Documentation Index
Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Managing One-Off Purchases
One-off purchases are single-purchase records with one invoice and payment. They do not create a subscription or installment plan, but you can still review the purchase record, contact the customer, send receipts, and process refunds where needed. How to View a One-Off Purchase- Go to One-Offs
- Tap All
- Select any one-off purchase from the list
- Open the purchase detail screen
- The purchase amount and payment status, such as Paid
- The payment date
- The customer name, service name, and amount paid
- The payment method used, including card brand, last four digits, and expiry where available
| Action | Use When | Notes |
|---|---|---|
| Chat with Customer | You need to contact the customer about the one-off purchase or service delivery. | This opens the customer conversation from the purchase context. |
| Email Customer Receipt | The customer needs a receipt sent to their email. | Use this when the customer asks for proof of payment or did not receive the original receipt. |
| Download Customer Receipt | You need a copy of the receipt for records or to send manually. | This is for a specific one-off payment, not a broader customer statement. |
| Refund | A paid one-off purchase needs to be refunded. | Refunding does not automatically undo service delivery, booking, or any separate agreement with the customer. Native partial refunds are not currently supported. |
Failed or Delayed-Clearing One-Off Payments
Some one-off purchases use delayed-clearing payment methods, such as BECS Direct Debit. In those cases, the purchase can be created before the final payment outcome is known. Zapier does not expose a Payment Created trigger, so Payment Paid fires only after bank confirmation, when the related invoice is marked Paid. If the payment later fails, you can open the related invoice page and generate a Customer Manage Link to send to the customer. What Happens When a Delayed One-Off Payment Fails- Newie sends an email to the customer about the failed payment
- Newie sends you an email so you know the one-off payment failed
- If Auto Retry is active on the related invoice, failed BECS payments can retry automatically up to 2 times
- You can open the invoice page and copy or share the Customer Manage Link with the customer
- The customer can use the link to update payment details or complete the payment where available
- These actions appear on the one-off purchase detail screen after opening the purchase; they are not in a subscription or installment plan
...menu - One-off purchases do not have Pause, Resume, Switch Service, Schedule Cancel, or recurring billing actions
- For customer history across multiple payments, use the relevant customer or reporting views instead of treating one one-off purchase as the full customer record