Plug&Pay/Huddle

Rens van Hout

Orders

The tabs and actions inside the order overview in Plug&Pay

Order overview in Plug&Pay

Overview of the components and actions within an order in Plug&Pay

Viewing and managing orders

Viewing, downloading and sending a customer invoice through Plug&Pay

Viewing and sending customer invoices

Manually creating an order for a customer in Plug&Pay

Creating an order manually

General

Crediting an order and creating a credit invoice in Plug&Pay

Crediting an invoice

Find unpaid orders, follow up, and remind customers in Plug&Pay

Managing and following up on failed direct debits

Reverse-charge VAT for an exisiting order in Plug&Pay

Reversing VAT afterwards for an order

Making adjustments

Test your sales process with test mode or a single test order per checkout page

Placing a test order

Following up on an order that was unintentionally placed during test mode

Following up on an order placed during test mode

Export orders, subscriptions, and instalment payments from Plug&Pay

Exporting sales data

Export

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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