Getting paid online without any surprises
Know how to set up online payments before the first sale: a separate business account, a checkout page with only the payment methods you actually use, inventory in place, a clear confirmation message for the customer at checkout, and a return policy written down before anyone asks for it.
You know how to sell, but getting paid online is holding you back: you're not sure if sales money should go to your regular account or a separate one, how many payment methods to add without cluttering the checkout, or what to say the day someone asks for their money back. Every unanswered question is a payment that gets put off, and a payment put off is a sale going cold.
This course answers those questions in the order they come up: first your account and when you can withdraw funds, then the checkout screen, which payment methods to show, and when to add Venmo or an installment plan through an outside lender, next inventory and what you confirm to the customer so they don't have to ask over WhatsApp, and it wraps up with the return policy already written before anyone asks for one.
This is for anyone who's already selling or about to start, and who's going to take card payments from their own website; it's not for someone who only takes cash in hand and has no plans to change that.
- Keep your business money separate from your personal money and decide how often you'll cash out
- Set up a checkout screen with only the payment methods you actually use
- Decide whether offering installment payments through an outside lender is worth it for you, and at what price point it starts to make sense
- Write your return policy in one sentence, right next to the price
Decide what you're selling: a product with inventory or a service with a set date.
The 8 lessons
In the order it makes the most sense to read them.
- 1
The account your money lands in isn't the one you've always used
You'll know how to separate your business money from your own, and you'll have already decided how often you'll cash out, before your first payment.
4 min - 2
What customers check before they enter their card
By the end, you'll know what your customer needs to read before they pay: who's really charging them, only the payment methods you actually accept today, and the full total, with not a single dollar hidden until the last click.
5 min - 3
Card always; Venmo only if your customers buy from their phone
You end up with just the right checkout screen: card as the base, a mobile payment app if your customers buy from their phone, and not one extra box nobody uses.
4 min - 4
Paying in three installments: what price makes it worth offering
Splitting into installments without interest only helps above a certain price, and if you're the one collecting the payments, only for services delivered over time; below that, or when you hand over everything on day one, charge the full amount up front.
5 min - 5
Selling what you don't have is the fastest way to lose a customer
Comes with every product in your store carrying its own count, so the buy button disappears once it hits zero, plus a weekly check-in to restock what sold.
5 min - 6
The first thing everyone asks right after they pay
You'll know exactly what line to display in your store, right next to the price, so the person paying knows at that moment when their order will arrive, instead of texting you on WhatsApp to ask.
4 min - 7
The email that avoids the question "So, where's my order?"
Three emails you write once and save as templates in your inbox, so you can send them yourself with the order number and, if you ship through a carrier, the tracking link the carrier gives you, so the answer arrives before anyone has to ask.
4 min - 8
Your return window gets written down before anyone asks for it
You leave this lesson with your return policy decided, written in one sentence, and placed right next to the price, so you're not improvising the day someone asks for it.
4 min