Cart & Checkout
Clients can browse your services, add them to a cart, and check out — all within the portal. This guide covers the full purchasing flow from browsing to payment.
Browsing services
Clients visit the Services page in the portal to see everything you offer. Services are organized into folders, so clients can browse by category. Clicking a service shows its details, pricing, and any available options or variants.
Adding items to the cart
After selecting a service, clients choose any options (variants, quantities) and click Add to Cart. Behind the scenes, an invoice is created in an "abandoned" state to hold the cart items. Clients can continue browsing and adding more services.
Multi-currency note: All items in the cart must use the same currency. If a client tries to add a service priced in a different currency than what’s already in their cart, they’ll see a currency mismatch error.
Reviewing the cart
The cart page shows all selected services with quantities and pricing. Clients can:
Adjust quantities or remove items
Apply a coupon code for a discount
See the total including any applicable taxes
Proceed to checkout
Checkout and payment
Clicking Checkout takes the client to the payment page. The available payment methods depend on what you’ve configured:
Stripe — Credit/debit card payments
PayPal — PayPal checkout
Manual payment — Bank transfer or other manual methods
Account balance — Use available credit on their account
If the client has account credit, it’s automatically applied to reduce the total. If the credit covers the full amount, no additional payment is needed.
What happens after payment
Once payment is confirmed, the system automatically:
Marks the invoice as paid
Creates orders for each purchased service
Sets up subscriptions for any recurring services
Assigns intake forms if the service requires project details
Sends confirmation notifications
If a service has intake forms, the order starts in Pending status until the client submits their project information. Services without intake forms go directly to Submitted (or Working, depending on your settings).
Public order forms
Clients can also purchase services through public order forms — standalone pages you can share or embed on your website. These bypass the cart entirely: the client fills out the form, pays, and the order is created immediately.
To learn more about setting up order forms, see Forms.