There are steps that you must complete to transition the store(s) on your MOBI account to new ownership.
Remember
If information is not updated to the correct owner, then payouts, charges etc. will be against the wrong owner & their trading information. It is imperative that both owners work together through this process.
Overview
- Firstly, as the new owner you will need an account to log in to MOBI - if you do not have one already. If you do not have one, you may need to get your Head Office or the previous owner to send you an invite to access the store
- Once your account has been activated, log in to MOBI. If you need help logging in, please refer to this article
- As the previous owner, you will need to provide the new owner with an account to log in to MOBI - if they do not have one already. To provide access to the new owner, you can send an invite for them to access the store
- Log in to MOBI. If you need help logging in, please refer to this article
Once you've logged in to your MOBI Admin Dashboard, you'll need to make sure the information for the store have been updated correctly.
In MOBI, there are 3 areas you will need to update for ownership changes:
- Billing - remove previous owner's billing details, add new payment details & set the date for when the ownership change will occur
- Payment Gateway - If accepting online payments, remove existing Payment gateway details by getting the new owner to add their Payment gateway details; (e.g. get them to sign up for a new MOBI Payments account.)
- Store Settings - Review the assigned menu, current trading hours, confirmation email recipients & user access. Remove the previous owner's access & any other contact details pertaining to the old owner
These settings are set at a store level so if you have access to multiple locations, you will need to click on a store first to get to the Store overview page & then access the Settings page.
Billing
Billing can be sorted in 2 ways: you can pay your subscription via Direct Debit (for Australia and New Zealand only) or via Credit card (all countries).
Ensure to set next billing date to first day of ownership. If there will be overlap, the owner's can discuss.
- To add/update your Billing details, please refer to this article.
Account details you will need to update:
- Billing details
- Name
- Contact Number
- Email Address
- Tax details ( Trading name and Tax number )
If you want to change your Billing method, you have access/the power to do so.
Remember
3 failed attempts to process your billing subscription will result in your store being Suspended & your customers prevented from ordering online. It is important you ensure your billing details are up-to-date & that you have sufficient funds in your account, for your chosen payment method.
Payment gateway
To add/remove/update the payment account for your disbursements from MOBI:
- Log in to your MOBI console
- From your Store Dashboard, click SETTINGS in the grey navigational pane
- On the Settings page, locate Payment Settings and click EDIT
- Under Online Payments, from the drop-down select your Payment gateway (e.g. MOBI Payments)
- Once selected, enter your account details on the right-hand side. For MOBI Payments, follow this set up guide.
Once the Payment gateway account has been set up, ensure the store is switched over to the new Payment gateway account on the day of the ownership change if possible.
Store settings
Updating your Store Settings, menu & user access is imperative to ensure that any accounts or details linked to the old owner are removed or changed over to the new owner.
- To update Store settings, please refer to this article
- To remove old user account(s) & add new ones please refer to this article
- Check to ensure POS is unaffected with the ownership change
- Review any 3rd party integrations like Delivery apps & update details if required
- Check user notifications in Receiving orders & remove the old owner's email address
What about the first payment disbursement after the new owner takes over?
Will it include revenue earned by the outgoing owner?
Answer:
The moment you change the settings from the old MOBI Payments account to the new one, all orders paid after that time will go to the new owner, all before that time will go to the old.
Payments to a specific MOBI Payments account will always be disbursed to the bank account associated with that payment account. So if a customer pays for an order before the change of ownership, but those funds are disbursed after the change of ownership, the funds still go to the outgoing owner's bank account.
If you get stuck or need assistance with the ownership changeover, feel free to reach out to a member of our Support team & they will help you through the process.
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