# Product updates
Source: https://docs.newie.app/changelog
Stay up to date with the latest Newie product updates, new features, and provider workflow improvements.
## New features
* **Scheduled service switches:** Schedule eligible service switches for a future date instead of moving customers immediately. For bulk migrations, use the existing **Move Subscribers** workflow from **Sell → Services**.
* **Scheduled price changes:** Change an existing subscriber's price from the next payment date, or schedule the change for a later date.
* **Reports in Settings:** Sales, All Customers, Subscribers, Instalment Plans, One-Off Purchases, and Payouts now sit together in one reports area when your account has matching data.
* **All Customers:** Open a broader customer record with subscriptions, one-off purchases, instalment plans, and invoice history in one place.
* **Tap to Pay customer matching:** Use an existing customer match during Tap to Pay so subscriptions, purchases, instalment plans, and receipts stay attached to the right customer record.
## Bug fixes
* **Service switch guardrails:** Newie checks fixed-term end dates, unsupported destination services, and existing scheduled changes before a service switch is confirmed.
* **Fixed-term price checks:** Scheduled price changes are blocked when the selected date would fall after the fixed-term subscription ends.
* **Tap to Pay completion:** Subscription and future-start Tap to Pay flows make it clearer that the setup step must finish after the contactless payment succeeds.
* **Checkout readiness checks:** Newie shows clearer setup and Available for Sale warnings before providers send customers to a checkout path that cannot complete.
# Customer Help
Source: https://docs.newie.app/customer-guide
Help topics for customers buying, paying for, or managing a service through Newie.
## Help Topics
Open checkout from a link, QR code, Store, Tap to Pay, or the Newie app.
Use the Customer Manage Link and available subscription actions.
Update payment details, retry a payment, or handle an overdue invoice.
Update the email address connected to a Newie purchase.
Know whether to contact the business or Newie support.
Delete a provider or customer account, or request deletion if you cannot access the app.
See recent Newie product updates.
*Last updated: 2026-06-26*
# Buy a Service
Source: https://docs.newie.app/customers/buy-a-service
How customers buy a service through Newie from a link, QR code, Store, Tap to Pay, or the Newie app.
## Overview
A Newie purchase starts from the business selling the service. They might share a direct link, QR code, Store page, Tap to Pay session, or in-app purchase path.
## Ways to Buy
A business can send you to checkout in a few ways:
* A direct payment link
* A QR code
* Tap to Pay in person
* Their Newie Store
* Their profile in the Newie app
## How Checkout Works
Tap the payment link, scan the QR code, open the Store, or choose the service in the Newie app.
For Tap to Pay, the business starts checkout on their iPhone while you are with them.
Check the service details, price, billing timing, and any setup fees or terms shown at checkout.
You only see the options the business has made available for that service. The checkout may offer a subscription, fixed-term subscription, one-off purchase, instalment plan, or Buy Now Pay Later option.
If Terms of Service are attached, review and agree before completing checkout.
Enter payment details and complete checkout.
Newie sends a New Purchase email. It includes the Customer Manage Link, receipt details, download links, and agreed terms record when those apply to the purchase.
The business decides when checkout happens. Some services are paid before delivery, some are paid in person, and some are paid after the work is complete.
## After You Buy
If the business configured a Welcome Email, you may also receive onboarding details such as a booking link, onboarding form, app link, portal link, community invite, or next steps.
You do not need to install the Newie app just to open a payment link or Store link.
*Last updated: 2026-06-26*
# Change Your Email Address
Source: https://docs.newie.app/customers/change-email-address
How customers can update the email address connected to a Newie purchase.
## Overview
Email changes are easiest when you can still open the purchase. Start from the purchase when you can, and ask the business or Newie support for help when the email address is wrong, hidden, or no longer accessible.
## If You Can Access the Purchase
If you can open your purchase, use the Customer Manage Link or the Newie app. If the purchase includes an email-edit option, update the address there.
## If the Email Address Has a Typo
If the email address has a typo, or you cannot access the account because the email is wrong, contact Newie support.
Include the business name, service name, purchase email address, and the correct email address.
## If You Used Sign in with Apple
If you signed in with Apple and used Apple's private relay hidden email address, the business may use **Request email** in Newie.
Newie then emails you asking for an updated email address. Follow that email to confirm the address the business should use for service delivery.
*Last updated: 2026-06-26*
# Fix a Payment Issue
Source: https://docs.newie.app/customers/fix-payment-issues
What to do when a Newie payment fails, an invoice is overdue, or a payment method needs updating.
## Overview
Payment issues usually start from the failed invoice or Customer Manage Link tied to that payment. Use the link Newie or the business sent for the overdue payment instead of buying the service again.
## Common Reasons Payments Fail
* Expired card
* Insufficient funds
* Bank or card issuer block
* Incorrect card details
* A payment method that is no longer supported
* A bank debit payment that failed after submission
## What to Do
Open the Newie email about the failed payment or overdue invoice, or use the Customer Manage Link the business sent you.
Choose the action Newie shows for that payment issue, such as updating your payment method, paying the overdue invoice, or retrying the payment.
Enter a new card or payment method if needed.
Retry the payment if Newie shows that option, or wait for the next automatic retry if one is scheduled.
If a subscription is overdue, the Customer Manage Link shows the payment actions available for that invoice.
If you are trying to fix an overdue or failed invoice, use the Newie payment link for that invoice rather than buying the service again.
## When to Ask for Help
Contact the business first if the payment relates to service access, cancellation terms, or whether billing should continue.
Contact Newie support if the payment link does not work, a payment looks incorrect, or the business cannot resolve a Newie payment issue.
Include the business name, service name, purchase email address, and payment details.
*Last updated: 2026-06-26*
# Manage a Purchase
Source: https://docs.newie.app/customers/manage-a-purchase
Use the Customer Manage Link and Newie subscription actions for payment details, overdue invoices, pauses, cancellations, terms, and support.
## Overview
Most purchase changes start from the **Customer Manage Link**. It brings the customer back to the purchase so payment, overdue invoice, subscription, and support actions stay tied to the right record.
## Where to Find the Customer Manage Link
Newie includes the Customer Manage Link in New Purchase emails when the purchase supports it.
Failed-payment emails, overdue emails, and payment-issue messages may include the same link.
If you cannot find the link, ask the business to resend it from Newie.
## Payment and Billing Actions
The Customer Manage Link may let you:
* Update your payment method
* Retry a failed payment
* View payment history and upcoming billing
* Update the email address connected to the purchase
## Subscription Actions
For subscriptions, Newie can also show actions such as:
* **Chat with \[business name]**
* **Report a Problem**
* **View Agreed Terms**, when terms were attached to the purchase
* **Pause**, **Edit Pause**, **Remove Pause**, or **Resume Subscription**, when pause actions are available
* **Schedule Cancel**, **Edit Cancel Date**, **Cancel Subscription**, **Don't Cancel**, or remove a scheduled cancellation when cancellation actions are available
If Newie tells you to contact the business to pause or cancel, that action is not available for the subscription.
The business you bought from manages the service relationship, cancellation settings, and service terms.
## When to Contact Newie Support
Contact Newie support if a payment looks wrong, the Customer Manage Link does not work, or the business cannot help with a Newie payment issue.
Include the business name, service name, purchase email address, and payment details.
*Last updated: 2026-06-26*
# Service Questions & Support
Source: https://docs.newie.app/customers/service-questions-support
Who to contact for service delivery, cancellation terms, payment questions, and Newie support.
## Overview
Newie handles the checkout and payment tools behind a purchase. The business you bought from handles the service itself, including delivery, bookings, cancellation terms, refunds, customer communication, and service-quality questions.
## Contact the Business First
Contact the business first for:
* Service delivery questions
* Booking, scheduling, or attendance questions
* Access to a program, community, file, portal, class, or appointment
* Cancellation terms
* Refund requests
* Service-quality concerns
* Questions about whether billing should continue
## Contact Newie Support
Contact Newie support for Newie payment issues, such as:
* A payment link does not work
* A payment looks wrong
* Your email address is wrong and you cannot access the purchase
* The business cannot resolve a Newie payment issue
Include the business name, service name, purchase email address, and payment details.
If you are using the Newie app, a subscription menu may also show **Report a Problem** for purchase-specific help.
*Last updated: 2026-06-26*
# Delete Your Newie Account
Source: https://docs.newie.app/delete-account
How providers and customers can request deletion of a Newie account.
## Before You Delete
You can delete a Newie account from the app or request deletion from the web. This page covers provider accounts, customer accounts, and guest purchases made through Newie checkout.
Deleting the Newie app from a device does not delete your account.
## Delete Your Account from the App
If you can still sign in to Newie, use the in-app deletion option.
### iOS
Sign in with the account you want to delete.
Open **Settings**.
Scroll to the bottom of Settings and choose **Delete account**.
Newie will show any account-specific steps that must be completed before deletion can finish.
### macOS
Sign in with the account you want to delete.
Open **Settings** and choose the **Account** tab.
Choose **Delete Account...**.
Confirm the deletion when Newie asks whether you are sure.
If the account has active subscriptions, Newie requires those subscriptions to be canceled before the account can be deleted. In that case, Newie shows a message telling you to cancel active subscriptions first.
## Request Deletion from the Web
If you cannot access the app, email [support@newie.app](mailto:support@newie.app) and ask Newie to delete your account.
Use a subject such as **Delete my Newie account**.
Include:
* the email address used for your Newie account or purchase
* your name
* whether you are a provider, customer, or both
* if you are a provider, the provider or business name shown in Newie
* if you are a customer, the business name and service name connected to the purchase, if known
* whether you used Sign in with Apple, Google Sign-In, or email sign-in
Newie may need to verify that the request came from the account owner before completing deletion.
## Providers
Before deleting a provider account, check whether the account has:
* active subscriptions
* unpaid, overdue, disputed, refunded, or pending payments
* pending payouts
* reports, receipts, or accounting records you still need
* services, Store links, QR codes, or integrations that should no longer be used
Cancel active subscriptions before deleting the account. If you need records for tax, accounting, reconciliation, or business handover, download them before deletion.
## Customers
If you bought from a business through Newie, deleting your Newie account does not replace contacting that business about service delivery, cancellation terms, refunds, bookings, or access to the service.
Before requesting deletion, check whether you still need to:
* cancel a subscription
* pay or resolve an overdue invoice
* update a payment method
* download a receipt or purchase record
* contact the business about the service you bought
If you purchased as a guest and do not have a Newie app login, email [support@newie.app](mailto:support@newie.app) with the purchase email address, business name, and service name.
## What Is Deleted or Kept
When an account is deleted, Newie deletes or deactivates the account profile and app-access records associated with that account where they are no longer needed.
Some records may need to be kept for payment processing, payouts, tax, accounting, dispute handling, fraud prevention, security, legal obligations, or support history. This can include transaction, invoice, payout, refund, dispute, and audit records connected to completed or attempted payments.
Newie support will tell you if a specific account cannot be deleted immediately because there are active subscriptions, unresolved payment records, or identity checks that need to be completed first.
## Need Help?
For account deletion help, email [support@newie.app](mailto:support@newie.app).
For broader product help, see [Newie Support](https://newie.app/support).
*Last updated: 2026-06-29*
# Provider Guides
Source: https://docs.newie.app/guides
Individual workflow guides for choosing service types, setting up offers, sales flows, onboarding, bookings, teams, and switching to Newie.
## Plan Your Setup
Start here to decide what to move across, what to create in Newie, and how each offer is paid for.
Re-create existing offers, choose matching Newie service types, set up terms and Welcome Emails, and guide customers through the switch.
Choose Subscription, One-Off Purchase, or Instalment Plan, then use Number of Payments when a subscription should end after a fixed term.
Understand how to turn the offers customers buy into reusable Newie services.
Structure packages, blocks, programs, deposits, upfront offers, payment plans, and BNPL options.
Compare recurring billing, paid-in-full offers, BNPL, and instalment plans.
## Sell and Onboard
After the offer exists, these guides cover checkout, agreement, confirmation, and next steps.
Move from a conversation to the right offer, price, agreement, checkout link, and next step.
Send onboarding forms, booking links, app links, portal links, community links, and instructions after checkout.
## Industry Guides
Choose the business type first, then use the guide that matches the job.
Guides for fitness coaches, personal trainers, coaching teams, small gyms, programs, memberships, class payments, and onboarding.
Guides for appointments, treatment packages, deposits, beauty memberships, and treatment-plan sales.
Guides for business coaching programs, strategy calls, retainers, agreements, checkout, and onboarding.
Guides for monthly packages, onboarding fees, cleanup jobs, tax work, advisory projects, and client payment records.
Guides for deposits, milestone payments, monthly retainers, photography packages, project terms, and client onboarding.
Guides for retainers, consults, lesson packages, term programs, deposits, and onboarding links.
Guides for digital downloads, paid communities, subscriptions, self-serve checkout, Welcome Emails, and integrations.
## Common Workflow Setups
For workflows that matter more than the industry:
Keep bookings in a calendar or booking tool while Newie handles payment, receipts, billing, and customer records.
Collect payment before, during, or after appointments, sessions, treatments, classes, and visits.
Use groups to organize team members, locations, categories, links, QR codes, and reporting.
*Last updated: 2026-06-26*
# Account & Profile
Source: https://docs.newie.app/guides/account-profile
Set up the provider profile customers see, understand account setup, and find the right settings page.
## What to Set Up
| Area | Why it matters |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| **Profile details** | Customers see your name, profile image, profession, biography, and Instagram handle where those fields are used. |
| **Payout setup** | Stripe payout setup is required before customers can complete checkout. |
| **Account review** | Selling access can depend on Newie review, Stripe verification, payout status, and policy or risk checks. |
| **Settings** | Profile, reports, payout account, payment methods, Overdue Assistant, integrations, support, legal, sign-out, and delete-account actions. |
| **Team-style setup** | Each Newie account supports one login today. Use groups to organize services by coach, practitioner, location, program, or service line. |
## Edit Profile Details
Update your customer-facing profile from **Settings**.
* On iOS, open your profile row in **Settings**. The profile editor is titled **Edit Details**.
* On macOS, open **Settings -> Account -> Edit Profile**.
Profile details include the fields Newie has for your account, such as:
* profile image
* name
* email address
* profession
* biography
* Instagram handle
If you change your email address, Newie sends a verification email before the change is complete.
## Related Setup Pages
Create an account, add your first service, connect Stripe, and understand the review states that can affect selling.
Find profile, app, reports, payout, payment-method, integration, support, legal, sign-out, and delete-account actions.
Understand current team-login limits and how to organize team-style businesses with groups.
*Last updated: 2026-06-29*
# Account Settings
Source: https://docs.newie.app/guides/account-settings
Find profile, app, report, payout, payment-method, integration, support, legal, sign-out, and delete-account actions.
## Overview
Account settings control the provider details and connected setup behind Newie: profile details, payout setup, payment methods, reports, integrations, support, legal information, sign-out, and account deletion. Use them for account-level changes rather than changes to a single service or customer.
## Account
Your profile controls the details customers see when they buy from you or open your Store. Use **Edit Profile** to update those details.
On iOS, the profile editor title is **Edit Details**. On macOS, open **Edit Profile** from the Account tab.
Profile details include the fields Newie has for your account, such as:
* profile image
* name
* email address
* profession
* biography
* Instagram handle
* **Publish to Web**, when your payout setup is complete
If you change your email address, Newie sends a verification email before the change is complete.
For Store visibility details, see [Newie Store](/guides/newie-store#public-or-private-store).
## Payments and Payouts
This area covers the money setup around your account: Stripe setup, bank details, payment-method settings, Overdue Assistant defaults, Tap to Pay setup, and saved payment methods for purchases you make from other Newie businesses.
| Setting | What it controls |
| ------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Payout Account** | Payout bank account and payout schedule. On iOS and macOS, this appears under **Payments & Payouts**. |
| **Accepted Payment Methods** | The customer payment methods available for new purchases, such as **Card / Apple Pay**, **AU Bank Account (Direct Debit)**, and supported Buy Now Pay Later providers. |
| **Overdue Assistant** | Default overdue-payment follow-up settings and update actions for existing services or subscribers. |
| **Enable Tap to Pay on iPhone** or **Set up on iPhone** | Tap to Pay setup when your account and device are eligible. After setup, iOS Settings shows the Tap to Pay tutorial where it is available. |
| **Payment Method** or **Manage Payment Methods** | The saved payment methods you use when buying from another Newie business. On macOS, Newie directs this management back to the mobile app. |
When Newie needs Stripe account, identity, business, or bank details, it opens Stripe Express. For payout bank updates, Newie shows **Continue in Stripe**.
If a payment method needs more Stripe setup, **Accepted Payment Methods** shows **Action Required** and **Update Now**.
## Reports
Download account-level exports from **Reports**.
On iOS, Reports appears in the **Reporting** section when reports are available. On macOS, Reports appears as its own Settings tab.
The report list follows the data in your account. It may include **Sales**, **All Customers**, **Subscribers**, **Instalment Plans**, **One-Off Purchases**, and **Payouts**.
For the full report guide, see [Reports & Reporting](/guides/reports-reporting).
## App and Integrations
On macOS, **App** includes menu bar settings.
When your account has Zapier access, **Integrations** shows **Connect Zapier** or **Zapier Connected**. If payout setup is still pending or in progress, Zapier may not be available yet.
## Support, Feedback, and Legal
Settings includes **Support**, **Feedback**, and **Legal**.
Open **Support** when you need help with an account, payment, app, or customer issue. Use **Feedback** for product suggestions that do not need support follow-up.
## Log Out or Delete Account
Choose **Log out** on iOS or **Sign Out** on macOS to leave the current Newie account on that device.
Choose **Delete account** on iOS or **Delete Account** on macOS only when you want to permanently delete the account. For the dedicated account deletion instructions, see [Delete Your Newie Account](/delete-account).
If the account has active subscriptions, Newie requires you to cancel those subscriptions before deleting the account.
Account deletion is permanent and cannot be undone.
*Last updated: 2026-06-26*
# Account Setup & Review
Source: https://docs.newie.app/guides/account-setup-review
Create a Newie account, complete review, and understand prerequisites for selling.
## Overview
Newie setup has to prove two things: who the provider is and where money should go. Once review, payout, and payment-method setup are complete, customers can buy.
## Creating a Newie Account
To create a Newie account, download the Newie app from the App Store on iPhone or Mac.
Sign up using email, Google, or Apple sign-in. If prompted, enter a referral code. Newie reviews accounts before selling access is granted.
Add the profile details Newie asks for, such as your name, profession, biography, and profile image. Stripe may ask for identity, bank, or business details when you connect payouts.
Add the service name and price. Turn on **Available for Sale** when the service is ready to sell.
Checkout still depends on payout setup, account review, and any payment-method requirements. Services use your default selling currency. Contact support if you need another supported currency; self-serve per-service currency changes are not currently available.
Optional features like Terms of Service, Intro Pricing, Digital Downloads, and setup fees can be added later where they are supported for that service type.
Connect through Stripe for payouts, identity verification, bank account details, and business details. During setup, choose the country where you or your business is based and where the payout bank account can be supported.
## Account Review and Approval
Newie reviews accounts before selling access is granted. Reviews can be quick, but timing varies if the profile is incomplete, Stripe needs more verification, or risk checks require extra review.
Accounts may be rejected or restricted for policy, compliance, risk, verification, or suspected fraud reasons. Rejected accounts may not be able to continue selling with Newie.
### Stripe Details and Review Status
Newie uses Stripe to securely process payments and send payouts to the connected bank account. During setup, you may need to verify your identity and provide business details.
* **Details under review:** Stripe may review submitted personal or business details before payments and payouts are fully available. If the app shows details are under review, check back soon for updates.
* **Update required:** If Stripe asks for updated business or personal details, complete the update promptly so payments and payouts continue to process correctly.
* **Payout setup actions:** Follow the current in-app payout setup action, such as **Set Up Payouts**, **Continue Payout Setup**, **Update Payout Details**, **Details Under Review**, **Manage Payouts**, or **Contact Support**. The selected country should match where you or your business receives payouts and where the bank account is located.
* **Paused or rejected accounts:** An account may be paused or rejected by Newie or Stripe because of compliance, risk, verification, or policy issues. Contact support for more information.
## Prerequisites for Selling
Before services can be sold on Newie, the following must usually be completed:
* Profile setup (name, profession, biography, profile image, and email where prompted)
* Payout setup (Stripe connected with bank account and identity verification)
* At least one published service with **Available for Sale** enabled
*Last updated: 2026-06-26*
# Accountants & Bookkeepers
Source: https://docs.newie.app/guides/accountants-bookkeepers
Guides for accountants and bookkeepers using Newie for monthly packages, onboarding fees, cleanup work, tax work, advisory projects, and client payment records.
Accounting and bookkeeping work usually falls into two Newie patterns: ongoing monthly packages, and fixed-scope cleanup, tax, setup, or advisory work. The payment shape should follow how the client expects to pay for the engagement.
## Accounting Guides
Set up recurring bookkeeping, accounting, payroll, advisory, CFO, or tax-support packages.
Collect payment for cleanup jobs, setup projects, tax work, advisory projects, and fixed-scope engagements.
*Last updated: 2026-06-29*
# Sell Treatment Plans as Memberships
Source: https://docs.newie.app/guides/beauty-memberships-treatment-plans
Use Newie to sell assessed beauty treatment plans as fixed-term memberships, with upfront payment as a secondary option.
## Overview
Treatment plans work best when the payment shape matches the recommendation. Newie can sell the plan as a fixed-term membership, upfront payment, or another setup that fits how the customer wants to pay.
## Why This Works in Newie
This works well in Newie because the payment schedule and the treatment bookings do not need to match. Newie manages the payment plan, receipts, agreement, Welcome Email, and customer record.
## What You Are Trying to Do
Set the payment around the treatment plan, not the appointment calendar. A full upfront plan can become a fixed-term membership, instalment schedule, or upfront purchase while treatments still happen on the dates that make sense clinically.
Be clear about what the customer is buying: a treatment plan, a membership credit, a package of included treatments, or a payment plan for a fixed total. Manage clinical suitability, bookings, treatment notes, and any treatment credit balance in your normal system.
## Common Flow
The customer contacts you through Instagram, website, phone, referral, booking form, or in-person enquiry.
Consult with the customer and identify the treatment goal, such as acne, skin concerns, hair removal, body treatment, or another concern.
Explain the treatment plan, expected treatment period, appointment rhythm, inclusions, and buying options.
The main option is a fixed-term membership that collects payments over the agreed period. If the customer wants to pay the full amount now, you can also offer an upfront payment option.
If Terms of Service is enabled, the customer agrees before checkout. Newie sends the New Purchase email and agreed terms record.
The customer comes in for treatments over the agreed period, and bookings stay outside the payment schedule.
## Payment Setup Options
| Customer Choice | Newie Setup | Example |
| ------------------------------------ | ---------------------------------------------------------- | ----------------------------------------------------------------------------------- |
| Pay over a set period | Subscription with Number of Payments set to a fixed number | Customer pays \$100 per week for 12 weeks, then payments end |
| Pay a fixed total in scheduled parts | Instalment Plan | Customer pays a fixed package total across scheduled payments |
| Ongoing membership | Subscription | Customer pays weekly, fortnightly, or monthly until canceled |
| Beauty bank or monthly credit | Subscription | Newie collects the recurring payment; you track credit usage in your clinic process |
| Pay upfront | One-Off Purchase | Customer pays the treatment plan in one payment |
Use the setup that matches how the customer pays. Manage the appointment schedule in the booking system or calendar.
Use recurring payments when the customer is buying the plan over a defined number of weeks or months.
Use one checkout for the whole treatment plan when the customer wants to pay now.
## Why Beauty Businesses Use This
Membership-style treatment plans reduce the upfront payment and make the package easier to explain. They also separate the main plan payment from appointment day, so the in-clinic conversation can stay focused on treatment, aftercare, products, or add-ons.
## What to Include in Newie
* **Service name:** use the treatment plan name customers recognise
* **Pricing:** create one service for the upfront version and one for the membership version when they need their own links, terms, or reporting
* **Terms of Service:** include cancellation, minimum term, refund, treatment, appointment, or eligibility expectations
* **Welcome Email:** include booking links, preparation notes, aftercare information, product guidance, included extras, or next steps
* **Groups:** organize plans by treatment category, practitioner, room, location, or clinic
* **Customer record:** use Newie to track the customer's purchase, subscription, invoices, payments, and agreed terms
## Terms to Make Clear
* Whether payments are for the treatment plan, a membership, or a banked credit
* Whether unused treatments or credits roll over
* Whether the customer can cancel before the plan is complete
* Whether each treatment still needs its own booking
* What happens if you decide the treatment is no longer suitable
* What products, extras, LED treatments, check-ins, or add-ons are included
## Keep Bookings in Your Booking Tool
The customer might pay weekly, fortnightly, or monthly, but attend treatments on a different schedule. That is fine.
Use Newie for payment, agreements, receipts, and customer records. Use the booking tool or calendar for the actual appointment times. Do not create one payment for every treatment unless you really charge the customer that way.
## Example: Acne Treatment Plan
You identify acne as the customer's main concern and recommend a 12-week treatment plan.
The customer can either:
* Join a fixed-term membership that charges \$100 per week for 12 weeks
* Pay upfront in one payment if they prefer
The customer may attend treatments across that period, but the treatment bookings do not need to match the weekly payment dates. The Welcome Email can include the booking link, preparation instructions, aftercare notes, and any products or extras included in the plan.
*Last updated: 2026-06-26*
# Beauty & Wellness
Source: https://docs.newie.app/guides/beauty-wellness
Guides for beauty clinics, salons, and wellness providers using Newie for appointments, packages, memberships, and treatment plans.
Beauty and wellness businesses often sell a mix of appointments, prepaid packages, treatment plans, and memberships. Newie works best when each service is set up around the way the customer actually pays.
## Beauty & Wellness Guides
Set up payments for appointments, treatments, consults, prepaid packages, deposits, Tap to Pay, agreements, and aftercare links.
Offer treatment plans where customers can pay upfront or join a fixed-term membership while bookings stay outside Newie.
*Last updated: 2026-06-29*
# Take Payments for Beauty Appointments and Packages
Source: https://docs.newie.app/guides/beauty-wellness-guide
Use Newie for beauty appointments, treatment packages, deposits, Tap to Pay, agreements, and aftercare links.
## Overview
Beauty and wellness services often move from consult to package to follow-up. Newie adds checkout, agreed terms, receipts, and customer records around that workflow without replacing the appointment system.
## Before the Customer Pays
Use Newie at the point the customer is ready to pay: at the desk, after a consult, after a treatment, or from a DM or phone conversation. Choose the service, take the payment, capture terms if needed, and send aftercare or booking information from the Welcome Email.
Keep appointment scheduling in your clinic or salon's normal booking tool.
## Common Setup
1. Create One-Off Purchases for appointments, consults, treatments, deposits, add-ons, or paid-upfront packages
2. Create Subscriptions for memberships, ongoing programs, or recurring appointment plans
3. Create Instalment Plans for higher-value packages paid over time
4. Create service groups for staff members, rooms, locations, treatment categories, or packages
5. Take in-person payment with Tap to Pay, QR codes, or direct links
6. Add Terms of Service for cancellation terms, waivers, refund rules, or treatment terms
7. Add a Welcome Email with aftercare instructions, booking links, intake forms, preparation instructions, or follow-up links
## Appointment to Payment Flow
The booking can happen through your existing booking tool, DM, phone, website, or walk-in process.
Confirm the treatment, package, deposit, membership, or add-on.
Use Tap to Pay, a QR code, a direct service link, a custom link, or Purchase as Customer.
Newie sends the New Purchase email, the agreed terms if the service uses Terms of Service, and any Welcome Email you configured.
The Welcome Email can include aftercare instructions, booking links, forms, product recommendations, or next steps.
## Where Newie Fits
| Business situation | Newie role |
| ---------------------------------------- | ------------------------------------------------------------------------------------------------------------ |
| Customer pays for today's treatment | One-Off Purchase, Tap to Pay, QR code, or Purchase as Customer |
| Customer buys a prepaid package | One-Off Purchase for the package payment |
| Customer joins a recurring membership | Subscription with clear terms |
| Customer buys a larger package over time | Instalment Plan, or a Subscription with Number of Payments when you sell it as a fixed-length recurring plan |
| Customer needs aftercare or next steps | Welcome Email |
## Useful Service Examples
| Offer | Newie Setup | Notes |
| -------------------------------------- | ---------------- | ---------------------------------------------------------------------- |
| Single appointment or treatment | One-Off Purchase | Useful for direct links, QR codes, Tap to Pay, or Purchase as Customer |
| Treatment package paid upfront | One-Off Purchase | For prepaid blocks, bundles, and single checkout |
| Membership or regular appointment plan | Subscription | Useful for recurring payments and ongoing customer records |
| Larger package paid over time | Instalment Plan | Useful for fixed-total packages with scheduled payments |
| Deposit or booking fee | One-Off Purchase | Can be paid before the appointment or during booking |
| Add-on after appointment | One-Off Purchase | Can be paid with Tap to Pay or a quick link |
## Tips
* Keep appointment scheduling in the booking tool if that already works for you.
* Use Newie for payment, invoices, receipts, customer records, and agreed terms.
* Create groups when you need reporting by practitioner, room, location, or treatment type.
* Add Welcome Emails for practical customer information after checkout.
*Last updated: 2026-06-29*
# Buy Now, Pay Later Payments
Source: https://docs.newie.app/guides/bnpl-payments
How Afterpay, Affirm, and Klarna work in Newie.
## Overview
BNPL in Newie is a checkout payment method, not a separate service type. Customers can pay over time through the BNPL provider while Newie records the sale, fee, payout, and provider status.
## Where BNPL Applies
BNPL is for eligible **one-off purchases**.
Compare the payment flows:
| Option | Customer pays | You receive |
| ------------------------- | -------------------------------------------- | ----------------------------------------------------------------------------------------------------- |
| **BNPL** | Through Afterpay/Clearpay, Affirm, or Klarna | Funded upfront for the purchase amount, less applicable fees; bank payout still follows normal timing |
| **Newie Instalment Plan** | Each scheduled Newie instalment | Each instalment as it is collected |
Afterpay / Clearpay, Affirm, and Klarna each have their own country, currency, setup, and amount rules. Newie checks the current provider status while you edit the eligible One-Off Purchase.
## Enable BNPL
On iOS or macOS, go to **Settings → Payments & Payouts → Accepted Payment Methods**.
Turn on the BNPL providers available for your account, such as **Afterpay / Clearpay**, **Affirm**, or **Klarna**.
If Newie shows **Pending action** or asks you to complete setup in Stripe, follow the in-app prompt.
Open the eligible One-Off Purchase you want to sell with BNPL.
In the service editor, turn on **Buy Now Pay Later**, then save.
Buy Now Pay Later has both an account-level setting and a service-level setting.
Card / Apple Pay and AU Bank Account are managed from **Accepted Payment Methods**.
## BNPL Provider Status
When BNPL is on for an eligible One-Off Purchase, Newie shows the current BNPL provider status in the service editor.
| Status | Meaning |
| ------------------------------ | -------------------------------------------------------------------- |
| **Available** | This provider can be offered for this service |
| **Not enabled** | This provider is not enabled on your account |
| **Pending action** | More Stripe setup is required |
| **Not available** | This provider is not available for your account |
| **Price too high (limit ...)** | The service price is above the current provider limit shown by Newie |
Newie checks current BNPL limits when you edit the service. If a BNPL provider limit changes, check the status shown in the service editor.
## BNPL Amount Limits
BNPL limits apply to eligible One-Off Purchases. The available provider can depend on your account country, service currency, customer country, Stripe setup, and the current provider status shown in Newie.
The tables below list limits for currencies Newie can currently sell services in. For seller country availability, see [Platform, Regions & Legal](/reference/platform-legal#supported-regions-and-countries).
Newie also applies an overall single-transaction hard cap of 20,000 in the service currency. A one-off purchase cannot exceed that cap even if a BNPL provider limit is higher.
Newie also applies a minimum transaction amount of 0.50 in the service currency. Where a BNPL provider minimum is lower than that, Newie's minimum applies.
### Afterpay / Clearpay
Afterpay / Clearpay is for eligible One-Off Purchases only. The customer and provider must be in the same country. In the UK, Afterpay is branded as Clearpay.
| Currency | Country | Min | Max |
| -------- | ------------- | --- | ------- |
| AUD | Australia | \$1 | \$2,000 |
| NZD | New Zealand | \$1 | \$2,000 |
| GBP | UK (Clearpay) | £1 | £1,000 |
| USD | USA | \$1 | \$4,000 |
| CAD | Canada | \$1 | \$2,000 |
### Affirm
| Currency | Country | Min | Max |
| -------- | ------- | ---- | -------- |
| USD | USA | \$50 | \$30,000 |
| CAD | Canada | \$50 | \$30,000 |
### Klarna
| Currency | Country/Region | Min | Max |
| -------- | ------------------------------ | ------ | -------- |
| AUD | Australia | \$0.50 | \$2,000 |
| NZD | New Zealand | \$10 | \$2,000 |
| USD | USA | \$0.50 | \$10,000 |
| CAD | Canada | \$0.50 | \$17,500 |
| GBP | UK | £0.50 | £2,000 |
| EUR | Supported EUR seller countries | €0.50 | €10,000 |
## Fees
BNPL fees are shown in Newie when pricing is calculated. For the current fee table, see the [Fees & Limits Reference](/reference/fees-and-limits).
*Last updated: 2026-07-01*
# Business Coaches
Source: https://docs.newie.app/guides/business-coaches
Guides for business coaches using Newie for coaching programs, retainers, strategy calls, agreements, checkout, and onboarding.
Business coaching setups usually start from the offer: a program, a retainer, a strategy call, group access, or advisory support. Newie turns that offer into checkout, agreed terms, receipts, and the customer record.
## Business Coaching Guides
Move from enquiry or sales call to a paid coaching program with agreement, checkout, and onboarding links.
Set up monthly strategy support, advisory retainers, group coaching access, and minimum-term coaching packages.
*Last updated: 2026-06-29*
# Choose the Right Service Type
Source: https://docs.newie.app/guides/choose-service-type
Choose the Newie service type that matches how the customer pays.
## Overview
Choosing a service type means matching the offer to the way the customer pays. Start with payment shape, not delivery method.
## Service Type Comparison
| Customer pays for... | Newie setup | Use this because... |
| -------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------ |
| Ongoing coaching, membership, retainer, access, or regular service | **Subscription** | Newie keeps billing on the schedule you choose until the subscription is canceled or ends. |
| A program that bills on a recurring schedule but should stop after a fixed term | **Subscription** with **Number of Payments** set to a fixed number | The customer pays the same recurring amount, then billing stops after the selected number of payments. |
| A single session, appointment, deposit, paid-upfront package, digital download, workshop, or one-time purchase | **One-Off Purchase** | The customer pays once and no recurring billing record is created. |
| A fixed total split across scheduled payments | **Instalment Plan** | Newie collects each scheduled instalment and you receive each payment as it is made. |
For customer financing on an eligible one-off purchase, use BNPL when it is enabled for the account. The customer pays the BNPL provider over time and you are funded upfront for the purchase amount, less applicable fees. For scheduled payments you manage in Newie, use an Instalment Plan.
## Common Choices
| Offer | Setup |
| ----------------------------------------------------------- | ---------------------------------------------- |
| Weekly personal training | Subscription |
| 12-week coaching program paid weekly | Subscription with Number of Payments set to 12 |
| Strategy call | One-Off Purchase |
| Paid-upfront package | One-Off Purchase |
| Eligible one-off purchase with customer financing | One-Off Purchase with BNPL enabled |
| Course, retreat, or package paid over scheduled instalments | Instalment Plan |
## Fixed-Term Subscription or Instalment Plan?
Use a fixed-term subscription when the customer is buying a recurring service that happens on a regular billing rhythm, such as 12 weekly coaching payments.
