ManyRequests

Copy your order form's embed code from the Publish tab and paste it into your website so visitors can order without leaving your page.

How to embed an order form on your website

Copy a service's checkout link and add it to your website, emails or posts so clients can buy that service directly.

How to share a service's checkout link

Build a multi-step checkout page with services, questions and sales content, then share it as a link or embed it on your website.

How to use custom order forms

Add several billing periods to one recurring service so clients can choose weekly, monthly, quarterly, twice-yearly or annual billing at checkout.

How to offer monthly and annual pricing on one service

Choose whether clients fill in the request form while they pay for a one-off service, or pay first and submit their request later.

Collecting the brief at checkout vs later for one-off services

Set upgrade and downgrade paths on a recurring service so clients can switch plans, and billing periods, on their own.

How to control which plans clients can upgrade or downgrade to

Add tracking scripts to your checkout and thank-you pages, run scripts on every portal page, and redirect clients after they pay.

How to add conversion tracking on your checkout page

Create a coupon code, set the discount and how long it lasts, choose where it applies and limit how often it can be used.

How to create a discount code

Create an invoice for a client, save it as a draft or send it, and follow up with payment links, reminders or Mark as paid.

How to create and send an invoice

Upsells are now Add-ons. See How subscription add-ons work.

How To Create Upsells on ManyRequests

Set up a service clients pay for once: type, details, pricing, request form.

How to create a one-off service

Create a subscription service with one or more billing periods, and set trials, request limits, a setup fee and upgrade paths.

How to create a recurring service

Limit how many requests a client can have open at once, or create each month, and see what happens when a limit is reached.

How to manage the max number of active requests

Sell services that include credits, set the credit cost of each request, and track or adjust a client's balance.

How to create credit-based services

Show a link to your terms of service or service agreement on your checkout pages and sign-up page.

How to add terms and conditions to your checkout forms

Set up which plans clients can switch to, then upgrade or downgrade a Stripe subscription as an admin or let clients do it themselves.

How to upgrade or downgrade subscriptions

Hiding services is now part of How to manage your service catalog.

How to hide specific services

Every field on the Pricing details step, for one-off and recurring services: pricing types, limits, rollover, trials, setup fees and upgrade paths.

Service pricing configurations

Create tax rules by country or state, see how they apply at checkout, and collect the client's full address and tax code.

How to set up sales tax

Accept bank transfers and other offline payments, show clients your instructions at checkout, and mark their invoices as paid.

How to manage manual payments

Yes. Free services are now covered in How to offer services for free.

Can I create free services on ManyRequests?

Save a service's request form as a template and import it into another service. Pricing and details are not copied.

How to reuse a request form on another service (templates)

Here's a quick reference in terms of payment processing fees on ManyRequests.

What Are Your Payment Processing Fees?

Add the client's address, notes and your agency's billing details to invoices, and set a note that is added to every invoice.

How to customize invoices

Turn on ACH Direct Debit in Stripe so your US clients can pay from their bank account at checkout.

How to set up ACH payments

Create credit or hour top-ups that clients can buy on top of their plan, and see how clients purchase them.

How to create top-up options

Turn on Block services and catalog access so logged-in clients can't browse or buy from your service catalog.

How to hide the service catalog from clients' dashboards

Three ways to give clients services at no cost: a default service, a free service for one organization, or a single free request.

How to offer services for free

Link a button on your website to your public service catalog, and customize the catalog header before you share it.

How to add the service catalog to your website

Learn which payment methods you can accept in ManyRequests: Stripe (including ACH) and manual payments.

Which payment gateway do you support?

Choose whether clients can see and download their invoices in the portal, or hide invoices from the whole portal.

How to turn on/off invoicing visibility for clients

Reorder and hide services in your catalog, and change the header and subheader your clients see.

How to manage your service catalog

ManyRequests doesn't issue refunds directly. Refund in Stripe or manually, then cancel the subscription or remove the service.

How to issue refunds

Bill a client for one specific request by creating an invoice from the request page, or invoice a new request when you create it.

How to create request-based invoices

Add a one-time setup fee to a recurring service so clients pay it automatically at checkout, or after their trial ends.

How to create setup fees

Learn how to create auto-applied coupon links in ManyRequests by adding a coupon parameter to your checkout URL.

How to Create Auto-Applied Coupons

Let clients choose how many people or units they buy at checkout, and charge per seat on subscriptions with a quantity add-on.

How to set up headcount pricing for your services

Learn how price changes on services affect your current and future subscribers.

Will Changing the Price on Services Impact Current Subscriptions?

The emails and Slack notices ManyRequests sends on each failed attempt, how your client updates their card, and what happens after the last retry.

What happens when a subscription payment fails

Offer a free or paid trial on a recurring service, and see what your client pays at checkout and when the trial ends.

How to create free or paid trials

Paid trials are now covered in How to create free or paid trials.

How to create a paid trial

Manage add-ons, see where clients buy them, bill them on an invoice, and change them on a live subscription.

How subscription add-ons work

What clients pay at checkout for a free or paid trial, when regular billing starts, and how to cancel before the trial ends.

How the trial period works for clients

Regine Garcia

Gabriel Lecointere

Learn how to create services and bill your clients with ManyRequests

Checkout, Services, and Payments

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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