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6 min readBilling & Invoicing

Selling Review Stands and Merchandise as Services

Sell physical items such as review stands, starter packs, or branded t-shirts to existing customers, collect a shipping address at checkout, and ship from Orders.

Feature overview: Sell Services to Clients

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A service with Collect a shipping address turned on is the quickest way to sell a physical item to customers who already use your platform: review stands, table cards, branded t-shirts with their QR code, or a starter pack.

You source, print, and ship the item yourself. The platform takes payment through Stripe checkout, collects the address, and gives you an order to work from.

Service or NFC product?

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Steps and details · includes a table
Service or NFC product?
Service with shippingNFC product
Sold toCustomers already logged in to your platformAnyone, from a product page on your website
Where it is listedThe customer's Services page and dashboardA product page built in the NFC setup wizard
Buyer accountUses their existing accountCreates a new account for the buyer
Stock and variantsNoYes
Quantity at checkoutOne per purchaseAdjustable
NFC records createdNoYes, one per unit
Worth knowing

Choose an NFC product when the item should link to a feedback form or review page through the platform's NFC records. Choose a service for everything else.

Set it up

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Go to Business -> Billing & Revenue -> Custom Products, click Create Product, choose Service or add-on, enter a name, and click Continue

Steps and details
  • Add an Image so customers can see the item
  • Under How do customers pay?, choose Stripe checkout
  • Leave Billing on One-time and enter the Price
  • Tick Collect a shipping address
  • Turn on Show to customers and click Save changes
Worth knowing

Shipping is only available with Stripe checkout. Include shipping in your price, because there is no separate shipping fee field.

What happens at checkout

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Stripe checkout asks for a shipping address

Steps and details
  • If Enable Stripe Tax is on, tax is calculated on the order and the address is saved to the customer in Stripe
  • After payment, the order appears in Business -> Customers -> Orders with the shipping address, and you get an email
  • The customer gets an order confirmation email saying you will let them know when it ships

Ship the order

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Open Business -> Customers -> Orders and click the actions menu on the order

Steps and details
  • Click View to see the shipping address
  • Click Ship, add a tracking URL if you have one, and confirm. The customer is emailed that the order has shipped
  • When it has arrived, click Complete and confirm Yes, Mark as Completed

Common questions

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