Use an instalment plan when the customer is paying off a fixed total, such as a package price split into scheduled payments.
*Last updated: 2026-06-26*
# Communication
Source: https://docs.newie.app/guides/communication
Understand automated customer emails, provider notifications, Newie Chat, and how to contact Newie support.
## Overview
Newie keeps customer payment communication attached to the service and billing record. It sends the essential payment emails, shows account and customer activity, and supports service-specific messages through Newie Chat.
## Emails Sent to Customers
Customers get the core emails they need to buy, manage, and return to their purchase.
The main customer-facing emails are:
* **New Purchase emails:** sent after checkout. These can include the Customer Manage Link, receipt details, agreed terms record, and digital download link when those apply.
* **Welcome Emails:** sent after checkout when you add one to the service. Use these for onboarding links, forms, booking instructions, app links, portal links, or next steps.
* **Receipts:** sent manually when you email a receipt from a paid payment record.
* **Failed-payment and overdue emails:** sent when Newie needs the customer to return to the purchase, update payment details, pay, or retry where that action is available.
* **Account and login emails:** sent when the customer needs a verification code, email confirmation, or email update flow.
* **Chat notifications:** sent when Newie needs to tell the customer that they have a new message.
The **Customer Manage Link** takes customers back to the purchase. It can appear in New Purchase emails, failed-payment emails, overdue emails, and Overdue Assistant follow-ups where those flows apply.
Subscription and instalment statements are generated and shared manually by you. Newie does not automatically email subscription statements to customers.
## Notifications You Receive
Newie can notify you about sales, renewals, payment issues, payouts, account status, support replies, and customer chat messages.
On iPhone, these appear as push notifications when notifications are enabled. On Mac, they can appear as desktop notifications when macOS notifications are enabled for Newie.
For operational questions, treat the app record as the source of truth. Open the customer, invoice, payout, or support conversation in Newie to see the current state.
## Overdue Assistant Notifications
When Overdue Assistant is active, Newie can notify you as an overdue case moves forward: follow-up starts, a payment is recovered, the customer replies, the case needs your input, or the case is resolved.
Customer replies matter. If a case is escalated, open the overdue customer or invoice context and decide what should happen next.
## Newie Chat
Use **Chats** or **Chat with \[Customer]** when you need to message a customer about the service they bought from you.
It works well for delivery notes, booking links, onboarding documents, Zoom links, quick follow-ups, and other service-specific messages.
* Add links to Calendly, Google Docs, Zoom, or other resources.
* Customers with the Newie app can receive app notifications for new messages.
* Customers can also be notified by email when Newie needs to bring them back to the conversation.
Newie does not collect phone numbers at checkout. If you need a customer's phone number for service delivery, ask for it through Newie Chat, a Welcome Email, or an external form.
## Newie Support
Open the Home screen help button when you need help from Newie support.
On some screens, **Ask a Question** shows a relevant help answer first, then lets you open support chat with useful context already attached.
When contacting support, include the details that make the issue easy to identify:
* Your account email
* The service name
* The relevant customer name or email
* Screenshots
* A short description of what happened
## Common Email and Support Questions
Verification codes are sent to the customer's account email. Ask the customer to check the right inbox, spam, junk, quarantine, promotions, and focused inbox folders.
Ask them to search for Newie, wait 5-10 minutes, and retry. For corporate or government domains, ask their IT or email admin to check whether automated email is filtered.
If the code still does not arrive, contact Newie support with the customer's name, account email, the action that triggered the code, and the approximate time requested.
Check spam and junk first, then verify the email address. For corporate or government email providers, ask the recipient to check whether automated email is blocked or delayed.
If the email still does not arrive, contact Newie support with the recipient email address, the expected email type, and the approximate time it should have been sent.
Check for outstanding overdue invoices, active Overdue Assistant follow-up, payment attempts after cancellation, or another Newie subscription with another provider.
Ask the customer for screenshots showing sender, date, and subject line. If there are no outstanding invoices or post-cancellation payment attempts, contact Newie support.
*Last updated: 2026-06-26*
# Connect Newie to Your Coaching App
Source: https://docs.newie.app/guides/connect-newie-to-coaching-app
Use Zapier to send Newie customers into Trainerize, Everfit, HubFit, Kahunas, or another coaching app after checkout.
## Overview
Newie and a coaching app work best when each system keeps its job. Newie handles checkout, billing, agreements, receipts, and customer records while the coaching app handles delivery and client engagement.
## What This Connection Handles
A good Zap keeps the handoff between payment and coaching delivery clean. Newie can trigger the next admin step when the right purchase, subscription, or payment event happens.
* Send paid customers into the right program, group, challenge, or onboarding flow
* Keep future-start customers from getting app access too early
* Flag overdue, paused, or ended customers so access can be reviewed
* Reduce manual copying of names, emails, start dates, and program details between tools
## Before Building the Zap
Make the Newie offer and coaching-app setup match each other before opening Zapier.
| Check | Why it matters |
| ----------------------------- | ------------------------------------------------------------------------------------------------ |
| Newie service | The service that triggers the coaching-app action |
| Coaching app program or group | The program, group, package, or onboarding path the customer enters |
| Start date | Future-start programs may need admin setup before paid access begins |
| Required app fields | Some coaching apps require program IDs, package IDs, form IDs, group IDs, or onboarding-flow IDs |
| Offboarding process | Not every coaching app exposes a clean archive, pause, or remove-access action in Zapier |
If the coaching app does not expose the action you need in Zapier, use Newie to trigger a Slack or email notification and handle that part of the setup manually.
## Choose the Newie Trigger
| Workflow | Newie trigger | Use |
| -------------------------------------------------- | --------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------- |
| Add a paying subscription client to a coaching app | Subscription Started | Grant app access when billing starts and the subscription becomes active |
| Prepare a customer before a future start date | Subscription Created | Create an admin task or draft record before paid access starts |
| Add a one-off buyer to an app or challenge | One-Off Purchase Complete | The customer bought a paid-upfront program, consult, challenge, assessment, or resource |
| Run something only after payment is confirmed | Payment Paid | Wait for confirmed payment across subscriptions, instalment plans, or one-off purchases |
| Tell you to review access | Payment Overdue, Payment Uncollectible, Subscription Paused, or Subscription Ends | You may need to pause, archive, remove access, or follow up manually |
For paid app access, use **Subscription Started** rather than **Subscription Created** when the service has a future billing start date. Subscription Created fires at purchase time; Subscription Started fires when billing starts and the subscription becomes active.
## Coaching App Actions to Look For
Action names and required fields can change by app, plan, and connected workspace. Use this table as a setup guide, then confirm the exact action inside Zapier before relying on it.
| Coaching app | Actions to look for | Notes |
| ------------------ | -------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------- |
| ABC Trainerize | Create or update client, add tag, add to group, assign program | Add or update the client by email, then assign the right trainer, program, tag, or group |
| Everfit | Invite client, register client, assign onboarding flow, assign resource collection | Some assignment actions need an existing Everfit client ID or resource ID |
| HubFit | Add client, add to community, assign workout plan, assign nutrition plan, trigger onboarding | Useful when HubFit is the delivery app for programs, communities, onboarding, workouts, and check-ins |
| Kahunas | Create client | Usually needs package, plan start, check-in form, and related IDs ready before the Zap is built |
| Other coaching app | Create client, invite user, add tag, assign program, or send notification | Confirm the exact action exists inside Zapier before relying on it |
## Recommended Zap
Set up the coaching program as a subscription, one-off purchase, or instalment plan in Newie. For a fixed-length subscription, set Number of Payments to a fixed number.
Create the program, group, package, tag, onboarding flow, or resource collection in the coaching app before building the Zap.
If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first. In Zapier, create a new Zap and choose Newie as the trigger app.
Use Subscription Started for subscription-backed app access, One-Off Purchase Complete for paid-upfront programs, or Payment Paid where the workflow needs confirmed payment.
If the account has multiple services, add Filter by Zapier or Paths by Zapier so this Zap only runs for the matching Newie service. Filter on the Offering ID, not only the service name.
In Newie, open **Sell → Services**, tap the `...` menu next to the service, open the share sheet, and tap **Copy Offering ID**. Paste that ID into the Filter by Zapier condition for the service you want this Zap to handle.
Choose the coaching app as the action app. Map Newie customer email, name, service name, and start date into the app fields. Add the program, group, package, tag, or onboarding-flow fields required by the app.
Test the Zap and confirm the customer appears in the coaching app exactly where expected.
Once the test is correct, turn on the Zap and check the first live customer manually.
## Multi-Program Setup
Avoid one Zap that sends every Newie customer into the same app program.
Different Newie services often need to map to different coaching-app programs.
Use one of these patterns:
* One Zap per Newie service, each with a Filter by Zapier step that checks the Offering ID
* One Zap with a Filter when only one program continues through the Zap
* One Zap with Paths when different Offering IDs route to different app actions
* A notification-only Zap when you need to review the customer before assigning access
### Filter by Offering ID
Zapier needs the Newie service's Offering ID so it can tell which service was purchased.
1. In Newie, open **Sell → Services**.
2. Tap the `...` menu next to the service.
3. Tap **Copy Offering ID** in the service share sheet, or copy `offering_id` from a Newie Zap sample for the service when you are setting up the filter outside the app.
4. In Zapier, add **Filter by Zapier** after the Newie trigger.
5. Set the filter to continue only when the Newie Offering ID exactly matches the ID you copied.
Avoid filtering only on the service name; names can change or be reused.
## What to Keep in Newie
Keep these records in Newie:
* What the customer bought
* How the customer pays
* Subscription, instalment plan, and payment status
* Invoices, receipts, failed payments, and overdue status
* Terms of Service and agreed terms records when enabled
* Welcome Emails and customer purchase history
Keep coaching delivery, program content, check-ins, messages, workouts, habits, nutrition, and progress notes in the coaching app.
## App-Specific Setup Pages
Connect Newie purchases or subscriptions to ABC Trainerize client creation, program assignment, tags, groups, or notifications.
Invite clients into Everfit and trigger onboarding, resource, or assignment workflows where the Everfit Zapier action supports it.
Add HubFit clients, communities, workout plans, onboarding flows, and notifications from Newie billing events.
Set up Kahunas clients from Newie events where the required package, form, check-in, and plan fields are available.
## Human Review Step
Add a notification and manual review step for cases like:
* You need to approve the customer's goals, health details, or program fit first
* The customer bought a consult before choosing the full program
* The app action needs fields that are not available from the Newie trigger
* A custom program, custom start date, or manual onboarding path is part of the sale
* The workflow affects access removal, pause handling, or customer support
*Last updated: 2026-06-26*
# Consultants & Educators
Source: https://docs.newie.app/guides/consultants-educators
Guides for consultants, educators, tutors, and professional service providers using Newie for retainers, lessons, programs, deposits, and onboarding.
Professional services work best in Newie when the payment setup matches the engagement: recurring support, a lesson package, a fixed project, a deposit, or a resource sale.
## Consulting & Education Guides
Sell retainers, consults, lesson packages, term programs, deposits, and onboarding links.
*Last updated: 2026-06-29*
# Sell Retainers, Lessons, and Programs
Source: https://docs.newie.app/guides/consultants-educators-guide
Use Newie for consultant retainers, educator programs, tutor lessons, deposits, and onboarding links.
## Overview
Consulting, tutoring, and education offers can be packaged as calls, retainers, term programs, projects, lessons, or resources. Newie gives each offer a clear payment shape, agreement, and customer record.
## Set Up the Paid Engagement
Create the Newie service for the paid engagement, not for every lesson, call, resource, or internal task behind it. A retainer, tutoring term, workshop, short course, project fee, or assessment can each have its own payment shape and terms.
Keep delivery in the tools you already use for lessons, consulting work, course access, scheduling, files, and student records.
## Common Setup
1. Create Subscriptions for retainers, ongoing support, memberships, or recurring lessons
2. Create Subscriptions with Number of Payments set to a fixed number for term programs, short courses, or structured programs paid over time
3. Create One-Off Purchases for consults, audits, assessments, workshops, deposits, or paid-upfront packages
4. Create Instalment Plans for larger fixed-price programs or project fees paid in scheduled parts
5. Add Terms of Service for engagement terms, cancellation rules, program expectations, or scope boundaries
6. Add a Welcome Email with intake forms, booking links, calendar links, learning portals, client folders, or first-step instructions
## Enquiry to Paid Engagement
The customer contacts you through email, website, referral, social media, or a booking request.
Match the customer to a consult, retainer, package, term program, assessment, or project fee.
Use an existing service link, custom price, custom start date, or Purchase as Customer.
If Terms of Service is enabled, the customer accepts the agreement before checkout.
The Welcome Email can include booking links, forms, document links, portal access, or first-session instructions.
## Common Patterns
| Provider type | Typical offer | Newie fit |
| ----------------------------- | --------------------------------------------- | ---------------------------------------------------------------------------------------------- |
| Consultant | Monthly access, strategy support, or advisory | Subscription with Terms of Service |
| Tutor | Weekly lessons or a term package | Subscription, with Number of Payments fixed when the term should end automatically |
| Educator | Workshop, short course, or cohort program | One-Off Purchase, or Subscription with Number of Payments when the customer pays over the term |
| Professional service provider | Assessment, audit, or project fee | One-Off Purchase or Instalment Plan |
| Course or resource seller | Workbook, guide, or template | One-Off Purchase with Digital Downloads |
## Terms to Make Clear
* Included sessions, lessons, calls, or deliverables
* Whether unused lessons, hours, or access roll over
* Cancellation, rescheduling, and minimum-term rules
* What happens if the customer misses a session or submits work late
* What content, portal, folder, or booking link the customer receives after checkout
## Useful Service Examples
| Offer | Newie Setup | Notes |
| -------------------------------- | --------------------------------------------------------- | ------------------------------------------------------------- |
| Monthly retainer | Subscription | For ongoing advice, coaching, support, or access |
| Term tutoring package | Subscription with Number of Payments | Works when payments should stop after the term |
| Strategy call or assessment | One-Off Purchase | For single-session checkout |
| Project fee paid over milestones | Instalment Plan | For fixed totals split over scheduled payments |
| Workshop or short course | One-Off Purchase, or Subscription with Number of Payments | Choose based on whether the customer pays once or over time |
| Paid resource or workbook | One-Off Purchase with Digital Downloads | Newie can include the download link in the New Purchase email |
*Last updated: 2026-06-29*
# Creative Agencies & Photographers
Source: https://docs.newie.app/guides/creative-agencies
Guides for creative, marketing, design, content, and photography providers using Newie for project deposits, milestone payments, retainers, agreements, and client onboarding.
Creative work often needs money collected in stages: a deposit, milestone, retainer, package payment, or final balance. Newie keeps the payment, agreed terms, and customer record attached to the job.
## Creative Business Guides
Collect deposits, milestone payments, final balances, and project fees with agreed terms.
Set up monthly design, marketing, social, content, or creative support retainers.
Manage deposits, shoot fees, creative packages, instalment plans, final balances, and client agreements.
*Last updated: 2026-06-29*
# Custom Pricing Links
Source: https://docs.newie.app/guides/custom-pricing-links
Create customer-specific links with tailored pricing details without changing the original service.
## Overview
Custom pricing links create customer-specific checkout options without changing the base service. They are useful for negotiated prices, different start dates, setup-fee changes, intro offers, or BNPL settings.
## Customer-Specific Service Links
Custom pricing links let you tailor an existing service for one customer without changing the base service everyone else sees.
The override applies only to the custom link you generate. The original service stays unchanged.
The custom pricing screen shows the fields supported by that service type, such as price, start date, setup fee, intro pricing, or Buy Now Pay Later settings.
## Best Uses
Create a custom pricing link for:
* Tailored pricing after a sales call
* A package that starts on a customer-specific date
* A transition from another platform with a customer-specific start date
* A subscription customer who needs a different setup fee or intro pricing arrangement before they buy
* A reusable service you do not want to duplicate for every variation
* A bespoke offer that is still based on an existing Newie service
If the offer itself is repeatable and meaningfully different, create a new service.
If the service is the same but the customer-specific pricing details are different, create a custom link from the existing service.
## How to Create One
Open **Sell → Services**.
Tap the `...` menu next to the service you want to customize.
Tap **Custom price** for a one-off purchase, or **Custom price or start date** for subscriptions and instalment plans.
Enter the customer-specific price, start date, or other pricing details Newie shows for that service type.
Share the custom link or QR code with the customer, or use it during an assisted checkout.
## What Stays the Same
The base service stays unchanged. Other customers still see the original service price, settings, terms, checkout, Store listing, and standard links.
The custom link is only for the customer or sale you created it for. Share the original service for the standard offer, and create a custom link for a tailored version.
## Related Guides
See where custom links fit alongside service links, QR codes, Store links, Tap to Pay, and Purchase as Customer.
Decide when to create a new service versus using a custom link from an existing service.
*Last updated: 2026-06-26*
# Customer Purchase Flow
Source: https://docs.newie.app/guides/customer-purchase-flow
What happens after a customer buys through a link, QR code, Store, Tap to Pay, or Purchase as Customer.
## Overview
Customer checkout can start from a link, QR code, Store page, Tap to Pay session, or assisted purchase in the app. Newie then handles the payment, receipt, purchase record, and any service email attached to that sale.
## After a Customer Buys
Checkout can start from a service link, Store, QR code, Purchase as Customer flow, or Tap to Pay.
For Tap to Pay and Purchase as Customer, you start the flow from the Newie app.
The customer completes payment, starts a subscription, or begins an instalment plan.
This can happen before service delivery, at the time of delivery, or after the service has been delivered.
Newie sends the New Purchase email.
If Terms of Service is enabled, the customer agrees before checkout and the agreed terms record is included with that purchase email.
If Digital Downloads is enabled, the New Purchase email includes the download link. If you configured a Welcome Email, Newie sends onboarding details.
Matching Zapier automations can run after supported Newie events if you have connected them.
Ongoing billing is handled by Newie: subscriptions renew on schedule, and instalment plans collect payments until complete.
You deliver, continue, or have already delivered the service according to your workflow.
## Post-Checkout Messages
The New Purchase email handles the payment record, agreed terms, and digital download when those apply. The Welcome Email handles onboarding and next steps.
For the detailed onboarding version, see [Use Welcome Emails to Onboard Customers](/guides/welcome-emails-onboarding).
## Common Selling and Tap to Pay Support Questions
Publish to Web makes the Store usable as a public storefront.
Search-engine appearance depends on indexing and external discoverability outside Newie. Private stores can only be reached by direct link or QR code.
Go to **Sell → Services**, open the service menu, then use **Share Link**.
Paste the link into an Instagram bio, post, DM, Linktree, email, website, or another channel.
You can also share the Store link or download a QR code.
Tap to Pay accepts supported contactless cards and digital wallets.
If a customer cannot complete Tap to Pay, ask them to try another supported card or Apple Pay, or send the service link.
Tap to Pay runs through the Newie iOS app on a supported iPhone. Keep Newie and iOS up to date; if the device needs an iOS update, Newie shows an upgrade prompt.
Check Tap to Pay setup, Newie iOS app, supported iPhone, iOS version, payout setup, business location, and **Available for Sale** status.
If the Home setup prompt was dismissed, enable Tap to Pay later from Settings or from the service share flow.
Ask the customer to try Apple Pay or another supported card. If Newie shows a decline code, use [Troubleshooting & Error Reference](/reference/troubleshooting-error-reference).
*Last updated: 2026-06-26*
# Help Customers Manage Payments
Source: https://docs.newie.app/guides/customer-self-service-support
Share a customer manage link and help customers update payment details, retry payments, pause or cancel a subscription, or find purchase help.
The Customer Manage Link takes a customer back to the relevant subscription or instalment plan. Share it when the customer needs to update payment details, retry a failed payment, or use an enabled self-service action.
## Share a Customer Manage Link
For a subscription:
1. Go to **Subscribers** and select the customer.
2. Open the `...` menu.
3. Choose **Customer Manage Link**.
4. Copy or share the link.
For an instalment plan:
1. Go to **Instalment Plans** and select the plan.
2. Open the `...` menu.
3. Choose **Customer Manage Link**.
4. Copy or share the link.
## Help a Customer Update Payment Details
Share the Customer Manage Link for the relevant subscription or instalment plan. The customer opens the link and follows the payment-method options Newie makes available for that record.
If the customer is updating an overdue invoice, they should use the link connected to that invoice or purchase rather than starting a new checkout.
## Help a Customer Retry a Failed Payment
Share the relevant Customer Manage Link or Customer Payment Link. The customer can update payment details and complete the supported retry flow.
You can also manage the invoice yourself from Invoice History. See [Fix Failed Payments and Overdue Invoices](/guides/failed-payments-overdue-invoices).
## Help a Customer Find a Receipt or Purchase
Send the customer to [Manage a Purchase](/customers/manage-a-purchase) for customer-facing steps. From the provider side, open the paid invoice or purchase and email or download the receipt.
## Let a Customer Pause Their Subscription
Turn on customer self-pause for the subscription service. When enabled, the customer can pause from their manage flow.
Every pause needs an end date. Self-pause applies per subscription service and does not apply to instalment plans.
## Let a Customer Cancel Their Subscription
Turn on customer self-cancel for the subscription service. When enabled, the customer can cancel immediately or schedule a cancellation from their manage flow where supported.
Self-cancel applies per subscription service and does not apply to instalment plans.
## Resolve Common Customer Questions
Check **Upcoming** for a future-start subscription, search by name and email, check the other sales records, and compare the New Purchase email details.
If the subscription still does not appear, contact Newie support with the customer's name and email.
Open **Subscribers**, use the status lists, or turn on **Show expired**. You can also search from **All Customers**.
A fully expired subscription cannot be reactivated; send a new payment link if the customer needs to subscribe again.
A failed payment makes the invoice Overdue but does not automatically cancel the subscription. Recover or void the invoice separately, then cancel the subscription only if that is also required.
Change or remove the scheduled cancellation before it takes effect. If the subscription is Expiring, use **Don't Cancel** before it fully ends.
Use **Switch Service** from the subscriber record. To move several subscribers from one service, use **Move Subscribers** from the service menu.
*Last updated: 2026-07-15*
# Digital Products & Communities
Source: https://docs.newie.app/guides/digital-products-communities
Guides for providers using Newie for digital downloads, paid communities, subscriptions, self-serve checkout, Welcome Emails, and integrations.
Digital products and communities work best when payment leads straight into access. Newie handles checkout and the customer record while delivery happens in the right download, membership, course, or community tool.
## Digital Product Guides
Sell digital downloads, paid communities, subscriptions, self-serve checkout, Welcome Emails, and integrations.
*Last updated: 2026-06-29*
# Sell Digital Products and Memberships
Source: https://docs.newie.app/guides/digital-products-memberships-guide
Use Newie for digital downloads, paid communities, subscriptions, self-serve checkout, Welcome Emails, and integrations.
## Overview
Self-serve offers need a clean path from checkout to access. Newie can handle the payment, receipt, download or Welcome Email, subscription, and customer record around that purchase.
## After the Customer Buys
Decide what access should happen after payment: a download link, Welcome Email, community invite, course login, or Zapier action. Newie keeps the purchase and payment record; the content platform, community tool, email system, or integration controls access.
Use Digital Downloads when the customer should receive a file immediately after purchase.
## Common Setup
1. Create One-Off Purchases for eBooks, templates, guides, workbooks, resources, workshops, or paid-upfront programs
2. Attach Digital Downloads when the customer should receive a file immediately after purchase
3. Create Subscriptions for communities, memberships, access, newsletters, or ongoing content
4. Add the offers to the Newie Store when customers should browse multiple options
5. Add Welcome Emails with portal links, community invites, app links, access instructions, or next steps
6. Connect integrations when customer details need to move into another system after purchase
7. Add Terms of Service when customers should agree to usage, access, refund, or membership terms before checkout
## Access Setup Choices
| Customer buys | Newie handles | External tool handles |
| --------------------------------- | ------------------------------------------------------------- | ---------------------------------------------------- |
| Downloadable file | Payment, receipt, and download link in the New Purchase email | File creation and updates before upload |
| Paid community | Subscription, billing, terms, and customer record | Community invite, role, access, and moderation |
| Course or recorded program | One-Off Purchase or Subscription | Course login, lessons, progress, and student support |
| Template or resource bundle | Payment and bundled download link | Product updates and support |
| Paid newsletter or content access | Subscription and billing | Email list, access rules, and content delivery |
## Self-Serve Purchase Flow
The customer opens a service link, Store link, QR code, email link, or social bio link.
The customer pays once, subscribes, or starts the plan.
Newie sends the New Purchase email, receipt, agreed terms record if Terms of Service is enabled, and digital download link if Digital Download is enabled.
The Welcome Email can include portal access, community links, app links, login instructions, or onboarding steps.
If needed, Zapier can send customer details to another app after purchase.
## Terms to Make Clear
* Whether the customer gets a download, access link, invite, or login
* Whether membership access continues only while payments are active
* Refund rules for digital files and paid access
* Whether files, templates, or resources can be shared or resold
* How the customer gets help if a download link, invite, or login does not work
* Whether access is automated through an integration or handled manually by you
## Useful Service Examples
| Offer | Newie Setup | Notes |
| --------------------------------- | --------------------------------------- | ---------------------------------------------------------- |
| eBook, template, or workbook | One-Off Purchase with Digital Downloads | Newie includes the download link in the New Purchase email |
| Paid community or membership | Subscription | For recurring access |
| Paid newsletter or access product | Subscription | Use Welcome Emails or integrations for access instructions |
| Workshop or recorded program | One-Off Purchase | Can include downloads or access links |
| Bundle of digital resources | One-Off Purchase with Digital Downloads | Multiple files are bundled into one download |
*Last updated: 2026-06-26*
# Disputes & Chargebacks
Source: https://docs.newie.app/guides/disputes-chargebacks
Understand payment disputes, chargebacks, evidence, outcomes, and deadlines.
## Overview
Disputes and chargebacks are payment reviews raised through the customer's bank, card provider, or BNPL provider. Newie support will contact you when a dispute needs action.
## Common Dispute Stages
| Stage | What it means |
| ------------------ | ------------------------------------------------------------------------------------------------- |
| **Enquiry** | The bank or BNPL provider asks for more information before deciding whether to escalate the case. |
| **Formal dispute** | The payment is under review while the bank or BNPL provider decides the outcome. |
| **Outcome** | The bank or BNPL provider rules for either your side or the customer. |
Enquiries and formal disputes are different. An enquiry may only ask for information. A formal dispute or chargeback can affect the payment balance while the case is open.
## What to Do
Reply to Newie support by the deadline in the dispute email.
Confirm whether you want to contest the dispute or accept it.
Provide evidence that supports the charge, such as:
* messages with the customer
* agreed terms
* proof of service delivery
* booking records
* payment authorization
If Terms of Service were enabled, Newie can use the agreed terms record as part of the evidence package.
## Outcomes
Dispute outcomes are decided by the customer's bank or payment provider, not Newie.
After evidence is submitted, outcomes can take days or weeks depending on the bank or payment provider.
If the dispute is won, disputed funds may be reinstated and no further action is usually needed.
If the customer wins or you accept the dispute, the disputed amount remains with the customer.
Once a bank or payment provider makes a final decision, the chargeback case usually cannot be reopened through Newie.
Newie does not currently pass Stripe dispute processing fees on to you. See the [Fees & Limits Reference](/reference/fees-and-limits) for the current Newie fee note.
## Related Guides
* [Refunds](/guides/refunds)
* [Fees & Limits Reference](/reference/fees-and-limits)
* [Terms of Service](/guides/service-features#terms-of-service)
*Last updated: 2026-06-26*
# Turn an Enquiry into a Sale
Source: https://docs.newie.app/guides/enquiry-to-sale
Move a customer from conversation to a clear Newie checkout option.
## Overview
An enquiry turns into a sale when the customer has one clear next step: the right offer, the right price, and the checkout option that fits the moment.
## Sales Flow
Decide whether this is a single session, ongoing service, fixed program, paid-upfront package, deposit, or fixed-total payment plan.
If the offer already exists in Newie, share that service instead of creating another copy.
If the service is right but this customer needs a different price, start date, setup fee, or intro price, create a custom link from the existing service.
If the sale needs a customer agreement before payment, make sure Terms of Service is enabled on the service before sending the checkout link.
Share a link, show a QR code, use Tap to Pay, or use Purchase as Customer based on where the sale is happening.
This might include booking, onboarding, first session, file delivery, or next steps.
After checkout, use the customer record, subscription, instalment plan, or purchase record in Newie.
| Situation | Best Newie Option |
| ------------------------------------------------------ | -------------------------------------------------- |
| The customer is buying one clear offer | Send the direct service link |
| Different price, start date, setup fee, or intro price | Send a custom link from the existing service |
| The customer should choose from a few options | Send a Store link or group link |
| The sale is happening in person | Use a QR code, Tap to Pay, or Purchase as Customer |
| Onboarding instructions after payment | Use the service Welcome Email |
Before sending the customer to checkout, make sure the service is available for sale and the customer-facing name, price, terms, and next steps are clear.
*Last updated: 2026-06-26*
# Failed Payments & Overdue Invoices
Source: https://docs.newie.app/guides/failed-payments-overdue-invoices
Recover failed payments, retry overdue invoices, share payment links, and use Overdue Assistant.
## Overview
Failed payments are handled from the overdue invoice attached to the customer and service. That record shows what failed, whether Newie can retry it, and what action is available next.
## What Newie Shows
The invoice detail may show:
* **Payment Failed**
* the failure reason where Newie has one
* whether the customer has been notified
* the next auto-retry date, when automatic retry is active
* **No further auto-retries** when Newie will not retry automatically
For bank debit payments, Newie may show extra guidance when the payment failed because of a bank issue or incorrect bank details.
## Recover a Failed Payment
The right action depends on why the payment failed.
| Action | Best for |
| ------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Retry Payment** | The invoice should be collected now and the customer payment method can be retried. Avoid rapid repeated retries; too many card attempts can create extra declines or card blocks. |
| **Customer Payment Link** | The customer needs to update their payment method, confirm bank details, or retry payment themselves. |
| **Turn off Auto-Retry** | Automatic retry is active, but you want Newie to stop retrying that overdue invoice. |
| **Void Invoice** | The invoice should not be collected. Voiding cancels that invoice and cannot be reinstated. |
Newie does not charge a failed-payment fee, dishonor fee, or retry fee.
Newie does not unblock cards. If a card still declines after the customer says it was unblocked, ask the customer to update their card through the Customer Payment Link or Customer Manage Link.
If the updated card still declines, use the decline reason to decide whether they should retry later, contact their bank, or use another card.
## Auto-Retry
When Auto-Retry is active, Newie retries eligible overdue payments automatically.
The invoice detail shows the auto-retry date and the number of retry attempts used when Newie has that information.
Choose **Turn off Auto-Retry** when you want to stop Newie retrying that invoice.
If Auto-Retry is not active, the invoice stays overdue until you or the customer takes action.
## Customer Payment Links
From an overdue invoice or failed one-off purchase, **Customer Payment Link** lets the customer update details and pay.
For bank debit failures where the payment method needs attention, Newie can disable **Retry Payment** until the customer updates the payment method.
In that case, send the Customer Payment Link first.
## Overdue Assistant
Overdue Assistant follows up on overdue subscription and instalment plan invoices where enabled.
Enable it for new services, existing services, or existing subscribers from Overdue Assistant settings.
You can also start it manually from an overdue subscription or instalment plan when Newie shows that action.
Subscriber lists may include Overdue Assistant sections such as Requires Action, Recently Paid, Recently Uncollectible, Active, and Recently Stopped.
Overdue Assistant detail shows the activity history. When the case needs provider input, use **Give AI Instructions** to guide the next follow-up.
When you cancel or schedule cancellation for a subscription that has Overdue Assistant active, Newie asks whether you also want to disable Overdue Assistant.
## Non-Paying Customers
When a customer stops paying, work from the invoice and subscription record:
1. Open the overdue invoice and read the failure reason.
2. Retry the payment only when retrying is likely to help.
3. Send the Customer Payment Link when the customer needs to update their payment method.
4. Use Newie Chat or email if you need to speak with the customer.
5. Open **View Agreed Terms** when terms were enabled and the customer needs a reminder of what they accepted.
6. Cancel the subscription or instalment plan from its `...` menu if payments consistently fail and you no longer want to keep it active.
## Related Guides
* [Invoices](/guides/invoices)
* [Help Customers Manage Payments](/guides/customer-self-service-support)
* [Refunds](/guides/refunds)
*Last updated: 2026-06-26*
# Manage Instalment Plans
Source: https://docs.newie.app/guides/installment-plan-management
Find an instalment plan, move its next payment, share a manage link, generate a statement, cancel the plan, or manage an invoice.
Use **Instalment Plans** when a customer is paying a fixed total across scheduled instalments. Plan-level actions change the plan; invoice actions affect one instalment payment only.
## Find an Instalment Plan
Open **Instalment Plans**, search for the customer or service, then select the plan.
Use the plan record for dates, links, statements, terms, and cancellations. Open **Invoice History** when the task concerns one payment.
## Share an Instalment Plan Manage Link
Open the plan's `...` menu, choose **Customer Manage Link**, then copy or share it.
The link takes the customer back to the plan so they can update payment details or handle a failed or overdue payment where Newie provides that option.
## Move the Next Instalment Date
Open the plan's `...` menu, choose **Edit Payment Date**, select the new date, review, and confirm.
This moves the next scheduled instalment without changing the total plan amount, instalment amount, or number of instalments.
## Retry an Instalment Payment
Open the plan, open the relevant invoice in **Invoice History**, and choose **Retry Payment** when available.
The retry applies only to that invoice; it does not change the plan schedule.
## Share an Instalment Payment Link
Open the relevant invoice and choose **Customer Payment Link**. Copy or share the link so the customer can update payment details or complete that invoice.
## Send or Download an Instalment Receipt
Open the paid invoice and choose **Email Customer Receipt** or **Download Customer Receipt**.
The receipt covers that instalment payment, not the full plan history.
## Generate an Instalment Plan Statement
Open the plan's `...` menu and choose **Statement**.
Use a statement for the broader plan payment history. Use a receipt for proof of one paid instalment.
## Refund an Instalment Payment
Open the collected invoice and choose **Refund**. Newie supports full refunds of the collected payment; native partial refunds are not currently available.
For timing, fees, and payment-method behavior, see [Refunds](/guides/refunds).
## View an Instalment Plan's Agreed Terms
Open the plan or relevant invoice and choose **View Agreed Terms** when terms were enabled at purchase.
## Schedule an Instalment Plan Cancellation
Open the plan's `...` menu, choose **Schedule Cancel**, select the end date, and confirm.
The plan continues until that date. Payments due before the scheduled cancellation date can still be collected.
## Cancel an Instalment Plan Immediately
Open the plan's `...` menu, choose **Cancel**, and confirm.
Future scheduled instalments stop immediately. Payments already collected stay paid unless you refund them separately. The customer record and invoice history remain available.
## Turn Off Auto-Retry for an Instalment
Open the relevant overdue invoice and choose **Turn off Auto-Retry** when available.
This stops automatic retry for that invoice only.
## Void an Instalment Invoice
Open the unpaid invoice and choose **Void Invoice**.
Voiding one invoice stops collection for that invoice. It does not cancel the whole instalment plan.
## Handle a Delayed-Clearing Instalment
BECS Direct Debit and other delayed-clearing methods can stay pending or processing before the final result is known. If the payment later fails, open the invoice and use the action Newie makes available for that invoice.
