Sales funnels & shop
Adjusting the layout of invoices and credit notes with the PDF customizer
Last Updated: September 18, 2026Design invoices and credit notes in the PDF customizer: column widths, custom CSS, the totals table and an overview of all selectors.
Showing products on a page with shortcodes, including category filters and featured products
Last Updated: September 18, 2026Use a shortcode to show webshop products on any page, filter by category, show featured products only and set the sort order.
Hiding products in your webshop
Last Updated: September 18, 2026Hide products in your webshop without deleting them, either as a draft or as hidden, individually or in bulk.
Payment management in the webshop: outstanding invoices and reminders
Last Updated: September 18, 2026Filter your orders on Processing to see what is still unpaid, then send a reminder by hand or automate the follow-up.
Positioning order bumps in FunnelKit checkout pages
Last Updated: September 18, 2026Choose where an order bump appears in your FunnelKit checkout, set a separate position for mobile, and see the alternatives.
Saving VAT numbers in customer profiles automatically through the webshop connection
Last Updated: September 18, 2026Link the webshop VAT field to a custom contact field so every VAT number entered at checkout is saved on the contact automatically.
Exporting orders to Excel with all the details
Last Updated: September 18, 2026Use Shop, Export orders to send a whole period of orders to Excel at once, including invoice numbers, without the 20-order bulk limit.
Saving and managing VAT numbers in customer profiles
Last Updated: September 18, 2026A VAT number entered online is not stored on the customer. Add it to the customer profile yourself so manual invoices pick it up.
Setting up stock control for products
Last Updated: September 18, 2026Switch on stock control for products with a limited quantity, set the stock per product and keep an overview of what is left.
Set up scheduled sales for products: available until a certain date
Last Updated: September 18, 2026Set a start and end date for the sale of a product, so ordering stops automatically after a webinar or a promotion.
Setting up reverse-charge VAT on manual orders
Last Updated: September 18, 2026On a manual order the VAT number is not validated automatically. Follow the right order of steps, or work from a customer account.
How can I change a payment method
Last Updated: September 18, 2026Manage the payment methods in your shop in two places: the Mollie settings in Autorespond and the activation in your Mollie account.
Capturing the relationship type during checkout with custom fields
Last Updated: September 18, 2026Add a dropdown field to your checkout and link it to a CRM field so every order records what type of relationship the customer is.
Setting up the Zapier integration for WooCommerce
Last Updated: September 18, 2026Connect your webshop to external tools through Zapier, using your site URL, username and an application password.
Standard WooCommerce shop settings
Last Updated: September 18, 2026Video walkthrough of the basic WooCommerce settings in Autorespond, from shop address and tax to emails, stock and subscriptions.
Customising the general Store Checkout and thank-you page
Last Updated: September 18, 2026Video walkthrough of the general Store Checkout: fields, Elementor design, payment methods, validation, tracking and direct order links.
Setting up PDF invoices
Last Updated: September 18, 2026Video walkthrough of the steps for setting up and customising PDF invoices, from the general settings to the document layout.
Create a new order and invoice manually
Last Updated: September 18, 2026Video walkthrough of creating an order by hand: customer details, products, recalculating tax, generating the invoice, sending it and processing a refund.
SKU GEEN-VERZENDING on products and invoices: what it is and how to hide it
Last Updated: September 18, 2026The SKU GEEN-VERZENDING marks virtual products for shipping integrations. Here is where it comes from and how to hide it from overview and invoice.
Customising a credit invoice: email texts, document title and your own footer
Last Updated: September 18, 2026Change the refund email texts, give the credit note its own title and set a different footer on credit invoices than on invoices.
Connecting Buckaroo (formerly Sisow) as a payment provider to your shop
Last Updated: September 18, 2026Use Buckaroo, formerly Sisow, as the payment provider for your shop: what we install, which keys you enter and how to test the connection.
Stock, order and subscription notifications: which email address?
Last Updated: September 18, 2026Set the email address that receives the stock, order and subscription notifications from your shop, and see which ones stay with technical management.
Connect Mollie to your shop with an API key
Last Updated: September 18, 2026Create a Standard API key in your Mollie dashboard and paste it into the Mollie settings of your shop to receive payments.
A/B testing in your sales funnel: test two versions of a page against each other
Last Updated: September 18, 2026Run two versions of a funnel page against each other, split the traffic and decide on figures instead of gut feeling.
Add a one-click upsell to your sales funnel
Last Updated: September 18, 2026Offer your customer an extra product right after payment, added to the order with one click and charged automatically.
Automatic report emails from your environment
Last Updated: September 18, 2026Your environment emails you a weekly forms summary and a weekly or monthly sales summary, so you no longer log in for figures.
Your own thank-you page after purchase (and why the default page is usually better)
Last Updated: September 18, 2026Add a button to your own website on the thank-you page, or redirect buyers automatically, and see why the default page usually wins.
