Revenue
Payments, offers, checkout, discounts, subscriptions and affiliates.
Payments, orders & refunds
- Connect Stripe to take paymentsConnect a Stripe account on Payment setup, finish onboarding, understand each connection status, and open your Stripe dashboard to manage payouts.
- When your sales money reaches your bank (payouts)How money from your sales reaches your bank through Stripe, where to see each payout and its arrival date, and what to check when a payout is late.
- Test your checkout before you launchThere is no test mode: buy your own offer with a 100%-off coupon or a real card you refund, then check the receipt, sign-in and course from the buyer side.
- A buyer paid but can't get inFix the usual reasons a buyer who paid can't reach their course: a missed receipt, signing in with a different email, receipts turned off, a payment still clearing, or an unpublished product.
- A buyer's payment didn't go throughWhat each checkout message means, what happens when a card is declined, and how to fix the reasons a buyer can't pay.
- Transactions, refunds and chargebacksFind any order in Revenue → Transactions, resend a receipt, refund one line of an order or a membership payment, how partial refunds are recorded, and what happens when a buyer disputes a charge.
- Purchase receipts and their reply-to addressSettings → Customer payments: turn purchase receipts on or off and choose where buyers’ replies go. Not the same screen as Payment setup.
- Receipts and the post-purchase emailWhat buyers are emailed after they pay or claim, how to replace the receipt with your own message or send nothing, and how to resend a receipt.
- InvoicesBill a customer for one or more offers, email them the invoice with a Pay button, and edit, void or delete invoices. Paying gives the customer access.
Offers & pricing
- Manage your offersWhat an offer is, the Offers list, publishing and unpublishing, sharing the checkout link, and duplicating, exporting or deleting an offer.
- Create and publish an offerWalk through the four-step offer wizard: pick the product, set the price (one-time, subscription, payment plan or free), choose how it presents, then publish.
- Pricing types, pay what you want and pricing optionsHow one-time, subscription, payment-plan and free offers bill and grant access, how to change an offer’s price, and how to add pay-what-you-want or several price options.
- Free trials on subscription offersGive subscription buyers free days before their first payment: set it up, what buyers see at checkout, and what happens when the trial ends.
- Bundle several products into one offerSell more than one product in a single purchase, add a product to an offer people already own, and avoid the step that leaves the main product out.
- Let buyers send an offer as a giftTurn on gifting for a one-time offer, what the buyer and the recipient each receive, and where gifting doesn’t apply.
Checkout & cart
- Checkout options, fields and availabilityCollect phone, address or tax ID, add custom fields and a service agreement, turn on two-step opt-in or an exit popup, choose the after-purchase page, and close checkout by date or quantity.
- Design your checkout page and checkout buttonUse the checkout page builder to add your own content beside the order panel, and brand every checkout’s pay button in Settings → Checkout.
- The shopping cartTurn on the site-wide cart, style its checkout button, choose payment options and customer fields, and see how buyers add offers and pay for them together.
- Collect sales tax and VATTurn on automatic tax at checkout, check that checkout still works afterwards, and see how much tax you’ve collected.
- Abandoned checkout emailsWhen a buyer starts a paid checkout and doesn’t finish, they get a reminder about an hour later. What triggers it, what it says, and how to change its wording.
Upsells & discounts
- Order bumpsAdd a tick-box add-on to an offer’s checkout, which offers can be bumps, and where bumps don’t appear. Adding bumps needs the Advanced plan or higher.
- One-click upsells and downsellsShow offers right after a purchase that buyers add with one click, build a sequence with a downsell for each step, design each upsell page, and email a downsell after free claims.
- Discounts and discount codesCreate a shared discount code or a batch of single-use codes, limit them to certain offers or the cart, download bulk codes, and archive a code.
Subscriptions & cancellations
- Memberships and subscriptionsSee every subscription and payment plan in Revenue → Memberships, what each status means, and how to stop a member’s subscription at the end of their paid period.
- Plan cards, the Plans page and plan switchingWrite the card each membership shows on the member Plans page, set the order and the Most popular badge, and choose which plans members can switch to.
- Let members switch plansChoose which plans members can move to from each subscription offer, when each switch is charged, and the setting that bills costlier switches straight away.
- Failed subscription payments (dunning)What happens when a member’s renewal payment fails: automatic retries, the Payment failed email, access during the retries, and when access ends.
- Cancel flows: build, preview and publishAsk members why they’re leaving and make a save offer before a membership cancels. Create a flow, edit it, preview it, publish it, and read its Activity.
- Choose who sees a cancel flow, and pause, copy or delete itMake a cancel flow your default or attach it to specific offers, pause and resume it, duplicate it, or delete it and retire its coupons.
Affiliates
- Run an affiliate programAdd affiliates with a referral code and rate, give them their checkout links and portal address, and disable one when you need to.
- How affiliates earn commissionWhich sales count, how each commission is worked out, setting a rate for one offer, when subscriptions and payment plans earn, and what refunds do.
- Pay your affiliatesRecord how you pay each affiliate, connect your own PayPal account, mark single commissions paid, batch and send payouts from Revenue → Affiliates → Payouts, and see how a refund after payment comes off the next payout.
- Fix a failed affiliate payoutWhy a payout batch lands in Failed batches, what each reason means, when a PayPal batch fails, and how to release a batch and pay the affiliate.
Still stuck? Talk to a human.
Email support@zinstruct.com. We reply within one business day, Monday to Friday, 9 a.m. to 5 p.m. US Mountain Time. Already signed in? Ask from the help button inside the app.