## Replace an Instalment Plan
An existing plan cannot be fully remodelled after purchase. If the total amount, instalment amount, number of instalments, or payment schedule needs to change:
1. Create a new instalment plan service with the updated structure.
2. Share the new service link with the customer.
3. Have the customer purchase the replacement plan.
4. Cancel the original plan once the replacement is active.
Keep the original plan for its payment history. The customer agrees to the updated terms by purchasing the replacement service.
For detailed availability notes, see [Instalment Plans](/reference/customers-billing-feature-reference#instalment-plans).
*Last updated: 2026-07-15*
# Invoices
Source: https://docs.newie.app/guides/invoices
Understand Newie invoice records, invoice statuses, receipts, and duplicate-looking charges.
## Overview
Invoices are the billing records behind subscription, one-off, and instalment payments in Newie. They show whether money was collected, is still due, or needs follow-up because a payment attempt failed.
## Invoice Statuses
Newie shows invoice status in plain payment language.
| Status shown | Meaning |
| ------------------ | -------------------------------------------------------------------------------------------------------------------------------- |
| **Paid** | Payment was successfully collected. |
| **Payment Failed** | Payment failed. Open the invoice detail for the failure reason, customer notification state, retry state, and available actions. |
| **Payment Voided** | The invoice was voided before payment was collected. |
| **Payment Paused** | The invoice was created during a paused subscription. A paused invoice cannot be unpaused after it has been generated. |
| **Charging soon** | The invoice is pending collection. |
| **Pending** | A bank payment is processing. Bank payments may take up to 3 business days to process. |
For BECS Direct Debit, the customer submits the payment first and the payment can remain pending while the bank confirms it.
Newie can keep the subscription active while bank confirmation is pending. If the bank payment later fails, follow the overdue invoice from the invoice detail.
If a paused invoice was generated but payment should still be collected, [move the subscriber's next payment date](/guides/subscription-management#move-a-subscriber’s-next-payment-date) to create a new billing attempt.
## Receipts
When a payment is paid, Newie shows receipt actions on the payment detail where they are available, including **Email Customer Receipt** and **Download Customer Receipt**.
Receipts are useful when a customer needs proof of payment, or when you need a PDF record for your own admin.
For tax, accounting, or reconciliation, use [Reports & Reporting](/guides/reports-reporting) and the payout report guidance in [Which Report to Use](/guides/reports-reporting#which-report-to-use) rather than relying only on individual receipts.
## Invoice Customization and Late Fees
Newie invoices include the standard payment details for the service and payment.
You cannot add custom invoice fields such as NDIS codes, purchase order numbers, GST breakdowns, custom logos, BPAY details, or extra line items.
Use exports and accounting software for specialized invoice workflows.
Newie does not have an automatic late-fee feature.
If you need to charge a late fee, create a manual one-off charge or increase a future payment when that matches the agreement with the customer.
## Duplicate-Looking Charges
A customer may see what looks like a duplicate charge when two different invoices are collected close together.
For example, last week's invoice may have failed, then a retry for that older invoice succeeds on the same day as the newest subscription invoice is also collected.
In that case, the two payments may belong to two different invoices rather than one invoice being charged twice.
Check the subscription's invoice history and compare the invoice dates, billing periods, payment dates, and payment status before treating it as a duplicate payment.
If one payment was not meant to be collected, contact Newie support with the customer name, service, invoice dates, and payment dates.
## Related Guides
* [Failed Payments & Overdue Invoices](/guides/failed-payments-overdue-invoices)
* [Refunds](/guides/refunds)
* [Reports & Reporting](/guides/reports-reporting)
*Last updated: 2026-06-26*
# Manage Customers
Source: https://docs.newie.app/guides/manage-customers
Choose the right customer, purchase, or payment record before taking an action.
Start with what the customer purchased and the action you need to take. Subscriptions, one-off purchases, and instalment plans each have their own records and management actions.
If you know the customer but not the purchase record, start with **All Customers**.
## Choose What You Need to Manage
Find a subscriber, pause or resume billing, cancel, change pricing or payment dates, switch services, and export subscriber records.
Find a purchase, retry or void a payment, share a payment link, send a receipt, issue a refund, or contact the customer.
Find a plan, move its next payment, share a manage link, generate a statement, cancel the plan, or manage an invoice.
Share a Customer Manage Link and help customers update payment details, retry payments, or use enabled self-service actions.
Search for a person, open their purchases and invoices, copy or request contact details, start a chat, or export customer records.
*Last updated: 2026-07-15*
# Managing Services
Source: https://docs.newie.app/guides/managing-services
Pin, edit, duplicate, archive, restore, and organize existing Newie services.
## Overview
After a service exists, management is mostly about keeping the offer organized: pinning, editing, duplicating, archiving, Store placement, and groups. Customer-impacting subscription changes are covered in Subscribers & Customers, even when the action starts from a service menu.
## Pinning Services
Pin important services to the top of the Services screen so common links, popular services, and frequent actions stay easy to find.
Pinning only changes your Services screen order. It does not change checkout, service links, pricing, reporting, groups, or whether a service is available for sale.
To pin or unpin a service, open **Sell -> Services**, open the service `...` menu, then choose **Pin** or **Unpin** where Newie shows that action.
## Editing Services
To edit an existing service, open **Sell → Services**, tap the `...` menu next to the service, then tap **Edit**.
You can edit a service at any time. Some changes only apply to new customers and do not affect existing subscribers or plans.
* **Price Changes:** Changing a service's base price only applies to new customers. Existing subscriber prices are changed from [Manage Subscriptions](/guides/subscription-management#change-one-subscriber’s-price).
* **Billing Start Date Changes:** Updating the billing start date only applies to new customers - existing customers' billing schedules are not altered.
* **Archiving:** From the service's `...` menu, archiving a service does not cancel active subscriptions. Archived services can be restored at any time.
* **Duplicating:** From the service's `...` menu, duplicate a service to quickly create a new one based on an existing setup.
* **Store placement:** Use **Add to Store** or **Remove from Store** from the service menu.
* **Group placement:** Use the group action Newie shows, such as **Add to Group**, **Change Group**, or **Edit Group**.
## Customer Changes Started from a Service
Some customer changes start from **Sell → Services** because the action applies to customers who are already on the same service.
* Use **Manage Customer Pricing** when you need to change prices for multiple existing subscribers on an eligible ongoing subscription service. See [Change Prices for Multiple Subscribers](/guides/subscription-management#change-prices-for-multiple-subscribers).
* Use **Move Subscribers** when you need to move multiple subscribers from the current service to another eligible service. The move can happen now or be scheduled for a future date where supported. See [Move Multiple Subscribers to Another Service](/guides/subscription-management#move-multiple-subscribers-to-another-service).
For one subscriber, start from the subscriber record instead. Existing scheduled price changes or scheduled service switches may trigger date or conflict checks before another customer change can be saved.
## Groups and Store Placement
[Service Groups](/guides/service-groups) organize services by coach, practitioner, location, program, audience, or category.
[Newie Store](/guides/newie-store) gives customers one Store link for selected services and groups.
*Last updated: 2026-06-29*
# Turn Your Offers into Newie Services
Source: https://docs.newie.app/guides/model-services-in-newie
Understand how to turn the offers customers buy into reusable Newie services.
## Overview
A Newie service is the customer-facing offer: what the customer buys and how they pay for it. Build services around real offers, not every appointment, internal task, or booking-calendar item.
## Start With What the Customer Buys
For example:
| Customer Buys | Newie Service |
| ------------------------------------------- | ------------------------------------------------------------ |
| Weekly online coaching | A subscription service |
| 12-week transformation program | A subscription with Number of Payments set to a fixed number |
| Strategy call | A one-off purchase |
| Beauty treatment package | A one-off purchase or instalment plan |
| Photography package with scheduled payments | An instalment plan |
| Workout guide or template | A one-off purchase with a digital download |
## Use Reusable Services Where Possible
You can use Newie mainly for one-off payment links. That can work when every sale is bespoke.
For repeatable offers, the better pattern is to create one reusable service for each offer customers can buy. That service becomes the place for checkout, customer management, reports, payment follow-up, terms, Welcome Emails, and future changes.
> **Key point:** Custom links are useful when the base service is right, but one customer needs tailored pricing details, such as a different price, start date, setup fee, or intro pricing arrangement. Start from the existing service, customize the link for that customer, and keep the original service clean. If the same variation becomes common, turn it into its own reusable service.
## Recommended Pattern
Create a new service when the offer itself is repeatable and meaningfully different. Create a custom link when the offer is the same, but one customer needs tailored pricing details.
*Last updated: 2026-06-26*
# Newie Store
Source: https://docs.newie.app/guides/newie-store
Set up and share the Newie Store so customers can browse services and groups.
## Overview
Newie Store gives customers a small catalogue of visible services and groups to browse before they buy. It is useful when a direct checkout link is too narrow because the customer should choose from several options.
## Setting Up the Store
Open **Sell → Store**.
On iOS, tap **Edit**, then **Edit services**. On macOS, use the Store actions menu and choose **Add Services** or **Edit Services**.
Select the services and groups to show on the Store. **Reorder** changes the display order when Newie shows that action.
If there are no services yet, create a service from Sell → Services → New Service first.
Services and groups appear on the Store only when you add them there.
Anything you leave out will not appear on the Store, but customers can still use any direct links or QR codes you share.
## What Customers See
The Store presents your selected services and groups alongside your profile details.
Customers open the Store link, browse the available options, choose what they want to buy, and complete checkout through Newie.
Adding a service to the Store controls whether it appears there.
**Available for Sale** controls whether customers can actually buy it. Keep both turned on for any service you want to sell from the Store.
Payout setup must also be complete before customers can buy through Newie.
## Public or Private Store
The **Publish to Web** setting in your profile details controls whether the Store is public or direct-link only.
* **Publish to Web on:** The Store can be discoverable from internet search engines
* **Publish to Web off:** The Store can only be accessed by direct link or QR code
Private stores are for direct-link selling.
Public stores are for a simple online storefront you can share on social media, websites, profiles, and anywhere else you want customers to browse before buying.
## Sharing the Store
You can share the Store anywhere you would normally share a payment link, including Instagram, TikTok, Linktree, direct messages, email, websites, and email signatures.
From the Store screen, use **Share** for the Store link or **QR code** for the Store QR code.
The QR code works well for flyers, posters, business cards, reception desks, events, and in-person sales.
## Updating the Store
You can add services or groups to the Store, remove them from the Store, and reorder them at any time.
These changes affect what appears on the Store, but they do not change the underlying service price, billing setup, subscribers, reports, or direct service links.
To reorder services in the Store, open **Sell → Store**, then use **Reorder** where it appears. Services inside a group can be reordered from the group action sheet with **Order Services**.
*Last updated: 2026-06-26*
# Manage One-Off Purchases
Source: https://docs.newie.app/guides/one-off-purchase-management
Find a one-off purchase, retry or void payment, share a payment link, send a receipt, refund the purchase, or contact the customer.
Use **One-Offs** for a package, deposit, ticket, consult, digital product, paid-upfront offer, or other single purchase.
## Find a One-Off Purchase
1. Go to **One-Offs**.
2. Open **All**.
3. Select the purchase.
4. Open the purchase detail screen.
The detail shows the amount, payment or invoice status, customer, service, payment method details where available, and refund status where applicable.
## Retry a One-Off Payment
Open the failed or overdue purchase or invoice and choose **Retry Payment** when Newie shows the action.
For repeated failures and Auto-Retry behavior, see [Fix Failed Payments and Overdue Invoices](/guides/failed-payments-overdue-invoices).
## Share a Customer Payment Link
Open the purchase or related invoice and choose **Customer Payment Link**. Copy or share the link so the customer can update payment details or complete the invoice.
## Email a Customer Receipt
Open the paid purchase or invoice and choose **Email Customer Receipt**.
Use this when the customer wants proof of one payment sent directly by email.
## Download a Customer Receipt
Open the paid purchase or invoice and choose **Download Customer Receipt**.
Use the downloaded receipt for your records or to send it manually.
## Refund a One-Off Purchase
Open the paid purchase and choose **Refund**. Newie supports full refunds; native partial refunds are not currently available.
For timing, fees, and payment-method behavior, see [Refunds](/guides/refunds).
## Chat With the Customer
Open the purchase and choose **Chat with Customer** to open the conversation in the purchase context.
## View a Customer's Agreed Terms
If Terms of Service were enabled at checkout, open the purchase and choose **View Agreed Terms**.
## Void an Unpaid One-Off Invoice
Open the unpaid invoice and choose **Void Invoice**.
Voiding stops collection for that invoice. It does not refund a payment that has already been collected.
## Handle a Delayed-Clearing Payment
BECS Direct Debit and other delayed-clearing methods can create the purchase before the final payment outcome is known. If the payment later fails, open the purchase or related invoice and use the payment action Newie makes available.
One-off purchases do not have Pause, Resume, Switch Service, Schedule Cancel, or recurring billing actions.
*Last updated: 2026-07-15*
# Fitness & Training
Source: https://docs.newie.app/guides/online-coaching-fitness
Guides for fitness coaches, personal trainers, coaching teams, small gyms, and studios using Newie for leads, memberships, programs, checkout, and onboarding.
Fitness and coaching businesses usually need a clean path from lead to paid customer. Newie handles the payment, terms, onboarding links, and customer record while delivery stays in the tools the coach already uses.
## Fitness & Training Guides
Use Newie for Instagram leads, sales calls, coaching agreements, checkout, onboarding links, app links, and customer follow-up.
Set up 6-week challenges, 12-week transformations, monthly coaching, app-based memberships, and paid-upfront programs.
Use Zapier to send paying Newie customers into Trainerize, Everfit, HubFit, Kahunas, or another coaching app.
Organize coach-specific services, group links, QR codes, Store sections, and reporting for a team of coaches or trainers.
Collect payment for personal training, consults, class packs, session blocks, challenges, and add-ons.
Use Newie for simple class payments, casual passes, memberships, QR codes, Tap to Pay, and studio sign-ups without booking software.
## Related Setup Pages
For exact service setup fields, use [Services](/guides/services). For service links, QR codes, Tap to Pay, Purchase as Customer, and Store links, use [Selling Overview](/guides/selling-sharing).
*Last updated: 2026-06-29*
# Payment Methods & Availability
Source: https://docs.newie.app/guides/payment-methods-availability
Manage accepted payment methods and understand where cards, Apple Pay, AU Bank Account, BNPL, and Tap to Pay apply.
## Overview
Newie payment methods are controlled by Stripe eligibility and by the way the provider account is set up. Country, currency, device support, customer method, and account status all affect what appears at checkout.
## Payment Methods at a Glance
| Payment Method | Where it applies | Notes |
| ---------------------------------- | ------------------------------------------------------ | ------------------------------------------------------------------------------------------------------- |
| **Card / Apple Pay** | Subscriptions, one-off purchases, and instalment plans | Apple Pay depends on customer device support and Stripe availability |
| **AU Bank Account (Direct Debit)** | Accounts where AU Bank Account is available | Bank confirmation typically takes up to 3 business days |
| **Buy Now Pay Later** | Eligible One-Off Purchases | Customer pays through Afterpay/Clearpay, Affirm, or Klarna; you are funded upfront less applicable fees |
| **Tap to Pay on iPhone** | Eligible in-person purchases in the iOS app | Requires supported iPhone, Tap to Pay setup, payout setup, location, and Available for Sale service |
Newie does not support PayPal, BPAY, or split payments across multiple cards as Newie-managed payment methods.
## Manage Accepted Payment Methods
Open **Accepted Payment Methods** to manage the payment methods available for new purchases.
* On iOS, open **Settings → Payments & Payouts → Accepted Payment Methods**.
* On macOS, open **Settings → Payments & Payouts → Accepted Payment Methods**.
Account-level options include:
| Setting | What it controls |
| ---------------------------------- | ---------------------------------------------------------------------------- |
| **Card / Apple Pay** | Card payments and Apple Pay when Stripe and the customer's device support it |
| **AU Bank Account (Direct Debit)** | AU BECS Direct Debit when supported for the account |
| **Afterpay / Clearpay** | BNPL when enabled and eligible |
| **Affirm** | BNPL when enabled and eligible |
| **Klarna** | BNPL when enabled and eligible |
Changing accepted payment methods affects new purchases. It does not change existing customers or existing billing agreements.
If Newie shows **Action Required**, tap **Update Now** to continue to Stripe.
If Stripe asks for a website and you do not have one, use a social media profile URL if Stripe accepts it for the setup step.
If **AU Bank Account (Direct Debit)** shows as off but you already have AU Direct Debit customers, that can be because Newie previously defaulted AU Direct Debit to on. Changing the setting affects new purchases, not existing customers.
## Service-Level BNPL Control
Buy Now Pay Later is controlled in two places:
* **Accepted Payment Methods:** turn BNPL providers on or off for the account
* **Eligible One-Off Purchase service editor:** turn **Buy Now Pay Later** on or off for that service
BNPL applies to eligible One-Off Purchases.
When BNPL is enabled on an eligible One-Off Purchase, Newie shows each BNPL provider's status in the service editor.
Statuses can include **Available**, **Not enabled**, **Pending action**, **Not available**, or **Price too high (limit ...)**.
For BNPL amount limits by provider and currency, see [Buy Now, Pay Later Payments](/guides/bnpl-payments#bnpl-amount-limits).
## International Payments
Customers can pay from outside your business country when their card or payment method is accepted.
The customer is charged in the service currency. Their bank or card issuer may charge currency conversion or international transaction fees.
Newie does not add a fee only because the customer is overseas.
Standard Newie fees still apply, and an international transaction fee may apply when funds are received in a different currency to the payout currency. See the [Fees & Limits Reference](/reference/fees-and-limits).
*Last updated: 2026-07-01*
# Payments & Billing
Source: https://docs.newie.app/guides/payments-billing
Use customer payment methods, invoices, failed-payment records, refunds, and disputes in Newie.
## Start With the Record
| Customer question | Open this first | Then use |
| ---------------------------------------------------------- | -------------------------------------------------------------- | ------------------------------------------------------------------------------ |
| Which payment methods can customers use? | **Settings -> Payments & Payouts -> Accepted Payment Methods** | [Payment Methods & Availability](/guides/payment-methods-availability) |
| Can this one-off purchase use Afterpay, Affirm, or Klarna? | The eligible One-Off Purchase service editor | [Buy Now, Pay Later Payments](/guides/bnpl-payments) |
| What does this invoice status mean? | The invoice detail or Invoice History | [Invoices](/guides/invoices) |
| A payment failed or the invoice is overdue | The overdue invoice | [Failed Payments & Overdue Invoices](/guides/failed-payments-overdue-invoices) |
| A customer needs a receipt | The paid payment or invoice | [Invoices](/guides/invoices#receipts) |
| A paid payment needs to be returned | The paid payment or invoice | [Refunds](/guides/refunds) |
| A customer has disputed a payment | The Newie support email or support chat | [Disputes & Chargebacks](/guides/disputes-chargebacks) |
## How the Records Work
Change **Accepted Payment Methods** when you want to change what new customers can use at checkout. Existing subscriptions, instalment plans, and already-created payment agreements keep their current payment setup.
Open **Invoice History** when you need to understand one billing event. It shows whether the invoice is paid, failed, voided, paused, pending bank confirmation, or still waiting to be charged.
Send a **Customer Payment Link** when the customer needs to update their payment method, confirm bank details, or retry an overdue invoice themselves.
Use a **receipt** for proof of one paid payment. Use reports or statements when you need broader accounting history.
**Refunds** return a paid transaction to the original payment method when Newie shows the refund action. Newie does not support native partial refunds yet.
## Related Payment Guides
* [Payment Methods & Availability](/guides/payment-methods-availability)
* [Buy Now, Pay Later Payments](/guides/bnpl-payments)
* [Invoices](/guides/invoices)
* [Failed Payments & Overdue Invoices](/guides/failed-payments-overdue-invoices)
* [Refunds](/guides/refunds)
* [Disputes & Chargebacks](/guides/disputes-chargebacks)
* [Fees & Limits](/introduction/fees-and-limits)
*Last updated: 2026-06-26*
# Payouts
Source: https://docs.newie.app/guides/payouts
How Newie payouts work, when funds clear, and where to manage payout timing and payout reports.
## Overview
Payouts are how collected money moves from the Newie balance to the provider's bank account. Newie separates clearing funds, available funds, scheduled bank deposits, instant payout options, and the records behind each transfer.
## Payout Balances
The Payouts screen shows a total **Balance**, then splits it into **Clearing** and **Cleared**.
| Balance | Meaning |
| ------------ | ------------------------------------------------------------------------------------------------ |
| **Clearing** | Successful payments that are still becoming available for scheduled payout |
| **Cleared** | Funds that have settled into your Newie balance and can be included in the next scheduled payout |
| **Balance** | Clearing plus Cleared |
If Cleared is negative, it may be because of a recent refund or adjustment.
## How Payout Timing Works
Some customer payments need time before they become payout-ready.
The payment succeeds in Newie.
Newie shows the funds as **Clearing** while they become available for scheduled payout.
Once the clearing period finishes, funds move to **Cleared**.
Cleared funds are paid out on the next available payout day for your schedule.
Changing your payout schedule changes when cleared funds are sent. It does not make a new customer payment clear faster.
New accounts can have an initial payout waiting period before the first scheduled payout is sent. This first-payout period is account-specific and can be longer than the normal payout schedule. After it ends, payouts follow your configured schedule and normal payment-clearing timing.
## Payout Schedules
Newie supports standard automatic payout schedules.
| Schedule | What you choose |
| ----------- | ------------------------------------------- |
| **Daily** | Cleared funds are paid out on business days |
| **Weekly** | The weekday for payout |
| **Monthly** | The day of the month for payout |
For weekly payouts, choose a weekday. For monthly payouts, choose a day of the month.
If the selected monthly day does not exist in a shorter month, Newie schedules the payout for the last day of that month instead.
If a scheduled payout falls on a weekend or public holiday, the payout moves to the next available business day. Banks may also take extra time to make a sent payout available.
## Instant Payouts
Instant Payouts let eligible providers send instant-available funds to their connected payout account before the next scheduled payout.
In Newie, the action is called **Payout Now**. It appears on the **Payouts** screen when Instant Payouts are available for your account currency.
**Payout Now** can only complete an Instant Payout when all of the following are true:
* Your payout account is active.
* Your account is eligible for Instant Payouts.
* Your payout bank account supports Instant Payouts.
* You have funds marked as instant-available.
* The amount is within the minimum and maximum shown in Newie.
If the payout cannot be started, Newie either opens the ineligible Instant Payout information screen or shows **Instant Payout Unavailable** with the reason it cannot proceed.
To take an Instant Payout, open **Payouts**, tap **Payout Now**, enter an amount within the available range, review the payout amount, destination, and fee, then confirm.
Newie shows the Instant Payout fee before you confirm. Standard scheduled payouts avoid this fee. For the current fee table, see the [Fees & Limits Reference](/reference/fees-and-limits).
Instant-available funds are not always the same as your **Cleared** balance. Newie uses Stripe payout availability to decide what can be paid instantly.
Stripe determines which bank accounts support Instant Payouts. Use Stripe's current supported-bank list when bank coverage matters: [Stripe Instant Payouts supported banks](https://docs.stripe.com/payouts/instant-payouts-banks).
## Payout Reports
Open the **Payouts** report in Settings to download payout reports as CSV or PDF.
* On iOS, open **Settings -> Reporting -> Reports -> Payouts**.
* On macOS, open **Settings -> Reports -> Payouts**.
| Report | What it shows |
| -------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Payout summary** | Payout totals and Newie fee detail for the selected date range |
| **Group summary** | Payout totals grouped by Newie Group |
| **All transactions** | The transactions inside payouts, including customer, service, type, transaction amount, fee, payout amount, and Payment Method Country when Newie has it |
For tax, accounting, fees, or reconciliation, start with payout reports rather than sales exports.
When you need the detail behind one bank deposit, open **Payouts**, select the payout, then tap **Download**.
Newie does not send payout reports through Zapier, Xero, or QuickBooks. Export payout reports directly from Newie.
## Where to Manage Payouts
Payout account settings are available after payout setup is active.
| Need | Where to go |
| -------------------------- | ------------------------------------------------------------------------------------------------- |
| Manage payout schedule | **Payout Account** in settings, or **Payouts -> More -> Manage Payout Schedule** |
| Manage payout bank account | **Payout Account** in settings, or **Payouts -> More -> Manage Payout Account** |
| Download payout reports | The **Payouts** report in Settings, or open **Payouts**, select one payout, then tap **Download** |
On iOS and macOS, **Payout Account** is under **Settings -> Payments & Payouts**.
Newie opens Stripe Express with **Continue in Stripe** when you need to update Stripe account details, identity details, business details, or payout bank account details.
## Common Payout Questions
Check whether the funds are still in the Clearing Balance. Bank debit payments can take longer to process before they become payout-ready.
Check the in-app message. Common causes include eligibility, bank support, no instant-available funds, amount limits, or a processing error.
Check the payout schedule, weekends, public holidays, first-payout hold, Stripe verification, and clearing status.
Open **Payout Account** in settings, or open **Payouts -> More -> Manage Payout Schedule**. This changes when cleared funds are sent.
Open **Payout Account** in settings, or open **Payouts -> More -> Manage Payout Account**, then continue to Stripe Express.
No. Stripe accounts are country-specific. The payout bank account must match your Stripe account country. If you need payouts in another country, you need a new Newie account.
Newie does not issue traditional payslips. Use payout reports, payout summaries, statement exports, or individual payout reports as supporting records.
*Last updated: 2026-06-26*
# Sell Photography Deposits and Packages
Source: https://docs.newie.app/guides/photography-creative-packages-guide
Use Newie for photography deposits, shoot fees, creative packages, instalment plans, final balances, and client agreements.
## Overview
Creative packages often need money collected around deposits, staged payments, final balances, or agreed client terms. Newie keeps the payment and customer record attached to the job.
## Before the Shoot Is Locked In
Before the shoot is locked in, secure the date, confirm what is included, collect the deposit, and make the final-balance timing clear.
Keep shoot planning, gallery delivery, editing, and client communication in the normal photography workflow.
## What Protects the Photographer
* A booked date is inventory that may be hard to resell if the customer cancels late
* The client needs to know what is included before the shoot, not after seeing the gallery
* Final balances should be clear before delivery, especially for weddings, events, galleries, albums, or commercial files
* Usage rights, raw files, editing limits, and turnaround time need to be agreed before payment
* Add-ons such as extra edits, prints, rush delivery, or album upgrades should have their own payment path
## Common Setup
1. Create One-Off Purchases for booking fees, deposits, shoot fees, mini sessions, or paid-upfront packages
2. Create Instalment Plans for larger packages paid over scheduled payments
3. Create services for different package levels, session types, or add-ons
4. Add Terms of Service for booking terms, cancellation rules, usage terms, payment expectations, or delivery conditions
5. Add a Welcome Email with preparation guides, booking forms, location details, questionnaires, or upload links
6. Create groups to organize services by package type, photographer, location, campaign, or offer
## Deposit to Final Delivery Flow
The customer chooses a package or talks to you first.
Use the payment option that matches the structure: One-Off Purchase, custom link, or Instalment Plan.
If Terms of Service is enabled, the customer accepts the agreement before paying.
The Welcome Email can include preparation instructions, location details, booking forms, questionnaires, or delivery expectations.
Use an Instalment Plan for scheduled payments, or create One-Off Purchases for balance payments or add-ons.
## Photography Terms to Define
* Deposit or booking fee and whether it is refundable
* Shoot date, location, session length, and included deliverables
* Final balance due date
* Cancellation or rescheduling rules
* Usage rights, image delivery, and whether raw files are included
* Whether final files, albums, prints, or galleries are delivered only after full payment
* How extra edits, prints, rush delivery, or add-ons are purchased
## Useful Service Examples
| Offer | Newie Setup | Notes |
| ---------------------------------- | ---------------- | --------------------------------------------------- |
| Booking deposit | One-Off Purchase | Useful before confirming a shoot date |
| Mini session | One-Off Purchase | Works for simple self-serve or enquiry-led checkout |
| Full creative package paid upfront | One-Off Purchase | One checkout and one receipt |
| Creative package paid over time | Instalment Plan | For fixed totals split across scheduled payments |
| Final balance | One-Off Purchase | Can be shared when the remaining balance is due |
| Add-on or upgrade | One-Off Purchase | Can be sold by link, QR code, or custom price |
*Last updated: 2026-06-26*
# Purchase as Customer
Source: https://docs.newie.app/guides/purchase-as-customer
Complete checkout from inside Newie while you are with the customer or speaking with them.
## Overview
Purchase as Customer lets you start checkout from the Newie app while helping a customer buy. It fits assisted sales, bookings, phone calls, front-desk payments, and other guided purchase moments.
## Assisted Checkout
Purchase as Customer opens checkout from inside the Newie iOS or macOS app, so you can complete a sale while you are with the customer or speaking with them directly.
It suits assisted sales: the customer wants you to handle checkout, you are taking a booking over the phone, or the in-person sale does not need Tap to Pay.
Purchase as Customer requires payout setup to be complete, and the service must be **Available for Sale**.
## Start Purchase as Customer
Open **Sell → Services**.
Tap the `...` menu next to the service.
Tap **Purchase as Customer**.
Enter the customer name and email address.
Review and complete checkout while you are with the customer or speaking with them.
On macOS, open the service action menu and choose **Purchase as Customer**. Newie opens the assisted checkout window for that service.
## When Tap to Pay Is Better
[Tap to Pay](/guides/tap-to-pay) is better when the customer is with you and wants to pay by tapping a contactless card or digital wallet on your iPhone.
Purchase as Customer is better when you want the normal checkout flow from inside Newie without taking a contactless payment on your iPhone.
*Last updated: 2026-06-26*
# Choose Recurring or Paid in Full
Source: https://docs.newie.app/guides/recurring-vs-paid-in-full
Decide when to sell a service on recurring billing, paid in full, BNPL, or an instalment plan.
## Overview
Recurring and paid-in-full pricing solve different problems. Recurring lowers the upfront cost and creates predictable revenue, while paid in full keeps the purchase simple when the customer is ready to pay once.
## Paid in Full
Paid in full works well for single sessions, digital downloads, workshops, defined programs, high-ticket purchases, or packages where you want commitment upfront. It is simpler for cash flow, but may create more upfront friction for customers.
## Offering Both Options
You can offer both. For example, a 12-week coaching program might be sold as a paid-upfront One-Off Purchase or as a Subscription with Number of Payments set to 12. Create one service per pricing option when each option needs its own link, terms, checkout, or reporting.
For one-off purchases where the customer wants to pay over time and you want funding upfront, use BNPL when it is enabled and eligible. For scheduled payments you manage, use an Instalment Plan.
*Last updated: 2026-06-26*
# Refunds
Source: https://docs.newie.app/guides/refunds
Issue full refunds, understand refund timing, and handle low payout-balance refund failures.
## Overview
Refunds send money from a paid Newie transaction back to the customer's original payment method. The refund record keeps timing, status, payout balance, and support context tied to the original sale.
## Refund Timing
The customer's bank or card provider usually takes 5-10 business days to deposit the refund, though it is often faster.
The original payment may still show as paid, with the refund shown in the app or payout records.
While a refund is pending, Newie shows **Refund pending** on the payment where that status is available.
After the refund completes, Newie shows **Refunded** with the refund date where that status is available.
The refund button can also change to **Refund Pending** or **Refund Complete** once a refund is already in progress or complete.
## Partial Refunds
Newie does not support native partial refunds yet.
Newie also cannot redirect a refund to a different card or bank account.
For subscriptions or instalment plans, adjust a future payment if the refund is being handled through future billing and that matches the customer outcome.
## Duplicate-Looking Charges While a Refund Is Processing
A refund can sometimes make a customer's bank statement look like there is a duplicate invoice or duplicate payment for a short period.
This can happen while the bank is processing the refund and removing or reversing the original payment from the customer's statement.
If the customer sees this immediately after a refund, ask them to allow time for the bank or card provider to finish processing it.
If the duplicate-looking entry does not clear, contact Newie support with the customer name, payment date, refund date, and any bank statement screenshot the customer can provide.
## Low Payout-Balance Refund Failures
Refunds are deducted from your available payout balance. If the payouts balance is too low, the in-app refund action fails.
Newie shows: *"Your payouts balance is too low to process a refund for this payment."*
The alert includes **Contact Support**. Use it if you need Newie help with that refund.
You also have two practical options:
1. **Wait for incoming sales to clear.** Once enough customer payments clear into your available balance, retry the refund through the app.
2. **Handle the refund by bank transfer.** Some businesses handle urgent refunds by bank transfer. This is not a Newie-managed refund workflow, so keep your own records.
This is most common when earlier sales have already paid out, or when the refund amount is larger than recent sales.
There is no way to deposit funds back into a Newie balance inside the app.
## Related Guides
* [Invoices](/guides/invoices)
* [Disputes & Chargebacks](/guides/disputes-chargebacks)
* [Fees & Limits Reference](/reference/fees-and-limits)
*Last updated: 2026-06-26*
# Reports & Reporting
Source: https://docs.newie.app/guides/reports-reporting
Find reports in Settings and the other app areas where exports are available.
## When to Use Reports
Reports give account-level exports for payments, payouts, sales activity, customers, and reconciliation. Use them when a screen or individual record is not enough and you need a downloadable account record.
## Reports in Settings
| Report | Use it for |
| --------------------- | ---------------------------------------------------------------------------------------------- |
| **Sales** | Sales activity for a date range. This is useful for reviewing what was sold before Newie fees. |
| **All Customers** | The full customer list for the account, including name, email, and total paid where available. |
| **Subscribers** | Subscription customers and subscriber records. |
| **Instalment Plans** | Instalment plan customers and plan records. |
| **One-Off Purchases** | One-off purchase records. |
| **Payouts** | Payout totals, payout fees, group summaries, transaction detail, and accounting records. |
Open the report, choose the date range, filters, report type, and export format Newie shows for that report.
Choose **CSV** when you want to work with the data in a spreadsheet or accounting tool. Choose **PDF** when you want a readable copy to share or keep on file.
## Reports From Other App Areas
Some exports are also available from the part of the app they relate to.
| App area | What you can export or download |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| **Sales** | Sales export from the `...` menu with **Export Sales**. |
| **All Customers** | Customer export. |
| **Subscribers** | Subscriber export and individual subscription statements. |
| **Instalment Plans** | Instalment plan export and individual instalment statements. |
| **One-Offs** | One-off purchase export and individual purchase records. |
| **Payouts** | Date-range payout reports from the **Download Report** action, plus individual payout downloads from a selected payout. |
| **Services** | Customer lists for one service through **View & Export Customers** where that action is shown. |
| **Individual records** | Receipts, statements, agreed terms, and downloads shown on that record. |
## Which Report to Use
| Need | Use |
| ----------------------------------------------------- | ---------------------------------------------------------- |
| Tax, accounting, fees, or bank-deposit reconciliation | **Payouts** report |
| Sales activity for a date range | **Sales** report |
| Full customer email list | **All Customers** report |
| Subscription customers only | **Subscribers** report |
| Instalment plan customers only | **Instalment Plans** report |
| One-off purchase records | **One-Off Purchases** report |
| One bank deposit | Open **Payouts**, select the payout, then use **Download** |
**Sales** shows activity before Newie fees. **Payouts** matches money paid out to your bank account and is usually the better starting point for accounting.
Groups can appear in reports when the exported rows include grouped services or transactions. Use Groups for team members, locations, or service lines.
