---
title: "Financial Services"
slug: "financial-services"
description: "Set up and manage ROLLER Payments and Capital for your venue."
updated: 2026-08-18T05:06:36Z
published: 2026-08-18T05:06:36Z
canonical: "mysupport.roller.software/financial-services"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://mysupport.roller.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial Services

# Financial Services

Set up and manage ROLLER Payments and Capital for your venue.

22 articles

3 sections

## Capital

Fuel your venue's next phase. Access funding through ROLLER Capital so you can invest in growth without the friction of traditional lending.

### Get started

#### [Get started with ROLLER Capital](/v1/docs/get-started-with-roller-capital)

1

7 min

## Payments

Take and manage payments with confidence. Set up ROLLER Payments to accept cards online and POA, then reconcile payouts, handle chargebacks and keep your funds flowing.

### Setup

#### [About ROLLER Payments](/v1/docs/about-roller-payments)

1

1 min

#### [Get started with ROLLER Payments](/v1/docs/get-started-with-roller-payments)

1

5 min

#### [ROLLER Payments: Know your customer (KYC)](/v1/docs/roller-payments-know-your-customer-kyc)

1

11 min

#### [Website requirements for ROLLER Payments](/v1/docs/website-requirements-for-roller-payments)

1

2 min

#### [Add payment methods with ROLLER Payments](/v1/docs/add-online-payment-methods-with-roller-payments)

1

2 min

### Process payments

#### [How ROLLER Payments handles settlements, payouts and refunds](/v1/docs/how-roller-payments-handles-settlements-payouts-and-refunds)

1

1 min

#### [ROLLER Payments reserve levels](/v1/docs/roller-payments-reserve-levels)

1

2 min

### Reconcile & report

#### [ROLLER Payments reports overview](/v1/docs/roller-payments-reports-overview)

1

14 min

#### [Track payouts and trends with the ROLLER Payments dashboard](/v1/docs/track-payouts-and-trends-with-the-roller-payments-dashboard)

1

7 min

#### [ROLLER Payments transactions view in Venue Manager](/v1/docs/roller-payments-transactions-view-in-venue-manager)

1

1 min

#### [ROLLER Payments: Changes to the way fees are charged](/v1/docs/roller-payments-changes-to-the-way-fees-are-charged)

1

6 min

#### [Download a United States 1099-K tax form](/v1/docs/download-a-united-states-1099-k-tax-form)

1

1 min

### Chargebacks & risk

#### [Manage chargebacks with ROLLER Payments](/v1/docs/manage-chargebacks-with-roller-payments)

1

4 min

#### [Chargeback reasons and how to defend them](/v1/docs/chargeback-reasons-and-how-to-defend-them)

1

3 min

#### [Tips for preventing chargebacks](/v1/docs/tips-for-preventing-chargebacks)

1

2 min

## FAQs

Answers to common ROLLER Payments questions about deposits, payouts and account details.

### Payments FAQs

#### [How do I update my payout bank account?](/v1/docs/how-do-i-update-my-payout-bank-account)

1

2 min

#### [How do I verify ROLLER Payments deposits?](/v1/docs/how-do-i-verify-roller-payments-deposits)

1

1 min

#### [How do I add a guest as a trusted shopper?](/v1/docs/how-do-i-add-a-guest-as-a-trusted-shopper)

1

2 min

#### [How do I change the phone number on guests' bank statements?](/v1/docs/how-do-i-change-the-phone-number-on-guests-bank-statements)

1

1 min

#### [How do I check when my next payout will arrive?](/v1/docs/how-do-i-check-when-my-next-payout-will-arrive)

1

2 min

#### [What are payment adjustments on my ROLLER account?](/v1/docs/what-are-payment-adjustments-on-my-roller-account)

1

2 min

[Back to all topics](https://roller.us.document360.io/)
