Checkout, client invoices, guest orders and email
This section documents identity fields, payment choices, mandatory terms, rate limiting, order tokens, native invoices and branded email.
Open the public checkout
Open the public checkoutMove from a valid cart to /shop/checkout.
Open guide →GuideUnderstand checkout rate limiting
Understand checkout rate limitingKnow checkout allows 20 attempts per hour per IP.
Open guide →GuideCheckout as a guest
Checkout as a guestUse bank transfer or cash on delivery when guest checkout is enabled.
Open guide →GuideCheckout as a signed-in client
Checkout as a signed-in clientUse saved client/contact identity and eligible native invoice payment.
Open guide →GuideUnderstand why checkout requires sign-in
Understand why checkout requires sign-inKnow anonymous users are redirected when guest checkout is disabled.
Open guide →GuideEnter the checkout full name
Enter the checkout full nameProvide the required name up to 191 characters.
Open guide →GuideEnter the checkout email address
Enter the checkout email addressProvide a valid required email up to 191 characters.
Open guide →GuideEnter the checkout phone number
Enter the checkout phone numberProvide an optional phone up to 60 characters.
Open guide →GuideEnter the shipping address
Enter the shipping addressProvide optional delivery details up to 5,000 characters.
Open guide →GuideAdd checkout order notes
Add checkout order notesProvide optional notes up to 1,000 characters.
Open guide →GuideAccept checkout terms
Accept checkout termsTick the required terms acceptance control.
Open guide →GuideOpen checkout terms and privacy links
Open checkout terms and privacy linksUse optional configured links with safe new-tab behaviour.
Open guide →GuideChoose native invoice payment
Choose native invoice paymentUse the host invoice payment flow when available to a signed-in client.
Open guide →GuideChoose bank-transfer checkout
Choose bank-transfer checkoutCreate an unpaid order and follow configured instructions.
Open guide →GuideChoose cash on delivery or collection
Choose cash on delivery or collectionCreate an unpaid order for operational collection.
Open guide →GuideUnderstand native invoice availability
Understand native invoice availabilityRequire signed-in client, enabled auto invoicing and active host payment modes.
Open guide →GuideUnderstand native invoice creation
Understand native invoice creationKnow the module creates a connected core invoice for eligible checkout.
Open guide →GuideOpen the native invoice payment URL
Open the native invoice payment URLUse the host invoice hash route from the public order page.
Open guide →GuideUnderstand guest payment limitations
Understand guest payment limitationsKnow guests do not receive native invoice online payment in the supplied flow.
Open guide →GuideUnderstand public checkout idempotency
Understand public checkout idempotencyUse checkout_key to prevent duplicate order commits.
Open guide →GuideUnderstand public order references and tokens
Understand public order references and tokensOpen /shop/order/{reference}/{token} without exposing the stored hash.
Open guide →GuideView a public order confirmation page
View a public order confirmation pageReview status, lines, totals, payment guidance and invoice link.
Open guide →GuideTroubleshoot an invalid public order link
Troubleshoot an invalid public order linkCheck the exact reference/token pair and whether the order belongs to the tenant.
Open guide →GuideUnderstand customer order confirmation email
Understand customer order confirmation emailUse the module-created template and saved enable toggle.
Open guide →GuideUnderstand internal new-order email
Understand internal new-order emailSend one module email to the configured internal address.
Open guide →GuideUnderstand host SMTP dependency
Understand host SMTP dependencyKnow both module emails use the host mail service and templates.
Open guide →GuideTroubleshoot a missing order confirmation email
Troubleshoot a missing order confirmation emailCheck the toggle, template, recipient and host SMTP/mail logs.
Open guide →GuideTroubleshoot a missing internal notification
Troubleshoot a missing internal notificationCheck the internal email setting, template and host mail delivery.
Open guide →GuideTroubleshoot terms-required validation
Troubleshoot terms-required validationReturn to checkout and explicitly accept the terms.
Open guide →GuideTroubleshoot an unavailable payment method
Troubleshoot an unavailable payment methodRefresh eligibility and choose bank transfer or cash when native invoice is unavailable.
Open guide →GuideTroubleshoot guest checkout disabled
Troubleshoot guest checkout disabledSign in as a client or enable guest checkout through authorised settings.
Open guide →GuideTroubleshoot too many checkout attempts
Troubleshoot too many checkout attemptsWait for the rate window rather than bypassing the limiter.
Open guide →GuideTroubleshoot a checkout processing response
Troubleshoot a checkout processing responseSearch for the existing order created by the same key.
Open guide →GuideTroubleshoot checkout after stock changed
Troubleshoot checkout after stock changedRefresh the basket and accept the recalculated availability/totals.
Open guide →GuideUnderstand payment-card data boundaries
Understand payment-card data boundariesKnow the module never requests or stores raw card data.
Open guide →GuideRun an end-to-end guest checkout test
Run an end-to-end guest checkout testTest cart, identity, terms, bank/cash method, tokenised order page and email.
Open guide →GuideRun an end-to-end signed-in client checkout test
Run an end-to-end signed-in client checkout testTest native invoice creation, payment URL, payment reconciliation and email.
Open guide →