Documentation: SonicLMS

10. Sales Management

The "Sales Management" settings are availbale in SonicLMS Pro. It contains various options  that control orders, checkout, payments or donation.

Orders

On the “Orders” page you can see all your orders listed. Here you can edit or delete an order. You are able to edit certain details of an order and you can also add private or public notes to an order.

Private notes are only visible for admins, while public notes are also visible to customers.

The “Order status” can also be controlled from here. The status can be: processing, paid or completed.

Payment Gateways

Here you can set up payment gateways or payment methods that will be used on the checkout page. Currently we support Stripe, Braintree and PayPal Smart Buttons. You need at least one active payment gateway if you charge your customers for products or services.

If you make any changes here, it’s important to re-save your checkout settings as well.

For more detailed tutorials on how to set up each payment gateways, please check the following tutorials.

• Activate Stripe Payment in SonicFunnels
• Add PayPal Express to SonicFunnels
• Braintree payments with SonicFunnels

Checkout Settings

This menu contains various option that control the function and appearance of the checkout page.

Currently there are two styles you can choose from. Style 1 has a two column layout, while Style 2 contains all payment information in a one-column layout.

Here you can also enable or disable various settings related to each payment gateways.

Donation

The donation settings lets you adjust various donation related options. The settings here will reflect on a page where a donation section is used.

Here the following settings can be found:

• Enable monthly goal: enable this option if you want to display a progress bar that shows your visitors how much donation you received in that month.
• Set monthly goal: this is the amount that should be reached each month.
• Add a dummy amount for monthly goal: set an amount if you don't want to start from 0 each month.
• Enable custom amount: enable this option if you want people to set the amount they want to donate.
• Set a minimum amount: this is the minimum amount that people can donate.
• Set a maximum amount: this is the maximum amount people can donate.
• Default amounts: you can set up to three default amounts people can pay. This way people only need to select the amount and pay.

After these options are set, the donation form can be displayed in a page using the donation section of the pagebuilder.

For a more detailed guide, please watch the video below: