Converting a Customer to Merchant

If there is a client who is a regular and wants to invoice them every month, set exclusive pricing or wants to do integrations they have to be made a merchant in the system.

Step 1 – Go to customers page & select the customer you want to change to merchant






Step 2 – Go to the Finance settings tab (every box has to be submitted one by one)


Step 3 – Go to the Details tab


Note – To make changes in this page the user should have the roles “Company admin”, “Contract owner”, “Sales representative”, “Role merchant”. Without these roles, there will be an error when trying to submit any changes.