Public Checkout Flow
Review direct service checkout, payment methods, intake responses, and project creation.
The current public checkout opens from the link copied on a saved service in Services > All Services.
Before Sharing
Review the service's Pricing, Media, and Settings, then save. Check payment gateway and offline payment setup in finance settings. Open the copied service link outside your signed-in workspace.
What Customers See
Customers review the service and available pricing, choose a quantity, and enter their name and email. If an intake form is configured, its questions appear during checkout. Available payment methods depend on workspace setup.
Online payment continues through the chosen gateway. An offline payment selection provides payment instructions; it is not proof that money arrived.
Projects and Intake Responses
When Create project on payment is enabled, checkout creates a project to hold the work. Online checkout starts it pending and successful payment activates it. Offline checkout creates work awaiting payment.
Intake responses are linked to the checkout project, or the contact when no project is created. Review the CRM form's submissions for the answers.
After Checkout
Check the payment provider's result and the relevant CRM or project record. The success page alone is not a payment receipt. The service checkout does not provide an Orders page or automatically create an invoice through the standalone link's invoice setting.
Use Finance > Invoices when you need an invoice, checking existing records first to avoid duplicate billing.