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After checkout, Newie records the purchase and sends the customer their purchase email. Check the payment status and follow the start and delivery arrangement you agreed with the customer, such as booking a session or opening their program.

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From checkout to onboarding

  1. Check the payment status. Checkout can finish before a bank payment is confirmed, or before a future billing start date. If a payment is Pending or Processing, check its result before delivering anything that requires confirmed payment.
  2. Help the customer get started. Follow the delivery arrangement you agreed, such as booking the first session or providing program access. Add these instructions to a Welcome Email if you want Newie to send them after checkout.
  3. Manage ongoing billing. Subscriptions bill on their schedule, and instalment plans attempt each scheduled payment. A plan can finish its schedule with unpaid invoices still outstanding.

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Emails the customer receives

Put attached files in Digital Downloads so the link is included in the New Purchase email. Use Welcome Emails & Onboarding for instructions and next steps. If you use Zapier to send onboarding messages or arrange access, choose the trigger to match when that action should happen. Payment Paid waits for confirmed payment, but also fires for separately collected Setup Fees, renewals and instalments. If access should begin only after the first regular payment, check that invoice in Newie before granting it. Follow the Newie Zapier guide to limit the workflow to the intended service and prevent repeat onboarding. For help managing an existing purchase, see Customer Manage & Payment Links. Last updated: 2026-09-10