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Interactive Tutorials
Learn by doing with Confido's interactive tutorials. These guided walkthroughs provide a hands-on experience in a simulated environment, allowing you to practice common workflows step-by-step before performing them in your live account.
Interactive tutorials are designed to help you:
- Learn platform features faster
- Follow guided instructions in real time
- Understand best practices and common workflows
- Build confidence before completing actions in your own account
All tutorials use sample data and do not affect real transactions or client records.
Available Tutorials
How to Create a Disbursement
Learn how to create and approve disbursements, send funds to recipients, and track the status of each disbursement from creation through delivery.
How to Issue a Refund
Learn how to locate a transaction, process full and partial refunds, send refund receipts, and understand how refunds are funded based on your firm's configuration.
How to Access Your Billing Statements
Follow this walkthrough to locate your account statements, review the charges and fees listed, and download or share them for your records.
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How to Manage Chargebacks in Confido
Follow this walkthrough to learn how to access the Chargeback Portal, review open disputes and case details, track their status, and respond to chargebacks that require your attention.
How to Review Deposits in Confido
Follow this walkthrough to learn how to access your Deposit Reports, view the transactions included in each deposit, and reconcile deposits with your bank account.
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How to create a Payment Link
Learn how to create a payment link, enter the payment details, and send the link to your client so they can securely submit their payment.
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