Interactive Tutorials

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.
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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.
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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.
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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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How to create a Standing Link
Learn how to create a reusable standing link, set the amount and deposit account, choose which payment methods your clients can use, and see the payment page they’ll use to pay you.
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How to create a Store and charge a Payment Method  
Learn how to securely save a client’s card or bank account, charge it whenever you need to, and track the payment in your transactions.
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How to Set up a Subscription
Learn how to set up recurring payments for a client, choose the billing frequency and end date, preview the billing schedule, and track each payment from the subscription’s details page.
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What Your Client Sees When Receiving a Disbursement
Follow this walkthrough to see what your client experiences when they open a disbursement link, from verifying their identity to choosing an instant debit card payout or a bank transfer.
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How to Review Your All Transaction Table
Follow this walkthrough to learn how to filter and search your transactions, understand what each status means, customize and export your view, and open any transaction to see its full details.
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