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Help Center/Sales

Sales

Payments, order forms, checkout and coupons.

Payments

  • How to make a test purchase
  • How to refund your customer
  • How to cancel a customer's subscription
  • How to cancel a subscription to an offer hosted on SleepPRO™
  • How do you control access to subscription resources?
  • How to sell your eBook
  • How to set a sales limit on your offers
  • How to export multiple customer invoices to PDF format
  • How to export your transactions to CSV
  • How to send an invoice to a client
  • What happens when a customer's subscription payment fails
  • How to send customers a link to update their credit cards
  • Having an issue with your order? How to resolve it without opening a dispute

Order forms

  • How to create an order form or payment page
  • How to create and configure a price plan
  • How to delete a price plan
  • How to add an order bump to an order form or payment page
  • How to create an upsell and a downsell
  • The difference between an upsell and an order bump
  • What is a two-step order form?
  • How to set up a free trial

Checkout

  • How to create a thank you page
  • How to add the order summary to the "Thank you" page
  • How to make a test purchase

Coupons

  • How to create and add a coupon code to your order form
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