How to switch payment method when transferring to the shop to a client

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How to switch payment method when transferring to the shop to a client

theglowroomva
Excursionist
27 0 7

I am turning over a shop I created for my first web design client. 

Once they disable their domain on their old platform (Wordpress) I will then add it to their new Shopify shop.

 

From there, I then transfer ownership to them. Do I need to first remove my debit card as the shop's payment method  BEFORE transferring to them? Or will it be wiped automatically when they are invited and they are then asked to provide their own payment method?


I just don't want them to have access to my card

 

EDIT: I just learned that i should have used a Shopify Partners account. 

Is there a way to add my store that i created with a paid account to my newly created Partner's account?

Accepted Solution (1)
Imogen
Shopify Staff
2045 226 389

This is an accepted solution.

Hey there, @theglowroomva! Thanks for following up with us!

 

In this specific scenario you have ongoing, the store that is being transferred will need to be kept on a paid subscription plan in order to be transferred. You're also unable to remove a payment method from a store without an additional method being on file to replace the one being removed. This means that you won't be able to remove your payment method on file until ownership is transferred, and the new owner adds their own payment method, and removes yours themselves. This step is outlined in our help document here.

Imogen | Social Care @ Shopify 
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Replies 4 (4)

Mac
Shopify Staff
1702 178 286

Hi, @theglowroomva 
Thanks for reaching out in our Community Forums and for sharing your concern, I’d be happy to help.

 

You can refer to our guide here to learn about transferring your development store to a client. In your case. you may want to export your store by using CSV files. You can export your products and customers, then import them into your new store. For detailed steps, check out this article.

Mac | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

theglowroomva
Excursionist
27 0 7

Mac, thanks for the help!

 

Can I deactivate my paid account store, remove my debit card, then transfer ownership to them?
Kind of trying to avoid having to export to my Partner's account.

Imogen
Shopify Staff
2045 226 389

This is an accepted solution.

Hey there, @theglowroomva! Thanks for following up with us!

 

In this specific scenario you have ongoing, the store that is being transferred will need to be kept on a paid subscription plan in order to be transferred. You're also unable to remove a payment method from a store without an additional method being on file to replace the one being removed. This means that you won't be able to remove your payment method on file until ownership is transferred, and the new owner adds their own payment method, and removes yours themselves. This step is outlined in our help document here.

Imogen | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

theglowroomva
Excursionist
27 0 7

Thanks for the reply. Yea, that sucks. Wish I knew about the Partner's account. Would have saved me a lot of $$ and time. 

 

I guess I'm stuck transferring to a new store.