Every Stripe checkout purchase becomes an order you can work from, and you are emailed each time. Purchases through `Your own link` are not recorded, so they do not appear here.
Find service orders
Go to `Business -> Customers -> Orders`. Service orders sit alongside NFC orders. The `Purchased` column shows the service name with a `Service`, `Monthly`, or `Yearly` badge.
Use the search box to find an order by order number or customer email. Click the order number, or `View` in the actions menu, to open the order summary.
- An order is created when Stripe confirms the payment, even if the customer closes the tab before returning to your platform
- Payments that take days to confirm, such as SEPA Direct Debit, appear once they succeed
- Abandoned checkouts, declined cards, and failed payments do not create orders
- Monthly and yearly renewals do not create new orders. See them in Stripe
Order actions
| Action | When it shows | What it does |
|---|---|---|
| `View` | Always | Opens the order summary with customer, payment, and item details |
| `Mark delivered` | Paid service orders without shipping | Marks the order as completed once you have delivered the service |
| `Ship` | Paid orders with a shipping address | Marks the order as shipped, with an optional tracking URL, and emails the customer |
| `Complete` | Shipped orders | Marks the order as completed |
| `Cancel` | Orders not completed or cancelled, except monthly and yearly services | Marks the order as cancelled and emails the customer. It does not refund the payment |
Refunds happen in your Stripe dashboard. The order in the platform is not updated when you refund.
Emails sent when a service is bought
| Who | |
|---|---|
| You (your agency account email) | `New service purchase:` followed by the service name, with the customer, the total, and a `View order` button. Sent for every Stripe checkout purchase |
| The customer | An order confirmation thanking them for their purchase and saying you will be in touch about next steps, or that you will let them know when it ships |
Notify more people, or Slack
Your own account email always receives purchase emails. To add teammates or post to Slack, create a notification rule from your agency account. `Service purchases` is not offered while you are inside a customer's dashboard, because those rules belong to the customer.
- In your agency sidebar, go to `Resources -> Account -> Notifications`
- Click `New notification`
- Choose `Service purchases` and click `Create notification`
- On the `Edit notification` page, under `Where should it go?`, add email addresses, turn on `Slack`, or both
- Click `Save notification`. Use `Send test` to send a real notification based on your latest service order
Send orders to Zapier, Make, or your own system
- Go to `Platform -> AI & Automation -> API & Webhooks` and open the `Webhooks` tab
- Under `Create Webhook`, enter a `Webhook Name` and the `URL`, tick `Order Created` under `Orders` (and `Order Updated` if you want status changes), and click `Create`
- Every Stripe checkout order is sent as a POST request with the order number, customer ID and email, total and currency, status, shipping address when collected, and the items bought
- `Order Updated` fires when you `Ship`, `Complete`, or `Mark delivered` an order