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The General settings tab is the first stop when configuring the Products & Services module. Found under Settings → Products & Services → General, this tab controls how order numbers are formatted, which payment methods are available at checkout, and gives you a safety net to restore the built-in checkout form if it’s ever removed.

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Orders Prefix

The Orders - Prefix field sets the text that appears at the start of every order number generated by the module. For example, setting the prefix to ORD- produces order numbers like ORD-000024. Choose a prefix that fits your business naming convention — it appears on order records, invoices, and in customer-facing communications.

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Payment Gateways

Stripe

Enable the Enable Stripe payment gateway toggle to offer a Pay with Credit Card option at checkout. Stripe credentials are shared with the rest of the CRM — no module-specific keys are required.

PayPal

Enable the Enable PayPal payment gateway toggle to offer a Pay with PayPal option at checkout. This requires PayPal API credentials to be entered under the PayPal (API) tab in these settings.
Enabling a gateway here is only half the setup. Stripe must also be configured and enabled in the CRM’s main payment gateway settings — the module shares those credentials rather than storing its own. PayPal requires its own API credentials entered in the Payment Gateways tab of this module.

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Restore the Default Services Form

The Restore the default services form button recreates the built-in All Services checkout form if it has been deleted. It also re-syncs the form with every service that is currently enabled in the module. Use this button any time you need to get back to a clean starting point without manually rebuilding the form from scratch.
If you customised the All Services form before accidentally deleting it, use this button to regenerate the base form, then re-apply your customisations. The restore operation only recreates the default structure — it does not recover previous edits.