Order statuses in your shop explained
Last Updated: September 18, 2026What every order status means, when an order gets that status and which emails automatically go with it.
Completing paid orders automatically (standard workflow)
Last Updated: September 18, 2026A standard workflow moves every paid order straight to Completed, which suits digital products. Switch it off if you ship physical goods.
Showing payment instructions on the invoice for bank transfer payments
Last Updated: September 18, 2026Add a conditional text block with your IBAN to the invoice so the payment instruction only shows while a bank transfer order is still unpaid.
Keeping subscriptions active when an instalment is missed (standard workflow)
Last Updated: September 18, 2026A standard workflow puts a subscription straight back to Active when an instalment is missed, so your customer keeps access.
Add a newsletter sign-up to your checkout
Last Updated: September 18, 2026Add a checkbox to your checkout so customers can sign up for your newsletter while paying, with the list, tags and optional double opt-in.
Selling VAT-exempt products (and showing it correctly on the invoice)
Last Updated: September 18, 2026Sell a VAT-exempt product and put the required wording VAT exempt (0%) on the invoice in three steps.
Sender and reply address of your shop emails
Last Updated: September 18, 2026Your shop emails leave from an authenticated noreply address; the sender name and the reply address are the parts you set yourself.
Create an individual sales funnel: a dedicated checkout for one product
Last Updated: September 18, 2026Give one product its own checkout page with an individual sales funnel, and link it so it replaces the standard checkout automatically.
Per-product text or separate terms on the invoice
Last Updated: September 18, 2026Use the short product description to show your own text or separate terms per product on the invoice, without a second template.
Paying by bank transfer: through Mollie or with your own IBAN (BACS)
Last Updated: September 18, 2026Bank transfers can run through Mollie or through your own IBAN with BACS. Pick one, because two transfer options confuse customers at the checkout.
Assign a product tag after payment: start automations and revoke access automatically
Last Updated: September 18, 2026Set a tag on your product that is assigned only after payment, start automations with it and let access stop automatically on a refund.
Automatically give a gift coupon after every 5th order
Last Updated: September 18, 2026Reward regular customers automatically: after every 5th order the customer receives a personal, single-use discount code by email.
Add extra questions to a sales funnel checkout and store the answers in the CRM
Last Updated: September 18, 2026Add your own question field to a funnel checkout page with FunnelKit and link the answer to a custom contact field in FluentCRM.
Reward customers automatically with a personal coupon code
Last Updated: September 18, 2026Link a gift coupon with auto generate to a product and every buyer receives a unique, personal discount code for their next order.
Creating a paid product with automatic list linking and a follow-up email
Last Updated: September 18, 2026Create a paid service in the shop, assign the buyer a tag automatically and send a follow-up email with an automation.
Sell several products together in one order (with a sales funnel)
Last Updated: September 18, 2026Build a sales funnel checkout that sells a one-off product and subscriptions together in one order, with one total and one payment button.
What is a grouped product (and when do you use it)?
Last Updated: September 18, 2026A grouped product is a collection page that lists several separately orderable products, where the customer chooses what and how much to order.
Give a one-off discount on the next term of a running subscription
Last Updated: September 18, 2026Give a customer a discount on the next subscription term only, with a recurring coupon limited to one payment that is removed automatically.
Connect your webshop to Moneybird (bookkeeping)
Last Updated: September 18, 2026Send every paid order to Moneybird as a sales invoice automatically, including contacts, VAT mapping and credit notes for refunds.
A discount for the first terms of a subscription only
Last Updated: September 18, 2026Limit a recurring coupon to a number of payments, so a welcome discount stops automatically and the customer then pays the full rate.
Giving a discount on a subscription
Last Updated: September 18, 2026An ordinary coupon only discounts the first payment. This article explains which coupon route suits a discount that recurs at every renewal.
Applying a coupon automatically
Last Updated: September 18, 2026Switch on Auto apply? on a coupon so the discount is applied automatically, without customers needing to know or enter a code.
Changing a discount during the term of a subscription
Last Updated: September 18, 2026Use a shop workflow to add a recurring coupon to a running subscription automatically, for example a loyalty discount after twelve renewals.
Setting a temporary promotional price after an automated webinar
Last Updated: September 18, 2026Use an automation to create a personal discount code that is valid for exactly two days after each viewer watches your automated webinar.
Include the invoice number in the order export
Last Updated: September 18, 2026Add the invoice number as a column to your order export by creating an extra field with the meta key _wcpdf_invoice_number.
Looking ahead to your subscription revenue (subscription reports)
Last Updated: September 18, 2026Use the Upcoming recurring revenue report to forecast renewals up to twelve months ahead and export the figures as a CSV file.
Set up a recurring discount with a coupon
Last Updated: September 18, 2026Use a recurring coupon type so a subscription discount returns on every renewal term instead of applying only to the first payment.
