Use case: You sell a one-off service, like a landing page or an audit. Some clients know exactly what they want and should send the brief while they pay. Others buy now and send the details next week. You decide which flow each service uses.
Every one-off service has a Require request submission at checkout setting. It decides whether clients fill in the request form as part of the checkout, or pay first and submit their request later from the portal.
The two options
Setting on (default) | Setting off | |
At checkout | The checkout opens with Request details: the request title and the fields of the service's request form, then payment. | The checkout only asks for billing and payment details. |
After payment | The request is created automatically with the client's answers as soon as the invoice is paid. | The one-off is added to the client's account. They submit their request whenever they're ready. |
Best for | Fixed-scope services where you need the brief to start work. | Gifts, prepaid packages, or clients who want to buy now and brief later. |
Change the setting
Go to Services > All services and open the one-off service you want to change.
Go to the Pricing details step.
Under More details, turn Require request submission at checkout on or off.
Click Next. This saves the pricing details and takes you to the Request form step. Then click Save.
The setting is only shown on one-off services. New one-off services have it turned on.
What clients see
When the setting is on
The checkout starts with Request details. Clients enter the request title (its label and placeholder come from your service, for example "Project title") and answer the required fields of the service's request form. Then they add their billing details and click Pay now.
Required fields must be filled in before the client can pay. Once payment goes through, the request is submitted for them, so it appears in your request list right away. With a manual payment method like bank transfer, the request is created when the invoice is marked as paid.
When the setting is off
The checkout skips the request form and goes straight to billing and payment. After paying, the client opens their portal, clicks Create Request, picks the service they bought and fills in the request form at that point. The number of requests they can submit comes from the service's Allowed Requests (or its hours or credits, for time- and credit-based one-offs).
Tips
Keep the checkout short. If your request form is long, turning the setting off can help more visitors finish paying. You can still collect the brief later.
Edit the form fields in the service's Request form step. See How to customize service request forms.
For the rest of the one-off settings, such as Purchase limit and Allow quantity selection, see How to create a one-off service.