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Get Started

  • Introduction
  • Account Setup
    • Multi-Organization Hierarchy
    • Business Account Activation

Client Portal

  • Home
    • Analytics Dashboard
      • Alerts
    • Cashflow
      • Forecast
  • My Organization
    • Wallets
  • Receivables
    • Payins
    • Checkout
    • Virtual Accounts
    • Accounts Receivable
    • Refunds
    • Disputed Transactions
    • Payin Intent
    • Recurring Payin
    • Payment Plan
  • Payables
    • Payouts
      • Payout Beneficiary Validation
    • Bulk Payouts
    • Beneficiary
    • Accounts Payable
  • Customers
    • Customer Wallets
    • Saved Cards
    • Wallet Transactions
  • Wallet Fund Transfers
    • Auto Sweep
  • Foreign Exchange
    • Unfunded Spot (beta)
  • Invest
    • Onboarding
    • Dashboard
  • Balances
    • Add a Wise Account
    • Add a DBS Account
    • Add an Australian Bank Account
    • Add a US Bank Account
    • Add a Bank manually
  • Transaction Ledger
  • Billing
  • Reporting
  • Settings
    • Business Settings
    • Developer Settings
    • Plugins
      • Shopify
      • WooCommerce
    • Product settings
      • Xero Integration (Beta)
      • Quickbooks Integration (Beta)

Troubleshoot & FAQ

  • Account
    • Enable Two Factor Authentication
    • Enable notifications
    • Email & mobile number
    • Sandbox simulation
    • Finmo Wallets
    • Configure Settlement Banks
    • Webhooks
    • Transfer funds
  • Payin
    • Transaction limits
    • Payin countries
    • Payin methods
    • Payin statuses
    • Payin credit issue
    • How can I troubleshoot if I’m not receiving the OTP for login?
    • Track Payin
    • Refund a Payin
    • Collect funds in Master wallet
  • Payout
    • Payout countries
    • Payout currencies
    • Schedule transactions
    • Edit beneficiary details
      • Incorrect beneficiary
    • Funds not received
    • What is MT199 Amendment?
    • Payout statuses
    • Difference between "paid_amount" & "amount"
    • Payout Memo
    • Reverse a payout
    • International Payout
  • Virtual Accounts
    • Virtual Account for Customer
    • Virtual Account Pricing
  • SWIFT Payments
    • Transaction processing timeline
    • Trace SWIFT transactions
  • Customer
    • KYC Documents
    • Finmo wallets difference
    • Why create customers?
  • Transaction Fees & Charges
    • Fees in Finmo
    • Fee Types in Finmo
  • Wallets
    • Wallet Fund Transfer

Support

  • Finmo Support Hub
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Wallet

Updated 9 months ago


Introduction