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Knowledge Hub
Navigating the Infinity Platform
Navigating the Infinity Platform
Accessing the platform
Setting your Password
Your Analytics page
Dashboard Analytics
Main Menu > Dashboard tab
Your Platform Homepage
Main Menu > Channels tab
How to view your Processing Channels
How to check the status of a Processing Channel
How to add a new Processing Channel
Main Menu > Bookings tab
Amending a Payment Request on the Dashboard
How to locate a specific Booking
Unique Trust ID’s for Bookings and Transactions
How to check the status of a Booking
Manual Bookings
How to create a Manual Booking
How to create and edit a booking to charge a deposit and a final payment
How to change the Balance Due Date
How to pre-define your company address
How to send a Payment Request email
How to edit a Manual Booking
Manual Booking and Payment Link FAQs
Main Menu > Transactions tab
Transaction Types
Transaction Statuses
Unique Trust ID’s for Bookings and Transactions
How to view Recent Transactions
How to locate a specific Transaction
What to do when a Transaction is declined
Multi-Currency Pricing FAQs
Email Receipt FAQs
Refund FAQs
Main Menu > Allocations tab
How to view and locate Allocations
How to edit an Allocation
How to reverse an Allocation
How to manually allocate funds between Channels
Main Menu > Credits and Debits tab
Credits and Debits Tab
Main Menu > Statements tab
How to view a payment or transaction from your Statement
How to locate a specific Statement
Understanding Exported Statements
Trust My Travel fees and terminology
How to export / download a Statement
Rolling Reserve FAQs
Main Menu > Ledger tab
Understanding the Trust Ledger ‘Owing’ and ‘History’ tabs
How to find the running balance of Available Funds
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