Merchant Support

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Merchant Support

Hello Clever Merchant Hub

Hello Clever Merchant Hub

Welcome to the Hello Clever Merchant Hub! Here you'll find training and resources to help you get the maximum value from Hello Clever.

Cashback Campaigns

How to setup an Instant Cashback campaign

How to get the most out of your Instant Cashback campaign

How to use the express checkout button

How to create marketing material for your Instant Cashback campaign

How to plan for upcoming retail events

How to set up an in-store cashback campaign

See more

Merchant Dashboard

How to use the Hello Clever Merchant Dashboard

How to export data from the Merchant Dashboard

How to initiate a payout

How your customers use the Hello Clever checkout.

How to Log Into the Merchant Dashboard

Change Password & Two-Factor Authentication

Balance Overview

Site Management

Inviting Members

Payment History

How to Create an API Key

How do I Update my Merchant Settlement Bank details?

How to Resolve a Dispute?

Manually Create a Payment Request

Manual Payout

Add an Additional User to your Dashboard

See more

Payment Links

How to generate a payment link

General

How to access Hello Clever Brand Assets

Getting Started

What is Hello Clever?

How Does Hello Clever Work?

How Hello Clever Works For Me?

Onboarding: Gather Your Documents

Payment Concepts

What is PayID?

What is PayTo?

How to pay with PayID

How to Set up PayTo Agreement?

PayTo Payment Status

PayOut Payment

Checking for a Payment Status

See more

Integration Platforms

Integration Quickstart

WooCommerce

Shopify

OpenCart

Adobe Commerce (Magento)

Xero

Testing your integration using the Sandbox

See more

Marketing

Email Template

Clevershop

Setting Up your Clevershop Profile

Milestone Campaign

Setting up your Milestone Campaign