Catalog and Checkout
Review Service Purchases
Review service checkout using CRM, intake forms, projects, and payment evidence.
Use the customer, intake, project, and payment records to review service purchases. There is no Orders list in the current app.
Review a Purchase
- Confirm the purchased service and the customer email.
- Check the gateway transaction for online payment, or reconcile receipt of the offline payment.
- Open CRM > Contacts to review the customer record.
- Open the intake form's Submissions when the checkout collected answers.
- If project creation was enabled, open Productivity > Projects and review the project, owner, scope, and next task.
- Check any invoice separately in Finance > Invoices.
A project's delivery status is not a substitute for payment reconciliation. Keep evidence of payment with the engagement before starting work that requires prepayment.
If the customer reached checkout but no payment is confirmed, investigate the gateway result before asking them to pay again.