Transfers
Navigate to Transfers > All transfers in the Dashboard. In this section you can:
- Create a transfer
- Check the status of a transfer
- Get an overview on your account’s transfer history
Create a transfer
You can create a transfer between any two Moov accounts by selecting New transfer from the Transfers page in the Moov Dashboard.
You’ll then need to input the following information:
- Amount of the transfer
- Your transfer use case
- Source
- Destination
Initiate a reversal or refund
We strongly recommend initiating reversals for the purposes of refunds due to its broader functionality and enhanced flexibility. Reversals offer more flexibility to return funds to the cardholder.
Based on the state of the transfer, Moov dynamically chooses the appropriate action, either a cancel or a refund. When possible, a reversal will cancel a transfer, reversing the authorization and swiftly returning funds. If settlement is in progress or completed, a refund is issued instead. Canceling a transfer offers certain advantages over refunds, such as reducing processing costs and expediting returns to cardholders.
Reversal
In the dashboard, you can initiate a refund on the Transfer details page by clicking the Refund button.
Once initiated, you can choose whether it’s a full or partial refund, and note how much you’re refunding. If you initiate a full refund, and the transfer has not settled, you will be notified that the transfer has been canceled. Afterwards, Moov will populate relevant information and status in the transfer details section and the timeline.
Refund
In the dashboard, you can initiate a refund on the Transfer details page by clicking the Refund button.
Once initiated, you can choose whether it’s a full or partial refund, and note how much you’re refunding. Afterwards, Moov will populate relevant information and status in the transfer details section and the timeline.
Refund statuses
Moov continues to support the refund status GET endpoint and the refund list GET endpoint for tracking and managing refunds.
See the reversals guide for refund status and webhook information.
Transfer details
In the Transfer details section, you can review information about the transfer and its current status.
The Transfer timeline shows information on each leg of the transfer to give transparency on where the funds are in the process. For example, if a transfer from a bank account to a Moov wallet is created, you’ll see the ACH debit information followed by the funds availability in the Moov wallet.
Peek preview
The peek preview shortcut gives you fast access to details from any transfers list in the Dashboard.
Press the space key to toggle the preview on and off. You can move your cursor up and down the transfer list and the preview will update with the corresponding transfer information. The esc key will also dismiss the preview.
Press c while the preview is open to copy the transferID to your clipboard.
Transfer statuses
Refer to the statuses outlined in our transfers guide.