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Tips and Tricks
Good practices to do more with less.
The Customer Status
Here are the details of the different customer status: A prospect has never made a payment. The prospect may have been created: by clicking on the "NEW CLIENT" button in the "Customers" section. by registering on his own from your registration page. by starting an order without ever having finalized it. A "Subscribed" is a customer with at least o
The Payment Methods Status
Details of the status of the payment methods: A customer's payment method is considered active if it is valid and has no anomalies (incorrect information, expired, insufficient funds,
The Order Status
Details of the different order status: The status of an order is "Pending" in the case where the customer has not finalized the payment. This status applies to all types of products. An order has the "Concluded" status when the customer has ordered and therefore paid. This status only applies to punctual payment products and expired subscr
Details of the different payment status: The "Paid" status indicates that the payment has been made and that the customer has been debited. It also applies if you record a manual payment on a "Pending" invoice. The "Pending" status means that the first debit attempt has not yet taken place (the legal time limit of 3 days before the first automat
Payfacile automatically notifies your customers for : confirmation of payment - you can choose to add invoices as an attachment. the validation of an order - you can disable this email if you wish (except if you use SEPA direct debits). the validation of a refund - here is an article to know How to refund a customer ? Emails specif
How to recover your abandoned orders?
How to pre-fill the product page form?
Pre-filling your customers' details fields on a product page can be useful for example to invite customers: to order new products, to subscribe to new offers,... Here is the list of information ( settings) that you can pre-fill on the order form of your product pages: client's first names client name
How to track your sales statistics?
####The dashboard has 3 parts: The first part shows the volume of your sales and the number of payments you received during a period: per day, per week, per month. **The second pa
Can we accept payments in several installments?