Newie does not calculate, collect, or remit GST, VAT, sales tax, income tax, or other taxes for you. Use Newie reports as source records for your own accounting process.
Newie does not send payout reports through Zapier, Xero, or QuickBooks. Export payout reports directly from Newie.
*Last updated: 2026-06-29*
# Sales & Analytics
Source: https://docs.newie.app/guides/sales-analytics
Use the Sales screen to review performance, inspect sales rows, set goals, share charts, and export sales activity.
## Overview
Sales & Analytics shows how sales are moving over time. It is useful for sales totals, goals, charts, and activity exports, while payout reports remain the better place for fee detail and bank reconciliation.
## Sales Totals
The Sales screen shows total sales for the selected time range, then a chart showing how sales moved across that period.
Sales figures are shown before Newie fees. That makes the Sales screen useful for performance tracking, but not a substitute for payout or tax records.
## Time Ranges
Use the segmented time range control under the chart to switch between:
* **W:** This week
* **4W:** Last 4 weeks
* **12W:** Last 12 weeks
* **6M:** Last 6 months
* **12M:** Last 12 months
The chart and total update to match the selected range.
## Key Metrics
Below the chart, Newie shows four metric cards:
* **Avg weekly sales:** Average weekly sales across the last four full weeks. This week's sales are not included in the calculation.
* **This week vs last:** This week's sales compared with the same point last week.
* **Avg revenue:** Average customer revenue, shown with a customer lifetime value detail view when enough data is available.
* **Avg sub lifetime:** Average subscriber lifetime, shown with a subscriber lifetime detail view when enough data is available.
Open **Avg revenue** or **Avg sub lifetime** to see the detail view. Both detail views let you change the chart timeframe. **Avg revenue** can filter services and expired-only subscription data. **Avg sub lifetime** can filter subscriptions and expired-only subscription data.
When the expired-only option is enabled for Avg revenue, only expired subscriptions are included from subscription data, and one-off purchases still count. When it is enabled for Avg sub lifetime, only expired subscriptions are included.
## Sales Goal
Sales Goal lets you set an annual sales target from the Sales screen.
* Open the `...` menu and choose **Set Goal**. If you already have a goal, the menu shows the current goal amount instead.
* Enter the annual target. Newie also shows the approximate weekly target.
* The chart shows the goal as a target line for the selected range.
* Open the goal editor again to update the amount or choose **Clear goal**.
## Pending Payments
Below the chart and metric cards, the Sales screen shows a **Pending** section when Newie is waiting for bank-debit payments to finish processing.
Open the pending total to review the transactions included.
For bank debit, the payment is created when the customer submits the bank payment and may take up to 3 business days to process.
Once the payment completes, funds move to your Cleared Balance in Payouts and the sale appears in the dated sales history. If processing fails, Newie notifies you.
## Sales History
Completed sales are grouped by date. Each date shows the total sold that day before Newie fees, followed by the sales that make up that total.
Each sale row shows the customer, service or plan, sale amount, and the status Newie has for that sale. Status details may include refund information, clearing timing, or payout timing.
When a sale has clearing or payout detail, Newie may show:
* **Clears \[date]:** The payment has succeeded, but the funds are still clearing.
* **Cleared \[date]:** The funds have finished clearing and have moved into your Cleared Balance.
* **Payout \[date]:** The funds have been included in a payout or are tied to a payout.
These labels describe fund movement for that sale, not the customer's subscription or instalment plan status.
## Opening a Sale
Opening a sale takes you to the one-off purchase detail or invoice detail view.
For subscription and instalment plan sales, the invoice detail view can link through to the related subscription or instalment plan record.
The detail view shows the payment status, customer, service, amount, payment method, and any clearing or payout status Newie has for that sale.
Available actions depend on the payment status and sale type. You may see:
* **Chat with Customer:** Open a chat with the customer from the sale context.
* **Email Customer Receipt:** Send the customer a receipt for the sale.
* **Download Customer Receipt:** Download the receipt for records or manual sharing.
* **Refund:** Refund an eligible paid sale.
* **Request Email:** Ask a customer who used Sign in with Apple private relay to confirm a direct email address for service delivery.
## Sharing and Exports
Use the share button on the Sales screen when you want to create a shareable sales chart image. The share screen lets you choose the chart range and toggle **Goal**, **Newie Logo**, **Sales Figures**, and **Transparent Background**.
Leave **Sales Figures** off when you want to share the shape of the chart without showing the total amount.
Use **Export Sales** from the `...` menu when you want a CSV or PDF export for the selected range.
For the formal Sales report and the full report list, see [Reports & Reporting](/guides/reports-reporting).
*Last updated: 2026-06-26*
# Sell Business Coaching Programs
Source: https://docs.newie.app/guides/sell-business-coaching-programs
Use Newie to sell business coaching programs, strategy packages, intensives, and fixed-term coaching offers.
## Overview
Business coaching programs work best when checkout matches the offer: calls, accountability, templates, audits, group access, async support, or onboarding resources. Newie records what the customer bought and how they pay while delivery happens in the coaching tools you use.
## What Happens After the Yes
When the customer agrees, send checkout that already matches the program: price, payment option, start date, terms, and onboarding steps. The sale should move from conversation to payment without a separate manual payment request or loose follow-up.
Use Newie from the sales call, application review, webinar follow-up, or DM conversation where the customer chooses the program.
## Common Setup
1. Create a Subscription with Number of Payments set to a fixed number for 3-month, 6-month, 12-week, or fixed-length programs paid weekly, fortnightly, or monthly
2. Create a Subscription for ongoing monthly coaching, group access, or continued support
3. Create a One-Off Purchase for paid-upfront programs, strategy calls, intensives, workshops, or audits
4. Create an Instalment Plan for a high-ticket program with a fixed total split across scheduled payments
5. Add Terms of Service for minimum term, refund rules, scope, payment expectations, cancellation, confidentiality, or coaching boundaries
6. Add Welcome Emails with intake forms, calendar links, Zoom links, community links, client portal links, first-call preparation, or onboarding tasks
## Enquiry to Paid Coaching Program
The lead comes from social media, a referral, website form, webinar, application, DM, or email.
Confirm the customer's goal, program fit, price, payment option, start date, and delivery expectations.
Use an existing service link, custom price, custom start date, Store link, or Purchase as Customer.
If Terms of Service is enabled, the customer accepts the agreement before checkout.
The Welcome Email can include onboarding forms, calendar links, community links, first-call preparation, or portal access.
## Program Setup Checks
* Use a Subscription with Number of Payments set to a fixed number when the offer is a defined program paid over time.
* Use an instalment plan when the customer is paying a fixed total across scheduled payments.
* Use Terms of Service for minimum commitment, refunds, payment defaults, confidentiality, scope, and coaching boundaries.
* Use Billing Start Date when the customer buys now but the cohort, first call, or onboarding period starts later.
* Use the Welcome Email to send the intake form, calendar link, community access, and first preparation task.
## Useful Service Examples
| Offer | Newie Setup | Notes |
| ------------------------------------------- | --------------------------------------- | ------------------------------------------------------------------ |
| 12-week business coaching program | Subscription with Number of Payments | Payments stop automatically after the program term |
| Paid-upfront coaching program | One-Off Purchase | One checkout and one purchase record |
| Business intensive or strategy day | One-Off Purchase | Use a direct link, custom link, or Purchase as Customer |
| High-ticket coaching program paid over time | Instalment Plan | Use when the customer pays a fixed total across scheduled payments |
| Ongoing mastermind or group program | Subscription | For recurring access until canceled |
| Workbook, template, or resource | One-Off Purchase with Digital Downloads | Newie includes the download link in the New Purchase email |
*Last updated: 2026-06-26*
# Sell Business Coaching Retainers
Source: https://docs.newie.app/guides/sell-business-coaching-retainers
Use Newie for monthly business coaching retainers, advisory support, group coaching access, and minimum-term coaching packages.
## Overview
Coaching retainers are recurring access offers. Newie manages the billing, terms, receipts, and customer record while the retainer itself can include calls, reviews, office hours, async support, or resources.
## Define the Retainer
A retainer only works when the customer understands what is included each month. Set up the recurring payment, then define the boundaries around calls, async support, response times, resources, unused access, and cancellation.
Use Newie to make the commercial arrangement clear before the customer subscribes.
## Common Setup
1. Create a Subscription for monthly coaching, advisory support, group access, office hours, or async support
2. Add Terms of Service for minimum terms, included access, cancellation notice, response times, scope boundaries, and refund rules
3. Add a Setup Fee when the customer should pay an onboarding, audit, setup, or first-session amount immediately
4. Set a Billing Start Date when the customer buys now but the retainer should begin later
5. Add a Welcome Email with onboarding questionnaires, calendar links, community links, portal links, and first-month expectations
6. Create a custom link when one customer needs tailored pricing details without creating a new public offer
## Retainer Sale Flow
Explain the recurring support model, included access, expected outcomes, minimum term, and payment schedule.
Send the standard service link, a custom link, or complete the sale with Purchase as Customer.
Terms of Service can capture the retainer scope, minimum term, cancellation rules, and payment expectations before checkout.
The Welcome Email can include booking links, intake forms, community access, shared-folder links, and first steps.
Use your normal tools for calls, community access, voice notes, reviews, and support. Use Newie for billing.
## Retainer Terms to Define
* Included calls, office hours, reviews, or group sessions
* Whether async support is included and expected response times
* Minimum term or cancellation notice
* Whether unused calls, hours, or access roll over
* What work is out of scope or billed outside the retainer
* Whether onboarding, audit, or setup work is billed as a Setup Fee
## Useful Service Examples
| Offer | Newie Setup | Notes |
| ------------------------------ | ----------------------------------- | ----------------------------------------------------------------------- |
| Monthly strategy retainer | Subscription | For recurring coaching and support access |
| 3-month minimum retainer | Subscription with Terms of Service | Use terms to state the minimum commitment and cancellation expectations |
| Retainer with onboarding audit | Subscription with Setup Fee | Setup Fee collects the upfront onboarding or audit amount |
| Group coaching access | Subscription | For recurring calls, community access, and resources |
| VIP day plus monthly support | One-Off Purchase, then Subscription | Sell the intensive first, then start ongoing support |
*Last updated: 2026-06-29*
# Sell Cleanup, Tax, and Advisory Work
Source: https://docs.newie.app/guides/sell-cleanup-tax-advisory-work
Use Newie for bookkeeping cleanup jobs, tax work, setup projects, advisory projects, fixed-scope accounting work, and project payment plans.
## Overview
Cleanup, tax, setup, and advisory work is usually fixed-scope or milestone-based. Newie gives that engagement a payment link, agreed terms, receipt, and customer record without forcing it into a subscription.
## Before the Firm Starts Work
Fixed-scope accounting work can become messy if the client does not supply documents, software access, or approvals on time. Use Newie to collect payment and document the commercial terms before work begins.
For cleanup and advisory projects, use a project payment first. Once the project is accepted and the future scope is clear, sell the monthly subscription.
## Common Setup
1. Create a One-Off Purchase for fixed-scope jobs paid upfront
2. Create an Instalment Plan when a larger fixed total should be split across scheduled payments
3. Create one-off purchases for deposits, project fees, tax jobs, cleanup jobs, or final balances where each needs its own link or reporting
4. Add Terms of Service for scope, documents required, client responsibilities, deadlines, refund rules, and what happens if information is missing
5. Add a Welcome Email with document checklists, upload links, portal links, software access instructions, forms, and next steps
6. If the project becomes ongoing work, sell a monthly subscription package after the project is accepted
## Project Sale Flow
The client needs cleanup, tax work, setup, migration, advisory, or another fixed-scope project.
Confirm the work, documents required, price, delivery expectations, and whether the client pays upfront or over time.
Use a One-Off Purchase for upfront payment or an Instalment Plan for scheduled payments over a fixed total.
Terms of Service can capture scope, deadlines, client responsibilities, and payment expectations before checkout.
The Welcome Email can include document upload links, software access instructions, forms, and expected timelines.
You can wait until payment, agreement, documents, and software access are in place before beginning the project.
## Project Scope to Define
* Which periods, entities, accounts, or returns are included
* Which documents, access permissions, or files the client must provide
* Whether the project starts only after payment and documents are received
* What happens if the client supplies incomplete information
* Whether advisory calls, review meetings, or follow-up changes are included
* Whether the work moves into a monthly package after cleanup
## Useful Service Examples
| Offer | Newie Setup | Notes |
| ---------------------------------- | ----------------------------------- | --------------------------------------------------------------------- |
| Bookkeeping cleanup | One-Off Purchase | For a fixed project fee paid upfront |
| Cleanup paid over time | Instalment Plan | For a larger fixed total split across scheduled payments |
| Tax return or annual accounts job | One-Off Purchase | Use terms and onboarding links for required documents |
| Software setup or migration | One-Off Purchase | Can include portal links and access instructions in the Welcome Email |
| Advisory project | One-Off Purchase or Instalment Plan | Choose based on whether the client pays once or over time |
| Ongoing monthly work after cleanup | Subscription | Sell once the ongoing scope is agreed |
*Last updated: 2026-06-26*
# Sell Creative Project Deposits and Milestones
Source: https://docs.newie.app/guides/sell-creative-project-deposits-milestones
Use Newie for creative agency deposits, milestone payments, project fees, final balances, agreements, and onboarding links.
## Overview
Creative projects often start with a proposal, deposit, brief, and agreed terms before the final payment is due. Newie keeps each payment step and customer record connected to the project.
## Before the Project Starts
Before work starts, collect the deposit, confirm scope, get the brief and assets, and make sure the client understands approvals, revisions, and payment timing.
Keep project tasks, creative approvals, asset collection, and file delivery in your normal tools.
## Common Setup
1. Create a One-Off Purchase for deposits, discovery sessions, project fees, final balances, or fixed-price packages
2. Create an Instalment Plan when a fixed total should be collected across scheduled milestone-style payments
3. Create one service for each deposit, midpoint, or final balance payment when each one needs its own link or reporting
4. Add Terms of Service for scope, revision rounds, timeline expectations, intellectual property, cancellation rules, refund rules, and payment milestones
5. Add a Welcome Email with client brief forms, asset upload links, kickoff booking links, project-management links, shared folders, or next steps
6. Create a custom price when the project is bespoke but starts from a repeatable service template
## Project Payment Flow
The client agrees to the creative scope, project price, deposit, milestone structure, or payment schedule.
Use the payment option that matches the structure: deposit link, project fee link, custom link, or Instalment Plan.
Terms of Service can capture scope, revisions, delivery expectations, payment terms, and cancellation rules.
The Welcome Email can include brief forms, asset upload links, kickoff booking links, and project workspace links.
Creative work, approvals, files, and task management stay in your normal delivery tools.
## Project Terms to Define
* Deposit amount and when work starts
* Milestones, payment dates, or final balance timing
* Revision rounds and approval expectations
* Client responsibilities for briefs, assets, feedback, and access
* Cancellation, rescheduling, and refund rules
* When intellectual property or final files are transferred
* How scope extensions or add-ons are billed
## Useful Service Examples
| Offer | Newie Setup | Notes |
| ------------------------------------ | ---------------- | ------------------------------------------------------- |
| Project deposit | One-Off Purchase | Useful before kickoff or before booking production time |
| Full project fee paid upfront | One-Off Purchase | For small fixed-scope projects |
| Fixed project paid across milestones | Instalment Plan | For a fixed total split across scheduled payments |
| Final balance | One-Off Purchase | Can be shared when the final payment is due |
| Paid discovery or audit | One-Off Purchase | For strategy, discovery, or scoping work |
| Add-on or scope extension | One-Off Purchase | Use a new link when the client buys extra work |
*Last updated: 2026-06-26*
# Sell Fitness Programs and Memberships
Source: https://docs.newie.app/guides/sell-fitness-programs-memberships
Use Newie for fitness challenges, transformation programs, coaching memberships, app-based coaching, and paid-upfront programs.
## Overview
Fitness programs and memberships should be set up around how the client pays and joins. Newie records the offer, payment, terms, and onboarding while coaching delivery stays in the fitness app, gym, booking tool, or community you use.
## What the Coach or Studio Is Selling
The customer is usually buying a result or a period of support. Set up Newie around the offer the customer recognises: monthly coaching, a challenge, a transformation program, a paid-upfront guide, or a higher-value package paid over time.
Do not create a Newie service for every workout, check-in, or class. Create services for the things customers buy.
## Common Setup
1. Create a Subscription for ongoing coaching, app access, memberships, or monthly training support
2. Create a Subscription with Number of Payments set to a fixed number for 6-week, 8-week, 12-week, or term-based programs paid over time
3. Create a One-Off Purchase for paid-upfront programs, assessments, workshops, digital guides, or once-off consults
4. Create an Instalment Plan for higher-value programs with a fixed total split across scheduled payments
5. Add Terms of Service for minimum terms, cancellation rules, refund terms, health or training expectations, and payment commitments
6. Add Welcome Emails with intake forms, app links, booking links, training instructions, community links, first-week instructions, or check-in expectations
7. Connect integrations when customer details need to move into Trainerize, Everfit, HubFit, Kahunas, a form tool, community, CRM, or spreadsheet
## Program Sale Flow
The customer enquires through Instagram, a referral, website form, gym conversation, event, or landing page.
Recommend the right coaching membership, challenge, transformation program, session pack, or paid-upfront offer.
Use a Subscription for ongoing access, a Subscription with Number of Payments for a defined program paid over time, a One-Off Purchase for paid-upfront programs, or an Instalment Plan for a fixed-total package.
Share a service link, Store link, QR code, or custom link. Use Terms of Service before checkout where the customer should agree to program terms.
The Welcome Email can include app links, intake forms, booking links, training instructions, nutrition notes, community links, or first check-in expectations.
## Choosing the Payment Shape
| If you say... | Newie setup |
| ---------------------------------------------- | ------------------------------------ |
| "They stay on coaching until they cancel" | Subscription |
| "It is a 6-week or 12-week program" | Subscription with Number of Payments |
| "They pay once and get access" | One-Off Purchase |
| "It is a fixed total split into payments" | Instalment Plan |
| "They pay a joining or app setup amount today" | Setup Fee on a Subscription |
## Useful Service Examples
| Offer | Newie Setup | Notes |
| ----------------------------------- | --------------------------------------- | ------------------------------------------------------------------------ |
| Monthly online coaching | Subscription | Works for ongoing app access, programming, check-ins, and accountability |
| 6-week or 12-week challenge | Subscription with Number of Payments | Payments stop automatically after the set number of payments |
| Transformation program paid upfront | One-Off Purchase | One checkout, one receipt, and simple program access |
| Premium coaching paid over time | Instalment Plan | Use when you want a fixed total split across scheduled payments |
| Workout guide or template | One-Off Purchase with Digital Downloads | Newie includes the download link in the New Purchase email |
| App onboarding or joining fee | Setup Fee on a Subscription | Collected immediately when the customer joins |
## Deliver Coaching in Your Normal Tools
Use Newie for payment, agreements, receipts, customer records, billing, and onboarding messages. Deliver training through the coaching app, booking tool, gym schedule, group chat, or community platform your business already uses.
*Last updated: 2026-06-26*
# Sell Monthly Accounting and Bookkeeping Packages
Source: https://docs.newie.app/guides/sell-monthly-accounting-bookkeeping-packages
Use Newie for recurring accounting, bookkeeping, payroll, CFO, advisory, and tax-support packages.
## Overview
Monthly accounting and bookkeeping packages are recurring service relationships. Newie manages the subscription payment, agreed terms, receipts, and customer record around the work.
## Set Up the Monthly Package
Create the subscription around the monthly commercial arrangement: price, included scope, setup fee, document deadlines, client responsibilities, transaction volume, software access, and out-of-scope work.
Keep accounting work, document collection, lodgements, tax advice, and professional records in your normal practice tools.
## Common Setup
1. Create a Subscription for each recurring package tier
2. Add a Setup Fee for onboarding, cleanup, file setup, software setup, migration, or first-month work that should be charged immediately
3. Add Terms of Service for scope, client responsibilities, document deadlines, transaction volume, minimum terms, cancellation notice, software responsibilities, and out-of-scope work
4. Add a Welcome Email with onboarding forms, document-request links, portal links, calendar links, software setup instructions, and next steps
5. Create groups for package tiers, client type, advisor, region, or service category when you need filtered reporting
6. Create a custom price when one client needs a tailored monthly fee without creating a new public package
## Monthly Package Flow
Review the client's business size, software, transaction volume, payroll needs, tax needs, and cleanup requirements.
Match the client to a monthly package, custom monthly price, or setup fee plus ongoing subscription.
Terms of Service can capture scope, responsibilities, document deadlines, cancellation, and payment expectations.
The Welcome Email can include document upload links, client portal links, software access instructions, forms, and next steps.
Accounting work, tax work, reconciliation, payroll, and advisory continue in your accounting and practice systems.
## Package Scope to Define
* Transaction volume or activity level included in the package
* Bank accounts, credit cards, entities, payroll, sales tax, or tax support included
* When documents must be supplied by the client
* What happens when documents arrive late or access is missing
* How cleanup, migration, or setup work is charged
* What advisory, CFO, or review calls are included
* What work is out of scope and billed outside the package
## Useful Service Examples
| Offer | Newie Setup | Notes |
| ------------------------------- | ----------------------------------- | ---------------------------------------------------------- |
| Monthly bookkeeping package | Subscription | For recurring fixed-fee bookkeeping |
| Accounting plus payroll package | Subscription | Create package tiers where scope is meaningfully different |
| CFO or advisory package | Subscription | For recurring review calls, dashboards, or advice |
| Onboarding or setup fee | Setup Fee on a Subscription | Collected at checkout before recurring billing continues |
| Custom monthly package | Subscription with custom price link | For client-specific pricing from a standard package |
| Cleanup before monthly work | One-Off Purchase, then Subscription | Sell the cleanup first, then start the recurring package |
*Last updated: 2026-06-29*
# Sell Monthly Creative Retainers
Source: https://docs.newie.app/guides/sell-monthly-creative-retainers
Use Newie for monthly creative, design, content, social, marketing, and agency support retainers.
## Overview
Creative retainers are recurring scopes of work: design hours, content, creative direction, website support, reporting, or priority access. Newie manages billing and the customer record around that monthly agreement.
## Define the Monthly Scope
A creative retainer only works if both sides understand the monthly capacity. Set up predictable billing, then define what is included so the retainer does not turn into unlimited design, endless revisions, or urgent requests that were never priced.
Manage tasks, utilization, approvals, files, and scope reviews in your normal project system.
## Common Setup
1. Create a Subscription for each monthly retainer tier
2. Add Terms of Service for included scope, revision limits, unused time, cancellation notice, turnaround times, approval expectations, and out-of-scope work
3. Add a Setup Fee when the client should pay an onboarding, audit, setup, or kickoff fee immediately
4. Set a Billing Start Date when the client commits now but the retainer should begin on a future date
5. Add a Welcome Email with brief forms, kickoff booking links, Slack or project-management invites, shared folders, brand asset instructions, and first-month expectations
6. Create groups for service line, account manager, client type, location, or retainer tier when you need filtered reporting
## Retainer Sale Flow
The client agrees to the monthly scope, deliverables, communication process, price, start date, and cancellation terms.
Share the standard service link, a custom link, or complete the sale with Purchase as Customer.
Terms of Service can capture scope, revision limits, payment expectations, and cancellation notice before checkout.
The Welcome Email can include kickoff booking, brief forms, asset upload links, project-management access, and communication channels.
Use Newie for the recurring retainer. Manage tasks, approvals, files, and communication in your normal delivery tools.
## Retainer Scope to Define
* Monthly hours, deliverables, or service lines included
* Turnaround times and approval expectations
* Revision limits and what counts as a new request
* Whether unused time or deliverables roll over
* Notice period, minimum term, and cancellation rules
* How urgent work, ad hoc projects, and scope extensions are charged
* When the retainer should be reviewed or resized
## Useful Service Examples
| Offer | Newie Setup | Notes |
| ---------------------------------- | ----------------------------------- | ------------------------------------------------------------ |
| Monthly design retainer | Subscription | For recurring creative support |
| Social content package | Subscription | For monthly content production or asset delivery |
| Marketing support retainer | Subscription | Use terms to define included scope and response expectations |
| Retainer with setup or audit | Subscription with Setup Fee | Setup Fee collects onboarding or audit work at checkout |
| First project plus monthly support | One-Off Purchase, then Subscription | Sell the project first, then start the ongoing retainer |
*Last updated: 2026-06-29*
# Set Up Packages, Blocks, and Programs
Source: https://docs.newie.app/guides/sell-packages-blocks-programs
Choose the right Newie setup for packages, blocks, programs, deposits, and larger offers.
## Overview
Packages, blocks, and programs can look similar, but the payment shape matters. Start by deciding whether the customer pays once, on a recurring schedule, over a fixed term, or through BNPL.
## Choose the Payment Shape
| Package shape | Newie setup | Example |
| ----------------------------------------------------------------------- | --------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------- |
| Paid-upfront package or block | **One-Off Purchase** | 10-session pack, paid-upfront workshop, consultation block |
| Ongoing package or membership | **Subscription** | Weekly coaching, monthly membership, ongoing retainer |
| Fixed-length recurring program | **Subscription** with **Number of Payments** set to the number of billing periods | 12 weekly payments for a 12-week program |
| Fixed total paid in scheduled parts | **Instalment Plan** | \$2,000 package split into 4 scheduled payments |
| Customer financing where you are funded upfront | Eligible **One-Off Purchase** with BNPL enabled | Larger one-off purchase paid through Afterpay/Clearpay, Affirm, or Klarna where available |
| Upfront joining, onboarding, or setup amount attached to a subscription | **Setup Fee** on the subscription | Joining fee plus ongoing monthly membership |
## Do Not Overbuild the Service List
Create services for the offers customers buy, not every session or internal milestone.
For example, a 12-week program should usually be one service. The workouts, calls, check-ins, files, and booking steps can live in your delivery tools, Welcome Email, booking system, coaching app, or customer messages.
Create another Newie service when the customer-facing offer or billing shape is genuinely different.
## What to Add Around the Payment
Use **Terms of Service** where the customer should agree to cancellation rules, minimum terms, payment commitments, refund rules, waivers, or service boundaries before checkout.
Use the **Welcome Email** for the next practical step after purchase, such as booking links, intake forms, onboarding instructions, portal access, community links, or delivery details.
*Last updated: 2026-06-26*
# Selling Overview
Source: https://docs.newie.app/guides/selling-sharing
How to sell services through links, custom pricing links, QR codes, Store, Tap to Pay, and assisted checkout.
## Overview
Once a service exists, sharing is about choosing the right checkout path. Newie supports direct links, QR codes, custom prices, Tap to Pay, assisted purchases, groups, and the Store.
## Ways to Sell a Service
You can sell a service by sharing a direct link, showing a QR code, creating a custom pricing link, adding services to a group or Store, accepting Tap to Pay in person, or using Purchase as Customer.
| Option | Use |
| ------------------------------ | ---------------------------------------------------------- |
| **Share Link** | Sending one service checkout link |
| **QR Code** | Flyers, front desks, events, and in-person selling |
| **Custom price or start date** | Customer-specific pricing details |
| **Tap to Pay** | Taking an in-person contactless payment on iPhone |
| **Purchase as Customer** | Completing checkout while speaking with the customer |
| **Service Groups** | Letting customers browse a focused set of related services |
| **Store** | Letting customers browse selected services and groups |
## Selling Guides
Share a direct checkout link for one service. Use a QR code when scanning is easier.
Tailor customer-specific pricing details without changing the original service.
Take an in-person contactless payment from the Newie iOS app.
Complete checkout from inside Newie while you are with the customer or speaking with them.
Organize related services into a focused group customers can browse.
Create a shareable store where customers can browse visible services and groups.
See what happens after checkout, including confirmation, terms, Welcome Email, automations, billing, and service delivery.
*Last updated: 2026-06-29*
# Service Features
Source: https://docs.newie.app/guides/service-features
Detailed reference for Newie service features, including pricing, billing, terms, welcome emails, downloads, customer controls, BNPL, and availability.
## Overview
Service features shape what happens before and after checkout: payment timing, customer self-service, terms, downloads, Welcome Emails, and subscription behavior. The available fields depend on the service type.
## Service Name
The title customers see on the payment page, Store, and customer communications.
Keep it clear and short enough that the customer can recognize what they are buying. Service Name is required on all service types.
## Description
A short description appears alongside the service name.
Add the practical context a customer needs before paying: what is included, how delivery works, or what happens next. Description is optional and available on all service types.
## Pricing
Pricing is the main amount entered for the service. The currency is set based on your default selling currency.
For one-off purchases, pricing is the single amount the customer pays. Billing period and number of payments are configured on subscriptions and instalment plans.
For subscriptions, pricing is the amount charged each billing period. For example, if the price is \$50 and the billing period is Week, the customer is charged \$50 / week.
For instalment plans, pricing is the total amount to be collected.
You also select a billing period and number of payments, and Newie calculates the instalment amount automatically.
Newie checks the current minimum and maximum amounts for the service currency while you create or edit a service. The standard minimum transaction amount is 0.50 in the service currency, and the single-transaction hard cap is 20,000 in the service currency.
Free services (\$0) are not supported. Pricing is required on all service types.
No. Free services are not supported. To offer a free trial for a subscription, use a delayed billing start date instead of a zero price.
Not self-serve. Services use the account's default selling currency. Contact support if you need a service template in another supported selling currency.
Not currently. Use a discounted service, custom pricing, Intro Pricing, or a temporary customer-specific price change where that matches the workflow.
## Billing Period
Billing Period controls how often subscription or instalment plan invoices are created and payments are due.
For subscriptions, the billing period controls the recurring charge frequency.
You can choose from Newie's preset billing periods, or choose **Custom**.
If Custom is selected, Newie opens the Custom Billing Period screen where you choose the **Period Length** and **Number of Periods**.
Custom periods use Week, Month, or Year as the period length.
For instalment plans, the billing period controls how often each instalment invoice is due.
You set the total price, billing period, and number of payments; Newie then calculates the instalment amount.
One-Off Purchases do not use a billing period because the customer pays once at checkout.
## Add Fee to Price
When enabled, Newie increases the service price so transaction fees are included in the customer price. The customer sees one all-inclusive price at checkout.
Add Fee to Price is available on all service types. It changes what new customers pay for that service.
Existing subscribers and instalment plan customers keep the price they purchased with.
To change an existing customer's pricing, use the subscriber pricing tools for subscriptions or create a replacement instalment plan when a plan structure needs to change.
## Number of Payments
Number of Payments controls how many scheduled invoices and payments a subscription or instalment plan will collect.
For subscriptions, set Number of Payments to Unlimited for an ongoing subscription, or set a fixed number for a fixed-term subscription.
For instalment plans, the number of payments determines how many instalments the total is split into.
Number of Payments is available on subscriptions and instalment plans.
## Setup Fee
A setup fee is a one-time fee charged immediately when a new customer purchases a subscription.
It is collected at checkout, even if the subscription has a fixed, delayed, or rolling billing start date.
Setup fees are available on subscriptions only. They cover onboarding, deposits, joining fees, or a partial first period that should be collected immediately.
Yes. Setup fees are a one-time charge collected immediately at purchase, in addition to recurring subscription billing. Setup fees are available on subscriptions only.
## Billing Start Date
You can choose when billing starts for a subscription or instalment plan.
Billing start date controls when subscription or instalment invoices begin and when payments are due. For subscriptions that use intro pricing, intro pricing starts with the billing start date. Billing start date does not delay any setup fee.
Billing start date types include:
* **On Purchase Date:** Payments start immediately on the date the customer purchases. This is the default.
* **Fixed Date:** Payments start on a specific date. Customers can purchase any time before or on the start date.
* **Delayed Start:** Payments start a set number of days or weeks after the customer purchases. Useful for trials or onboarding periods.
* **Rolling Start:** Payments for new customers start on a recurring cycle (e.g. every Monday). Customers can purchase any day.
To offer a free trial, use a delayed billing start date rather than setting a zero price.
Billing Start Date is available on subscriptions and instalment plans.
## Intro Pricing
Intro Pricing lets you set a starting price that applies for a limited number of billing periods before the main price takes effect.
If the service has a future, delayed, or rolling billing start date, intro pricing begins on that billing start date.
Intro Pricing is only available on standard subscriptions, not fixed-term subscriptions, one-off purchases, or instalment plans.
Choose an **Intro Type** and a **Duration** (number of billing periods the intro price applies).
* **Pay As You Go:** The customer pays a set price per billing period during the intro period, then automatically moves to the main price
* **Pay Upfront:** The customer pays a lump sum upfront for the intro period, then moves to regular per-period billing at the main price
* **Discounted:** A percentage discount applies to the main price for a limited number of billing periods
The intro price cannot be zero (\$0). To offer a free trial, use a delayed billing start date instead.
Intro Pricing lets you offer a starting rate that automatically moves to the main price after a set number of billing periods. It is only available on standard subscriptions.
Newie does not calculate pro-rata automatically. Use Intro Pricing with **Pay Upfront** for a partial first period, or add a Setup Fee equal to the partial amount.
> **Tip:** Pricing settings can be customized for one customer when sharing a service. See [Custom Pricing Links](/guides/custom-pricing-links).
## Buy Now Pay Later (BNPL)
Buy Now Pay Later lets customers pay in instalments through Afterpay/Clearpay, Klarna, or Affirm where eligible.
You are funded upfront for the purchase amount, less applicable fees, while bank payout still follows the normal payout schedule. The customer repays the BNPL provider over time.
BNPL is only available on one-off purchases, not subscriptions or instalment plans.
**How to Enable BNPL**
1. Enable BNPL from **Accepted Payment Methods**, or from the Buy Now Pay Later option when editing an eligible One-Off Purchase. On iOS and macOS, Accepted Payment Methods is under **Settings → Payments & Payouts**.
2. For each eligible One-Off Purchase, open **Sell → Services**, tap the service `...` menu, then tap **Edit**
3. Use **Buy Now Pay Later** to control whether BNPL is offered for that service
Buy Now Pay Later has both an account-level setting and a service-level setting. Card / Apple Pay and AU Bank Account are controlled from **Accepted Payment Methods**.
**BNPL Notes**
* Newie shows BNPL provider status in the service editor for an eligible One-Off Purchase
* If a BNPL option is unavailable, the app shows the current reason, such as **Not enabled**, **Pending action**, **Not available**, or **Price too high**
* BNPL provider limits can change; trust the current status shown in Newie
* For amount limits by provider and currency, see [Buy Now, Pay Later Payments](/guides/bnpl-payments#bnpl-amount-limits)
## Terms of Service
You can attach Terms of Service to any service type.
When enabled, customers must agree to the terms before completing a purchase.
Once agreed, the terms record is stored, available to download, and included in the New Purchase email sent to the customer.
Terms can be customized.
Toggle on Newie's default terms, such as minimum term, liability waivers, cancellation policies, and refund terms.
You can also create custom terms with links to a policy page, waiver, booking form, or external agreement reference.
**How to Add Terms of Service**
Terms of Service can be added when creating a new service or when editing an existing one.
To edit an existing service, open **Sell → Services**, tap the service `...` menu, then tap **Edit**.
1. When creating or editing a service, scroll to Terms of Service and tap Add
2. Toggle on and edit any of Newie's default terms, such as minimum term, liability waivers, cancellation policies, and refund terms
3. To add your own terms, tap **Create Custom Term** and enter one specific condition or clause
4. Use **AI Create** or **AI Improve** if Newie shows those actions, then review the drafted or improved term details and abbreviated checkout summaries before saving
5. Preview how terms will appear to customers at checkout, including any links in custom terms
6. Save the service
The enabled terms form the Terms of Service document the customer sees at checkout.
