ChatFlow

Manage orders and payments

· 4 steps · 4 min read

When Take orders is turned on, your chatbot writes down items and quantities, asks for delivery or pickup, and saves the order for you.

  1. Step 1

    See new orders

    In the menu, choose Orders. New orders from the chatbot are marked New, with each item, the total and the delivery address or pickup. A badge in the menu shows how many are waiting.

    Screenshot: See new orders
  2. Step 2

    Move each order along

    Use the green button on each order: Confirm order, then Mark on its way (or Mark ready for pickup), then Mark completed. The customer gets a WhatsApp update at each step. Choose ⋯ to cancel an order.

  3. Step 3

    Send a payment link

    Choose Payment → Request payment to send the customer a link to pay the order total. When they've paid, mark it paid.

    Screenshot: Send a payment link
  4. Step 4

    Set up how customers pay

    In Settings → Payments, add your payment link from any provider (Stripe, PayPal and others) and other ways to pay, such as bank transfer or cash on delivery. Customers pay you directly; ChatFlow never holds your money.

    Screenshot: Set up how customers pay

Still stuck?

Open a ticket from Support in your dashboard, or write to us. We usually reply within one working day.

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