A Payment account is where you manage Payments activity for a specific account in your Airwallex web app. It brings together the account’s Overview, payment methods, business information, settings and activity.
You can use a Payment account to:
- Check its activation status: Inactive, Under review, Requires information, Failed or Active.
- See the payment methods available for the account and its business information.
- Manage account-level settings. Depending on your setup, these may include reserve plans, transaction limits, Automatic currency conversion and dispute automation.
- Review transaction and settlement history, and analyse performance.
What you see when you open Payments
The starting view depends on how many Payment accounts your organisation has:
One Payment account: Select Payments in the side navigation to go straight to that account’s Overview. From the account navigation, you can open Payment methods or Account configurations. You don’t need to go through a separate Payment accounts page.
More than one Payment account: Select Payments to open your organisation’s Overview. To enter an account, select Payment accounts. You’ll see the accounts you can access and their status. Choose an account to open its Overview, then use the account navigation to go to Payment methods or Account configurations.
Access to one account in a multi-account organisation: You’ll still see the multi-account experience. Select Payment accounts to see the one account available to you, then choose it to open its Overview and account-level options.
View activity across accounts
On Payments pages such as Overview, Analytics, Payment activity, Disputes, use the filters to select one or more Payment accounts. You can review payment transactions and settlement history and analyse performance for a selected account or across accounts.