How to start selling a product

What it is for

This procedure takes you through the whole chain from an empty organization to the first paid order with an invoice: currencies → payment gateway → invoicing → VAT → product → sales form (or funnel) → test purchase → order and documents. Every step links to the chapter with the details.

Do the steps in this order — later steps build on earlier ones (for example, a product price is entered for every currency you have set up).

How to create a sales page

Doubleros has no separate "sales page" type. A sales page is an ordinary website page or funnel step with a sales form placed on it. The customer fills in the form, an order is created and they go on to pay.

You have two options:

You want	Use
one page where the customer buys the product straight away	a website page with a sales form (steps below)
a whole sales path: page → order → extra offer → thank-you	a funnel, built by the AI funnel builder

A website page with a sales form:

1. Create a product with a price in Sales → Products and turn on Publish — see Products.
2. In the left menu click Content → Projects and open the project.
3. In the content panel, next to the Forms heading, click + (tooltip New form).
4. In the General card set Form type → Sales form and in Select products... pick the product. Click Save — see How to set up a sales form.
5. Open the page the form belongs on and place it with Insert element → Form — see How to place a form on a page.
6. Publish the page — see Publishing.

Without a payment gateway the form cannot take payment — set it up with steps 1 to 5 below.

Before you start

• A role with Organization → Settings → Edit, Sales → Settings → Edit (tax classes), Sales → Products → Create, Content → Projects → Edit and Content → Forms → Create (for a funnel also Content → Funnels) and Sales → Orders → View (see Permission matrix). The organization owner has all of them.
• A contract with a payment gateway (Stripe, GoPay or Comgate) and access to its admin.
• If you want invoices automatically: an account in FAPI or iDoklad (or POHODA for manual export).

Step 1: Set currencies and languages

1. In the left menu click Organization → Settings.
2. In the tabs click Localization.
3. Fill in Default currency and Supported currencies (orders can be paid in EUR and CZK).
4. Fill in Default language and Supported languages.
5. Click Save.

Details: Organization settings.

Step 2: Fill in the billing details

1. In Organization → Settings click Billing details in the tabs.
2. Fill in the company name, company ID, tax ID, VAT ID and address.
3. Click Save.

These details appear on the documents.

Step 3: Connect a payment gateway

1. In the left menu click Organization → Integrations.
2. In the tabs click Payment Gateway.
3. In the Payment gateway field select Stripe, GoPay or Comgate and fill in the details. Start with the gateway's test environment.
4. Set up the gateway notifications (Stripe webhook, Comgate Url for payment result transfer).
5. Click Save.
6. In the Payment methods section switch on the payment methods for each currency and click Save.

Details: Payment Gateway.

Step 4: Set up invoicing and the VAT mode

1. In Organization → Integrations click Invoicing Provider in the tabs.
2. Select FAPI, iDoklad or POHODA and fill in the details.
3. At the bottom of the panel check VAT mode (Domestic — always your home country’s rate, OSS — rate by the customer’s country or Not a VAT payer — you sell without VAT).
4. Click Save.
5. In Organization → Settings → Transactional emails switch on the emails the customer should get (Order confirmation, Payment confirmation, Invoice; with FAPI also Proforma invoice and the reminders). Click Save.

Details: Invoicing, VAT.

Step 5: Check the VAT rates

1. In the left menu click Sales → Settings.
2. In the tabs click Tax classes.
3. Check the rates for the countries you sell to and the default class.

Details: Eshop settings, VAT.

Step 6: Create the product

1. In the left menu click Sales → Products.
2. Top right, click Create product.
3. In the What do you want to create? window choose Product or Course (the type cannot be changed later).
4. In the General section fill in Product name and switch on Publish — otherwise the product is not on sale and the form will not offer it.
5. In the tabs click Pricing, enter the price (including VAT) in every currency you sell in, and pick a class in the Tax class row.
6. Click Create product at the top right.

Details: How to create a product. If you sell a course, set the access lengths as in How to set up a Course product and assign the product to the course in Membership → Membership administration — the full procedure is in How to create and sell a course.

Step 7: Create a sales form or funnel

1. In the left menu click Content → Projects and open a project (or create one).
2. In the content panel, next to the Forms heading, click the + icon (tooltip New form). The form is created at once as Untitled form, is already published, and its editor opens.
3. On the General tab rename it, set Form type to Sales form and in Select products... pick the product from step 6.
4. Optionally switch on Instalment sales.
5. Click Save in the bar at the bottom of the editor.
6. Place the form on a page or in a funnel step and publish the page.

Details: Forms, Funnels.

Step 8: Make a test purchase

1. Open the published page with the form as a customer (for example in a private window).
2. Fill in the details, choose a payment method and send the order.
3. Pay with the gateway's test card.
4. Check that you returned to the thank-you page and the emails arrived.

Step 9: Check the order and documents

1. In the left menu click Sales → Orders.
2. The test order shows Paid.
3. Open it — top right there is an Invoice button (with FAPI also Proforma invoice).
4. If it is a course, check that the customer has access in the membership area.

Details: Orders.

Step 10: Switch to live selling

1. In Organization → Integrations → Payment Gateway switch to live details (live Stripe keys, GoPay Production, Comgate Test mode off).
2. Click Refresh, check Payment methods and click Save.
3. Cancel the test order in Sales → Orders via Change status if it was not paid, so it does not skew the statistics. A paid order cannot be cancelled.

How to check it works

Selling works when a customer's live order:

• shows Paid in Sales → Orders without you doing anything,
• has an Invoice button and the customer got the Invoice email,
• appears in Statistics → Finance in the Paid over time (excl. VAT) chart (the Statistics menu is there only when the plan includes CRM; see Finance).

Common questions and problems

I don't see price fields on the product. The organization has no currencies set — go back to step 1.

The order stays “Awaiting payment” even though the customer paid. The gateway notification is missing — see step 3 and Payment Gateway.

The order has no Invoice button. No invoicing tool is selected (step 4), or the tool is still creating the document — try again in a moment. With POHODA invoices are created only by an export in Exports.

Related

• Payment Gateway
• Invoicing
• Products
• Forms
• Orders
• How to sell in instalments