Merchant Settings FAQs

The general settings that can be updated are: Name, Email, Time Zone, Default Currency, and weight units. You can also add a company logo, which will display on your customer checkout. Name: This is the name of your Partial.ly merchant account and what customers will see as the business they are op…

The Integrations section of the merchant settings allows merchants to connect Partial.ly to available services and control additional behaviors. We currently have integrations with Stripe, Shopify, BigCommerce, WooCommerce, Opencart, PrestaShop, QuickBooks (QBO), FreshBooks, and Harvest. Stripe S…

You have the ability to add additional merchant support users to access your account. These users will have restricted access to your account, and will only be able to access the customer, payment plan, and dispute sections of the merchant portal. To access the user settings page, click settings, th…

Checkout Intro Text Partial.ly uses the following default text for the customer welcome message. “Partial.ly makes it easier to buy the things you love, or pay your bills, by allowing you to pay with a flexible payment plan. It’s quick and easy to sign up.” To customize the welcome message text, j…

Taxes can be added to your payment plans. Taxes can be location-based and controlled by country, state, or region. You can also add taxes to all payment plans, regardless of the customer’s location. Setting Up Your Taxes Go to Settings > Taxes and complete the following steps: 1. Select the ’Ch…

Location-based shipping fees can be added to your payment plans by setting up a shipping policy, shipping zones and shipping rates. Before you set up shipping zones and rates, make sure you have required shipping addresses under Settings > Checkout. Once done, go to Settings > Shipping to set up…

The Emails section of the merchant settings controls the emails that are sent to you and your customers by Partial.ly when certain payment plan activities occur. You can control whether or not Partial.ly sends these emails to both you and your customers. The design for each email can be customized u…

When a customer opens a payment plan, they are required to select a checkbox and type their name in a text box in order to confirm agreement with the terms of the contract. The contract states the exact payment amounts with their scheduled payment dates, along with a few legal declarations binding t…

Overview Webhooks are a way to customize your software with real time updates from Partial.ly. Partial.ly can send any URL you specify details when specific events occur, such as a payment plan being opened, payment succeeded, or a payment fails. Webhooks will post a JSON formatted document to your …