Manage your merchant account

To add and update your payment method:

1. Click on your Avatar icon and select Personal account.
2. Under Merchant account select Billing settings.
3. Next to Payment methods, select Edit.
4. Update your card details. 
5. Click Apply.

To add or update your billing details:

1. Click on your Avatar icon and select Personal account.
2. Under Merchant account select Billing settings.
3. Next to Billing details, select Edit.
4. Update your billing details.
5. Click Save.

To send money from your merchant wallet:

1. Click on your Avatar icon and select My wallet.
2. Under My wallets make sure you are using your merchant wallet. To change this click the dropdown arrow and choose your merchant wallet.
3. Select Send Money.
4. If you have enabled transfer authorization, enter your personal account password.
5. Choose where you want to send money:
   1. Transfers money to a Fresha business account:
      Send money to merchants or locations in your workspace.
   2. Transfer money to your Fresha personal wallet:
      Send money from your merchant wallet to your personal wallet.
   3. Transfer to bank account:
      Send money from your merchant wallet to your bank account.
6. Enter the Amount you want to transfer or click Max to send the full wallet balance.
7. Where needed, Add note as a reference. 
8. Select Review to view the transaction details.
9. Click Send money.

To send money from your personal wallet:

1. Click on your Avatar icon and select My wallet.
2. Under My wallets make sure you are using your personal wallet. To change this click the dropdown arrow and choose your personal wallet.
3. Click Send Money.
4. If you have enabled transfer authorization, enter your personal account password.
5. Choose where you want to send money:
   1. Send money to team members or workspaces:
      This is the workspace and the team members that your merchant account is connected to.
   2. Transfer money to your Fresha merchant wallet:
      Send money from your personal wallet to your merchant wallet.
   3. Transfer to a bank account:
      Send money from your personal wallet to your bank account.
6. Enter the Amount you want to transfer or click Max to send the full wallet balance.
7. Where needed, Add note as a reference. 
8. Select Review to view the transaction details.
9. Click Send money.

To view a detailed report of your payment transactions:

1. Click on your Avatar icon and select Personal account.
2. Under Merchant account select Reports.
3. Next to Payments, click View. 
4. Use the search bar or apply a date range or filters to view a specific sale. 
5. Get an overview of your:
   1. Sales:
      The Value of payments collected. 
   2. Refunds:
      The amount refunded to clients.
   3. Upfront payments: 
      The amount collected as deposits.
   4. Total payments:
      The number of payments received.

To download invoices and fees:

1. Click on your Avatar icon and select Personal account.
2. Under Merchant account select Reports.
3. Next to Fees, click View. 
4. Apply the Date filter.
5. Select the Download icon next to either of the following:
   1. Fresha fee activity: 
      A detailed breakdown of all paid feature charges, updated continuously throughout the month.
   2. Invoice:
      A finalized summary of all paid feature charges, generated at the beginning of each month.