Category: Merchants

Share A Refund News Articles

How to merge user accounts

As a merchant, you might need to consolidate customer accounts. For example, a customer might have their UPS® and FedEx®...

How to identify if the user is a linked user

The Linked User Feature makes managing customers’ accounts more efficient. As a merchant, you may want to view which users...

How to attach sales reps to customer accounts

makes it easy to attach sales reps (or agents) to customer accounts through user roles and the Linked User feature....

Disable or delete user on a customer account

A customer may need help disabling or deleting a user on their account. This article outlines how to easily delete...

How to download a consolidated report for a customer

Useful tip Advanced reports are found inside the customer report dashboard. All reports can be customized by file type, date...

How to create a manual invoice

Share A Refund supports its merchants and their unique business operations. As a merchant, you might offer services that extend...

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