In this tutorial, we will see how to create and send a payment link to a client to allow them to pay for a sale generated on Framework360.
Step 1: Create a new sale
First, let's create a new sale. To create a new sale, we need to access the "Sales" section located within the sidebar on the left side of our control panel. Here we will find the list of our sales, both completed and ongoing. We can select an existing sale or create a new one by clicking on the button at the top right "Add".
Once the sales creation screen is opened, we proceed to insert the customer by clicking on the "“Select Customer”" button.
In the right column, the details of the sale will be displayed, including the payment method. We can choose from the payment methods that we have activated on our site.
If we have not yet activated any payment methods, let's activate one before proceeding. For more information on how to insert PayPal and Stripe payment methods, we have created two specific tutorials:
How to Link PayPal on Framework360
How to Link Stripe on Framework360.
At this point, we go to the "Cart" tab and insert the product we want to sell. If we wanted to create a new product, we could do so by clicking on the "New Product" button.
Now let's click on the green button at the top right "Save" to confirm the sale.
Step 2: Generate and send the payment link
After creating the sale, the payment link will appear in the right sidebar which we can copy and send to the customer.
The customer, once they have received the payment link, will be able to click on it to access the payment page.
Here you will be able to choose from the available payment methods and proceed with the payment by clicking on the green button "Proceed with Payment".
Step 3: Check the status of the sale
Once the customer has made the payment, we will receive a notification via email that will alert us of the successful payment made by the customer. Additionally, in the sidebar on the right side of the sales screen, we will see the payment method used by the customer, the payment status as "Collected" and the order status as "Processing" as shown in the following figure:
In doing so, we will know that the payment has already been received. We can then proceed with shipping the order and mark it as completed once the sale is concluded.
