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Exchange Settings

Menu path: Admin -> Settings -> Exchange Settings

Route: /admin/settings/exchange

This page controls important rules for customer exchange orders.

What this page changes

This page changes the rules used in the public exchange flow.

If you save the wrong values here, customers may be blocked from ordering, or they may see confusing notices during checkout.

Field guide

FieldWhat it meansRecommended use
Payment ProofRequires the customer to upload or submit proof of paymentEnable for manual payment workflows
Exchange Require LoginAllows only logged-in customers to create exchange ordersEnable if you want all orders connected to customer accounts
Customer verified before exchangeRequires customer verification before an order can continueEnable if compliance is required for your business
Exchange Reserve MinutesTime used for reserve hold or timeout logicUse a sensible number like 15, 30, or 60
Exchange Step 1 Notice StatusShows or hides the first exchange noticeEnable if you want instructions before the customer continues
Exchange Notice StatusShows or hides the main exchange noticeUse for important rules or payment instructions
Exchange Success Notice StatusShows or hides the success message after a step is completedEnable if you want a final instruction or reminder
Exchange Step 1 NoticeRich-text message shown at the first stepWrite short pre-order instructions
Exchange NoticeMain exchange notice textUse for payment warnings, business rules, or timing notes
Exchange Success NoticeMessage shown after successful exchange progressUse for next-step instructions such as waiting time or support contact

Common mistakes

  • enabling Exchange Require Login while signup or login is disabled in General Settings
  • enabling Customer verified before exchange before your KYC process is ready
  • setting Exchange Reserve Minutes too low, then customers lose time too fast
  • writing very long notices that customers do not read
  • disabling notices but expecting customers to still see the saved text

If users complain that they cannot order

Check these settings first:

  • Exchange Require Login
  • Customer verified before exchange
  • Payment Proof
  • Exchange Reserve Minutes

Then also review:

Best practice

  • keep notices short, direct, and action-focused
  • use login and KYC rules that match your real business policy
  • test one public order after every important change