Compose a quick link order
Say which catalog products a quick link payment bought, with the negotiated price, to issue the invoice, count revenue per product and release deliveries.
A payment through a quick link arrives as an order with a single line: the link's name and the amount paid. That is enough to get paid, but it does not say what was sold. Composing the order means replacing that line with catalog products, with the quantity and negotiated price of each. From then on the invoice goes out with the right products, reports count each product's revenue, and each product's member areas, downloads and automations are released.
If you already knew the products when you created the link, enter them in Order products: the order is born composed and you do not need this page.
Before you start
- Any role in the project, including Sales.
- A paid quick link order, paid through the platform or marked as paid by the team.
- The products set up in the catalog.
Step 1: find the orders waiting to be composed
- Open SalesTransactions.
- Filter Composition by Awaiting composition. On the SalesQuick links list, a notice shows how many orders are in this situation and takes you straight to the filter.
- Click the order. The Composition card shows the link's provisional line.
Step 2: compose
- In the Composition card, click Compose order.
- For each product sold, pick the product, the offer that gives the list price (when there is one in the order's currency), the quantity and the Negotiated price per unit (BRL). Use Add product for more products.
- The lines must add up to exactly the products amount of the order: the total paid minus shipping and installment interest. The dialog shows how much is missing or over. Split by list price divides the amount paid among the lines in proportion to each one's list price and settles the cents on the last one.
- Leave Release the products’ deliveries (member areas, downloads, automations) checked so the customer gets access to the products. Uncheck it if delivery happens elsewhere.
- Click Save composition.
Each line keeps the list price next to the negotiated one, and the card shows each product's discount.
What happens when you save
- Invoice: if your invoice integration issues automatically, the invoice goes out now, with one item per product at the negotiated price and each product's fiscal data. While the order waits for composition, the automatic invoice waits too, and the invoices card shows Awaiting composition.
- Deliveries: only the products the order had not delivered yet are released. Saving again never delivers twice. Removing a product from the composition does not remove access already released; a full refund does, as on any order.
- Reports: revenue starts counting on each product. Before composition, the order shows in the per-product reports as Quick links (not composed). In the Quick links report, the Not composed column counts each link's orders that are still waiting. See Understand the reports.
- Commission: does not change. It was calculated at payment on the amount paid.
- Webhooks: the
order.composedevent goes out, with the new lines initemsandcomposition_statusset tocomposed. An order that is born with the link's products does not triggerorder.composed: itsorder.paidalready carries the products. See Webhooks and the event catalog. - History: each composition is recorded on the card, with who saved it, when, and whether deliveries were released.
Edit a composition
Click Edit composition and save again. The composition is locked while there is an invoice issued or being issued: cancel the invoice first. After a cancelled invoice, only Admins and the Owner can redo the composition, and the new invoice is issued with Issue invoice on the order.
Common problems
- The order is not paid yet: compose it after the payment.: the order has not been paid yet. If the customer paid outside the checkout, change the status manually first.
- The lines add up to R$ 4,500.00, but they must add up to R$ 4,800.00 (the amount paid minus shipping and interest).: adjust the prices or use Split by list price.
- An invoice is issued or being issued. Cancel it before changing the composition.: cancel the invoice in the order's invoices card and compose again.
- The order changed while you were composing it. Reload the page and check the lines before saving.: someone saved a composition at the same time. Reload the page and check the lines.
Create a quick payment link
Charge an amount agreed with the customer through a link with a name and an amount, with no product setup, and follow its payments.
Abandoned checkouts
See who filled in the checkout and left without trying to pay, read the recovery numbers, open each record and copy the recovery link.