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Setting up online payments

How to set up online payments for your catalog and Showroom products

Updated over a week ago

Receiving payments online is fast and easy with Catalog Machine. You can enable payments for any catalog and Showroom products. Catalog Machine uses Stripe as a payment provider for your orders. Stripe has all tools to manage your payments, refunds, checks, and more. Learn more about Stripe.

Simply watch the tutorial video or follow these 4 steps.

Step 1. Create your Stipe Account

1. Go to Orders on the left part of your screen.

2. Select Payments.

3. Click Connect with Stripe.

4. Fill in the Stripe form to create a Stripe account. Or simply enter your email and password if you already have one. After finishing you will be sent back to the Catalog Machine page.

5. Enable Payments.

6. Select the currency. Check out the list of available currencies here.

7. Enable your inventory management if you want our system to validate your available product quantities.

Important: If the product’s quantity becomes 0 after the order, your client will not have an option to pay online. However, they still could send an order request.

8. Optionally include Sales Taxes and Shipping Fee. This version has basic settings for tax and delivery charges. Here are the rules:

  • You can only have a flat shipping fee. Put 0 to hide it.

  • Sales Tax could have only one number in %. It will be charged on the order subtotal + delivery fee for all orders. Put 0 to hide it

9. Create a confirmation email to your customers, that will be automatically sent right after they finish the payment.

This email will override your standard order request. If you have only one email option, it will be sent at both case scenarios (order & payment).

You can include different product fields, order information, and pricing details to your email.

You can use the following fields in the email body:

Order information

{{Order Id}}

{{First Name}}

{{Last Name}}

{{Organization}}

Pricing details

{{Sub Total}}

{{Delivery Fee}}

{{Sales Tax}}

{{Total}}

{{Currency}}

Ordered product details

Start with {{Items}} and finish with {{/Items}}.

{{Name}}

{{Variant}}

{{Image:Fit:20:30}} - image with width and height in pixels

{{Price}}

{{Quantity}}

{{Item Total}}

{{Field Name}} - any product or variant field, e.g. {{Code}}, {{Category}}, {{Description}}, etc.

Add parameters like Contact Information, Sales Conditions, etc.

Email sample:

Dear {{First Name}}, thanks for order!

Order information:
Order ID {{Order ID}}

{{Items}}
{{Image:Fit:20:30}}
{{Code}}: {{Name}} {{Price}} {{Quantity}} {{Item Total}}
{{/Items}}
Sub total: {{Sub Total}}
Shipping & Handling: {{Delivery Fee}}
Total: {{Total}}

Contact us any time

You can use {{If}} {{Else}} {{/If}} inside the body for any field., e.g.

Warranty: {{If Category = Shirts}} 30 days {{Else}} 15 days {{/If}}
{{If Total > 100}} We will send you a gift {{/If}}

Read at the end about more advanced email formatting in HTML.

Important note:

The Pay Now button will be displayed only if all checks are valid

  • Payments are enabled and your connection to Stripe is active.

  • The product or variant quantity in order is available if inventory management is enabled.

  • Ordered product or variant prices are entered. If the variant price is blank or 0, it will use a product-level price.

  • Prices match the catalog prices. Validation could fail if you changed the prices after the product was selected or the customer used a catalog with another pricing level (e.g. wholesale).

  • Some other internal security checks to ensure data integrity and the order matches your product database and order form wasn't hacked.

Step 2. Set up the Order form.

  1. Click on Setting.

  2. Name your Order Request

  3. Be sure the “Display Price and Total” and “Enable Variants selection” (if you have products’ variants) features are on.

  4. Customize the ordering form by adding fields based on your business needs.

  5. If you want to receive any information from the product fields, add it.

  6. Enable Customer Notification email.

Step 3. Manage your Inventory

If you enable automated inventory management (Step 1.7), you should keep an eye on the products’ quantity. If not, you could skip this step.

  1. Go to Products.

  2. Select Inventory.

  3. Check that quantity of the products you want to sell is more or equal 1.

The product that has quantity 0 automatically allocates to out of stock group of products.

Step 4. Enable orders from your Catalog or Showroom

Catalogs:

  1. Go to Catalogs.

  2. Select the needed catalog.

3. Click on the Order at the left menu panel.

4. Be sure Orders are enabled.

Showroom:

  1. Go to the Showroom

  2. Enable Order request

Your Customers Journey

  1. Select desired products right at the online Catalog or Showroom

  2. Go to the Order request to check all selected items

3. Fill in the order form

4. Select product variance

5. Check out the pricing with taxes and shipping cost

6. Click Pay Now

Please read in the first section when the Pay Now feature is displayed.

After this client is supposed to enter their card details.

If you set up an automotive email to the customer, they will receive it once they finished the payment procedure.

What will happen for you after the order submission

First of all, you will receive an email notification about the new order.

Secondly, you can find the list of orders in the system.

You can accept, decline, or delete the order. If you decline or delete the paid order, you have to refund your customers through your Stripe account.

You may be also interested in these articles:

Waiting period for the first payout on Stripe

Issue a refund to your customer

Customer card declined when processing payment

Close a Stripe account

Advanced email formatting settings

You can insert the information about the ordered products into a customer’s email as a table or using another HTML formatting.

To do this you should switch to Code View.

Here is the sample code. You can modify this code for your needs.

Dear <strong>{{First Name}}</strong>, thank you for your order! 
<br>
<br>Order ID: <strong>{{Order Id}}</strong>
<br>
<br>

<table>
<thead>
<tr>
<th>Product</th>
<th>Category</th>
<th></th>
<th>Price</th>
<th>Quantity</th>
<th>Total</th>
</tr>
</thead>
<tbody>
<!--{{Items}}-->
<tr>
<td>{{Code}} {{Name}} {{Variant}}</td>
<td>{{Category}}</td>
<td>{{Image:Fit:40:40}}</td>
<td>{{Price}}</td>
<td>{{Quantity}}</td>
<td style="text-align:right;">{{Item Total}}</td>
</tr>
<!--{{/Items}}-->
<tr>
<td colspan="5" style="text-align:right;">Sub Total</td>
<td style="text-align:right;">{{Sub Total}}</td>
</tr>
<tr>
<td colspan="5" style="text-align:right;">Shipping &amp; handling</td>
<td style="text-align:right;">{{Delivery Fee}}</td>
</tr>
<tr>
<td colspan="5" style="text-align:right;">Sales Tax</td>
<td style="text-align:right;">{{Sales Tax}}</td>
</tr>
<tr>
<td colspan="5" style="text-align:right;">Total ({{Currency}})</td>
<td style="text-align:right;">{{Total}}</td>
</tr>
</tbody>
</table>

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