Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Services and Cart in the Portal
How clients buy your services from the portal and check out.
Clients can buy your services from inside their portal: pick a service, add it to the cart and check out.
Overview
This guide covers the Services page, the cart and what happens at checkout.
Who Can Access
Client
Buy a Service
Open Services
The client clicks Services. Only your active services are listed.
Add to the cart
They click Add to Cart. If the service has price options, they pick one under Choose an option first.
Review the cart
They click View Cart, change quantities or remove items.
Check out
They can add a coupon, then click Checkout.
Pay
Checkout makes an unpaid invoice and opens the payment page. The order is created only after payment.
What the Cart Shows
- Plan details, Price, Quantity and Total for each item.
- Subtotal, any coupon Discount, Tax from your Tax Rules, and a processing fee if you charge one.
- “Secure checkout · No charge until you confirm”.
Frequently Asked Questions
Why can’t a client see one of my services?⌄
Only active services are listed. Check the service’s status.
Can clients see my order forms here?⌄
No. Order forms are shared by link. The portal only lists services.
The client checked out but there is no order. Why?⌄
Orders are created after payment. Until then the client sees “Continue to payment to complete your order.”