Write custom terms as if speaking directly to the customer. For example: "You agree to a 12-week minimum term."
> **Note:** An additional 0.4% fee applies when Terms of Service is enabled on a service.
Newie stores the agreed terms record for the purchase, including the terms the customer accepted. Newie is not a party to your Terms of Service.
Existing customers keep the terms they agreed to at purchase. If a customer needs to agree to new terms, send them a new service link.
Use Terms of Service to attach custom terms or waivers to a service. For external forms, include links in the Welcome Email, Newie Chat, or another onboarding message.
## Overdue Assistant
The Overdue Assistant follows up on overdue subscription and instalment plan invoices where enabled.
**How It Works**
* It can be enabled by default for new services
* It can be enabled for existing services or existing subscribers from Overdue Assistant settings
* It can start automatically when the overdue threshold shown in Newie is reached
* It can be started manually from an overdue subscription or instalment plan
* Overdue Assistant detail shows the activity history. When the case needs provider input, use **Give AI Instructions** to guide the next follow-up.
**Notes**
* Overdue Assistant works best when Terms of Service are enabled - terms help document payment expectations
* When you cancel or schedule cancellation for a subscription that has Overdue Assistant active, Newie asks whether you also want to disable Overdue Assistant
## Welcome Email
When added, customers receive the Welcome Email immediately after checkout.
Add next steps, instructions, or links such as a Zoom link, community invite, or onboarding guide.
Preview the email before saving to check that links appear correctly.
Welcome Email is available on all service types.
## Digital Downloads
You can attach digital files to any service type.
When a customer purchases, Newie automatically includes the download link in the New Purchase email. Use the Welcome Email for onboarding details, not file delivery.
If multiple files are uploaded, Newie bundles them into a single `.zip` file for the customer.
When selecting a file on iOS, the file must be available in the device's Files app; move or upload cloud files there first if needed. On macOS, choose a file from Finder. Digital download files must be less than 500 MB.
> **Note:** Digital Downloads has no additional Newie fee.
On iOS, move or upload the file to the device's Files app before selecting it in Newie. On macOS, make sure the file is available in Finder.
If the upload still fails, contact Newie support with the service name, file type, file size, and a screenshot.
If Digital Downloads is enabled, the download link is included in the New Purchase email. Ask the customer to check that email and their spam or junk folders.
## Customers can Pause
**Customers can Pause** lets customers subscribed to a specific subscription service pause their own subscription without contacting you.
When enabled, the customer can select a pause end date from self-service. You will see the customer's status update to Paused in the Subscribers section.
The **Customers can Pause** toggle is available on subscription services only. It applies per service.
Use it only on subscription services where you allow customer self-pause.
## Customers can Cancel
**Customers can Cancel** lets customers subscribed to a specific subscription service cancel without contacting you.
When enabled, the self-cancel flow is available even if your Terms of Service mention a minimum term.
The in-app setting gives customers self-service cancellation permission. Keep your service terms clear so customers know what cancellation rules apply.
The **Customers can Cancel** toggle is available on subscription services only. It applies per service.
Use it only on subscription services where you allow customer self-cancel.
If **Customers can Pause** and **Customers can Cancel** are both off, customers will not see pause or cancel options and will need to contact you directly.
To update these settings, open **Sell → Services**, tap the service `...` menu, then tap **Edit**.
## Available for Sale
When toggled on, customers can purchase the service. Services are only accessible by direct link unless added to the Store. When off, customers cannot purchase the service.
## Feature Availability by Service Type
| Feature | Subscription | One-Off Purchase | Instalment Plan |
| -------------------- | ----------------- | ---------------- | --------------- |
| Service Name | ✓ | ✓ | ✓ |
| Description | ✓ | ✓ | ✓ |
| Pricing | ✓ | ✓ | ✓ |
| Billing Period | ✓ | - | ✓ |
| Add Fee to Price | ✓ | ✓ | ✓ |
| Number of Payments | ✓ | - | ✓ |
| Setup Fee | ✓ | - | - |
| Billing Start Date | ✓ | - | ✓ |
| Intro Pricing | ✓ (standard only) | - | - |
| Buy Now Pay Later | - | ✓ | - |
| Terms of Service | ✓ | ✓ | ✓ |
| Overdue Assistant | ✓ | - | ✓ |
| Welcome Email | ✓ | ✓ | ✓ |
| Digital Downloads | ✓ | ✓ | ✓ |
| Customers can Pause | ✓ | - | - |
| Customers can Cancel | ✓ | - | - |
| Available for Sale | ✓ | ✓ | ✓ |
*Last updated: 2026-07-01*
# Service Groups
Source: https://docs.newie.app/guides/service-groups
Organize related services and share a focused set of services with customers.
## Overview
Groups give several services a shared context. They are useful when customers should browse a focused set of services, or when reporting should follow a coach, practitioner, location, audience, program, or service line.
## What Groups Are For
Create service groups when customers should browse a focused set of services, or when you want reporting by offer type, practitioner, coach, location, audience, program, room, or service line.
A group lets you share a narrower choice than your full Store. It also gives group-aware reports a useful structure to report against.
## When to Use a Group
| Situation | Use |
| ------------------------------------------------------------------------- | -------------------------------------------------- |
| A customer should choose from a small set of related services | Share a group link or group QR code |
| A team needs services organized by staff member, coach, room, or location | Create groups around that structure |
| You want cleaner reporting by service line or audience | Put services into groups before selling them |
| Customers should browse everything you choose to publish | Use the [Newie Store](/guides/newie-store) instead |
## Add a Service to a Group
Open **Sell → Services**.
Tap the `...` menu next to the service.
Tap **Add to Group** or **Edit Group**.
Choose an existing group or create a new one, then save the change.
## Share a Group
Share a group when the customer should browse several related services and choose what to buy.
Groups can have custom images, direct links, and QR codes. Group and Store QR codes are available from their own sharing options rather than from the individual service QR code action.
Use the group menu for **Edit Services**, **Order Services**, **Edit Name**, **Customise Image**, **Add to Store** or **Remove from Store**, **Preview**, and **Delete** where those actions are available.
## Groups and the Store
You can add individual services and groups to the Store. The Store is better for a broader public storefront; a group is better when the customer choice should stay narrower.
For Store setup, see [Newie Store](/guides/newie-store). For team setup examples, see [Set Up Newie for a Team](/guides/setup-newie-for-a-team).
*Last updated: 2026-06-26*
# Service Links & QR Codes
Source: https://docs.newie.app/guides/service-links-qr-codes
Share direct service links and service QR codes.
## Overview
Service links and QR codes give one service a direct checkout path. They work best when the customer already knows what they are buying and needs a simple way to open checkout.
## Service Links
The most common way to sell on Newie is sharing a direct link to a specific service.
Direct links are best when the customer is buying one known service. A [Service Group](/guides/service-groups) or [Store](/guides/newie-store) is better when customers need to browse several options.
Before relying on a service link, complete payout setup and make sure the service is **Available for Sale**.
Newie blocks sharing if your Stripe payout account is not ready. If the service is not available for sale, Newie warns you before sharing because customers will not be able to buy until you enable **Available for Sale**.
Open **Sell → Services**.
Tap the `...` menu next to the service.
Choose **Share Link**.
Send the link via text, email, DM, Instagram, TikTok, Linktree, or any other channel.
## QR Codes
You can share a service link by QR code.
For a service QR code, open **Sell → Services**, open the service menu, then choose **QR Code**.
Customers scan the code with their phone camera and go directly to the purchase page.
QR codes can be downloaded and work for in-person selling, such as flyers, business cards, posters, or counters, and for digital sharing on social media or websites.
The same readiness checks apply to QR codes as service links: complete payout setup first, and confirm the service is available for sale before sending customers to checkout.
*Last updated: 2026-06-26*
# Service Types & Setup
Source: https://docs.newie.app/guides/service-types-setup
Choose Subscription, One-Off Purchase, or Instalment Plan when creating a Newie service.
## Overview
Every Newie service starts with a payment shape. Choose Subscription, One-Off Purchase, or Instalment Plan based on how the customer pays, then configure the service around that choice.
## Choose a Service Type
When you create a service, Newie asks you to choose one of three setup paths.
| Service Type | How customers pay | Best for |
| -------------------- | ---------------------------------------------------------------- | --------------------------------------------------------------------------------------------- |
| **Subscription** | Customers are charged at regular intervals | Memberships, retainers, coaching, classes, support, fixed-term programs, and ongoing services |
| **One-Off Purchase** | Customers are charged once | Single sessions, appointments, workshops, downloads, one-time fees, and upfront packages |
| **Instalment Plan** | Customers pay scheduled instalments until a total amount is paid | High-ticket packages, annual programs, larger setup projects, or fixed totals split over time |
With BNPL, the customer pays through Afterpay/Clearpay, Affirm, or Klarna and you receive the purchase amount upfront, less applicable fees.
With a Newie instalment plan, you receive each scheduled payment as it is collected.
## Create a Service
Go to **Sell → Services**.
Tap **New Service**.
Choose **Subscription**, **One-Off Purchase**, or **Instalment Plan**.
Add the service name, price, billing period and number of payments for service types that use them, and any optional features.
Turn on **Available for Sale** when the service is ready for customers to buy, then save.
## Main Fields by Service Type
| Field | Subscription | One-Off Purchase | Instalment Plan |
| ------------------ | ------------------ | ---------------- | --------------- |
| Service Name | Required | Required | Required |
| Price | Per billing period | One payment | Total amount |
| Billing Period | Yes | No | Yes |
| Number of Payments | Unlimited or fixed | No | Yes |
| Billing Starts | Yes | No | Yes |
| Available for Sale | Yes | Yes | Yes |
For setup fees, intro pricing, BNPL, Terms of Service, Welcome Email, Digital Downloads, customer controls, and Overdue Assistant, see [Service Features](/guides/service-features).
*Last updated: 2026-06-26*
# Services
Source: https://docs.newie.app/guides/services
How Newie services work and where to find service setup, features, management, and pricing guidance.
## Overview
Services are the foundation of Newie. Before links, QR codes, Store pages, subscribers, invoices, or reports exist, there is a service that defines what the customer is buying and how they pay.
## What a Service Does
Everything you sell in Newie starts as a service. You create the service, choose how customers pay, share it, and then manage the customers or payments created from it.
A service can be a subscription, one-off purchase, or instalment plan. The service type controls billing.
Delivery, booking, team ownership, and where you share the link are workflow choices you handle around the service.
## What Services Control
| Service setting | What it affects |
| --------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Type** | Whether customers buy a subscription, one-off purchase, or instalment plan. |
| **Price and billing** | What the customer pays, how often invoices are created, and how many payments are collected where that applies. |
| **Availability** | Whether customers can complete checkout. A service can exist before it is available for sale. |
| **Checkout features** | Terms of Service, Welcome Email, Digital Downloads, BNPL for eligible one-off purchases, setup fees, intro pricing, and customer self-service controls where supported. |
| **Sharing** | Links, QR codes, Tap to Pay, Purchase as Customer, custom pricing, Store placement, and group placement. |
| **Customer records** | The service becomes the source record behind subscribers, one-off purchases, instalment plans, invoices, reports, and customer follow-up. |
## Main Service Actions
Go to **Sell -> Services**, then open the service `...` menu.
Common actions include:
* **Share Link** or **Copy Link**
* **QR Code**
* **Tap to Pay**, on supported iPhones
* **Purchase as Customer**
* **Custom price** or **Custom price or start date**
* **View & Export Customers**
* **Move Subscribers**, where eligible
* **Manage Customer Pricing**, for subscription services
* **Edit**
* **Duplicate**
* **Pin** or **Unpin**
* **Preview**
* **Add to Store** or **Remove from Store**
* **Add to Group** or **Edit Group**
* **Ask a Question**
* **Archive** or **Restore**
The exact actions depend on the service type, service status, platform, payout setup, Tap to Pay setup, and whether the service already has customers.
## Service Setup Guides
Choose Subscription, One-Off Purchase, or Instalment Plan, then follow the setup steps for each service type.
Review pricing, billing periods, setup fees, billing start dates, intro pricing, BNPL, terms, downloads, and customer controls.
Pin services, organize them into groups, and edit existing services without changing the broader sales workflow.
## How to Think About Services
Newie is designed for services, not inventory management.
For manual or low-volume physical-product sales, use a one-off purchase for payment and manage product operations outside Newie.
For workflow examples, see [Provider Guides](/guides). For sharing and checkout options, see [Selling Overview](/guides/selling-sharing).
*Last updated: 2026-06-26*
# Set Up Newie for a Team
Source: https://docs.newie.app/guides/setup-newie-for-a-team
Use groups to organize services, reporting, and sales by staff member, location, program, or team.
## Overview
Team-style setups work best when one provider account is organized around service groups. Groups let sharing and reporting follow the way the team sells across staff, locations, programs, audiences, or service lines.
## Common Setup
1. Create the main services customers buy.
2. Create groups before sharing those services.
3. Name groups after the reporting view you need later, such as staff member, location, program, audience, or service line.
4. Add the relevant services to each group.
5. Share group links, group QR codes, Store links, or individual service links as needed.
6. Use reports and payout exports to review activity by group, service, customer, and payment.
## Account Access
Each Newie account supports one provider login today. Groups do not create staff logins, staff permissions, or private workspaces.
For the access limit, see [Team Access](/guides/team-access). For fitness-team examples, see [Use Newie with a Multi-Coach Team](/guides/use-newie-with-multi-coach-team).
*Last updated: 2026-06-26*
# Set Up Newie for In-Person Services
Source: https://docs.newie.app/guides/setup-newie-in-person-services
Set up Newie for appointments, treatments, consults, sessions, classes, and in-person payment flows.
## Overview
In-person services can collect payment before, during, or after the appointment, session, treatment, consult, class, or visit. Newie handles the payment, receipt, customer record, and billing while delivery stays in the provider's normal booking or front-desk workflow.
## Payment Setup
Choose the service type from how the customer pays:
| Payment shape | Newie setup |
| ------------------------------------------------------------------------- | -------------------- |
| Casual appointment, treatment, workshop, deposit, or paid-upfront package | **One-Off Purchase** |
| Ongoing sessions, memberships, retainers, or recurring appointments | **Subscription** |
| Larger fixed-total package paid over time | **Instalment Plan** |
## How to Take Payment
Use the checkout option that fits the moment:
* Send a service link before the appointment.
* Show a QR code at the location.
* Add selected services or groups to the Store when customers should browse options.
* Use Tap to Pay on a supported iPhone for in-person contactless payment.
* Use Purchase as Customer when you are helping the customer through checkout.
## Organize the Services
Create groups if you want to organize services by staff member, room, location, category, or service line.
Add Welcome Emails when the customer should receive booking instructions, location details, preparation notes, intake forms, or next steps after payment.
*Last updated: 2026-06-26*
# Convert Coaching Leads into Paid Clients
Source: https://docs.newie.app/guides/setup-newie-online-coaching
Use Newie to turn online coaching and fitness leads into paid customers with checkout, agreements, and onboarding links.
## Overview
Online coaching usually moves from lead to conversation to checkout to onboarding. Newie keeps reusable services ready, lets checkout details be tailored when needed, and sends the customer into the right delivery workflow after purchase.
## Prepare the Checkout
Have the main coaching offers ready before a sales call or DM turns into a yes. Newie works best when you can choose the service, payment option, start date, terms, and onboarding steps while the customer is ready to buy.
Keep delivery in your coaching app, calendar, community, or messaging tools. Use Newie for checkout, payment, agreed terms, and onboarding links.
## Common Setup
1. Create a Subscription for ongoing coaching or membership access
2. Create a Subscription with Number of Payments set to a fixed number for a defined program paid weekly, fortnightly, or monthly
3. Create a One-Off Purchase for paid-upfront packages, consults, digital downloads, or workshops
4. Add Terms of Service where the customer should agree to coaching terms, minimum terms, cancellation rules, waivers, or refund terms before checkout
5. Add a Welcome Email with onboarding instructions, intake forms, booking links, check-in expectations, community links, or portal instructions
6. Attach Digital Downloads if the customer should receive a file after purchase
7. Create a custom link when the coaching offer is the same but the customer needs a tailored price, start date, setup fee, or payment detail
8. Connect integrations when customer details need to move into a coaching app, form tool, CRM, community, email list, or spreadsheet
9. Create groups to organize services by coach, program, audience, or offer type
## Lead to Paid Coaching Customer
The customer sends a DM, replies to a story, fills in a form, or asks about coaching.
Talk through the customer's goal, program fit, price, payment structure, and start date.
Use an existing service where it fits. Create a new service when the customer needs their own checkout, agreement, payment structure, or service setup. If the base offer is the same and only the pricing details are different, create a custom link from the existing service.
If the customer should accept terms before paying, enable Terms of Service on the service before sharing checkout.
Send the service link, custom link, QR code, or complete the sale with Purchase as Customer.
The customer receives the New Purchase email. If Terms of Service is enabled, the agreed terms record is included. If a Welcome Email is configured, it can include onboarding forms, app links, booking links, community links, check-in instructions, or next steps.
## Use a Custom Link After a Sales Call
Use a standard service link when the customer is buying the offer exactly as listed. Use a custom link when the offer is still based on the same coaching service, but the checkout needs to match what you agreed in the conversation.
Custom links are useful when you need to set a customer-specific price, start date, setup fee, intro arrangement, or other supported checkout detail without changing the original service for everyone else.
For example, you might use one main **12-week coaching program** service, then create a custom link for a customer who is starting next Monday, paying a different first amount, or joining on a tailored payment arrangement.
If the offer itself is meaningfully different and you expect to sell it again, create a new service instead. If only the customer-specific checkout details are different, create a [Custom Pricing Link](/guides/custom-pricing-links).
## Before Sharing the Link
Check the service against the promise made on the sales call:
* Is the price right for this customer?
* Should billing start today, on a fixed date, or after onboarding?
* Should this be the standard service link, or a custom link for this customer?
* Does the customer need to agree to a minimum term, refund rule, waiver, or coaching boundary?
* Does the Welcome Email include the intake form, app invite, booking link, and first action?
* Should the customer receive a digital guide, workbook, or template immediately after purchase?
## Useful Service Examples
| Offer | Newie Setup | Notes |
| ------------------------------------------- | --------------------------------------- | ------------------------------------------------------------------- |
| Ongoing online coaching | Subscription | Works for weekly, fortnightly, monthly, or custom recurring billing |
| 8-week or 12-week program | Subscription with Number of Payments | Payments stop after the selected number of billing periods |
| Paid-upfront program | One-Off Purchase | Best when the customer pays once before starting |
| High-ticket coaching package paid over time | Instalment Plan | Newie collects scheduled payments over a fixed total |
| Strategy call or consult | One-Off Purchase | Share a direct link, QR code, or use Purchase as Customer |
| Workout guide or resource | One-Off Purchase with Digital Downloads | Newie includes the download link in the New Purchase email |
## After Purchase
Use the Welcome Email to tell the customer exactly what happens next:
* Link to onboarding form or questionnaire
* Link to app, portal, community, booking page, or coaching platform
* First-session instructions or check-in expectations
* What you need from the customer before starting
* How and when you will contact the customer
This keeps payment, customer records, invoices, receipts, subscriptions, agreed terms, and purchase history in Newie, while delivery can happen through your normal coaching tools.
*Last updated: 2026-06-29*
# All Customers
Source: https://docs.newie.app/guides/subscribers-customers
Search customer profiles, open purchases and invoices, copy or request contact details, chat, and export customer lists.
Use **All Customers** when you know the person but not the exact subscription, purchase, plan, invoice, or conversation you need.
## Choose the Right Customer Record
The same person can have a subscription, one-off purchase, instalment plan, and general customer profile. Open the record that matches the action.
| What you need to do | Open | Guide |
| -------------------------------------------------------------------- | ----------------------------------------- | ----------------------------------------------------------------------- |
| Pause, resume, cancel, reprice, reschedule, or switch a subscription | **Subscribers** | [Manage Subscriptions](/guides/subscription-management) |
| Retry, void, receipt, refund, or review a single purchase | **One-Offs** | [Manage One-Off Purchases](/guides/one-off-purchase-management) |
| Follow up a fixed total paid across scheduled instalments | **Instalment Plans** | [Manage Instalment Plans](/guides/installment-plan-management) |
| Help a customer update payment details or manage a purchase | The subscription, plan, or payment record | [Help Customers Manage Payments](/guides/customer-self-service-support) |
| Find everything connected to one person | **All Customers** | Continue on this page |
## Search for a Customer
1. Open **All Customers**.
2. Choose **Search**.
3. Enter the customer's name or email address.
4. Select the customer.
The list includes customers from subscriptions, instalment plans, and one-off purchases.
## Open a Customer Profile
Select a customer in **All Customers**. The customer profile shows the customer's name, email where available, purchase summary, customer metrics where Newie has enough data, and the records connected to that customer.
## Open a Customer's Purchase
1. Open the customer profile.
2. Under **Purchases**, select the subscription, one-off purchase, or instalment plan.
3. Open the exact record before taking an action.
This keeps customer-level details separate from purchase-level and invoice-level actions.
## Open a Customer's Invoice History
Open the customer profile, then select **Invoice History**.
Choose an invoice to review its payment status and the actions currently available for that invoice. For retry, void, receipt, and refund actions, see [Invoices & Payment History](/guides/invoices).
## Show or Hide a Customer's Expired Subscriptions
Open the customer profile and choose **Show expired** to include fully expired subscriptions. Choose **Hide expired** to collapse them again.
You can also open **Subscribers** and use the Expired status list. A fully expired subscription remains available for history but cannot be reactivated. Send the customer a new payment link if they need to subscribe again.
## Copy a Customer's Email Address
Open the customer profile and choose **Copy Email**.
If the customer used Sign in with Apple and hid their email, Newie shows **Email hidden by Sign in with Apple** instead of their direct address.
## Request a Customer's Email Address
When Newie shows **Email hidden by Sign in with Apple**, choose **Request email** from the customer profile.
Newie emails the customer and asks them to confirm a direct email address. After the request is sent, the action changes to **Request sent**.
## Chat with a Customer
1. Open the customer profile.
2. Open **More**.
3. Choose **Chat with \[Customer]**.
For communication settings, automated emails, and Newie Chat, see [Communication](/guides/communication).
## View Customers for One Service
1. Go to **Sell -> Services**.
2. Open the service's `...` menu.
3. Choose **View & Export Customers**.
Use this action when you need the customer list for one service. The main **Subscribers** page filters by subscription status; it does not have a separate service filter.
## Export Customers for One Service
1. Open **View & Export Customers** from the service's `...` menu.
2. Review the customers attached to that service.
3. Choose the available export action and format.
## Export All Customers
1. Open **All Customers**.
2. Choose **Export**.
3. Choose **CSV** or **PDF**.
The export includes customer names, email addresses where available, and total paid. If a customer used Sign in with Apple, Newie masks the private relay email. Successfully refunded payments are excluded from **Total Paid**; a payment with a refund still pending can remain in the total until the refund succeeds.
For subscriber, one-off purchase, instalment plan, sales, and payout exports, see [Reports & Reporting](/guides/reports-reporting).
## Correct a Customer's Details
You cannot edit a customer's name yourself. If the email address has a typo or the customer cannot access their account because the email is wrong, contact Newie support so the address can be corrected.
*Last updated: 2026-07-15*
# Manage Subscriptions
Source: https://docs.newie.app/guides/subscription-management
Find and export subscribers, pause or resume billing, cancel, change pricing or payment dates, switch services, and open subscription support actions.
Use **Subscribers** for customer-specific actions on ongoing and fixed-term subscriptions. Changing a service usually affects new buyers; existing subscribers keep their current setup until you update their subscriber record or use an eligible bulk action.
## Search for a Subscriber
1. Open **Subscribers**.
2. Choose **Search**.
3. Enter the customer's name or email address.
4. Select the customer, then select the subscription you need to manage.
## Filter Subscribers by Status
Use the status sections on **Subscribers** to open the relevant list:
* **Recently Subscribed:** subscribed in the last 7 days.
* **Upcoming:** created but not started yet.
* **Active:** running normally.
* **Paused:** future billing is temporarily paused.
* **Overdue:** has an overdue invoice.
* **Expiring:** scheduled to end.
* **Expired:** already ended.
## Show or Hide Expired Subscribers
Choose **Show expired** above the subscriber list to include fully expired subscriptions. Choose **Hide expired** to collapse them again.
## Share a Customer Manage Link
1. Open the subscription's `...` menu and choose **Customer Manage Link**.
2. Choose **Copy Link**.
3. Send the link to the customer through your preferred channel.
The customer can use it for supported payment and self-service actions. See [Help Customers Manage Payments](/guides/customer-self-service-support) for the customer flow and service-level permissions.
## Pause a Subscription
1. Open **Subscribers** and select the customer.
2. Open the subscription's `...` menu and choose **Pause**.
3. Select the pause end date.
4. Review the payment preview and submit.
Pausing stops future billing for the selected period while keeping the subscription record. Newie still creates invoice records for scheduled billing dates during the pause and marks them as Paused in Invoice History.
For a fixed-term subscription, use **Extend Subscription** to choose whether the paused payments are added to the end of the subscription. Before pausing, check for overdue invoices: pausing future billing does not turn off Auto-Retry on an overdue invoice that already exists.
## Resume a Paused Subscription
1. Open the paused subscription's `...` menu and choose **Edit Pause**.
2. Choose **Resume Subscription**.
3. Confirm **Resume**.
If you do not resume early, billing restarts on the next scheduled payment after the pause end date.
## Remove a Scheduled Pause
1. Open the subscription's `...` menu and choose **Edit Pause**.
2. Choose **Remove Pause**.
3. Confirm **OK**.
Use this before the scheduled pause begins. The subscription stays on its existing billing schedule.
## Schedule a Subscription Cancellation
1. Open the subscription's `...` menu and choose **Schedule Cancel**.
2. Choose the end date.
3. Review the payment preview and submit.
The subscription stays active until that date. Payments due before the scheduled cancellation date are still collected.
## Edit a Scheduled Cancellation Date
1. Open the subscription's `...` menu and choose **Edit Cancel Date**.
2. Choose the new date.
3. Submit the change.
## Remove a Scheduled Cancellation
1. Open the subscription's `...` menu and choose **Edit Cancel Date**.
2. Choose **Remove scheduled cancellation**.
3. Confirm **Remove**.
The subscription returns to its existing billing schedule and stays active.
## Keep an Expiring Subscription Active
Open the Expiring subscription's `...` menu, choose **Don't Cancel**, and confirm.
The subscription returns to Active and future billing continues on the existing schedule. Use this before the subscription fully expires.
## Cancel a Subscription Immediately
Open the subscription's `...` menu, choose **Cancel**, and confirm **Cancel Subscription**.
The subscription ends immediately and no further subscription payments are collected. The record remains available under Expired or when **Show expired** is on.
Before cancelling, decide whether the customer should keep access until a future date and whether a separate refund is needed. Cancellation does not refund previous payments, and a fully expired subscription cannot be reactivated.
For detailed availability notes, see [Pauses and Cancellations](/reference/customers-billing-feature-reference#pauses-and-cancellations).
## Change One Subscriber's Price
1. Open the subscription's `...` menu.
2. Choose **Edit Pricing** for an ongoing subscription or **Change Price** for a fixed-term subscription.
3. Select an existing price or choose **Create Ongoing or Temporary Price**.
4. Choose **Next payment date** or **Schedule for later**, then review and save.
The new price starts on the next payment or on the first payment on or after the scheduled date. A temporary price applies for the selected number of payments, then returns to the base or previous price shown in the app.
## Remove a Scheduled Price or Service Change
1. Open the subscription's `...` menu.
2. Choose **Edit Pricing**, **Change Price**, or **Switch Service**.
3. On **Scheduled Change**, review the existing change.
4. Choose **Remove Scheduled Change**. If Newie shows **Remove and Continue**, choose it to remove the existing change and continue into the new change flow.
Removing the scheduled change keeps the current price or service in place. It does not undo a change that has already taken effect.
## Move a Subscriber's Next Payment Date
1. Open the subscription's `...` menu and choose **Edit Payment Date**.
2. Select the new date.
3. Review and confirm.
For an Upcoming subscription, the same action is labelled **Edit Start Date**.
The subscription stays active. Future invoices continue on the same billing frequency from the new date. The action does not change the subscription price, service, or billing frequency.
For a fixed-term subscription, moving the next payment date can change the timing of the remaining payments.
## Start Overdue Assistant for a Subscription
Open an eligible overdue subscription's `...` menu and choose **Start Overdue Assistant** or **Enable Overdue Assistant**, whichever Newie shows.
Overdue Assistant follows up on overdue invoices. If it is already set up for the subscription, the menu shows the history action instead.
## View Overdue Assistant History
Open the subscription's `...` menu and choose **View Overdue Assistant History**.
Use the history to review follow-ups, customer replies, recovered payments, and any action Newie needs from you. For the complete overdue workflow, see [Failed Payments & Overdue Invoices](/guides/failed-payments-overdue-invoices).
## Generate a Subscription Statement
1. Open the subscription's `...` menu and choose **Statement**.
2. Review the invoice history and totals.
3. Choose **Export Statement**, then **CSV** or **PDF**.
Use a statement for broader subscription billing history. Use a receipt when the customer needs proof of one specific payment.
## View or Export a Subscriber's Agreed Terms
1. Open the subscription's `...` menu and choose **View Agreed Terms**.
2. Review the accepted Terms of Service.
3. Choose **PDF** to export a copy, or **Share Link** to share the terms record.
This action only appears when Terms of Service were enabled and an agreement exists for the subscription.
## Switch One Subscriber to Another Service
1. Open the subscription's `...` menu and choose **Switch Service**.
2. Select the eligible destination service.
3. Choose whether to switch now or schedule the switch.
4. Review the billing preview and confirm **Change**.
This action is for active ongoing or fixed-term subscriptions. One-off purchases and instalment plans are not service-switch records.
## Change Prices for Multiple Subscribers
1. Go to **Sell -> Services**.
2. Open the `...` menu on the service whose subscribers you want to update.
3. Choose **Manage Customer Pricing**, then **Change Price for Multiple**.
4. Select the new price and when it should start.
5. Select the subscribers, review the change, and save.
The selected subscribers must belong to the same eligible ongoing subscription service and must not have incompatible pending changes. Fixed-term subscribers need individual price changes.
For detailed eligibility notes, see [Subscriber Price Changes](/reference/customers-billing-feature-reference#subscriber-price-changes). To offer a unique price before purchase, use a [Custom Pricing Link](/guides/custom-pricing-links).
## Move Multiple Subscribers to Another Service
1. Go to **Sell -> Services**.
2. Open the `...` menu on the service the subscribers are moving from.
3. Choose **Move Subscribers**.
4. Select the subscribers and the eligible destination service.
5. Choose when the move should happen, review it, and confirm.
Before switching one or more subscribers, check the destination service, billing preview, start date, and any pending scheduled price change or service switch. Review Invoice History before and after the move when invoices are overdue, pending, or processing.
For detailed eligibility notes, see [Service Switches](/reference/customers-billing-feature-reference#service-switches).
## Export Subscribers
1. Open **Subscribers**.
2. Choose **Export**.
3. Use **Filters** if you only need selected subscription states.
4. Choose **CSV** or **PDF**.
To export customers for one service instead, open the service's `...` menu in **Sell -> Services** and choose **View & Export Customers**.
## Ask a Question About a Subscription
Open the subscription's `...` menu and choose **Ask a Question**.
Newie first shows help relevant to that subscription. If the answer does not resolve the issue, continue to Newie support chat with the subscription context attached.
*Last updated: 2026-07-15*
# Switch to Newie
Source: https://docs.newie.app/guides/switch-to-newie
Move existing offers, customers, or billing workflows into Newie.
## Overview
Map the existing offer, customer list, and payment workflow before new checkout links go out. That keeps the move cleaner and avoids pushing customers into the wrong flow.
## What to Plan First
* Which existing offers should become Newie services
* Which old plans can be consolidated into fewer, cleaner services
* Which customers need to move across
* Whether each offer is ongoing, fixed-term, one-off, or paid in scheduled instalments
* Whether customers need new terms, Welcome Emails, or start dates
* How you will tell customers to switch
* Who will follow up with customers who have not checked out
* Whether Newie's guided migration support is a better fit than a self-managed customer move
## Use the Move to Simplify Your Services
Switching to Newie is a good time to clean up old offers before rebuilding them as services.
For example, if you sell online coaching and customers are on different monthly or fortnightly prices, you usually do not need one service for every legacy rate.
Create a small number of clean base services around the real offer and billing cadence, then use [Custom Pricing Links](/guides/custom-pricing-links) for customers who need an old price, negotiated price, specific transition start date, or tailored pricing setup.
Create another service when the offer or billing cadence is genuinely different, such as monthly coaching versus fortnightly coaching. Use custom pricing links when the service is the same, but the customer needs tailored pricing details.
## Migration Steps
For most self-managed moves, cancel existing subscriptions on the old platform and ask customers to sign up again through Newie links. If a customer should keep a legacy price, send them a custom pricing link from the right base service.
## Guided Migration Support
If you are moving from Stripe directly to Newie, contact Newie before asking customers to switch. Newie has a guided migration path for Stripe migrations, and the team can work with you to make the move straightforward.
Guided migration support is a fit if:
* You already have active customers or subscriptions in Stripe
* You want help moving customer billing into Newie
* You need to switch customers in bulk
* You are moving from Strut or another platform where Newie can confirm the right migration path
Confirm the migration plan with Newie first, then communicate the switch to customers.
*Last updated: 2026-06-26*
# Take Payment for In-Person Fitness
Source: https://docs.newie.app/guides/take-payment-for-in-person-fitness
Use Newie to collect payment for personal training, consults, session packs, class packs, challenges, and in-person fitness add-ons.
## Overview
In-person fitness payments can sit around the booking or class workflow you already use. Newie handles the payment, agreement, receipt, and customer record around the sale.
## What Matters at the Point of Sale
Have the payment path ready before the customer is standing at the desk, finishing a consult, or deciding to join. Use Tap to Pay, a QR code, a service link, a custom link, or Purchase as Customer so the sale does not turn into an improvised transfer or follow-up message.
Use Newie for the payment and customer record. Keep the session schedule, class attendance, or trainer diary wherever you already manage it.
## Common Setup
1. Create One-Off Purchases for casual sessions, assessments, consults, class packs, session blocks, workshops, deposits, or paid-upfront programs
2. Create Subscriptions for ongoing memberships, weekly coaching, monthly personal training packages, or recurring class access
3. Create Subscriptions with Number of Payments set to a fixed number for short challenges or defined in-person programs paid weekly, fortnightly, or monthly
4. Take payment during the in-person sale with Tap to Pay, QR codes, service links, or Purchase as Customer
5. Create groups for trainers, locations, class types, programs, or service categories
6. Add Terms of Service for waivers, refund rules, cancellation rules, minimum terms, or training expectations
7. Add Welcome Emails with booking links, first-session instructions, app links, waiver or intake forms, and next steps
## In-Person Sale Flow
The customer asks about training, attends a consult, joins a class, walks in, or discusses a program with you.
Choose the session, pack, membership, challenge, or program the customer is buying.
Use Tap to Pay, a QR code, a service link, a custom link, or Purchase as Customer.
Newie sends the New Purchase email, agreed terms record if Terms of Service is enabled, and any Welcome Email you configured.
Scheduling can stay outside Newie unless you charge per appointment.
