Orders & payments

Orders, quotations, invoices, receipts and payment links. ¡ 17 guides

  1. 1Connect your CHIP payment accountLink your own CHIP account so customers can pay by FPX, card or e-wallet and orders turn Paid by themselves. 5 minOwners and admins
  2. 2Create an order in a chatMake an order for a customer from the Inbox and send them the total and payment link. 3 min
  3. 3Send a payment linkMake a CHIP payment link for a walk-in, phone order or social media DM, or resend one for an order. 2 minOwners and admins
  4. 4Understand order statusesWhat each order status means and how an order moves from payment to done. 3 min
  5. 5Ship an order and add trackingAdd the courier and tracking number, tell the customer, then complete the order. 2 min
  6. 6Offer cash on delivery (COD)Let customers pay the rider when the parcel arrives, then confirm the money came in. 4 minOwners and admins
  7. 7Mark an order paid or cancel itRecord cash or bank transfer payments yourself, or cancel an order that will not go ahead. 2 minOwners and admins
  8. 8Refund an orderGive money back for a paid order, fully or in part, and keep your records right. 3 minOwners and admins
  9. 9Make a quotationSend a price offer the customer can accept from a link. 4 min
  10. 10Turn a quotation into an invoiceWhen the customer says yes, make the invoice from the quotation in one tap. 2 min
  11. 11Send an invoiceBill a customer with an invoice that carries a CHIP payment link. 4 min
  12. 12Remind customers about unpaid invoicesSend the payment link again for overdue invoices, by hand or automatically. 2 minBasic and higher
  13. 13Find and share receiptsEvery paid order gets a receipt automatically. Find, copy or print it here. 2 min
  14. 14Find credit notes and refundsSee the credit notes issued when you refund a paid order. 1 minBasic and higher
  15. 15Put your logo and business details on documentsShow your logo, address, SSM number and TIN on receipts, quotations and invoices. 3 minOwners and admins
  16. 16Set up SST, numbering and termsTurn on SST if you are registered, and set document numbers, due days and notes. 4 minOwners and admins
  17. 17Read the Finance pageSee money owed, overdue, paid and quoted at a glance, and what needs your attention. 2 min
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