MerchantOverview

Payments, assets, and contracts

See which settings page controls merchant payout readiness, email sync, gifting, assets, contracts, and storefront routing checks.

Last reviewed: Sep 14, 2026UI path: Merchant sidebar → Settings → Payout Settings, Asset Library, Contract Templates; Merchant sidebar → Settings page → Email Sync, Gifting Settings, App Proxy Configuration

Before you start

Finish the basic program settings first.

Where to find it

Merchant sidebar → Settings → Payout Settings, Asset Library, Contract Templates; Merchant sidebar → Settings page → Email Sync, Gifting Settings, App Proxy Configuration

For current connection and destination examples, see the illustrated PayPal guide.

Steps

Merchant payout methods and separate Stripe and PayPal provider account cards — Merchant payout providers and availabilityCurrent provider and availability controls with fictional Sandbox PayPal readiness, disconnected Stripe and Manual / Other enabled. No provider or availability setting was changed.

View full-size image: Merchant payout providers and availability

Email Synchronization showing unchecked Klaviyo and Omnisend enable controls — Email providers before configurationCurrent Klaviyo and Omnisend enablement controls in a fictional disconnected state. No provider was enabled or connected.

View full-size image: Email providers before configuration

Welcome gift search, no-gift selection and automatic seeding action — Gifting before selectionCurrent welcome-gift search and variant selector with no gift selected and automatic seeding disabled. A fictional catalog supplies the choices; no product, gift or setting was selected or saved.

View full-size image: Gifting before selection

ScreenshotStep 4

Local image

Asset Library upload and organizationCurrent upload, assignment, visibility and library controls with one fictional PDF record. The document uses the standard file thumbnail; no file was uploaded, downloaded, deleted or assigned.

View full-size image: Asset Library upload and organization

Contracts page showing built-in agreement actions, upload area and empty active/version states — Contract templates before activationCurrent built-in agreement and upload controls with no active or uploaded template. Preview, download, activation and upload were not used.

View full-size image: Contract templates before activation

App Proxy status, routing, sample storefront URLs and theme fallback diagnostics — App Proxy routing and readinessCurrent routing and diagnostics with fictional signed-proxy readiness and missing theme integration. These badges are sample responses, not a live health check; no proxy or theme configuration was changed.

View full-size image: App Proxy routing and readiness

Step 1.

Open Settings → Payout Settings and prepare your merchant payout methods.

Step 2.

Open Settings → Email Sync from the settings landing page if you want contact sync with a connected marketing platform.

Step 3.

Open Settings → Gifting Settings from the settings landing page to choose the product used for welcome gifting.

Step 4.

Open Settings → Asset Library to upload program assets and manage visibility.

Step 5.

Open Settings → Contract Templates to upload and activate the contract template used for partner agreements.

Step 6.

Open Settings → App Proxy Configuration to review the storefront routing readiness page.

Settings explained

Payout Settings decide whether payout operations are actually ready for merchant approval workflows. This page now separates automated readiness, shop default threshold, and merchant-owned Stripe or PayPal account controls.
Email Sync supports marketing workflows by keeping contact data aligned.
Gifting Settings prepares welcome gifts for eligible VIP partners.
Asset Library stores brand assets and product photos for partner use.
Contract Templates control the starting document used when sending contracts.
App Proxy Configuration helps merchants confirm storefront routing readiness in plain language.

Example

A merchant connects the shop's Stripe account in Payout Settings, checks that automated readiness is complete, uploads premium brand assets for VIP use, activates a contract template, and then enables gifting so approved VIP partners receive a welcome gift after onboarding.

Tips and limits

This page is an overview. Use the detailed settings pages when you need exact steps for one workflow.
Do not wait until the first payout request to confirm gateway readiness or threshold behavior.
Keep asset visibility levels clear so standard and premium content are not mixed by mistake.
Review contract template versions before sending a new batch of contracts.