## Quick Payment Choices
| Situation | Best Newie option |
| ------------------------------------------ | ------------------------------------------------------------------------------------------ |
| Customer is standing with you | Tap to Pay or Purchase as Customer |
| Customer wants to pay from their own phone | QR code or service link |
| Price or timing is customer-specific | Custom link or Purchase as Customer |
| Customer is joining an ongoing membership | Subscription |
| Customer is buying a block of sessions | One-Off Purchase, or Subscription with Number of Payments when the block is paid over time |
## Useful Service Examples
| Offer | Newie Setup | Notes |
| ------------------------------------ | ------------------------------------ | -------------------------------------------------------- |
| Casual personal training session | One-Off Purchase | Works with Tap to Pay, a QR code, or a direct link |
| 10-session pack | One-Off Purchase | Customer pays upfront for a block of sessions |
| Monthly personal training membership | Subscription | For ongoing weekly or monthly training support |
| 8-week challenge | Subscription with Number of Payments | Payments end after the program term |
| Program deposit | One-Off Purchase | Useful before confirming a place in a challenge or group |
| Add-on product or extra session | One-Off Purchase | Can be sold at the studio or after a session |
*Last updated: 2026-06-26*
# Take Payments for Small Gyms and Studios
Source: https://docs.newie.app/guides/take-payments-for-small-gyms-studios
Use Newie for simple small-gym and studio payments without booking software.
## Overview
Small gyms and studios need payment paths that work at the front desk, after a trial class, from a QR code, or through a shared link. Newie handles payment, receipts, billing, customer records, and agreed terms while the timetable and attendance stay in the normal system.
## What This Setup Solves
Set up services for the things customers actually buy: drop-ins, class packs, trials, memberships, challenges, workshops, and add-ons. Newie can take the payment, start recurring billing, and keep the customer record without turning the class timetable into payment software.
Keep attendance, class capacity, and timetable changes in the system you already use.
## Common Setup
1. Create One-Off Purchases for drop-in classes, trial passes, casual visits, workshops, merchandise, or one-time add-ons
2. Create One-Off Purchases for class packs or prepaid blocks when you track usage in your normal process
3. Create Subscriptions for weekly or monthly memberships, unlimited classes, recurring studio access, or ongoing training access
4. Create Subscriptions with Number of Payments set to a fixed number for 6-week challenges, class programs, or transformation blocks paid over time
5. Take studio sign-ups with QR codes, direct links, Tap to Pay, or Purchase as Customer
6. Add Terms of Service for cancellation, minimum term, waivers, access rules, failed payments, refunds, and studio policies
7. Add Welcome Emails with timetable links, first-visit instructions, waiver or intake forms, door access, class rules, or community links
8. Create groups for memberships, class packs, locations, trainers, class types, or programs
## Simple Setup Pattern
| Customer buys | Newie handles | Gym or studio handles |
| ---------------------------- | -------------------------------------------- | ----------------------------------------------- |
| Drop-in or trial pass | Payment, receipt, customer record | Attendance and class entry |
| Class pack | Upfront payment and receipt | Remaining class count or manual check-in |
| Weekly or monthly membership | Recurring billing and failed-payment records | Timetable, access, and attendance |
| Challenge or program | Fixed payment term and agreement | Class delivery, coaching, and progress tracking |
## Simple Studio Payment Flow
The customer asks at the desk, scans a QR code, opens a link, taps to pay, or joins after a class.
Choose the casual pass, class pack, weekly membership, monthly membership, challenge, or program.
The customer checks out through a link, QR code, Tap to Pay, or Purchase as Customer flow.
Newie sends the New Purchase email, receipt, agreed terms record if Terms of Service is enabled, and any Welcome Email you configured.
You manage attendance, class access, and timetable changes in your normal process.
## Useful Service Examples
| Offer | Newie Setup | Notes |
| ------------------------- | ------------------------------------ | ------------------------------------------------------------------- |
| Drop-in class | One-Off Purchase | Works with QR codes, Tap to Pay, or a direct link |
| Trial pass | One-Off Purchase | Useful for first visits, intro weeks, or class trials |
| 5-class or 10-class pack | One-Off Purchase | Newie records payment; you track class usage in your normal process |
| Weekly studio membership | Subscription | For recurring class access |
| Monthly unlimited classes | Subscription | Works when customers attend without booking every class |
| 6-week challenge | Subscription with Number of Payments | Payments stop after the set program term |
| Workshop or special event | One-Off Purchase | Useful for one-off paid classes or studio events |
## Keep Booking Out of It
Do not add booking steps unless you actually need them. For many small gyms and studios:
* Newie handles payment, agreements, receipts, billing, and customer records
* You manage the timetable, attendance, check-in, door access, and class capacity
Create Newie services for the things customers buy, not for every class on the timetable.
*Last updated: 2026-06-26*
# Tap to Pay
Source: https://docs.newie.app/guides/tap-to-pay
Take in-person contactless payments from the Newie iOS app on a supported iPhone.
## Overview
Tap to Pay is the in-person checkout path for the Newie iOS app. It lets a customer pay contactlessly on a supported iPhone instead of opening a payment link.
## In-Person Contactless Payment
Tap to Pay lets you accept in-person contactless payments from the Newie iOS app on a supported iPhone.
No card reader or extra hardware is required. Tap to Pay works from eligible one-off purchases, subscriptions, and instalment plans.
Tap to Pay is iOS-only. For assisted checkout without in-person contactless payment, use [Purchase as Customer](/guides/purchase-as-customer) from the iOS or macOS app.
## Before You Use Tap to Pay
Tap to Pay must be enabled before it can be used.
After your profile is fully complete and Stripe is connected, Newie can prompt setup from the Home screen. You can dismiss that prompt and enable Tap to Pay later from Settings, or enable it directly from the service share flow.
| Requirement | Details |
| ----------------- | ------------------------------------------------------------------------------ |
| Device | Supported iPhone with the current Newie app installed |
| iOS version | Supported iOS version. If an update is required, Newie shows an upgrade prompt |
| Payout setup | Must be complete with Stripe connected |
| Business location | Must be registered in the app |
| Service status | Must be **Available for Sale** |
## Start Tap to Pay
Open **Sell → Services** in the Newie iOS app.
Tap the `...` menu next to the service.
Tap **Tap to Pay**.
Follow the prompts until Newie confirms the payment and finishes the checkout flow.
When Newie shows an existing customer match during checkout, use it if it is the right customer. That keeps the purchase, subscription, instalment plan, and receipt history attached to the same customer record.
## Payment Methods
Tap to Pay accepts supported contactless cards and digital wallets.
If a customer cannot complete Tap to Pay, try another supported card or Apple Pay, or send the service link instead.
For subscriptions and future-start subscriptions, complete every step shown after the contactless payment succeeds. The payment step and the subscription setup step both need to finish before the customer record is complete.
*Last updated: 2026-06-26*
# Team Access
Source: https://docs.newie.app/guides/team-access
Understand current team-login limits and how to organize team-style businesses with groups.
## Overview
Team Access is limited today: each Newie account has one provider login and no role-based permissions. Team-style businesses can still organize services and reporting with groups, but login access should stay controlled.
## Organize a Team-Style Business
Use [Service Groups](/guides/service-groups) to organize services by coach, practitioner, location, program, service line, or category.
Groups can help with:
* Store layout
* Group links and QR codes
* Service organization
* Reporting by coach, location, program, or service line
For team setup examples, see [Set Up Newie for a Team](/guides/setup-newie-for-a-team) and [Use Newie with a Multi-Coach Team](/guides/use-newie-with-multi-coach-team).
## When to Contact Support
Contact Newie support if your team setup is hard to model with groups, or if you need help choosing a structure before adding customers.
*Last updated: 2026-06-26*
# Use Newie with Bookings
Source: https://docs.newie.app/guides/use-newie-with-bookings
Use Newie as the payment layer around booking tools, calendars, and booking workflows.
## Overview
Bookings and payments can stay separate. Newie handles checkout, payment, receipts, billing, and customer records while the booking itself stays in the provider's normal calendar, booking process, or booking software.
## Single-Session Bookings
For single-session bookings, there are three common patterns:
The customer buys through Newie, then uses the booking link or instructions in the Welcome Email.
The customer books through your normal booking process, then pays through a Newie service link, QR code, custom link, Purchase as Customer flow, or Tap to Pay.
You or a staff member agrees the time, books the customer, then collects payment through Newie.
## Ongoing Booked Sessions
For ongoing booked sessions, use Newie for the subscription or instalment plan and keep the appointment schedule in the booking tool or calendar.
The customer might subscribe first and then book, agree a regular time first and then subscribe, or book each session as needed while the subscription stays active. If the commercial arrangement changes later, use the subscription price-change tools or create a new payment setup, depending on what changed.
## Deposits, Balances, and Packages
For deposits, balances, or larger bookings, use the payment setup that matches the sale: One-Off Purchase for a single deposit or booking fee, Instalment Plan for scheduled payments over a fixed total, or Subscription for ongoing booked services.
*Last updated: 2026-06-26*
# Use Newie with a Multi-Coach Team
Source: https://docs.newie.app/guides/use-newie-with-multi-coach-team
Use groups, links, QR codes, Store sections, and reports when several coaches or trainers sell through one provider account.
## Overview
Multi-coach fitness businesses usually need one provider account to show who or what each service belongs to. Service groups keep coach, trainer, contractor, location, and program sales organized without creating separate staff logins.
## How to Structure the Team
Choose the group structure that matches the question you need reports to answer later.
| If you need to know\... | Group by... | Example |
| --------------------------------- | -------------------- | ------------------------------------------------- |
| Which coach generated the sale | Coach or trainer | Alex Coaching, Jess PT, Sam Nutrition |
| Which location generated the sale | Location | CBD Studio, Northside Gym, Online |
| Which program is selling best | Program or challenge | 8-Week Challenge, Strength Block, Online Coaching |
| Which audience bought | Audience or segment | Beginners, Hybrid Clients, Competition Prep |
For many coaching teams, the simplest setup is one group per coach or trainer. If the business sells team-wide programs, use program groups instead. If you need both views, choose the reporting view that matters most and keep the naming very clear.
## Common Setup
1. Create the main services customers buy, such as monthly coaching, a fixed-term challenge, a consult, a session pack, or an app-based membership
2. Create groups for coaches, locations, programs, or audiences
3. Add the relevant services to each group
4. Share coach-specific group links or QR codes when the sale should be attributed to that coach or group
5. Add selected groups to the Newie Store if customers should browse several coach, program, or location options
6. Use Welcome Emails for onboarding links, app links, intake forms, booking links, first-week instructions, or check-in expectations
7. Use reports and payout exports to review activity by coach, location, program, or service line
## Multi-Coach Sales Flow
The customer enquires through Instagram, a referral, a gym conversation, a consult, a trial session, or a sales call.
Choose the coaching membership, challenge, assessment, session pack, app-based program, or paid-upfront package.
Share the relevant group link, group QR code, Store section, or service link from inside the right group.
Newie handles checkout, payment, receipts, customer records, billing, and Terms of Service where enabled.
The Welcome Email can send intake forms, app links, booking links, community links, check-in instructions, and next steps.
Use **Sales**, **All Customers**, **Subscribers**, **Instalment Plans**, **One-Off Purchases**, and **Payouts** reports to review activity by coach, location, program, or service line.
## Sharing Options for Coaches
| Situation | Best sharing option |
| ----------------------------------------------- | -------------------------------------------------------- |
| A coach sells their own set of services | Coach group link or coach group QR code |
| A customer should buy one exact offer | Direct service link or custom pricing link |
| A studio front desk needs quick sign-up options | QR code, Tap to Pay, Purchase as Customer, or Store link |
| Customers should browse programs or coaches | Newie Store with selected groups |
| A coach needs a negotiated price or start date | Custom pricing link from the relevant service |
## Reporting and Attribution
Groups help you review performance by the structure you chose. Start with the report that matches the question: **Sales** for sales activity, **All Customers** or **Subscribers** for customer lists, **One-Off Purchases** or **Instalment Plans** for purchase records, and **Payouts** for reconciliation.
Use group reporting for questions like:
* Which coach sold the most this month?
* Which program is producing the most revenue?
* Which location is growing fastest?
* Which group has the most refunds, failed payments, or overdue payments?
* Which services should be simplified, renamed, or retired?
## What Not to Overbuild
Do not create a new Newie service for every workout, check-in, class, or appointment. Create services for the offers customers buy, then use groups to organize the team view around those services.
Keep private coach logins, permissions, and operational workspaces in your team tools. Use Newie for payment, checkout, agreements, onboarding messages, customer records, and reporting.
## Related Guides
* [Set Up Newie for a Team](/guides/setup-newie-for-a-team)
* [Service Groups](/guides/service-groups)
* [Service Links & QR Codes](/guides/service-links-qr-codes)
* [Newie Store](/guides/newie-store)
* [Reports & Reporting](/guides/reports-reporting)
*Last updated: 2026-06-26*
# Use Welcome Emails to Onboard Customers
Source: https://docs.newie.app/guides/welcome-emails-onboarding
Use Welcome Emails for onboarding links, booking instructions, forms, portal links, and next steps.
## Overview
Welcome Emails send the next step immediately after checkout. They work across service types and can point customers to onboarding links, forms, downloads, bookings, or anything else they need after purchase.
## What to Send
Use the Welcome Email for the first practical next step after checkout:
* Booking link or scheduling instructions
* Zoom link, location, or first-session instructions
* Intake form, waiver, questionnaire, or external form link
* Program onboarding steps
* Community, portal, or app invite instructions
* What happens next and when the customer will hear from you
## What the Welcome Email Handles
The New Purchase email handles the payment record, agreed terms record when Terms of Service is enabled, and digital download link when Digital Download is enabled. The Welcome Email handles onboarding and next steps.
Use the Welcome Email to send the customer from checkout into the next part of your service. Keep payment records, receipts, and download delivery in the New Purchase email.
## Related Setup
For feature details, see [Service Features](/guides/service-features#welcome-email). For the full customer checkout sequence, see [Customer Purchase Flow](/guides/customer-purchase-flow).
*Last updated: 2026-06-26*
# Integrations
Source: https://docs.newie.app/integrations
How Newie connects to other tools through Zapier and supported integrations.
## How Integrations Work
Zapier is Newie's self-serve integration path. It connects Newie events to the other apps a provider uses for delivery, onboarding, reporting, communication, CRM, and operations.
## Integration Paths
Use no-code Newie triggers to send customer, purchase, subscription, and payment events into another app.
For partner, native, API, or code-level workflows, contact Newie support.
Most pages in this section are Zapier patterns. They show the Newie trigger to use, the third-party action to configure, and the points to check before turning the Zap on.
## Zapier Integrations
Zapier is a no-code automation tool that sends Newie events to other services. Set up the connection once, choose the Newie trigger, then choose the action in the other app.
Zapier works best when the workflow starts with something in Newie: a customer buys a service, a subscription starts, a payment becomes paid, or an invoice becomes overdue. Common actions include sending customer details to another app, creating a row, adding a tag, posting a message, sending an email, or starting onboarding.
### Connecting Newie to Zapier
Open **Settings → Integrations → Connect Zapier**. If the row already says **Zapier Connected**, open that instead. Tap **Set Up** if Newie asks you to connect.
Copy the **API Token**.
Go to [zapier.com](https://zapier.com) and create a new Zap.
Search for Newie as the trigger app.
Paste the API Token when prompted.
Choose the Newie trigger that matches the workflow. Use **Subscription Created** for the initial subscription purchase, **Subscription Started** when paid subscription access begins, **One-Off Purchase Complete** for one-off purchases, and **Payment Paid** when the workflow needs confirmed payment. For BECS Direct Debit, Payment Paid fires after bank confirmation, not at initial payment submission.
Configure the action in the connected app and confirm the required action fields are available in that connected Zapier account.
### Zapier Events Reference
Newie provides Zapier triggers only. Use Newie as the trigger app, then configure the action in the connected app.
Triggers cover customer, subscription, purchase, and payment events. Newie does not send payout reports, payout batches, or payout fee breakdowns through Zapier. For payout reports and tax exports, use Payouts in Newie.
Third-party actions can vary by app version, account plan, permissions, and workspace setup. Treat the app-specific pages as patterns, then confirm the exact action and required fields inside the connected Zapier account before turning on the Zap.
#### Subscription Events
Sent when an event related to a subscription occurs. These events can also apply to instalment plan activity because instalment plans are powered by subscriptions.
| Trigger Name | Description |
| ------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| All Events - Subscription | Triggers when any event related to a subscription occurs. This can include relevant instalment plan activity where Zapier exposes it through subscription events. |
| Subscription Created | Triggers when the customer first purchases the subscription. It can fire before billing starts if the subscription has a future start date. This can also apply to instalment plan purchases where Zapier exposes the plan through subscription events. |
| Subscription Started | Triggers when subscription billing actually starts and the subscription becomes active. Best for subscription-backed paid access, including instalment plans, especially when a customer purchased earlier with a future start date. |
| Subscription Renewed | Triggers when a payment against a subscription invoice succeeds. Choose this for subscription-specific renewal workflows, including subscription-backed instalment plan activity. For accounting, fulfillment, or confirmed-payment workflows across all service types, use Payment Paid. |
| Subscription Paused | Triggers when a subscription is paused. |
| Subscription Ends | Triggers when a subscription moves into Expired, or when an instalment plan moves into Completed. It does not fire just because a cancellation has been scheduled. |
#### One-Off Purchase Events
Sent when an event related to a one-off purchase occurs.
| Trigger Name | Description |
| ----------------------------- | -------------------------------------------------------------------------- |
| All Events - One-Off Purchase | Triggers when any one-off purchase event involving a customer takes place. |
| One-Off Purchase Complete | Triggers when a customer makes a one-off purchase. |
#### Payment Events
Sent when a payment event occurs, regardless of whether the payment is for a one-off purchase, subscription, or instalment plan.
| Trigger Name | Description |
| --------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| All Events - Payments | Triggers when any visible payment event for a subscription, instalment plan, or one-off purchase occurs: Paid, Overdue, Skipped, Uncollectible, or Voided. It does not include Payment Created. |
| Payment Paid | Triggers when a payment is complete for a subscription, instalment plan, or one-off purchase. This is the general confirmed-payment trigger and is the best choice for accounting, fulfillment, receipts, and workflows that need confirmed money. For BECS Direct Debit, this fires when the bank confirms the payment and it moves from Pending/Processing to Paid, usually up to 3 business days after submission. |
| Payment Overdue | Triggers when an invoice for a subscription, instalment plan, or one-off purchase becomes overdue after payment has not been collected. |
| Payment Skipped | Triggers when a scheduled subscription invoice is created during a pause and marked as Paused. |
| Payment Uncollectible | Triggers when payment can no longer be collected after retry handling for a subscription, instalment plan, or one-off purchase. |
| Payment Voided | Triggers when an invoice or payment record is manually voided for a subscription, instalment plan, or one-off purchase. |
## Custom Integration Support
Contact Newie support when Zapier cannot expose the action you need, when a workflow needs code-level access, or when the business needs a supported native, partner, or custom setup.
Newie does not currently offer a public self-serve API.
## Common Integration Questions
Go to **Settings → Integrations → Connect Zapier**, tap **Set Up**, copy the **API Token**, then use Newie as the trigger app in Zapier. If Newie already shows **Zapier Connected**, open that row to see the token.
Go to **Settings → Integrations → Connect Zapier** or **Zapier Connected**. If the Zapier row is not visible, finish the account and payout setup steps Newie shows in Settings first.
Open **Sell → Services**, tap the `...` menu next to the service, open the share sheet, and use **Copy Offering ID**. Use that ID when a Zapier filter needs to target one specific Newie service.
Mostly, yes. Unless a page clearly says otherwise, the current tool guides explain Zapier workflows where Newie is the trigger app and the connected tool is the action app.
Not currently. For self-serve integrations, use Zapier. For deeper or code-level integration needs, contact Newie support.
Contact Newie support. The team can provide the connected Stripe Express account ID for advanced integrations or custom dashboard setup.
Use the dedicated [Newie + Xero](/integrations/newie-xero) or [Newie + QuickBooks](/integrations/newie-quickbooks) pages. They cover the recommended payout-report workflow and the lower-volume Zapier alternatives.
Use [Reports & Reporting](/guides/reports-reporting) for sales, payout, customer, subscriber, one-off purchase, and instalment plan exports. For complete data migration, contact support.
*Last updated: 2026-06-29*
# Newie + Acuity
Source: https://docs.newie.app/integrations/newie-acuity
Connect Newie with Acuity through Zapier.
## Overview
Newie and Acuity work together when booking and payment need separate systems. Newie handles payment and billing, Acuity handles the booking calendar, and Zapier can pass events between them.
## What You Need
* Newie: a service customers can buy
* Acuity: classes customers book
* Zapier: a Zap that connects Newie to Acuity
If customers need prepaid booking access, also create an Acuity package or pass. If the classes are free to book in Acuity, you can skip that.
## Setup Guide
### 1. Create the Service in Newie
Create the Newie service.
Examples:
* Subscription
* One-off intro service
* Fixed-term program
Keep the service name clear and consistent; it may be used later in Zapier filters.
Example:
* Newie: Unlimited Gym Membership
* Acuity: Unlimited Class Pack
### 2. Set Up Classes and Packages in Acuity
#### Create the Class
In Acuity, create the booking setup customers use after paying in Newie:
* Group class type
* Class times
* Optional packages or codes for prepaid booking access. Set the Acuity package price to 0 if customers pay only in Newie.
Try to keep naming aligned between both systems.
#### Offer the Class
After saving the group class, click Offer Class, then add the dates and times the class is offered.
Check that the class appears correctly in the calendar.
#### Set Availability and Design
Review availability and scheduling limits, then customize the booking page. For group classes, sessions come from the Offer Class times you add.
#### Create a Package if Needed
Create a new package if you want prepaid booking access and the Acuity plan supports booking-code products. From the home screen, select the Packages, Gifts, Subscriptions tab on the left.
### 3. Connect Newie to Zapier
If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
In Zapier, create a new Zap and choose Newie as the trigger app.
### 4. Connect Acuity to Zapier
Make sure the Acuity user connecting Zapier has view/edit or administrator access.
1. In Zapier, add an action step and search for Acuity Scheduling
2. Click sign in under account: **Connect Acuity Scheduling**
3. Connect Zapier to Acuity
### 5. Build the Main Zap
Recommended Zap Structure:
1. Trigger app: Newie
2. Trigger event: One-Off Purchase Complete or Subscription Started. For instalment plans, use the subscription or payment trigger that matches the plan stage you care about.
3. Action app: Acuity Scheduling
4. Action: create or update the Acuity client
5. Optional action: add a package code or booking entitlement, if the action is available in the connected Acuity/Zapier account
Only add a package-code step if you are using Acuity packages or prepaid booking entitlements. If bookings in Acuity are free, this step is not required.
#### Optional: Filter by Service
Add a Filter by Zapier step right after the Newie trigger so only certain Newie services run through this flow. Filter on **Offering ID** with condition **Exactly matches**, then enter the specific ID you want to allow through. Use **Copy Offering ID** in the service share sheet, or use the `offering_id` from a Newie Zap sample for that service when setting up the filter outside the app.
### 6. Map Customer Details and Fields
Acuity expects First Name and Last Name fields. Newie sends a single `full_name`, so use Formatter by Zapier to split the name.
1. Insert a Formatter by Zapier step between the Newie trigger and the Acuity action. Choose Text → Split Text. Set Input to Newie's full\_name, Separator to `[:space:]`, and Segment Index to **First** - this returns the first name.
2. Add a second Formatter by Zapier step with the same input and separator, but Segment Index **Last** - this returns the last name.
3. In the Acuity Add or Update Client step, map:
* First Name → output of the first Formatter step
* Last Name → output of the second Formatter step
* Email → Newie customer email
* Notes → Newie service or membership name
4. Test the full chain.
This split works for most names. If a customer has a multi-word last name, review the test record before turning on the Zap.
### 7. Grant Booking Access in Acuity
After the client is created or updated in Acuity, the next step depends on how bookings are handled.
#### Option A: Paid or Prepaid Booking Access in Acuity
For paid or prepaid booking access, choose the Newie trigger for the point where access begins. In Zapier, use Subscription Started for subscription-backed booking access or One-Off Purchase Complete for one-off booking access. Use Payment Paid only when Acuity needs final payment confirmation. For instalment plans, choose the subscription or payment trigger that matches the plan stage you care about. For BECS Direct Debit, Payment Paid fires after bank confirmation, not at initial payment submission.
This is usually done with:
* A package code
* A pass
* Another Acuity booking entitlement
#### How to Set It Up
1. In Acuity, create the package, pass, or booking entitlement that matches the Newie service. Use **Packages, Gifts, & Subscriptions** and set the session count to match what customers buy in Newie.
2. Make sure the package is linked to the correct appointment or class type in Acuity where you select what appointments it is redeemable for.
3. In Zapier, add an Acuity Scheduling action after Add or Update Client.
4. Choose the Acuity package-code or booking-entitlement action if it is available in your connected Zapier account.
5. In that action:
* Map the correct package, code, or entitlement that matches the Newie service.
* Certificate Code = usually leave this blank unless you want to set your own custom code
* Email Address = use the customer's email from Newie
6. Test the Zap to confirm the customer receives booking access in Acuity.
7. Confirm that the customer can book without paying again in Acuity.
#### Option B: Free Bookings in Acuity
For Acuity booking pages where all bookings are free, skip the package-code step. The customer pays in Newie and books in Acuity using the booking link.
This can work on any active paid Acuity plan after the trial, but Acuity does not enforce that the customer already paid in Newie.
### 8. Send the Booking Details (Optional)
After the customer pays and the Zap grants booking access in Acuity, send a short message with the Acuity booking link. This is especially useful when the Zap creates a package code the customer needs to redeem.
Include in the message:
* The Acuity booking link (found inside the appointment type in Acuity)
* The package code, if you used Option A above - without this the customer won't be able to redeem their prepaid sessions
* Short instructions on how to book
Send it through the channel that fits the sale:
* Newie Welcome Email (recommended - branded and no rate limits)
* A manual email, DM, or whatever you normally use to onboard customers
If the customer wants to manage bookings through an Acuity client account, they need to sign up or log in from the Acuity booking page using the same email used in Newie. Creating or updating the client in Acuity does not create their login.
### 9. Test the Full Flow
Before going live, run a full test.
Check that:
* Payment succeeds in Newie
* The Zap runs correctly
* The customer appears in Acuity
* If using Option A, the package code is created or assigned correctly
* If using Option B, the customer can access the free booking page correctly
* The customer can book the correct class
## Ongoing Management
Decide how to handle:
* Overdue invoices
* Paused subscriptions
* Canceled memberships
* Ended subscriptions
Set up at least one follow-up notification so status changes are not missed.
Recommended follow-up Zaps:
* Payment Paid
* Payment Overdue
* Subscription Paused
* Subscription Ends
These follow-up Zaps help keep booking access aligned with payment status.
## Forms, Waivers, and Intake
Acuity intake forms attach to appointment types, so set them up in Acuity, not Newie. If you need waivers, health forms, or onboarding questions, add those links to the customer handoff. The booking link alone does not cover onboarding.
## Important Notes
Newie collects the payment, Acuity manages the booking, and Zapier connects the two records.
Acuity's Add or Update Client action does not by itself grant booking access - that comes from a package code or similar entitlement (see Step 7).
If all Acuity bookings are free, package codes are not required. Zapier can create or update the client in Acuity, and the customer can book free classes there. The tradeoff is that Acuity does not enforce that the customer already paid in Newie.
Plan notes: Newie needs Zapier access. Acuity needs a paid plan after the trial. Acuity packages and package codes require an Acuity plan that supports package or booking-code products; check Acuity's current plan details before setup. A paid Zapier plan may be needed for the full multi-step workflow.
*Last updated: 2026-06-26*
# Newie + Everfit
Source: https://docs.newie.app/integrations/newie-everfit
Connect Newie with Everfit through Zapier.
## Overview
Newie and Everfit work well together when billing sits outside program delivery. Newie handles recurring billing and payment status; Zapier can send those signals to Everfit when the needed Everfit actions are available.
## What You'll Need
* Newie connected to Zapier
* An Everfit account on a plan that allows Zapier integration
* An existing program or template in Everfit the new client will be assigned to
## Common Zaps
**Subscription Started → Everfit client invite or assignment**
When billing starts and the subscription becomes active, invite the customer into Everfit or assign the relevant onboarding resource where the connected Everfit action supports it. Map email, name, and program name.
**One-Off Purchase Complete → Everfit client invite or assignment**
For one-off challenge or intro pack purchases, invite the buyer into Everfit or notify the coach if the connected Zapier action does not support the required program assignment.
**Payment Overdue → Slack/Email notification**
Alert the coach to follow up before suspending program access.
**Subscription Ends → Slack/Email notification**
Notify the coach to review whether to archive the client in Everfit and start offboarding.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Subscription Started or One-Off Purchase Complete.
3. Connect Everfit as the action app and sign in.
4. Choose the action that matches the workflow, such as Invite New Client, Register Client by Public Invite Link, Assign Clients to Onboarding Flow, or Assign Client to Resource Collection.
5. Map Newie email, name, and service into the Everfit fields. If the Everfit action requires a client ID, add an Everfit lookup step before the assignment.
6. Test with a real purchase and confirm the client appears in Everfit.
## Notes
* Before turning on the Zap, confirm which Everfit actions and required fields are available for that Everfit plan. Action names and required IDs can vary by Zapier app version and Everfit setup.
* Everfit's Zapier action set is smaller than its core app. Some assignment workflows require an Everfit client ID and the relevant resource, onboarding flow, or program ID.
* For hybrid programs that mix subscription + one-off add-ons, run one Zap per Newie trigger so the right Everfit action fires for each purchase type. Use Subscription Started for subscription access once billing starts, not Subscription Created at the initial purchase. For instalment plans, choose the subscription or payment trigger that matches the plan stage you care about.
*Last updated: 2026-06-26*
# Newie + Facebook Conversions API
Source: https://docs.newie.app/integrations/newie-facebook-conversions-api
Send Newie purchase and subscription events to Meta through the Facebook Conversions API.
## Overview
Meta Conversions API lets Newie purchase and subscription activity reach Meta from the server side. It helps ad reporting use real Newie payment outcomes instead of relying only on browser tracking.
## What You'll Need
* Newie connected to Zapier
* Zapier account with access to Newie and Facebook Conversions
* Facebook Business Manager account with the right permissions for the ad account, page, and pixel or dataset
* Zapier added as a partner in Meta if the event is being recorded against a Meta Pixel
* A clear event plan: which Newie trigger should count as Purchase, Lead, or another event
* A deduplication plan if the Meta Pixel already sends the same event from the website
## Common Zaps
**Payment Paid → Facebook Conversions: Send Purchase Event**
Send a Purchase event after a Newie payment is complete for a subscription, instalment plan, or one-off purchase. Map the payment amount, currency, customer email, customer name, and a stable Newie payment or purchase ID if it is available. For BECS Direct Debit, this fires after bank confirmation, not at initial payment submission.
**Subscription Started → Facebook Conversions: Send Purchase Event**
Send the billing start as the conversion if your Meta campaign is optimized around new paid subscribers and should count the subscription start, not the earlier purchase event or every renewal.
**One-Off Purchase Complete → Facebook Conversions: Send Purchase Event**
Send a purchase conversion when a customer buys a one-off purchase. Use Payment Paid when the workflow needs confirmed payment across all service types.
**Subscription Created → Facebook Conversions: Send Lead Event or Send Other Event**
Send a lead or custom lifecycle event when the customer first purchases a subscription, especially if billing starts on a future date. Choose this only when the Meta account has a clear event strategy for leads or non-purchase lifecycle events.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger app.
3. Pick the Newie trigger that matches the conversion: Subscription Created for the initial subscription purchase, Subscription Started for when billing starts, Payment Paid for confirmed revenue, or One-Off Purchase Complete for one-off purchases.
4. Add Facebook Conversions as the action app and authorize the correct Meta business account.
5. Choose Send Purchase Event for revenue events, or Send Lead Event / Send Other Event for a non-purchase lifecycle event.
6. Map the Newie fields into the Facebook Conversions action, including customer identifiers, event time, value, currency, and a stable event ID when one is present.
7. Test the Zap, then check Meta Events Manager and Zapier task history before turning it on.
## Notes
* Facebook Conversions is an action app in Zapier. Newie is the trigger app.
* Do not send both Subscription Started and Payment Paid as the same Purchase event unless your event IDs and reporting plan prevent double counting.
* If the Meta Pixel also sends the same event, the browser event and Conversions API event need matching event names and matching event IDs for Meta to deduplicate them.
* For purchase reporting, map both value and currency. A Purchase event without those fields may be less useful for revenue reporting and ad optimization.
* Send only customer data you are allowed to use for advertising measurement. Do not map sensitive notes, private messages, or unnecessary internal fields into Meta.
* Zapier fields and Meta permissions can vary by account, pixel, dataset, and business access. Test inside the connected Zapier and Meta accounts before relying on the Zap in production.
*Last updated: 2026-06-26*
# Newie + Gmail
Source: https://docs.newie.app/integrations/newie-gmail
Connect Newie with Gmail through Zapier.
## Overview
Gmail automations are useful when a provider wants personal, low-volume emails around Newie events. Zapier can send onboarding notes, renewal follow-ups, or overdue-payment messages from the Gmail account.
## What You'll Need
* Newie connected to Zapier
* A Gmail or Google Workspace account
* Email copy ready to paste into the Zap (drafts for welcome, receipt, overdue, etc.)
## Common Zaps
**Subscription Started → Gmail: Send Email**
Send a welcome email when billing starts and the subscription becomes active. Map the customer's name and service name so it feels personal.
**Payment Paid → Gmail: Send Email**
Send a "thanks, here's your receipt" email after each successful payment. For BECS Direct Debit, this sends after bank confirmation, not at initial payment submission.
**Payment Overdue → Gmail: Send Email**
Send a polite "your payment didn't go through" nudge with your standard payment-support instructions or a Newie payment-update link if that field is available in your Zap trigger data.
**Subscription Ends → Gmail: Send Email**
Send a "win-back" or offboarding email when a subscription ends.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick the relevant trigger event.
3. Connect Gmail as the action app and authorize.
4. Choose Send Email.
5. Map the From, To (Newie customer email), Subject, and Body. Use available Newie trigger fields like customer name, email, and service details inside the body.
6. Test, then turn on the Zap.
## Notes
* Gmail enforces sending limits, and those limits depend on account type and Google's current rules. Personal Gmail and Google Workspace accounts have different limits, so check Google's current sending-limit docs before using Gmail for higher-volume sends. For higher volume, use Mailchimp or another bulk-email tool instead.
* Emails sent via Zapier come from your Gmail address, and replies land in your inbox. This works for one-to-one messaging, but set expectations accordingly.
* If you need branded HTML, write the HTML in the Body field and check "Body Type: html" in the Gmail action.
*Last updated: 2026-06-26*
# Newie + GoHighLevel (LeadConnector)
Source: https://docs.newie.app/integrations/newie-go-high-level
Connect Newie with GoHighLevel and LeadConnector through Zapier.
## Overview
GoHighLevel can keep sales pipeline and marketing follow-up in sync with Newie billing events. Zapier can create or update contacts, apply tags, and let existing GHL workflows run from those tags.
## What You'll Need
* Newie connected to Zapier
* A GoHighLevel sub-account with Zapier or LeadConnector access enabled
* Pre-built tags and workflows in GHL that match the Newie lifecycle events you'll trigger on
## Common Zaps
**Subscription Started → LeadConnector: Add/Update Contact**
Push the active customer into GHL with a tag like "Newie Active" so your onboarding workflow can trigger. Map email, name, and service.
**Payment Overdue → LeadConnector: Add/Update Contact**
Update the contact with an "Overdue" tag so an SMS/email recovery workflow fires.
