Customer Checkout Flow: From Service Selection to Payment

Follow the full customer journey from opening a checkout form link to a paid order, and learn what the module creates automatically after payment.

When a customer clicks a checkout form link, they enter a guided purchase flow that handles service selection, pricing, account creation, and payment — all without any manual involvement from your team. This page walks through every step of that journey from the customer’s perspective, then explains what happens automatically on your end the moment payment is confirmed. Understanding this flow helps you configure your services correctly and set accurate expectations for clients.

The Checkout Journey

1. Browse and select a service

   The customer opens the form’s public URL and sees every enabled service listed on it. Each service shows its name and a brief description. The customer clicks on the one they want to purchase, which expands the service and reveals pricing and option details.

2. Choose price, quantity, and add-ons

   Depending on how the service’s pricing is configured, the customer takes one of the following actions:

   Single Fixed Price

   The price is shown automatically — no selection is required. The customer reviews the amount and moves on.

   Multiple Fixed Prices

   The customer picks one price tier from the list you’ve defined — for example, Basic, Standard, or Premium.

   Unit Price

   The customer enters a quantity within the minimum and maximum range you set. The displayed total updates live as they type.

   If the service has any add-ons configured, they appear below the price selection. The customer can toggle add-ons on or off, and the order total updates in real time to reflect every selection. See Services and Add-ons & Options for details on configuring these.

3. Fill in the custom order form (if enabled)

   If you’ve attached a Custom Order Form to the service, the customer sees it next. They work through your fields — text inputs, dropdowns, file uploads, and so on — before they can continue. Any field you’ve marked as required must be completed before the customer can proceed to the next step. This is the ideal moment to collect project briefs, specifications, or any assets needed to start delivery.

4. Sign in or create an account

   The module needs a client record to attach the order to. At this step:

   • Returning clients who are already logged in skip this step entirely.
   • Existing clients who aren’t logged in sign in with their email and password.
   • New customers click Sign Up, enter their details, and a new client and client-user account is created for them automatically. The system emails them a temporary password so they can log in and manage their orders later.

   New client accounts are created on the spot during checkout — you don’t need to create a client record in advance for a customer to make a purchase.

5. Pay

   The customer sees a full payment summary — service name, selected price, add-ons, and the total amount due. They then choose their payment method:

   Pay with Credit Card

   Powered by Stripe. The customer enters their card details on Stripe’s secure payment page and confirms the charge.

   Pay with PayPal

   The customer is redirected to PayPal to approve the payment, then returned to your site automatically.

   Both methods are configured in Payment Gateways. You can enable one or both, and customers see only the options you’ve activated.

6. Thank-you page

   After a successful payment, the customer is redirected to a thank-you page confirming that their order is placed. From here they can log into the client portal to view their order and any invoice or project that was created.

What Happens Automatically After Payment

You don’t need to take any manual action after a customer pays. The module listens for payment confirmation from the gateway — immediately for Stripe, or via PayPal’s webhook for PayPal payments — and then runs the following automatically:

1. Order record is created

   A permanent Order is created and linked to the client’s account. It captures the service purchased, the price paid, any add-ons, and the answers submitted on the custom order form. You can view and manage all orders under Products & Services → Orders.

2. Invoice and payment are recorded

   An Invoice is generated and marked as paid, with a Payment record attached reflecting the exact amount charged. This keeps your billing history complete without any manual bookkeeping.

3. Project is created (if configured)

   If you’ve set up checkout automation on the service to create a project after an initial payment, the module creates a Project, assigns the configured team members, and appends any custom order form answers to the project description. See Checkout Automation for setup details.

4. Notification emails are sent

   The module sends emails to notify your admin team that a new order has arrived, and — if configured — sends a confirmation email to the client. Customize the content of these messages in Email Templates.

Recurring Subscriptions

For services sold on a recurring billing cycle, the checkout flow above applies to the first payment only. For every subsequent renewal, the module handles the following automatically:

Renewal payment succeeds

• The order remains active and its last-renewed date is updated to reflect the new billing period.
• If the service’s automation rules include a “recurring payment completed” trigger, a new project is created for the renewal — useful for retainer-style services where each billing cycle represents a new block of work.
• Admin and client notification emails are sent as configured.

Renewal payment fails

• The module triggers failure notification emails to the admin team and the client so the payment issue can be resolved promptly.
• The order is not immediately cancelled — your team and the client have an opportunity to update payment details.

Cancelling a subscription

Subscriptions are cancelled from the Orders screen. When you cancel a subscription, cancellation is scheduled rather than instant — the order remains active until it is processed, after which it is marked as cancelled and no further renewals occur.

Subscription cancellations are not immediate. Do not assume a subscription is inactive the moment you request cancellation — wait for the order status to update before communicating cancellation to your client.

Next Steps

Orders Overview

View completed purchases, access order details, and review submitted form answers.

Subscription Management

Manage active recurring subscriptions and handle cancellations.

Checkout Automation

Configure project creation and team assignments triggered by new orders.

Payment Gateways

Set up Stripe and PayPal so customers can pay at checkout.