Sell a service online

Every service has its own checkout link. Share it on your website, in an email or a message, and clients can buy the service, answer your questions and pay in one go.

Before you startCopy Anchor Link

• Set up a way to get paid: an online payment provider such as Stripe, or bank transfer.

Set up and share the linkCopy Anchor Link

1. Open Services › All Services and select the service.
2. Check Pricing and Media, so the price and pictures are right.
3. Open Settings. Optionally choose a Checkout intake form for the questions you ask before they buy, a Success Message, a Redirect URL and a Maximum Quantity.
4. Turn on Create project on payment if each sale should start a project.
5. Select Save.
6. Select Copy checkout link in the service header.
7. Open the link in a private browser window and check it, then share it.

You're done when the link opens a checkout page showing your service, price and payment options.

What your client seesCopy Anchor Link

Your client reviews the service, chooses a quantity, enters their name and email, answers your questions and picks a payment method. Online payments go through your provider. If they choose bank transfer, they get your payment instructions.

After someone buysCopy Anchor Link

• The payment is with your online payment provider. For bank transfer, check your bank before you treat it as paid.
• The buyer is in CRM › Contacts.
• Their answers are in the intake form's submissions under CRM › Forms.
• The project, if you turned it on, is in Productivity › Projects. It starts once payment is confirmed. For bank transfer, it waits for payment.

A checkout doesn't create an invoice. If the client needs one, create it in Finance and record the payment against it.

Good to knowCopy Anchor Link

• If the link doesn't open, check that the service is active and that you copied the link from the right service.
• If a payment option is missing, check your payment settings.
• Before asking a client to pay again, check your provider to see whether the first payment went through.

RelatedCopy Anchor Link

• Create a service
• Service pricing
• Get paid by bank transfer