Platforms

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Account structures and resources

Platform account structure

Financial products

Legal entity management

Integration checklist

Components

Release notes

Manage access for your team

Manage users

User roles

Multifactor authentication

API credentials for Balance Platform

Roles for API credentials

Webhooks

Set up webhooks

Webhook structure

Webhook types

Manage webhooks

Onboard and verify users

Onboard users

Onboarding steps

Terms of Service

Card data security compliance

Customize and test hosted onboarding

Onboarding components

Transfer instrument components

Update onboarding version

Verification process

Verification types

User capabilities

Periodic data reviews

Determine verification requirements

Required information

Data formats per country/region

Requirements for document uploads

Reference for additional capabilities

Verification codes

Remediating action codes

General error codes

Suberror codes

Test verification/KYC scenarios

Manage resources

Manage legal entities

Manage account holders

Manage balance accounts

Manage stores

Process payments

Payment methods

Online payments

Checkout components

Payment facilitators

Split transactions

Split payments at authorization

Split payments at capture

Split refunds

Split chargebacks

Transaction fees

Currency conversion

Payments

Fix cost in settlement currency

Fix cost in processing currency

Refunds

Book the remainder to the customer

Book the remainder to your user

Book the remainder to your platform

In-person payments

Split transactions

Split payments at authorization

Split payments at capture

Split refunds

Transaction fees

Surcharge

Tipping

Split payments automatically

Create split configuration profiles

Manage split configuration profiles

Webhooks

Settle funds

Sales day settlement

Pass-through settlement

Transfer funds

Pay out to your users

Pay out on a schedule

Pay out on demand

Transfer routes

Webhooks

Transfer funds internally

Transfer funds on a schedule

Transfer funds on demand

Return transferred funds

Webhooks

Top up balance accounts

Top up on a schedule

Top up on demand

Webhooks

Track transactions

Transaction webhooks

View transfer details

RISK MANAGEMENT

Identify and mitigate risk

Manage account holder risk

Configure webhooks for risk signals

Reports and reconciliation

Reports and fee types

Accounting report

Balance report

Statement report

Payout report

Fee report

Prepare the reports

Get platform reports

Common reconciliation processes

Reconcile payments

Verify balances

Reconcile fund transfers

Reconcile fees

Provide tax forms (US only)

Register consent for paperless delivery of tax forms (US only)

Build user dashboards

Transaction components

Payout components

Reports component

Financial products

Overview

Business accounts

Create a business account

Implement SCA

Install SDK for mobile devices

Register a mobile device

Manage registered devices

SCA for funds transfers

SCA for transaction history

Receive and send funds

Transfer routes

View transfer details

Webhooks

Transfer funds internally

Use transaction rules

Create and manage rules

Track transactions

Transaction webhooks

Open banking

Authentication

Manage consent

AISP endpoints

PISP endpoints

PIISP endpoints

Capital

Issuing

Compliance guidelines

User application and interface

Additional UI requirements for Capital

Account statements

Marketing and communication

Customer service and support

Customer complaints

Pricing and eligibility

Reporting to Adyen

Keeping records

Home Platforms Onboard users Onboarding steps

Onboarding steps for platforms

See how to onboard users in your platform.

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