Catalog and Checkout
Service Purchases
Find customer, project, and payment information after service checkout.
The current app does not have a separate Commerce > Orders page. Older instructions for order tables, fulfillment statuses, and order-detail actions do not match the current service checkout.
Where to Review a Purchase
- CRM > Contacts: customer identity and related context.
- CRM > Forms > Submissions: checkout intake answers when a form was used.
- Productivity > Projects: delivery work when the service creates a project.
- Your payment provider: transaction result and refund information.
- Finance > Invoices: billing records created for the engagement.
A service can accept checkout without creating a project when its project setting is off. A missing project alone does not prove payment failed.
Keep Billing Separate
Direct service checkout does not expose an order-to-invoice action. If an invoice is required, check whether one already exists and create or update it through Finance. Reconcile a received payment before collecting again.