Deliver listing

Send your customer a branded email with all assets so they can download, pay and buy add-ons all in one place.

Before you deliver, make sure the listing has all final assets added:

• Other Videos

• 3D Tours

• Floor Plans

The Deliver modal now brings everything into one place: customer, order, payments, payment settings, email review

1

Open the delivery modal

Click Deliver in the top right of the listing.

Use the notices at the top of the modal as your checklist.

They tell you what still needs to be completed before you send the delivery.

2

Complete any setup the modal flags

The modal can show setup prompts like these:

• Go to orders if there is no open invoice for the listing.

• Enable pay as you go if you want customers to buy add-ons after delivery.

• Setup payments if online payments are not connected yet.

If the listing came through your Order Form, the order and customer are often already attached.

If you created the listing directly, complete these first:

• attach or create an order

• assign a customer

• create and finalize an open invoice if you want to collect payment before download

Use these guides if you need them:

• Log Offline Orders

• Assign Orders

• Customers

• Order Invoices

• Payments

• Pay as you go

3

Choose payment settings

In Payment Settings, choose whether the customer must pay before downloading.

• Turn payment collection on if you want to lock downloads until payment is made.

• Leave it off if you want the customer to download right away.

• If payment collection is on, make sure the order has an Open invoice first.

If payment collection is enabled, the delivery email includes a payment link for the customer.

4

Review the email draft

Check the sender, recipients, and links before sending.

• The To field should have the right customer assigned.

• You can use Cc or Bcc to copy other recipients.

• If your Domain is connected, the email can send from your white-labeled email address.

• Replies go to the email set in your business settings.

• You can preview the listing and website links directly in the email draft.

5

Send the delivery

Click Send Email or Re-send Email when everything looks right.

Your customer gets one delivery email with their assets, payment link, and optional add-ons in one place.

You do not need payments enabled to deliver a listing.

Only turn on payment collection when you want customers to pay before downloading.