Before You Dive In
This article is one step from our Master Help Guide: All About Products and Payments. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical breakdown below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
Offer or disable flexible payment options like Afterpay or Klarna
Create coupon codes and take payments on the go
Customise your checkout terms and receipts
Confidently manage refunds and subscriptions
How to Set Up Payment Options and Discounts
Ivorey™ lets you tailor how your customers pay. Inside your payment settings, you can:
Enable Buy Now, Pay Later options (like Afterpay, Klarna or Affirm) via Stripe, so customers can split payments over time.
Create and manage coupon codes for promotions, loyalty rewards, or client-specific discounts.
Take one-time or recurring payments using the LeadConnector App, making it easy to collect payments in-person or on the move.
How to Customise the Checkout Experience
Ivorey™ gives you the ability to make your checkout process match your brand and business preferences. You can:
Edit your global receipt email template to personalise what customers see after purchasing.
Add terms & conditions to your checkout pages, ensuring clarity and legal protection before payment.
How to Manage Subscriptions and Refunds
Once customers are subscribed, you can take action on their billing directly from your Ivorey™ dashboard.
Refund or cancel subscriptions directly from the Payments dashboard.
This allows you to manage active subscriptions and payment issues from one central place.
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Products and Payments to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Frequently Asked Questions
What happens when a client updates their payment method?
What happens when a client updates their payment method?
When a client updates their payment method, their new card is successfully saved in the system and will be used for all future scheduled billing cycles.
However, it's important to note:
Previously failed or outstanding subscription charges are not automatically collected or retried the moment the card is updated.
The system will use the new card on the next scheduled billing date.
To settle any currently past-due or failed invoice amounts, you must manually retry the failed invoice or initiate a payment retry in the Transactions tab.
Need Help?
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