Already sending orders to Merit Aktiva with another plugin? Move to sild in four steps, and no order gets two invoices. Which plugins sild knows and what it brings over is on the switching page.
1. Install sild next to the old plugin
The old plugin keeps running. sild starts in preview mode and writes nothing to Merit Aktiva. Install and connect as usual: install, connect Merit Aktiva.
2. Import the settings
When sild finds settings of a plugin it can read, the wizard shows We found your current Merit Aktiva plugin's settings with an Import settings button. You'll find the same later in Settings, in the Moving from another Merit Aktiva plugin section.
The import brings over:
- VAT rate mappings, where that rate exists in Merit Aktiva;
- payment method names, where that method exists there too. The bank accounts and due days you've set stay;
- invoice options: when to invoice, whether bank transfers are invoiced while on hold, what to do on cancellation, and the shipping item code.
Imported rows replace the ones in sild. Have unsaved changes? Save them first. After the import, look through the mappings.
3. Compare
Run the check of past orders (see preview mode). sild compares its invoices with the ones the old plugin made and shows every difference.
4. Switch
The Moving from another Merit Aktiva plugin section lists every other active one as Creates invoices or Invoicing off. Any active plugin with "merit" or "aktiva" in its name counts. Some can stay on for other jobs, as long as their invoicing is off.
- Deactivate the old plugin or turn off its invoicing.
- Reload the page and check that no plugin shows Creates invoices.
- Switch sild to live (see going live).
While another plugin still creates invoices, Switch to live doesn't work.
Done! sild creates the invoices now, and the old plugin doesn't.
What stops double invoices
- sild recognises the old plugin's invoices. If such an order is refunded or cancelled, sild credits the old invoice.
- Before it creates any invoice, sild looks in Merit Aktiva for one with the same number.
- If another Merit Aktiva plugin is turned on again while sild is live, you'll see an admin notice and "… is still creating invoices" in Needs attention.
- An invoice number prefix keeps sild's invoices apart from the old ones (see mappings).
Changed your mind?
Go to Settings → Sync mode, click Return to preview mode, then turn the old plugin back on.
Want a hand? We'll go through your preview report with you. Click Ask for setup help in Plan & billing, or write to [email protected].