Merchant User Guide

Understand the merchant-facing operating model of SpenVest.

Set up your merchant account and begin onboarding.

Choose the transaction source that best suits your business operations.

Understand why and how staff should identify a SpenVest customer before completing payment.

Connect SpenVest to your supported POS provider.

Upload eligible purchase activity where direct POS connectivity is unavailable.

See how spend milestones become merchant-issued value.

Understand the six customer segments used throughout the portal.

Understand the Online Shop and how activation works.

Manage your own delivery drivers directly from the portal.

Understand what happens to SVC when a customer returns a purchase.

Understand the Finance page and what it covers.

Connect your payment account to receive online shop payouts.

Use sales views to understand trade movement alongside reward programs.

Understand the four subscription tiers and what each includes.

Create and edit your public-facing merchant page.

Manage table or venue bookings for hospitality businesses.

Review and manage your business configuration, integrations, and plan details.

Protect operator access and configuration authority.

Diagnose common transaction sync problems.

Monitor your business performance at a glance.

Quick answers to common merchant questions.

Behaviours that are mock, simulated, or phase-1 only.