How to use public pages?

Let's take a look at popular ways to use public pages, from simple order reviews to streamlined acceptance and payment processes. These examples showcase the flexibility of public pages, allowing you to customize each setting to fit your unique workflow and client needs.

The simplest way to use the public page without additional settings is for review purposes only. All the necessary information about the order is already there and if you want the client to just be aware of the products and services and their pricing, you can use the public page as it is.

Configure public pages to allow clients to accept an estimate and then immediately proceed to payment, streamlining the transition from estimate to order. This can be done as follows:

1. On the public pages settings page, in the Estimates block, select the Allow clients to accept/decline a document checkbox and set the rules for switching the order to another status after acceptance so that the estimate status changes to "Order created".

In this case, the order will be created in its initial status automatically after the estimate is accepted.

2. Go to Work Orders block, enable online payments, and select the status of the order that should display the payment button in the In statuses field.

For example, if you set the estimate status to “Pending”, send the client a public page and the client confirms it, the estimate will be transferred to the order with the “New” status. In this case, the payment button should be enabled for the “New” order status so that after confirming the estimate, the client can immediately pay for the order on the same public form.

For convenience, you can also create a new order status, for example New (Paid), to fit this flow better.

3. Next up, finish setting the payment button.

Set up the public page to let clients accept and pay for an order without needing an estimate — ideal for a simplified, direct order flow.

1. Go to Settings > Public Pages > Order/Estimate Page in the Orders block, select the Allow clients to accept/decline a document checkbox and set up the rules for changing the order status after acceptance or decline.

2. The next step is to enable the payment button for the order status you need.

Important: In order for the payment button to appear right after the public form is accepted, you need to configure the rules for switching into correct order status after the public form is accepted.

For example, the order status "Diagnostics" changes to "In Progress" when the public form is accepted. In this case, you need to enable the display of payment button as described above for the “In progress” status. Or create a new order status for your convenience.

You can configure the public page so that after confirming the order, the customer immediately sees the payment buttons — in the same order status.

1. Go to Settings > Public Pages > Order/Estimate Page in the Orders block, and check the box Allow customers to accept/decline document.

2. Select the status in which the confirmation buttons should be displayed.

3. In the “Accepted to change to status” field, select the same status.

4. Enable online payments as described above for the same status.

That is, the same order status (for example, “Awaiting confirmation”) must be selected in all three fields.

5. Select the status to which the order will be transferred after payment, and save the changes.

After saving the settings, when you send a public page to the customer, they will be able to first confirm the order and then pay for it immediately after confirmation while the order is in the same status. And only after payment, the order will change its status.

You can also use the public page solely for payments.

To do this, you just need to enable the display of payment button for the order statuses you require, and send the form to the client as described in this instruction.