**Subscription Paused → LeadConnector: Add/Update Contact**
Update the contact with a "Paused" tag so they exit the active-customer journey and enter a re-engagement workflow.
**Subscription Ends → LeadConnector: Add/Update Contact**
Update the contact with a "Churned" tag so your win-back sequence kicks in.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Subscription Started for active-customer workflows.
3. Connect LeadConnector as the action app and authorize the correct GoHighLevel sub-account.
4. Choose Add/Update Contact.
5. Map Newie email and name to the GHL contact fields, then specify the tag or tags to add.
6. Test, then turn on the Zap.
## Notes
* Use Add/Update Contact so existing leads are updated instead of duplicated.
* Drive GHL workflows from tags instead of directly from Zapier, so you can edit the workflow without touching the Zap.
* If you manage multiple GHL sub-accounts, confirm which one the LeadConnector Zapier connection is authorized against before going live.
* LeadConnector action names, fields, and permissions can vary by account and sub-account. Confirm the available fields inside the connected Zapier account before relying on the workflow.
*Last updated: 2026-06-26*
# Newie + Google Calendar
Source: https://docs.newie.app/integrations/newie-google-calendar
Connect Newie with Google Calendar through Zapier.
## Overview
Google Calendar is useful when paid customer activity should appear on a schedule. Zapier can add Newie events to a calendar for session planning, reminders, follow-up blocks, or team visibility.
## What You'll Need
* Newie connected to Zapier
* A Google account with access to the calendar you want to write to
* A dedicated Google Calendar for billing events (recommended)
## Common Zaps
**Subscription Started → Google Calendar: Create Detailed Event**
Create a calendar event when billing starts and the subscription becomes active. Map customer name and service to the event so it can represent an onboarding call, cohort start date, or internal handoff.
**One-Off Purchase Complete → Google Calendar: Create Detailed Event**
Drop completed one-off purchases onto a "new clients" calendar so you can see them at a glance.
**Payment Overdue → Google Calendar: Create Detailed Event**
Create a follow-up event a day or two out to remind yourself to chase the customer.
**Subscription Ends → Google Calendar: Create Detailed Event**
Block a short retention check-in call on the day a subscription ends.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick the trigger event.
3. Connect Google Calendar as the action app and sign in.
4. Choose Create Detailed Event (or Quick Add Event for simpler entries).
5. Pick the target calendar, then map Newie fields into the event title, description, and start time. Use a fixed offset (e.g. "1 day from now") via Formatter by Zapier if you want a scheduled follow-up.
6. Test, then turn on the Zap.
## Notes
* Google Calendar events need a start time. If your Zap doesn't have one, use Formatter by Zapier → Date / Time to generate one.
* Choose Subscription Created only for pre-start admin reminders, because it fires when the customer first purchases. Choose Subscription Started when the calendar event represents the billing start date or active paid access.
* Use a dedicated calendar so billing-driven events don't clutter your main schedule.
*Last updated: 2026-06-26*
# Newie + Google Sheets
Source: https://docs.newie.app/integrations/newie-google-sheets
Connect Newie with Google Sheets through Zapier.
## Overview
Google Sheets is the simplest place to keep a running Newie event log. It gives operators a filterable record of customers, payments, invoices, and lifecycle changes without setting up a heavier reporting tool.
## What You'll Need
* Newie connected to Zapier
* A Google account with access to the target spreadsheet
* A spreadsheet with column headers already in place; Zapier maps to existing headers, so create them before building the Zap
## Common Zaps
**Subscription Started → Google Sheets: Create Spreadsheet Row**
Append a row to a "Customers" sheet with name, email, service, and active start date when billing starts and the subscription becomes active.
**Payment Paid → Google Sheets: Create Spreadsheet Row**
Append a row to a "Payments" sheet for every successful payment - useful for monthly revenue snapshots and cross-checks against your accounting tool. For BECS Direct Debit, this row is created after bank confirmation, not at initial payment submission.
**Payment Overdue → Google Sheets: Create Spreadsheet Row**
Log overdue invoices to a dedicated tab so someone can work the list daily.
**Subscription Ends → Google Sheets: Update Spreadsheet Row**
Use Lookup Spreadsheet Row first to find the customer in the Customers sheet, then update an "End Date" column so the row reflects current status.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick the trigger event (e.g. Payment Paid, Subscription Started, or One-Off Purchase Complete).
3. Connect Google Sheets as the action app and authorize.
4. Choose Create Spreadsheet Row.
5. Select the spreadsheet and worksheet, then map Newie fields to each column header.
6. Test, then turn on the Zap.
## Notes
* Don't rename spreadsheet headers once the Zap is live without remapping the Zap fields.
* For high-volume accounts, consider a single "Events" sheet with a Type column rather than one tab per Newie trigger; it's easier to pivot.
* Google Sheets has a spreadsheet cell limit, not a fixed row limit. More columns mean fewer possible rows, and very large sheets can become slow before they hit the limit. For long-lived logs, periodically archive older rows into another file.
*Last updated: 2026-06-26*
# Newie + HubFit
Source: https://docs.newie.app/integrations/newie-hubfit
Connect Newie with HubFit through Zapier.
## Overview
HubFit can keep fitness delivery and member engagement separate from billing. Newie handles payment status, and Zapier can pass paid-status signals to HubFit where the needed HubFit actions are available.
## What You'll Need
* Newie connected to Zapier
* A HubFit account with admin access for the user who'll authorize Zapier
* Member tiers or community groups in HubFit already configured to match your Newie services
## Common Zaps
**Subscription Started → HubFit client setup**
When billing starts and the subscription becomes active, add the customer as a client in HubFit where that action is available. Map email, name, and subscription tier.
**Subscription Paused → Slack/Email notification**
Notify a coach or studio admin to review the member's access in HubFit. If HubFit does not expose the exact access action you need in Zapier, route the task to a human.
**Payment Paid → Slack channel message**
Post to a #signups Slack channel so the team sees new revenue without checking Newie. For BECS Direct Debit, Payment Paid fires after bank confirmation, not at initial payment submission.
**Subscription Ends → Slack/Email notification**
Notify staff to review the member's community and check-in access in HubFit.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Subscription Started.
3. Connect HubFit as the action app and choose the client action available to that account.
4. Add follow-up HubFit actions if needed, such as community, workout-plan, nutrition-plan, or onboarding actions where Zapier exposes them.
5. Map Newie email, name, and service name into the corresponding HubFit fields.
6. Test, then turn on the Zap.
## Notes
* Before turning on the Zap, confirm HubFit exposes the client action and any follow-up actions you plan to use. If an action or required field is unavailable, use a staff notification or HubFit-supported API/webhook workflow.
* Use HubFit's native Zapier actions first. Use Webhooks by Zapier only for workflows that HubFit does not expose as native Zapier actions.
* For multi-location studios, add a Filter by Zapier step on the Newie Offering ID so members are routed to the right HubFit location or group. Use **Copy Offering ID** in the service share sheet, or use the `offering_id` from a Newie Zap sample for that service when setting up the filter outside the app.
*Last updated: 2026-06-26*
# Newie + Jotform
Source: https://docs.newie.app/integrations/newie-jotform
Connect Newie with Jotform through Zapier.
## Overview
Jotform is useful when checkout should trigger an intake form, waiver, questionnaire, or survey. Zapier can send the right form after the relevant Newie billing event.
## What You'll Need
* Newie connected to Zapier
* A Jotform account with enough form, submission, and signature allowance for the workflow you want to run
* Jotform form(s) built and published, with field IDs noted for URL prefill
## Common Zaps
**Subscription Started → Gmail or Jotform: Send Form Link**
Send a personalized email with a prefilled Jotform link when billing starts and the subscription becomes active. Use Jotform URL prefill or Assign Prefilled Form so known fields like name and email are filled in.
**One-Off Purchase Complete → Gmail or Jotform: Send Form Link**
Send an intake form (e.g. health questionnaire, waiver) after a one-off purchase is complete.
**Subscription Ends → Gmail: Send Jotform Link**
Send a cancellation/exit survey so you can learn why customers leave.
**Payment Overdue → Gmail: Send Jotform Link**
Send a short "what happened?" form to capture whether the issue is a card problem or a churn signal.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Subscription Started for subscription onboarding, or One-Off Purchase Complete for one-off purchases.
3. Build a prefilled Jotform URL using the form's prefill URL parameters and available Newie trigger fields for name/email, or use Jotform's Assign Prefilled Form action.
4. Connect Gmail, Jotform, or your preferred email tool as the action and send the customer the form link.
5. Test, then turn on the Zap.
To act on submitted responses, build another Zap with Jotform's New Submission trigger pointing into your CRM, Google Sheet, or Slack. Newie cannot be the action app.
## Notes
* Jotform plans have monthly submission, form, and storage limits. Check the current plan limits before using it for high-volume intake or legally important forms.
* URL-encode customer fields with Formatter by Zapier → Text → URL Encode so names with spaces or apostrophes do not break the prefill.
* If you need a waiver-style signature, confirm the form, signature widget, and signed-document workflow are suitable for your business before promising customers a signed waiver.
*Last updated: 2026-06-26*
# Newie + Kahunas
Source: https://docs.newie.app/integrations/newie-kahunas
Connect Newie with Kahunas through Zapier.
## Overview
Kahunas can stay focused on coaching delivery while Newie handles billing. Zapier can create or update paying clients in Kahunas where the required Kahunas fields and actions are available.
## What You'll Need
* Newie connected to Zapier
* A Kahunas account with coach/admin access for the user authorizing Zapier
* The Kahunas package, check-in form, daily check-in form, initial Q\&A, and plan start details needed by the client-create action
## Common Zaps
**Subscription Started → Kahunas client setup**
When billing starts and the subscription becomes active, create the client in Kahunas where the required package and check-in fields are available. Map email, name, and service name.
**One-Off Purchase Complete → Kahunas client setup**
For one-off audits or assessment purchases, create the client in Kahunas where the required package/form details are available, or notify the coach to follow up.
**Payment Overdue → Slack notification**
Alert the coach so they can pause check-in expectations for an overdue client.
**Subscription Ends → Slack/Email notification**
Notify the coach to archive the client in Kahunas and start offboarding.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Subscription Started or One-Off Purchase Complete.
3. Connect Kahunas as the action app.
4. Choose the client action available to that Kahunas account.
5. Map Newie email, name, and service name into the corresponding Kahunas fields, along with the required Kahunas package and form fields.
6. Test, then turn on the Zap.
## Notes
* Before turning on the Zap, confirm Kahunas exposes the client action and the package/form fields required for your workflow. If those fields are unavailable, trigger a coach notification instead of creating an incomplete client.
* Kahunas client creation needs more setup detail than a basic contact action. If you cannot map package and form fields confidently, trigger a coach notification instead.
* Add Filter by Zapier on the Newie Offering ID if you run different coaching programs through the same Newie account. Use **Copy Offering ID** in the service share sheet, or use the `offering_id` from a Newie Zap sample for that service when setting up the filter outside the app.
*Last updated: 2026-06-26*
# Newie + Mailchimp
Source: https://docs.newie.app/integrations/newie-mailchimp
Connect Newie with Mailchimp through Zapier.
## Overview
Mailchimp can turn Newie customer activity into marketing audience changes. Zapier can add customers to the right audience, tag, or journey based on purchase, subscription, or churn events.
## What You'll Need
* Newie connected to Zapier
* A Mailchimp account with at least one audience set up and the plan/features needed for the tags, journeys, and send volume you want to use
* The Mailchimp audience ID (you'll select it in the Zap)
* Any merge fields (FNAME, LNAME, service, etc.) created in the audience before the Zap runs
## Common Zaps
**Subscription Started → Mailchimp: Add/Update Subscriber**
Add the customer to your main audience with a tag like "Active Subscriber" when billing starts and the subscription becomes active. Map email, name, and the Newie service name into a merge field.
**Subscription Ends → Mailchimp: Add/Update Subscriber (with tag change)**
Re-tag the contact as "Churned" so they exit your active-customer journey and enter a win-back automation.
**Payment Overdue → Mailchimp: Add/Update Subscriber (with tag)**
Tag the contact as "Overdue" so they get a recovery email sequence built in Mailchimp.
**One-Off Purchase Complete → Mailchimp: Add/Update Subscriber**
For one-off purchases, add the buyer to an audience and tag them with what they bought.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Subscription Started for active-subscriber tagging.
3. Connect Mailchimp as the action app and authorize.
4. Choose Add/Update Subscriber.
5. Select the audience, map email and merge fields, and add a tag.
6. Test, then turn on the Zap.
## Notes
* Newie sends `full_name` as a single field; Mailchimp uses FNAME/LNAME merge fields. Split the name with Formatter by Zapier → Text → Split Text.
* Use tags rather than audiences to track Newie lifecycle states. Tags are easier to update as the customer moves through Subscription Started → Paused → Ends.
* If the Mailchimp audience requires double opt-in, new subscribers added via Zapier will still need to confirm before they're emailable.
* Mailchimp plan limits, audience settings, and contact status can affect whether a contact is emailable, even when Zapier successfully adds or updates the subscriber.
*Last updated: 2026-06-26*
# Newie + Notion
Source: https://docs.newie.app/integrations/newie-notion
Connect Newie with Notion through Zapier.
## Overview
Notion is useful when a team wants Newie events in the workspace they already use for CRM, onboarding, content, or operations. Zapier can add billing and customer activity to the right database or data source.
## What You'll Need
* Newie connected to Zapier
* A Notion account and a workspace where you have edit access
* Target Notion databases created in advance, with properties matching what you'll map, such as Email, Service, and Status
## Common Zaps
**Subscription Started → Notion: Create Database/Data Source Item**
Add a row to a Customers database when billing starts and the subscription becomes active. Map name, email, service, and active start date to the matching properties.
**One-Off Purchase Complete → Notion: Create Database/Data Source Item**
Log completed one-off purchases to a Sales database for tracking against monthly targets.
**Payment Overdue → Notion: Create Database/Data Source Item**
Create a task in a Follow-ups database/data source so a teammate can work the list.
**Subscription Ends → Notion: Update Database/Data Source Item**
Use Find Database Item or Find Data Source Item to look up the customer row, then update a Status property to "Churned" so dashboards reflect current state.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Subscription Started for active customer records.
3. Connect Notion as the action app and grant Zapier access to the specific pages/databases you want it to touch.
4. Choose the Notion create item action for the selected database/data source.
5. Select the database/data source, then map Newie fields to each property. For Select/Status properties, type the exact option name.
6. Test, then turn on the Zap.
## Notes
* Notion's Zapier integration only sees databases and pages you've explicitly shared with it. If your Zap can't see a database, re-open the Notion integration permissions and add it.
* Property names in Notion are exact. Renaming a property in Notion can break the Zap until you remap it.
* To update an existing row, use a Notion find step before the create/update step. Use create-if-missing only where it fits the workflow.
* Notion and Zapier action names can change as Notion moves database workflows toward data sources. Use the current action name shown in your Zapier account.
*Last updated: 2026-06-26*
# Newie + QuickBooks
Source: https://docs.newie.app/integrations/newie-quickbooks
Use Newie payout reports with QuickBooks, with Zapier as an optional lower-volume workflow.
## Overview
Newie and QuickBooks Online work together when collection and accounting need separate systems. Newie keeps the sale, fee, refund, and payout detail; QuickBooks keeps the accounting record and reconciliation workflow.
## Recommended: Use QuickBooks' Banking feed and attach the payout report
When a Newie payout hits the bank account, QuickBooks' Banking feed imports the deposit. Let QuickBooks create the deposit or money-in record, then attach the matching individual payout report. This is the approach we recommend for most businesses.
**Why It Works Well**
* The bank-feed deposit and the Newie payout should match by amount, which makes reconciliation easier to review.
* The payout report shows how Newie's fees, refunds, and adjustments contribute to the amount that hit the bank, so the accountant can review the payout detail from one supporting document.
* The customer's Payment Method Country is preserved in the Newie payout report for domestic and overseas payment-method review.
* High-volume businesses avoid hundreds of QuickBooks records: one QuickBooks entry per bank deposit, one attached report per entry.
**How to Set It Up**
1. Connect the bank account that receives Newie payouts to QuickBooks via the Banking section. When a Newie payout hits the account, QuickBooks imports the deposit automatically.
2. In Newie, open **Payouts**, select the matching payout, then tap **Download** and choose PDF or CSV.
3. In QuickBooks, match the bank-feed deposit to a new Bank Deposit or Sales Receipt using the revenue, fee, refund, and tax treatment your accountant recommends, and attach the downloaded payout report.
4. Repeat for each payout. Most businesses can attach the individual payout report and stop there; add line-by-line detail only if you or your accountant want it.
See [Reports & Reporting](/guides/reports-reporting) for report details.
## Alternative: Per-transaction Zapier integration
For lower-volume businesses that want each Newie sale to appear as its own QuickBooks invoice or sales receipt, Zapier can drive that flow. Before choosing it:
* **Fee handling.** Newie's transaction fees are not cleanly captured by per-transaction Zaps. You still need to reconcile fees against the Newie payout report.
* **Volume.** Hundreds of transactions per month mean hundreds of QuickBooks records - the payout-based approach is much cleaner at scale.
* **Coverage.** Zapier handles customer, subscription, purchase, and payment events. It does not send payout reports, payout batches, or payout fee breakdowns - those still come from the Payouts section in Newie.
* **Plan.** QuickBooks Online is a premium Zapier app, so a paid Zapier plan is required. Zapier's QuickBooks app connects to QuickBooks Online.
**Common Zaps**
**Payment Paid → QuickBooks Online: Create Sales Receipt**
For paid-up-front flows where QuickBooks does not need its own invoice first, log the confirmed Newie payment as a sales receipt. Map customer email/name, service name (as product/service), and amount.
**Payment Paid → QuickBooks Online: Create Invoice**
If you prefer to keep a QuickBooks invoice trail, create a QuickBooks invoice and then a QuickBooks payment against it. Map customer, line item, and amount.
**Subscription Started → QuickBooks Online: Create Customer**
When billing starts and the subscription becomes active, create the matching customer record in QuickBooks so future invoices have somewhere to land.
**Payment Voided → Slack/Email notification**
Notify finance to handle refunds/voids manually. Automating credit memos in QuickBooks can get messy without human review.
**What You'll Need**
* Newie connected to Zapier
* A QuickBooks Online subscription
* A paid Zapier plan, because QuickBooks Online is a premium Zapier app
* A revenue account and at least one product/service set up in QuickBooks to map invoice line items to
**Setup at a Glance**
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Payment Paid.
3. Connect QuickBooks Online as the action app and authorize the correct company file.
4. Choose Create Sales Receipt or Create Invoice.
5. Map Newie's customer details to the QuickBooks customer (use Find Customer first if you want to avoid duplicates), then map service name and amount to the line item.
6. Test with a real successful payment, then turn on the Zap.
## Notes
* The payout-based approach is recommended for most providers, especially steady or higher-volume businesses. Per-transaction Zapier suits businesses that want individual-sale visibility in QuickBooks and are comfortable reconciling fees themselves.
* Use Newie's payout reports when reviewing fees, refunds, and the per-transaction Payment Method Country. Payment Method Country is useful for domestic and overseas payment-method review, but it is not a final tax-residence determination. See [Reports & Reporting](/guides/reports-reporting).
* Use Find Customer (with create-if-missing) before the Create Invoice step to avoid duplicate customer records.
* Trigger QuickBooks invoice and receipt workflows from **Payment Paid**.
* Do not use **Subscription Created** for successful-payment accounting. It fires when the customer first purchases and can be earlier than the billing start date.
* For BECS Direct Debit, Zapier does not expose **Payment Created**. **Payment Paid** fires after bank confirmation, when the related Newie invoice is marked Paid. Funds can still be clearing for payout after that trigger fires.
* Tax: configure tax codes inside QuickBooks per product/service with your accountant rather than trying to compute tax in Zapier.
*Last updated: 2026-06-26*
# Newie + Skool
Source: https://docs.newie.app/integrations/newie-skool
Connect Newie with Skool through Zapier.
## Overview
Skool can manage the paid community while Newie manages subscriptions and retries. Zapier can invite or update customers in Skool where the required Skool actions are available for the group and plan.
## What You'll Need
* Newie connected to Zapier
* A Skool Pro plan
* A Skool community you own or admin
* The Skool group API key and group URL for Zapier authentication
## Common Zaps
**Subscription Started → Skool member invite**
When billing starts and the subscription becomes active, invite the customer to the Skool group where the connected Skool action supports it.
**One-Off Purchase Complete → Skool member invite**
For one-off paid cohort purchases, send the Skool invite after the purchase is complete where the member-invite action is available.
**Subscription Ends → Slack/Email notification**
Notify yourself or a community manager to review the member's Skool access. Skool's Zapier removal options are limited, so removal is usually manual.
**Payment Overdue → Slack notification**
Alert the community manager so they can decide whether to pause access or wait for retry.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Subscription Started or One-Off Purchase Complete.
3. Connect Skool as the action app using your Skool group API key and group URL.
4. Choose the member-invite action available to that Skool group.
5. Map Newie email and name to the invite fields.
6. Test with a real purchase, confirm the customer receives the Skool invite, then turn on the Zap.
## Notes
* Before turning on the Zap, confirm Skool exposes a member-invite action for the specific group API key and group URL. If the action is unavailable for that group or plan, send a staff notification.
* For cancellation removals, treat removal as manual today. Automate the notification, not the removal.
*Last updated: 2026-06-26*
# Newie + Slack
Source: https://docs.newie.app/integrations/newie-slack
Connect Newie with Slack through Zapier.
## Overview
Slack can surface Newie billing activity where the team already works. Zapier can post events such as new subscriptions, successful payments, and overdue invoices into the right channels.
## What You'll Need
* Newie connected to Zapier
* A Slack workspace and permission to install the Zapier app
* The target channels created in advance (private channels need the Zapier app added explicitly)
## Common Zaps
**Subscription Started → Slack: Send Channel Message**
Post to a #signups channel when billing starts and the subscription becomes active. Map customer name, service, and amount into the message.
**Payment Paid → Slack: Send Channel Message**
Post successful payments in a #revenue or #wins channel for team visibility and weekly reviews. For BECS Direct Debit, this posts after bank confirmation, not at initial payment submission.
**Payment Overdue → Slack: Send Direct Message**
DM the account owner directly when a payment goes overdue so it gets handled without spamming a channel.
**Subscription Paused → Slack: Send Channel Message**
Post to a #retention channel so a teammate can reach out before the pause becomes a cancellation.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick the trigger event.
3. Connect Slack as the action app and authorize.
4. Choose Send Channel Message (or Send Direct Message).
5. Select the channel/user and write the message, dropping in Newie fields like full\_name, service, and amount.
6. Test, then turn on the Zap.
## Notes
* For private channels, add the Zapier app to the channel before testing or the Zap will fail with a permissions error.
* For richer Slack messages with buttons or Block Kit, use Slack's API or a webhook-based workflow. The standard Zapier action works for text, links, files, and thread replies.
* High-volume accounts can get noisy fast. Consider one channel per trigger type so #signups does not drown out #overdue.
*Last updated: 2026-06-26*
# Newie + Trainerize
Source: https://docs.newie.app/integrations/newie-trainerize
Connect Newie with Trainerize through Zapier.
## Overview
Trainerize can stay focused on workouts, messaging, and progress while Newie handles subscriptions, payment retries, and pauses. Zapier can create or update paying clients in Trainerize where the required action is available.
## What You'll Need
* Newie connected to Zapier
* An ABC Trainerize account on a plan that includes Zapier access
* A trainer or admin account in Trainerize for the Zapier connection
## Common Zaps
**Subscription Started → ABC Trainerize client setup**
When billing starts and the subscription becomes active, create or update the client in ABC Trainerize where that action is available. Map name, email, and Newie service name into the Trainerize note, group, tag, or program field that matches your workflow.
**One-Off Purchase Complete → ABC Trainerize client setup**
For one-off intake purchases, create or update the client where Zapier supports it, or notify the coach to follow up.
**Subscription Paused → Slack/Email notification**
If Trainerize does not expose the exact pause action you need in Zapier, notify the coach via Slack or email to review access manually.
**Subscription Ends → Slack/Email notification**
Notify the coach when a subscription ends so they can review whether to archive or offboard the client in Trainerize.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Subscription Started or One-Off Purchase Complete.
3. Connect ABC Trainerize as the action app and authorize with a trainer/admin account.
4. Choose the client action available to that Trainerize account.
5. Map Newie's email, full\_name (split via Formatter if needed), and service name into the corresponding Trainerize fields.
6. Test, then turn on the Zap.
## Notes
* Before turning on the Zap, confirm the exact client action and required fields for the trainer/admin account. If the action or required fields are unavailable, use a coach notification.
* Some Trainerize client-management actions are only available inside Trainerize. Newie triggers can drive notifications and client updates where Zapier supports them, but they do not create full bidirectional sync.
* If you run multiple programs, add a Filter by Zapier step on the Newie Offering ID so each Zap only acts on the matching service. Use **Copy Offering ID** in the service share sheet, or use the `offering_id` from a Newie Zap sample for that service when setting up the filter outside the app.
* For paid subscription access, choose **Subscription Started**. **Subscription Created** fires when the customer first purchases and can be earlier than billing start for future-start subscriptions.
* For instalment plans, choose the subscription or payment trigger that matches the plan stage you care about.
*Last updated: 2026-06-26*
# Newie + Trello
Source: https://docs.newie.app/integrations/newie-trello
Connect Newie with Trello through Zapier.
## Overview
Trello is useful when Newie events should become operational tasks. Zapier can create cards for onboarding, fulfillment, follow-up, or overdue-payment work on the right board and list.
## What You'll Need
* Newie connected to Zapier
* A Trello account that is a member of the target board
* The board and lists set up in advance
## Common Zaps
**Subscription Started → Trello: Create Card**
Create an Onboarding card when billing starts and the subscription becomes active. Map customer name to the card title and service plus email to the description.
**One-Off Purchase Complete → Trello: Create Card**
For completed one-off purchases that need fulfillment, create a card on a Fulfillment list.
**Payment Overdue → Trello: Create Card**
Create a card on a Follow-ups list so someone works the recovery manually.
**Subscription Ends → Trello: Create Card**
Add a card to an Offboarding list to handle final steps (cancel access, send exit survey).
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick the trigger event.
3. Connect Trello as the action app and authorize.
4. Choose Create Card.
5. Select the board and list, then map Newie fields to Card Name and Description. Optionally set a label and due date.
6. Test, then turn on the Zap.
## Notes
* Use Trello labels to color-code cards by Newie service or customer type. Set the label in the Zap so cards are sortable from day one.
* For boards used by multiple people, set the Member field on the Zap action so the right person is auto-assigned.
* Zapier can create cards on a board and list you can access. If a board, list, member, or label is missing in Zapier, check Trello membership and reconnect the app before changing the Zap logic.
*Last updated: 2026-06-26*
# Newie + Typeform
Source: https://docs.newie.app/integrations/newie-typeform
Connect Newie with Typeform through Zapier.
## Overview
Typeform is useful when checkout should trigger an intake, onboarding, or feedback form. Zapier can send customers to the right form at the right Newie lifecycle moment.
## What You'll Need
* Newie connected to Zapier
* A Typeform account
* Typeform form(s) built and published, with URL parameters configured if you want to pass known customer details into the form
## Common Zaps
**Subscription Started → Gmail/Mailchimp: Send Typeform Link**
Typeform's Zapier app is mostly response-triggered. Send an email with the Typeform URL when billing starts and the subscription becomes active. Use Typeform URL parameters to pass known details like name and email into the form.
**One-Off Purchase Complete → Gmail: Send Typeform Link**
Send a one-off intake form after a paid assessment or onboarding package is complete.
**Subscription Ends → Gmail: Send Typeform Link**
Send an exit/cancellation survey when a subscription ends. Useful for understanding churn reasons.
**Payment Overdue → Gmail: Send Typeform Link**
Send a short "what happened?" survey to overdue customers to learn whether it's a card issue or a churn signal.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Subscription Started for subscription onboarding, or One-Off Purchase Complete for one-off purchases.
3. Build the Typeform URL with URL parameters configured in Typeform, using available Newie trigger fields for values such as customer name and email.
4. Connect Gmail (or your email tool) as the action and send the email containing the prefilled link.
5. Test, then turn on the Zap.
## Notes
* Typeform's Zapier app is mainly for response-triggered workflows. Sending people to a form is usually done by emailing a link.
* URL parameters can pass known data into Typeform and personalize the form, but they must be configured in Typeform first. Be careful with personal information in URLs, especially if analytics or tracking tools also read those URLs.
* URL-encode any customer fields that might contain spaces or special characters. Use Formatter by Zapier → Text → URL Encode.
* To act on responses, such as tagging a customer based on an answer, add a second Zap with Typeform as the trigger and your CRM as the action. Newie cannot be the action app.
*Last updated: 2026-06-26*
# Newie + Xero
Source: https://docs.newie.app/integrations/newie-xero
Use Newie payout reports with Xero, with Zapier as an optional lower-volume workflow.
## Overview
Newie and Xero work together when collection and accounting need separate systems. Newie keeps the sale, fee, refund, and payout detail; Xero keeps the accounting record and reconciliation workflow.
## Recommended: Use Xero's bank feed and attach the payout report
When a Newie payout hits the bank account, Xero's bank feed imports the deposit. Let Xero create the money-in transaction, then attach the matching individual payout report. This is the approach we recommend for most businesses.
**Why It Works Well**
* The bank-feed deposit and the Newie payout should match by amount, which makes reconciliation easier to review.
* The payout report shows how Newie's fees, refunds, and adjustments contribute to the amount that hit the bank, so the accountant can review the payout detail from one supporting document.
* The customer's Payment Method Country is preserved in the Newie payout report for domestic and overseas payment-method review.
* High-volume businesses avoid hundreds of Xero entries: one Xero entry per bank deposit, one attached report per entry.
**How to Set It Up**
1. Connect the bank account that receives Newie payouts to Xero via Xero's bank feed. When a Newie payout hits the account, Xero imports the deposit automatically.
2. In Newie, open **Payouts**, select the matching payout, then tap **Download** and choose PDF or CSV.
3. In Xero, open the bank-feed deposit transaction, code it using the revenue, fee, refund, and tax treatment your accountant recommends, and attach the downloaded payout report.
4. Repeat for each payout. Most businesses can attach the individual payout report and stop there; add line-by-line detail only if you or your accountant want it.
See [Reports & Reporting](/guides/reports-reporting) for report details.
## Alternative: Per-transaction Zapier integration
For lower-volume businesses that want each Newie sale to appear as its own Xero invoice, Zapier can drive that flow. Before choosing it:
* **Fee handling.** Newie's transaction fees are not cleanly captured by per-transaction Zaps. You still need to reconcile fees against the Newie payout report.
* **Volume.** Hundreds of transactions per month mean hundreds of Xero invoices - the payout-based approach is much cleaner at scale.
* **Coverage.** Zapier handles customer, subscription, purchase, and payment events. It does not send payout reports, payout batches, or payout fee breakdowns - those still come from the Payouts section in Newie.
**Common Zaps**
**Payment Paid → Xero: Create Sales Invoice**
Map customer name, amount, and service name to the Xero sales invoice. Use **Payment Paid** so invoices are created only after Newie has confirmed payment.
Do not wire **Payment Overdue** or **Payment Uncollectible** to invoice creation. They represent invoices or payment attempts that have not produced confirmed payment.
For BECS Direct Debit, Zapier does not expose **Payment Created**. **Payment Paid** fires after bank confirmation, when the related Newie invoice is marked Paid. Funds can still be clearing for payout after that trigger fires.
**Subscription Created → Xero: Create/Update Contact**
Create or update a Xero contact when the customer first purchases a subscription, so the contact record exists before billing starts or the first invoice arrives.
**Payment Voided → Slack/Email notification**
Notify finance to review the voided invoice or payment record manually. Payment Voided means the record was manually voided; do not treat it as a confirmed refund unless the Newie payment record shows a refund.
**Payment Overdue → Slack/Email notification**
Notify finance or ops. Overdue invoices often resolve in Newie before they need accounting action.
**What You'll Need**
* Newie connected to Zapier
* A paid Xero account with user permissions that allow Zapier access to the organization
* A paid Zapier plan, because Xero is a premium app on Zapier
* A Xero account code or revenue account chosen in advance for the invoices to hit
**Setup at a Glance**
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick Payment Paid.
3. Connect Xero as the action app and authorize the correct organization.
4. Choose Create Sales Invoice (or Create/Update Contact for the contact-creation Zap). If you need credit notes, build that as a reviewed finance workflow; not every Payment Voided event is a refund.
5. Map Newie's customer email/name to the Xero contact, and the payment amount and service name to invoice line items. Set the revenue account code.
6. Test with a real successful payment, then turn on the Zap.
## Notes
* The payout-based approach is recommended for most providers, especially steady or higher-volume businesses. Per-transaction Zapier suits businesses that want individual-sale visibility in Xero and are comfortable reconciling fees themselves.
* Xero plan limits and user permissions can affect invoice creation through Zapier. Confirm the connected Xero organization can create the volume and type of records you want before going live.
* Use Newie's payout reports when reviewing fees, refunds, and the per-transaction Payment Method Country. Payment Method Country is useful for domestic and overseas payment-method review, but it is not a final tax-residence determination. See [Reports & Reporting](/guides/reports-reporting).
* For Zapier-driven invoices, decide upfront whether invoices should be created as Draft, Awaiting Payment, or Paid in Xero, and reflect that in the action's Status field. If you mark them Paid, also set the payment date and account.
* If you need to split out taxes on Zapier-created invoices, configure the Xero account/tax rate at the line level with your accountant rather than trying to do tax math in Zapier.
*Last updated: 2026-06-26*
# Newie + Zoom
Source: https://docs.newie.app/integrations/newie-zoom
Connect Newie with Zoom through Zapier.
## Overview
Zoom can handle the live session while Newie handles the payment. Zapier can register paying customers for the right meeting or webinar so they receive the join details when Zoom registration and email settings are configured.
## What You'll Need
* Newie connected to Zapier
* A Zoom account on a plan that supports the registration workflow you want to use. Webinar registration requires the Zoom Webinars add-on.
* A meeting or webinar already created in Zoom with registration enabled
## Common Zaps
**Subscription Started → Zoom registration**
When billing starts and the subscription becomes active, register the customer for the meeting tied to their service where the Zoom action and meeting settings support registration. Map email, first name, and last name.
**One-Off Purchase Complete → Zoom webinar registration**
For one-off paid workshops, register the buyer after purchase so Zoom can send the join email when the webinar action and email settings allow it.
**Subscription Renewed → Zoom registration refresh**
For recurring cohorts, re-register the customer each cycle if you rotate meeting IDs.
**Subscription Ends → Slack notification**
Notify yourself to review whether to revoke the customer's registration or remove them from a recurring series.
## Setup at a Glance
1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick the trigger event (e.g. Subscription Started for subscription access, or One-Off Purchase Complete for one-off workshops).
3. Connect Zoom as the action app and authorize Zapier.
4. Choose Create Meeting Registrant or Create Webinar Registrant.
5. Select the specific meeting/webinar and map Newie email and name fields.
6. Test with a live Newie purchase, then turn on the Zap.
## Notes
* Make sure the Zoom meeting or webinar supports registration before turning on the Zap. Webinar registration requires the Zoom Webinars add-on.
* Zoom requires first and last name as two fields. Use Formatter by Zapier → Text → Split Text to break Newie's `full_name` into first name and last name.
* Registration and the relevant confirmation email settings must be turned on in Zoom before relying on Zoom to send join details.
