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orders
Send a checkout link when the customer pays online for what an order owes, all of it or a share. They pay in your online checkout, and the payment lands on the order. How payments work explains what a link collects and what caps it.

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Prerequisites

Required permissions: Create and edit orders (orders:order:create) to send the link, and View orders (orders:order_payments:view) to follow it on the Payments tab. Every built-in role holds both, Member included. See Users & Roles.
Have ready before you start:
  • A payment provider connected, for the online payment methods the link offers. See Payments settings.
  • The customer’s email, to send the link to. Without one, create the link and pass it on yourself.

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The walkthrough

1

Open the order

Open the order from Orders. Check the location selector in the top-left corner first if you have more than one location, because the table lists only that location’s orders. The order opens on its Summary tab.
The Orders table on the All tab, with one order's row highlighted
2

Open Send checkout link

Click Payment in the top-right corner of the order and choose Send checkout link. The Send checkout link panel opens on the right.
The Payment menu open on an order, with the Payment button and Send checkout link highlighted
3

Check the email

Check Email under Contact details at the top of the panel. It starts with the email of the order’s main customer. Leave it empty to create the link without sending an email, and copy the link from the order’s Payments tab afterwards.
The top of the Send checkout link panel, with the Email field under Contact details highlighted
4

Choose what to collect

Check the rows under Amount to collect. Every line that still owes money is listed, ticked at what it owes. With an issued invoice, the rows split into Uncollected items and Open invoices. Untick a row to leave it out of the link, or type a lower figure in its Amount to collect field to collect part of it.
The Amount to collect section with its totals, the ticked item rows and the first row's Amount to collect field highlighted
5

Collect a share, such as half up front

Skip this step to collect the ticked rows in full. To collect a share, click Apply to selected items above the rows. Type the figure, choose % beside it, and click Apply. For half up front, type 50: each ticked row then collects half of what it owes. Choose the currency symbol instead to spread a fixed sum.
The Send checkout link panel with Apply to selected items, the % toggle beside the figure and the Apply button highlighted
6

Send the link

Check that the online methods under Available payment methods are ticked, then click Send checkout link at the bottom of the panel. The button label ends in the amount to collect, for example 25.00 €. It reads Create checkout link when Email is empty.Checkout link created successfully confirms it, and the panel closes.
Available payment methods and the Send checkout link button highlighted at the bottom of the panel
7

Follow the payment

Open the order’s Payments tab. The link is listed under Checkout links as Active. When the customer pays, it changes to Used and the payment appears in the Payments table. The chip on the Payments card in the sidebar reads Paid, or Partially paid if you collected a share.
An order's Payments tab, with the tab, the Checkout links card and the link's Active chip highlighted

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How do I know it worked?

  • The link is listed under Checkout links on the Payments tab, with the address it went to in the Email column.
  • It reads Active until the customer pays, and Used after.
  • A row of type Payment appears in the Payments table once they pay, and the Payments card reads Paid or Partially paid.

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Troubleshooting / common pitfalls

A completed order offers no Payment button. Reopen the order to collect on it. A role can also hide the button. See Order Lifecycle and UI visibility.
The link has nothing to do. Give at least one row an amount, and tick at least one payment method under Available payment methods. See Order Payments tab.

How payments work

What a checkout link collects, and what caps the amount.

Payments and deposits

Every walkthrough for taking money and handling deposits on an order.

Record a manual payment

Recording money the customer paid outside TWICE.

Extend an order

Giving a customer more time and sending a link for the difference.

Order Payments tab

The Send checkout link panel and the Checkout links table, control by control.