Setting up volume discounts in your webshop
Last Updated: September 18, 2026Use automatically applied smart coupons to give a discount from a minimum number of items, per product or in several tiers.
Setting up and sending a payment reminder
Last Updated: September 18, 2026Send automatic reminder emails for unpaid orders: set the text, the trigger and the timing, or schedule a reminder manually.
How does a subscription work in the webshop?
Last Updated: September 18, 2026A subscription purchase always creates two records: an order for the first payment and a subscription for the future renewals.
Subscription statuses: what do they mean and how do you end a subscription at the end of the term?
Last Updated: September 18, 2026The five subscription statuses explained, plus how Pending cancellation lets a customer keep access until the end of the paid term.
What can you do from an order? Actions and emails explained
Last Updated: September 18, 2026An overview of the actions in the right-hand panel of an order: resending emails, regenerating download permissions and repairing CRM synchronisation.
Transferring an active subscription to another customer
Last Updated: September 18, 2026Transfer an active subscription to another customer: what changes, what stays with the original customer and how you change the linked account.
Add a required consent checkbox to the checkout and link it to the CRM
Last Updated: September 18, 2026Record consent at checkout with a required checkbox in FunnelKit and sync the answer to a custom contact field in FluentCRM.
Creating and sending credit notes in Autorespond for an existing order
Last Updated: September 18, 2026A credit note cancels a paid invoice in full or in part. Learn how to create and send one in Autorespond.
Create a credit note without an original order or invoice
Last Updated: September 18, 2026How to issue a credit note in Autorespond when there is no original order or invoice to refund, using two work-arounds.
Set up invoice numbering in Autorespond
Last Updated: September 18, 2026Set the next invoice number, the number format, prefixes, suffixes and padding, and use dynamic placeholders such as the invoice year.
Payment options in the shop checkout and on manual orders
Last Updated: September 18, 2026Which payment methods customers see in the checkout, and how you send a payment link or bank details with a manually created order.
Showing a customer VAT number automatically on the PDF invoice
Last Updated: September 18, 2026Add the line {{VAT Number}} to the invoice address format so a customer VAT number appears on the PDF invoice, including on manual orders.
Showing the product description on the PDF invoice
Last Updated: September 18, 2026Add a placeholder in the PDF Customizer to show the short or full product description under the product name on your invoice.
Show IBAN details conditionally on invoices for manual orders
Last Updated: September 18, 2026Use a conditional custom block in the PDF Customizer to show your bank details only on invoices for manually created, unpaid orders.
Setting shipping costs per country with shipping methods and zones
Last Updated: September 18, 2026Use shipping zones to charge the right shipping costs automatically per delivery country, with free shipping rules and shipping classes.
Sending the order confirmation with PDF invoice to your bookkeeper automatically
Last Updated: September 18, 2026Add your bookkeeper as an extra recipient of the New order notification, attach the PDF invoice and skip free orders of €0.
Customising WooCommerce emails and the alternatives
Last Updated: September 18, 2026WooCommerce emails are only partly customisable. Shop Workflows and FluentCRM automations give you more variables, conditions and timing.
Setting up an announcement email for subscription renewals
Last Updated: September 18, 2026Let customers receive a reminder a few days before their subscription renews, so the automatic payment never comes as a surprise.
User accounts with WooCommerce Subscriptions: how it works
Last Updated: September 18, 2026Subscriptions technically require a user account, but with the right settings your customers never notice it and never have to log in.
Generating order links for products and using them on landing pages
Last Updated: September 18, 2026Copy a ready-made direct order link from any product, or build one yourself with add-to-cart and reset=y, and use it on landing pages.
Electronic invoicing through Peppol
Last Updated: September 18, 2026Send invoices automatically to business customers through the Peppol network with the eDocuments add-on, including purchase, KYC, setup and testing.
Setting up multidomain tracking for your affiliate programme
Last Updated: September 18, 2026Use multidomain tracking so affiliate links on all your websites are credited correctly, even when the visitor buys days later.
Connect Google Tag Manager and tracking scripts through the SEO settings
Last Updated: September 18, 2026Add Google Tag Manager, the Meta Pixel or other tracking scripts to your website through the custom tracking fields in the SEO settings.
Measuring conversions with Google Ads, Analytics and the Facebook pixel
Last Updated: September 18, 2026Set up conversion tracking for Google Ads, Google Analytics (GA4) and the Facebook (Meta) pixel in the Sales Funnel Settings, without placing code yourself.
Create a new order manually
Last Updated: September 18, 2026Create an order by hand through Shop, Orders, add order, recalculate the VAT and optionally email the order details and payment link.
Create a new customer manually
Last Updated: September 18, 2026Create a customer account through Users, or turn an existing CRM contact into an account automatically with a tag and a small automation.