.
• Webhooks: Set up webhooks to receive real-time notifications for events such as transactions, settlements, and wallet updates. This ensures your internal systems stay in sync with Finmo.
• Webhook Custom Header: Add custom headers to webhook requests to include authentication tokens or metadata required by your receiving endpoints.

Product Settings

• Checkout: Tailor the Checkout experience to match your brand. Upload your logo, update customer support details, and adjust theme elements for a seamless user experience.
• Transaction Notifications: Stay informed with real-time alerts for key transaction events. These notifications help you monitor activity and respond quickly when needed.
• Accounts Receivable: Automate your collections process with configurable reminders, receipts, and other settings. This will help you streamline payment follow-ups and improve cash flow management.