Payments Tab Summary

Payments > Orders

Purpose

The Orders section helps you keep track of all purchases made through your CRM. It shows what your customers bought, how much they paid, and the status of their payments. Think of this as your digital sales record.

Functions

• View order history – See a full list of all completed, pending, or refunded orders.
  
  

• Filter by date, product, or customer – Quickly find a specific order.
  
  

• Open individual orders – View customer details, items purchased, and payment breakdowns.
  
  

• Update payment status – Mark an order as paid if payment was made manually (e.g., cash or EFT).
  
  

• Resend receipts – Email a copy of the receipt to your customer again, if needed.
  
  

This section is ideal for managing sales, resolving payment questions, or following up with clients.

Payments > Products

Purpose

The Products section is where you list the services or items you want to sell. This could include grooming services, retail products, gift vouchers, or subscription-based offers.

Functions

• Create new products – Add one-time or recurring items for sale.
  
  

• Add descriptions and pricing – Include details to help customers understand what they’re buying.
  
  

• Upload images – Visually showcase your products or services.
  
  

• Assign products to payment forms – Use products in order forms, appointment payments, or invoices.
  
  

• Edit or delete products – Update pricing or remove items you no longer offer.
  
  

Setting up your products properly ensures a smooth checkout experience and clear communication with your customers.

Payments > Coupons

Purpose

The Coupons section lets you create discount codes for your products or services. This is useful for promotions, holiday sales, loyalty programs, or offering special deals to clients.

Functions

• Create coupon codes – Set a custom code like “SAVE10” or “WELCOME20”.
  
  

• Choose discount type – Apply a flat dollar amount or a percentage off.
  
  

• Set usage limits – Control how many times a coupon can be used, or how long it’s valid for.
  
  

• Assign coupons to products – Link discounts to specific items or services.
  
  

• Track coupon performance – See how often your coupons are being used.
  
  

Using coupons is a great way to attract new customers or reward returning ones.

Payments > Settings

Purpose

The Settings section is where you control how your business handles payments. This includes connecting your payment provider, managing invoices, and setting up retry options for failed payments.

Functions

• Connect a payment processor – Link your Stripe or PayPal account to start accepting payments online.
  
  

• Customise invoice appearance – Add your business logo, contact details, and terms of service.
  
  

• Set payment retry rules – If a customer’s payment fails, you can automatically retry it up to 3 times, with delays of 1, 3, or 7 days.
  
  

• Configure email notifications – Choose who gets notified (you, staff, or clients) when a payment is made or fails.
  
  

• Update business info – Ensure your business name and branding appear correctly on all payment records.
  
  

Setting up your payment settings properly helps your business get paid faster and keeps everything looking professional.