Note: This document will be updated periodically as new features and functions are added to the Flex platform.
The Finix Flex (Flex) platform provides software companies interested in taking payments in-house with a simple and scalable payments strategy. Flex is a lightweight entry into the payment facilitation model.
This document is a high-level overview of the Flex platform. This document includes API interactions and functionality, as well as workflows. This guide is organized into three sections:
- Creating a merchant
- Creating a buyer
- Processing payments
Note: The workflows and APIS are available at: https://flex.finixpayments.com/ |
Creating a buyer
The second step in setting up a Flex customer is to provision a buyer. The buyer identity represents the customer of the Merchant. Creating a buyer is required to complete transactions.
Note: The creation of a buyer identity can only be created via APIs. Please follow the steps in the APIs to create a buyer identity. |
Creating a buyer payment instrument
Part of provisioning a buyer is to create a payment instrument for the buyer. A payment instrument can represent either a bank account or a credit card.
Note: The creation of a buyer payment instrument can be created via the Flex APIs. Please follow the steps in the APIs to create a buyer payment instrument. |
Creating a buyer payment instrument (credit card)
It is important to tokenize credit card(s), as tokenizing credit card(s) keeps the Flex customer out of PCI scope.
Note: Before you can use the newly tokenized credit card, you need to associate it with an Identity. Tokens must be associated within 30 minutes of creation otherwise it becomes invalidated. |
Flex uses a PaymentsForm library, which is a javascript library that allows you to tokenize sensitive credit and debit card data. For more information, see the Flex APIs.
Creating a buyer payment instrument (bank account)
Similar to creating a payment instrument for a credit card, a buyer can also create a payment instrument for their bank account.
Note: The creation of a buyer payment instrument can be created via the Flex APIs. Please follow the steps in the APIs to create a buyer payment instrument. |
Comments
0 comments
Please sign in to leave a comment.