*Last updated: 2026-06-26*
# About Newie
Source: https://docs.newie.app/introduction/about-newie
What Newie is, who it is for, and how providers use it to sell services.
## What Is Newie?
Newie helps service providers sell services, collect payments, and manage the customer records that come from each purchase. Create a service on your iPhone, Mac, or the web, then sell it as a subscription, one-off purchase, or instalment plan. Customers can pay by card or Apple Pay, with Bank Account, Buy Now Pay Later, and Tap to Pay on iPhone available where eligible.
## Who Is Newie For?
Newie is for individual service providers and teams who deliver services online, in person, or both - personal trainers, online coaches, coaching teams, businesses with multiple coaches or practitioners, consultants, tutors, beauty and wellness providers, accountants, bookkeepers, creative businesses, and small teams selling services to clients.
> See [Who Uses Newie & Common Workflows](/introduction/who-uses-newie-common-workflows) for detailed use cases and workflows by industry.
## Foundation of Using Newie
Everything in Newie starts with a service.
You can create a tailored service for one customer, or a reusable service many customers can buy. That service becomes the foundation for pricing, checkout, subscriptions, customers, agreements, payment links, QR codes, Tap to Pay, reporting, and follow-up.
That means Newie supports both bespoke one-to-one offers and scalable services without forcing you to rebuild the offer each time.
For the detailed setup model, see [Services](/guides/services). For a practical framework on when to create reusable services versus custom links, see [Provider Guides](/guides).
## What Sets Newie Apart?
Selling a service is not the same as selling a product. Services often involve recurring payments, changing plans, pauses, intro pricing, customer self-service, agreements, and longer customer relationships. Newie is built around the service the customer buys, then adds the tools around it to sell the service, collect payments, manage changes, and follow up.
## Key Features
These are some of the key features that make the biggest difference for service businesses.
Follow up on overdue subscription and instalment plan invoices, handle replies, schedule follow-ups, and include the Customer Manage Link where the assistant is following up.
Turn on Terms of Service and create terms with AI assistance, or use your own. Customers agree before purchase, and signed agreements are stored and downloadable. Review terms before using them with customers.
Customise the price or start date of any service for a specific customer without changing the base service. Use it for tailored offers when the customer is ready to buy. Share the custom link or QR code; the original service stays unchanged.
Manage pauses, resumes, scheduled cancellations, plan changes, intro pricing, fixed-term packages, instalment plans, setup fees, and customer self-service from the service setup.
## What Does Newie Cost?
Newie has no monthly fees, no sign-up fees, no lock-in contracts, and no dishonour fees. Fees apply to successful transactions and clearly listed optional features or payment methods where enabled.
The standard transaction fee is 2.9% + 30c for Australia and other enabled countries, and 3.4% + 30c for the United States. Other fees can apply to optional features, payment methods, international transactions, or Instant Payouts.
See [Fees & Limits](/introduction/fees-and-limits) for the quick overview or the [Fees & Limits Reference](/reference/fees-and-limits) for the complete fee table, inclusions, and payment limits.
## Ratings & Reviews
Service providers rate Newie strongly on the App Store, and the written reviews show why. Providers commonly mention easier payment setup, flexible payment links, subscription and payment-plan management, less admin, and responsive support.
For a source snapshot and links to current App Store reviews, see [Ratings & Reviews](/reference/ratings-reviews).
*Last updated: 2026-07-15*
# Fees & Limits
Source: https://docs.newie.app/introduction/fees-and-limits
A quick overview of Newie transaction fees, optional fees, and payment limits.
Newie has no monthly fees, setup fees, sign-up fees, lock-in contracts, or dishonour fees. Fees apply when a customer successfully pays and when you use certain optional features or payment methods.
Stripe processing is included in the Newie fee. You do not pay a separate Stripe card-processing fee for the same Newie payment.
## Standard Transaction Fees
| Provider Account | Fee per Successful Card Payment |
| ----------------------- | ------------------------------- |
| United States | 3.4% + 30c |
| Australia | 2.9% + 30c |
| Other enabled countries | 2.9% + 30c |
For GBP payments, the fixed amount is 30p. For EUR payments, it is €0.30.
## Other Fees
* **Buy Now, Pay Later:** Shown in Newie when you price an eligible One-Off Purchase.
* **Terms of Service:** 0.4% per transaction when enabled on a service.
* **International transactions:** 2% when funds are received in a different currency to the payout currency.
* **Instant Payouts:** 1.5% added to the Instant Payout amount you choose.
You can enable **Add Fee to Price** on a service to include the transaction fee in the customer-facing price. The customer sees one all-inclusive price.
## Transaction Limits
The standard minimum transaction amount is 0.50 in the service currency. The maximum single-transaction amount is 20,000 in the service currency.
Limits can vary by currency and payment method. For provider eligibility and amount limits for Afterpay, Klarna, and Affirm, see [Buy Now, Pay Later Payments](/guides/bnpl-payments#bnpl-amount-limits).
See when each fee applies, what Newie does not charge for, refund and dispute notes, and where fees appear in reports.
*Last updated: 2026-07-15*
# How Newie Compares
Source: https://docs.newie.app/introduction/how-newie-compares
How Newie compares with other tools for selling services.
See how Newie differs from direct debit, POS, accounting, ecommerce, and P2P tools.
Be clear on when Shopify, Square, accounting software, or P2P tools are a better fit.
Newie often works with accounting, booking, or automation tools instead of replacing them.
## Side-by-Side Comparison
This table compares Newie with common alternatives. The comparison is about product fit, not whether the other tool can technically process a payment.
| Tool | Primary Fit | Type | How Newie Compares |
| --------------------- | -------------------------------------- | ------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Debit Success | AU direct debit | Direct debit | Direct debit can work well for simple recurring collection. Newie is broader: service setup, checkout links, subscriptions, customer records, agreements, overdue follow-up, reporting, and cards / Apple Pay / AU Bank Account / BNPL where eligible. |
| Ezidebit | AU/NZ direct debit | Direct debit | Ezidebit is commonly considered for direct debit collection. Newie is a service-business system around the payment: service setup, checkout, customer self-service, subscription management, reporting, and follow-up. |
| Pay Advantage | AU direct debit | Direct debit | Pay Advantage is commonly considered for direct debit and payment collection. Newie is better suited when the provider also needs service pages, customer checkout, agreements, subscription controls, and customer records in one workflow. |
| GoCardless | Bank debit | Bank debit / recurring billing | GoCardless is strong for collecting one-off and recurring payments through bank debit schemes. Newie is stronger when the provider needs a service-business layer around payments: service offers, customer checkout, Terms of Service records, Customer Manage Links, and Newie-specific customer workflows. |
| SumUp | Card reader / POS | POS + payments | SumUp is oriented around card readers and point-of-sale payments. Newie is built for service businesses where remote payment links, subscriptions, instalment plans, and customer records matter alongside occasional in-person payment. |
| Cash App | P2P or simple business payments | P2P payments | Cash App can work for simple one-off payments. Newie is better for services with checkout links, recurring billing, payment retries, customer self-service, agreements, and reporting. |
| Fanbasis | Creator monetization | Creator monetization | Fanbasis is built around creator monetization and digital-product workflows. Newie is for service businesses with recurring billing, subscriptions, and program-based offers. |
| PayPal | Wallet / checkout / recurring payments | Payments / wallet | PayPal supports checkout and recurring payments. Newie is a better fit when the provider wants service setup, custom links, agreements, subscription controls, customer records, and follow-up workflows built around the service they sell. |
| QuickBooks (Payments) | Accounting-led payments | Accounting + payments | QuickBooks is usually the accounting system. Newie is the service checkout and billing layer. Most providers use Newie for selling and customer payment, then use QuickBooks or Xero for accounting records. |
| Shopify | Product ecommerce | E-commerce platform | Shopify is built for product ecommerce: products, carts, inventory, shipping, fulfilment, variants, and delivery-address collection. Newie is for services. It can take payment for a physical product using a one-off service in manual or low-volume cases, but it does not manage product ecommerce operations. |
| Square | POS / retail / restaurant payments | POS + payments | Square is strong when the business needs a full point-of-sale system, register, hardware, inventory, or restaurant/retail workflows. Newie is built for service businesses where service links, subscriptions, customer management, and remote checkout matter more than a register. |
| Stripe | Payment infrastructure | Payment processor / billing infrastructure | Stripe is the payments infrastructure underneath Newie and has powerful billing tools. Newie is the service-business app on top: no-code service setup, customer checkout, Terms of Service records, the Overdue Assistant, Customer Manage Links, subscription controls, and a finished customer-facing service experience. |
| Venmo | P2P or simple business payments | P2P payments | Venmo business profiles can accept customer payments, but Newie is better for running ongoing service relationships with checkout, customer records, subscriptions, refunds, and billing workflows. |
| Whop | Digital products and communities | Creator / community payments | Whop is built around digital products and paid communities. Newie is built for service delivery - in-person, online, or hybrid - with subscription, instalment, and refund tooling shaped for service businesses rather than digital-product storefronts. |
| Zelle | Bank transfer | P2P bank transfer | Zelle is bank-to-bank transfer. Newie is better when the provider needs checkout, recurring billing, customer records, payment status, receipts, reporting, and a service-management workflow. |
## What Newie Isn't a Fit For
These are the edges to be clear about:
* **Physical product e-commerce.** Newie can take payment for a physical product using a one-off service in manual or low-volume cases, but it does not manage inventory, carts, shipping, fulfilment, variants, or delivery-address collection. Use Shopify or a similar product ecommerce tool if those features matter.
* **In-person retail with a register.** Newie's Tap to Pay handles in-person contactless payments on supported iPhones, but it isn't a full POS. Square or another POS tool may be a better fit for cafes, retail floors, restaurants, inventory, or register workflows.
* **One-off P2P payments between friends.** Use Venmo, Cash App, or Zelle.
* **Pure accounting and bookkeeping.** Use QuickBooks or Xero for your accounting records. The cleanest workflow is to let your accounting software's bank feed import each Newie payout as a deposit, then attach the Individual Payout Download for that payout as supporting detail. Use Payout Summary for date-range tax summaries. Zapier can drive per-transaction sync if you want individual sales mirrored into accounting, but it has tradeoffs around fee handling.
If you need more than what is listed, the right answer is usually Newie alongside one of these tools, not Newie instead of them.
*Last updated: 2026-05-31*
# Getting Set Up
Source: https://docs.newie.app/introduction/quick-start
Set up your provider account, first service, payouts, and first payment.
## Overview
Getting set up in Newie means creating a service, finishing payout setup, and sharing a way for the customer to pay. Most first setups follow that same sequence.
## Setup Steps
Download Newie on iPhone or Mac.
Sign up, verify your email where prompted, and fill in the profile details Newie asks for, such as name, profession, biography, and profile photo.
See [Account & Profile](/guides/account-profile) for the full setup.
A service is what customers buy from you. Newie supports three types:
* **Subscription** - recurring billing on a schedule (weekly, monthly, etc.) until paused or canceled.
* **One-Off Purchase** - a single-purchase service with one invoice and payment.
* **Instalment Plan** - a fixed total split across a set number of scheduled payments.
In the app, go to **Sell → Services → New Service**, choose the type, name it, set the price, and save.
You can come back later to add Terms of Service, digital downloads, a Welcome Email, intro pricing, setup fees, or BNPL where eligible.
See [Services](/guides/services) for service-type details, pricing options, intro pricing, setup fees, and digital downloads.
Complete payout setup when Newie prompts you during onboarding or from the Home screen.
Choose the country Newie asks for, then continue to Stripe to complete payout onboarding, including bank account, identity, and business details.
See [Payouts](/guides/payouts) for payout schedules, payment clearing time, and Instant Payouts.
Common ways to take a customer through to payment include:
* **Link.** Every service gets a customer-facing link (`share.newie.app/offerings/...`) you can paste anywhere: Instagram, email, SMS, iMessage, or your website.
* **QR Code.** Download or display a QR code customers scan to open the same payment page.
* **Tap to Pay.** Take an in-person card or digital wallet payment on a supported iPhone after Tap to Pay has been enabled for your account.
See [Selling Overview](/guides/selling-sharing) for full details on each.
When a customer pays, Newie automatically:
* Sends them a New Purchase email (and a Welcome Email if you've configured one).
* Adds the funds to your Newie payout balances while they clear.
* Notifies you in Newie where notifications are enabled.
Newie shows your current clearing and payout timing in Payouts. New accounts can have a first-payout verification period, and timing can also be affected by region, weekends, public holidays, account reviews, and payment method.
Newie also supports Instant Payouts for eligible providers and eligible funds.
See [Payouts](/guides/payouts) for clearing, payout schedules, bank-arrival details, and Instant Payouts.
## Moving Existing Stripe Customers
If you already have lots of active customers or subscriptions in Stripe, contact Newie before manually canceling subscriptions or asking everyone to sign up again.
Newie can support guided Stripe migrations and help you plan how existing customers, billing, pricing, start dates, and customer communication should move into Newie.
See [Switch to Newie](/guides/switch-to-newie) for the full migration planning guide.
*Last updated: 2026-06-26*
# Who Uses Newie & Common Workflows
Source: https://docs.newie.app/introduction/who-uses-newie-common-workflows
Common Newie setup patterns by business type and workflow.
## Who Newie Is For
Newie supports different service businesses, but most setups reduce to a few repeated patterns: what the customer buys, how they pay, and how they reach checkout.
## Workflow Areas
See common online, in-person, digital, and mixed service businesses.
Match subscriptions, fixed terms, one-off payments, and instalment plans.
Compare enquiry-led, self-serve, and in-person ways to sell.
## Business Types
| Business type | Examples | Common Newie setup |
| ----------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| Online expertise and coaching | Fitness coaching, consulting, tutoring, education, marketing support, and social media retainers | Subscriptions, fixed-term programs, one-off consults, digital resources, and onboarding links |
| In-person services and appointments | Personal training, sport coaching, beauty, hair, home services, mobile services, care-style services, photography, retreats, casual sessions, and deposits | Tap to Pay, QR codes, direct links, deposits, memberships, packages, instalment plans, and final balances |
| Digital products and memberships | eBooks, templates, guides, workbooks, paid resources, communities, private content, newsletters, and member access | One-off purchases, digital downloads, subscriptions, Welcome Emails, and integrations |
| Mixed service businesses | Businesses that combine live delivery, resources, booking links, onboarding, and in-person extras | More than one setup used together, such as a subscription plus a workbook, booking link, Welcome Email, and Tap to Pay add-on |
## Payment Setups
Most Newie workflows start with how the customer pays: recurring, fixed-term, one-off, or instalments.
Choose the setup based on how the customer pays and how the service is delivered.
| Setup | Good fit | Example |
| ----------------------- | ----------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------- |
| Subscription | Ongoing services delivered weekly, fortnightly, monthly, or on another recurring schedule | Monthly coaching, weekly training, ongoing consulting, memberships |
| Fixed-Term Subscription | A service that runs for a set number of payments or a set period | 8-week program, school term package, 3-month coaching block |
| One-Off Purchase | A single service, appointment, upfront block, or once-off fee | One consult, photo session, retreat deposit, paid-upfront block, digital guide, or workshop |
| Instalment Plan | A larger fixed-total purchase paid over scheduled payments | High-ticket package, annual program, retreat package, photography package, or split setup fee |
## Sales Flows
Most Newie sales follow one of three patterns: the customer talks to the provider first, buys by themselves, or pays in person.
For the mechanics of links, QR codes, Tap to Pay, and checkout, see [Selling Overview](/guides/selling-sharing).
| Flow | Customer action | Provider action | Newie action |
| --------------- | ----------------------------------------------------------------------- | ------------------------------------------------------------ | ------------------------------------------------------------------------- |
| Enquiry to Sale | Talks to you before buying | Chooses the right service, price, and checkout path | Opens checkout from a link, QR code, custom link, or Purchase as Customer |
| Self-Serve | Opens a link or Store and buys without a live conversation | Sets up clear services, pricing, terms, and next steps first | Handles checkout and sends the New Purchase email |
| In-Person | Pays around an appointment, session, treatment, class, event, or add-on | Delivers or confirms the service in person | Takes payment through Tap to Pay, QR code, or link |
For step-by-step setup, see [Turn an Enquiry into a Sale](/guides/enquiry-to-sale), [Selling Overview](/guides/selling-sharing), or [Set Up Newie for In-Person Services](/guides/setup-newie-in-person-services).
## Delivery Workflows
| Delivery pattern | Who handles it | What happens |
| ----------------------------- | ---------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| You or your team deliver it | You, a staff member, coach, practitioner, tutor, photographer, consultant, or contractor | The service is delivered online, in person, or both |
| Newie sends a file or link | Newie | A digital download can be attached to a service and included in the New Purchase email |
| Newie sends the next step | Newie | A Welcome Email can include booking links, intake forms, instructions, preparation notes, community links, or first-session details |
| Another system handles access | An external tool, usually through Zapier | Customer details can move into a training app, course platform, CRM, Slack, Mailchimp, Gmail, spreadsheet, or another tool |
### Combined Delivery Workflows
Most service businesses combine more than one delivery style.
A 12-week coaching program might include weekly live calls, a workbook, onboarding emails, and a booking link for the first session.
A retreat might include a deposit, scheduled balance payments, welcome emails, and booking instructions.
A photography package might include a booking fee, shoot date, instalment plan, and final balance.
## Booking Workflows
If bookings are a big part of the business, Newie fits into the booking flow as the payment layer.
Newie handles checkout, payment, receipts, billing, and customer records. Bookings stay in your normal calendar, booking process, or booking software.
For the detailed booking patterns, see [Use Newie with Bookings](/guides/use-newie-with-bookings).
*Last updated: 2026-07-15*
# Account & Services Feature Reference
Source: https://docs.newie.app/reference/account-services-feature-reference
Quick reference for account setup, services, pricing, add-ons, Store, groups, links, and QR codes.
## Overview
Account and service features are the setup layer behind selling in Newie. They control who is selling, what customers can buy, how services are priced, and which checkout options are available.
## Authentication, Account & Profile
### Sign-In Methods
* **Continue with Email** - Email-based sign-in with a one-time verification code
* **Continue with Google** - Sign in using a Google account
* **Sign in with Apple** - Sign in using an Apple ID, with optional email hiding via Apple's private relay
### Access & Onboarding
* **Account Review & Approval** - All accounts are reviewed and approved before selling is enabled
* **Region Selection** - Choose the country where the provider's bank account is located (permanent, set during Stripe connection)
* **Service Currency** - Services use a default selling currency. Support can create templates in supported selling currencies on request; self-serve per-service currency changes are not currently available
* **Provider Setup Flow** - Guided onboarding with progress tracking
* **Tutorial** - In-app walkthrough for new users
* **Sales Goal Setting** - Key revenue-growth feature where providers set an annual target that Newie shows as a goal line on the Sales graph
* **Demo Mode** - Preview the app with different region/currency settings
### Profile
* **Display Name** - Name shown to customers
* **Biography** - Provider or business description (up to 2,000 characters)
* **Profile Image** - Photo or logo with cropping support
* **Profession** - Provider's service type or title
* **Instagram Handle** - Link an Instagram profile
* **Business Address** - Managed via Stripe
### Account Settings
* **Email Change** - Update account email with verification
* **User ID** - Unique account identifier
* **Logout** - Secure sign-out with confirmation
* **Account Deletion** - Permanently delete account (requires canceling all subscriptions first)
## Services - Types, Configuration & Terms
### Service Setup Entry Points
* **Subscription** - Recurring service setup. Use Unlimited payments for an ongoing subscription, or set a fixed number of payments for a fixed-term subscription
* **One-Off Purchase** - Single-purchase service with one invoice and payment, no recurring billing
* **Instalment Plan** - Fixed total split into scheduled instalment invoices; provider receives each payment as it is collected
### Subscription Configurations
* **Ongoing Subscription** - Subscription that continues until canceled
* **Fixed-Term Subscription** - Subscription that automatically ends after a set number of payments
### Service Creation
* **Manual Creation** - Step-by-step service builder
* **Apply Preset** - Use pre-built templates to get started
* **Duplicate** - Copy an existing service to create variations
### Service Configuration
* **Service Name / Title** - Customer-facing name
* **Description** - Optional detail (up to 2,000 characters)
* **Subtitle / Summary** - Short description
* **Service Icon** - Custom icon for your service
* **Service Image** - Customizable listing image
### Billing Configuration
* **Billing Start: Purchase Date** - Billing starts the day the customer purchases
* **Billing Start: Fixed Date** - Billing starts on a specific calendar date
* **Billing Start: Delayed** - Billing starts a set number of days/weeks after purchase
* **Billing Start: Rolling** - New customer payments start on a recurring schedule (e.g. every Monday)
* **Custom Billing Period** - Configure non-standard billing intervals
### Visibility & Lifecycle
* **Available for Sale** - Toggle to enable or disable purchasing
* **Add to Store / Remove from Store** - Control whether the service appears in the Store
* **Publish to Web** - Make the Store publicly available where enabled. Search appearance depends on external indexing and discoverability
* **Draft** - Service created but not yet published
* **Publish** - Make a draft service live
* **Archive** - Hide from active list without canceling existing subscriptions (restorable)
* **Description History** - View and revert to previous description versions
### Customer Controls
* **Customer Self-Cancel** - Per-service toggle allowing customers to cancel immediately or schedule a cancellation without contacting the provider
* **Customer Self-Pause** - Per-service toggle allowing customers to pause without contacting the provider
### Custom Term AI Help
* **AI Improve** - Improve the title, details, or abbreviated checkout summary for a custom term
* **AI Create** - Draft term details or an abbreviated checkout summary when the custom term has a title
* **Review AI Suggestions** - Review, edit, accept, or reject AI-suggested wording before saving
## Pricing, Intro Pricing & Fees
### Main Pricing
* **Service Price** - Primary price customers pay. Services can currently sell in AUD, NZD, USD, EUR, GBP, or CAD
* **Display Price** - Formatted price shown to customers including any fee adjustments
* **Minimum / Maximum Price** - Standard Newie limits are 0.50 minimum and 20,000 maximum in the service currency. Current limits are checked while creating or editing a service and can vary by currency, service type, and payment method
* **Price Preview** - See what customers will pay before publishing
* **Add Fee to Price** - Increases the service price so transaction fees are covered; customer sees a single all-inclusive price
* **Custom Pricing** - Create special prices for specific customers via custom links
### Setup Fees
* **Setup Fee** - One-time fee charged immediately at purchase, before any recurring payments
* **Setup Fee Validation** - Min/max limits enforced relative to the main price; auto-removed if main price changes push it outside limits
### Intro Pricing
* **Intro Pricing** - A starting price that applies for a limited period before the main price takes effect (subscriptions only)
* **Intro Type: Pay As You Go** - Customer pays a set price per billing period during the intro, then switches to the main price
* **Intro Type: Pay Upfront** - Customer pays a lump sum upfront for the entire intro period, then moves to per-period billing
* **Intro Type: Discounted** - A percentage discount off the main price for a limited number of billing periods
* **Intro Price Validation** - Cannot be zero; min/max limits enforced; auto-removed if main price changes push it outside limits
### Price Changes
* **Edit Pricing / Change Price (Individual)** - Modify the price for a single subscriber, with a selectable start date. Fixed-term subscriptions use **Change Price**
* **Temporary Price Change** - Set a different price for a limited number of payments, then revert
* **Permanent Price Change** - New price remains until the subscription ends or is updated
* **Bulk Price Change** - Update pricing for multiple existing subscribers on eligible ongoing subscription services from the service `...` menu in Sell → Services, then **Manage Customer Pricing** → **Change Price for Multiple**. Fixed-term subscription customer prices cannot be updated in bulk; update each fixed-term subscriber individually with **Change Price**
* **New Customers Only** - Option where price changes only apply to new customers
### Fee Structure
* **Standard Transaction Fees** - Current fee amounts are listed in the [Fees & Limits Reference](/reference/fees-and-limits)
* **BNPL Fee** - Shown in the service editor for an eligible One-Off Purchase when BNPL is enabled and calculated for the selected price, currency, and fee setting
* **Terms of Service Add-On** - Additional per-transaction fee; see the [Fees & Limits Reference](/reference/fees-and-limits)
* **Digital Downloads Add-On** - Free (no additional fee)
* **Dispute Processing Fee** - \$0 currently. Newie does not currently pass Stripe dispute processing fees on to providers. Stripe's own dispute and countered-dispute fees vary by country and can change, so use Stripe's current pricing pages for Stripe-only comparisons
* **All-Inclusive** - Fees cover payment processing, storefronts, QR codes, Tap to Pay, subscriber tools, emails, chat, and more
## Add-Ons - Terms of Service, Digital Downloads & Welcome Email
### Terms of Service
* **Terms of Service Toggle** - Enable per service; customers must agree before purchasing (+0.4% fee)
* **Checkout Agreement Checkbox** - Customizable label shown at checkout for customer consent
* **Default Terms** - Pre-built terms (liability waivers, cancellation, refunds) that can be toggled on/off
* **Custom Terms** - Create individual terms, each covering one specific condition or clause
* **AI Term Improvement** - AI can improve the language of custom terms
* **AI Create / Improve** - Draft or improve term details and abbreviated checkout summaries, then review the result before saving
* **Icon** - Select the icon shown for a custom term
* **Preview Terms** - Preview how terms appear to customers at checkout
* **Agreed Terms Record** - Stored record of who agreed and when; agreed terms are available to view or download and are included in the New Purchase email when Terms of Service is enabled
* **Billing Actions** - Terms document the agreement; pricing changes and scheduled cancellation are handled through service actions
### Digital Downloads
* **Digital Download Toggle** - Enable per service; the New Purchase email includes the download link when a customer buys (no additional fee)
* **Automatic Delivery** - Files are delivered automatically through the New Purchase email
* **Supported Files** - eBooks, PDFs, Excel files, and other digital content (max 500 MB, no special characters in filename, single extension only)
* **Cross-Service Sharing** - Same file can be attached to multiple services
* **File Update Options** - When updating a shared file, choose to update for all services or just one
### Welcome Email
* **Welcome Email Toggle** - Enable per service; customers receive a custom email immediately after purchase or sign-up
* **Custom Message Content** - Add a personalized message, links to Calendly, Google Docs, or other resources
* **Direct Reply** - Customers can reply directly to the provider's email address
## Store, Groups, Links & QR Codes
### Web Store
* **Newie Web Store** - Dedicated storefront website for each provider where customers can view and purchase services
* **Public Store** - Store can be publicly available when published to the web; search appearance depends on indexing and external discoverability
* **Private Store** - Store accessible only via direct link or QR code
* **Store Customization** - Select which services and groups to showcase
### Groups
* **Service Groups** - Organize related services into named categories
* **Group Image** - Custom image per group, displayed instead of the profile image
* **Add / Remove Services** - Select which services belong in each group
* **Reorder Services & Groups** - Drag to reorder within groups and control group display order
* **Delete Group** - Remove a group permanently
### Links & Sharing
* **Share Link** - Share a service payment link through the system share sheet
* **Copy Offering ID** - Copy the service's Offering ID from the service share sheet for Zapier filters and service-specific automations
* **Custom Links** - Generate links with custom pricing or start date overrides
* **Store URL** - Shareable link to the full storefront
* **Group Links** - Share a link to a specific service group
* **Customer Manage Link** - Self-service link for a customer's purchase. It can appear in New Purchase emails, failed-payment emails, overdue emails, and Overdue Assistant emails, and providers can copy or share it from the app. Customers use it to update payment details, manage overdue invoices, retry failed payments, and use subscription controls where enabled
### QR Codes
* **Store QR Code** - Scannable code linking to the web store
* **Service QR Codes** - Scannable code for individual services
* **Save to Photos** - Download QR codes for printing or sharing
### Social Sharing
* **Share Sales** - Create a shareable sales chart image from the Sales screen
* **Share Recents** - Share recent subscriber or purchase activity
*Last updated: 2026-07-01*
# Customers, Billing & Payouts Feature Reference
Source: https://docs.newie.app/reference/customers-billing-feature-reference
Quick reference for customer management, billing, invoices, payment methods, BNPL, refunds, and payouts.
## Overview
Customer, billing, payment, refund, and payout features are connected because each payment belongs to a customer, service, invoice, or payout state. Rules and availability are easiest to understand in that context.
## Subscriber & Customer Management
### Subscribers Section
* **Subscribers Main Page** - View all customers with subscriptions, filterable by status
* **Status Filters** - Filter by Upcoming, Active, Paused, Overdue, Expiring, and Expired. Expiring subscriptions have not fully ended and can be reverted back to Active before they end
* **Search** - Find subscribers by name or email
* **Show expired / Hide expired** - Toggle visibility of expired subscriptions
* **Export** - Open the subscriber export, optionally use **Filters** to select subscription states, then export as CSV or PDF
* **View & Export Customers** - Open a service's customer list from the service `...` menu in Sell -> Services. This is the service-specific customer view; the main Subscribers page filters by status rather than service
### Subscription Management
* **Pause** - Temporarily stop billing until a selected pause end date. Indefinite pauses are not supported
* **Extend Subscription** - Fixed-term pause option that adds paused payments to the end of the subscription. It is not a separate subscriber-menu action
* **Edit Pause** - Open a scheduled or active pause to change its state
* **Remove Pause** - Remove a future scheduled pause before it starts
* **Resume Subscription** - Restart billing during an active pause
* **Cancel** - Immediately cancel with confirmation through **Cancel Subscription**
* **Schedule Cancel** - Set a future cancellation date without changing the current subscription state by itself
* **Edit Cancel Date** - Change a scheduled cancellation before it takes effect
* **Remove scheduled cancellation** - Remove a scheduled cancellation and keep the subscription active
* **Don't Cancel** - Move an Expiring subscription back to Active before it fully ends
* **Edit Payment Date / Edit Start Date** - Move the next payment date, or the start date for an Upcoming subscription
* **Switch Service** - Move one active ongoing or fixed-term subscriber to another eligible subscription service from the subscriber profile
* **Bulk Service Switch** - Move multiple subscribers from one service to another from the current service's `...` menu in Sell → Services, then **Move Subscribers**
* **Scheduled Service Switch** - Schedule supported service switches for a future date
* **Customer Manage Link** - Copy the purchase-management link that lets the customer use supported payment and self-service actions
* **View Agreed Terms** - Review the accepted Terms of Service, export a PDF, or share the terms link when an agreement exists
* **Statement** - Review subscription invoice history and totals, then export the statement as CSV or PDF
* **Ask a Question** - Open contextual help for the subscription, then continue to Newie support chat if needed
* **Start Overdue Assistant / Enable Overdue Assistant** - Start overdue follow-up for an eligible overdue subscription
* **View Overdue Assistant History** - Open the follow-up history when Overdue Assistant is already set up for the subscription
* **Pause Does Not Stop Auto-Retry Automatically** - Pausing billing does not automatically stop Auto-Retry on existing overdue invoices. Providers can turn Auto-Retry off on the invoice if needed
### Price Changes
* **Edit Pricing / Change Price (Individual)** - Modify price for a single subscriber, with a selectable start date. Fixed-term subscriptions use **Change Price**
* **Temporary Price Change** - Different price for a limited number of payments, then reverts
* **Permanent Price Change** - New price remains until subscription ends or is updated
* **Scheduled Price Change** - Schedule a subscriber price change so it starts from the first payment on or after the selected date when scheduling is allowed for that subscription
* **Remove Scheduled Change / Remove and Continue** - Remove an existing scheduled price or service change and keep the current price or service in place; **Remove and Continue** then opens the new change flow
* **Bulk Price Change** - Update pricing for multiple existing subscribers on eligible ongoing subscription services from the service `...` menu in Sell → Services, then **Manage Customer Pricing** → **Change Price for Multiple**
* **Fixed-Term Price Guardrails** - Scheduled fixed-term price changes must use a date on or before the fixed-term subscription ends
* **Pending Change Checks** - Newie may block or ask the provider to resolve overlapping pending scheduled price changes or scheduled service switches before another scheduled change is added
* **New Customers Only** - Option where the new price only applies to future customers
### All Customers View
* **All Customers** - View customer records across subscriptions, one-off purchases, and instalment plans
* **Search** - Find a customer by name or email address
* **Customer Profile** - View the customer's purchases, Invoice History, subscription and plan records, email details, and available customer metrics
* **Show expired / Hide expired** - Toggle expired subscriptions inside the customer profile
* **Copy Email** - Copy the customer's available email address
* **Request email** - Ask a customer who hid their address with Sign in with Apple to confirm a direct email address; after sending, the action shows **Request sent**
* **Chat with \[Customer]** - Open a direct chat from **More** on the customer profile
* **Export** - Export the All Customers list as CSV or PDF
### Customer Self-Service
* **Customer Portal** - Self-service area accessed through the Customer Manage Link, the main entry point for managing a purchase
* **Self-Cancel** - Customers can cancel immediately or schedule a cancellation without contacting the provider (when enabled)
* **Self-Pause** - Customers can pause without contacting the provider (when enabled)
* **Payment Method Update** - Customers can update their saved payment details at any time
* **Payment Retry** - Customers can manually retry failed payments from the relevant retry or manage link
* **Login Links** - Customer login links are included in sign-up flows. The Customer Manage Link can appear in New Purchase emails, failed-payment emails, overdue emails, and Overdue Assistant messages where the assistant is following up
## Rules & Availability
Some customer and billing actions depend on the service type, subscription state, invoice state, selected date, or existing scheduled changes.
### Pauses and Cancellations
**Customer controls**
* Customer self-pause is controlled by **Customers can Pause** on the service.
* Customer self-cancel is controlled by **Customers can Cancel** on the service.
**Dates and warnings**
* Every pause requires an end date.
* If the selected pause period would not pause any scheduled payments, Newie warns the provider before confirmation.
**Overdue invoices**
* Pausing billing does not automatically stop Auto-Retry on existing overdue invoices. Turn Auto-Retry off on the invoice if needed.
* A paused invoice cannot be unpaused. To collect a skipped payment, resume the subscription if needed, then use **Edit Payment Date** to move the next payment date to today. After the payment processes, check the future billing schedule and move the payment date again if the customer needs to return to the previous schedule.
**Cancellation outcomes**
* A canceled or fully Expired subscription cannot be reactivated. Send the customer a new payment link if they want to subscribe again.
* When a subscription is fully Expired, automatic retries for overdue invoices stop.
* If Overdue Assistant is active when cancelling or scheduling cancellation, Newie may ask whether to disable Overdue Assistant too.
* Cancellation does not automatically trigger a refund. Process a refund manually if needed.
### Service Switches
**Eligible destination services**
* The destination must be a subscription or fixed-term service with a supported default price.
* Instalment plans and temporary default pricing cannot be used as the destination.
* **Keep Existing Price** is not available when moving into or out of fixed-term services.
**Price handling**
* Billing can stay the same or update to the destination service's supported default price.
* When billing updates immediately, the new price applies from each subscriber's next payment date.
**Scheduled switches**
* The subscriber stays on the current service until the scheduled switch date.
* If billing updates from a scheduled switch, the new price applies from the first payment on or after the scheduled switch date.
* Choose a switch date on or before the fixed-term subscription's end date. For multiple subscribers, Newie checks the selected date against the selected fixed-term subscriptions.
**Conflicts and existing invoices**
* If selected subscribers have pending scheduled price changes or scheduled service switches, remove or resolve those changes before scheduling another move.
* Overdue invoices on the original subscription remain outstanding and follow their invoice state.
### Subscriber Price Changes
**New vs existing customers**
* Service base-price changes affect new customers.
* Existing subscribers keep their current price until the subscriber record or a service-level customer pricing tool updates them.
**Individual price changes**
* Change one subscriber from the subscriber record with **Edit Pricing** or **Change Price**, depending on the subscription type.
* Fixed-term subscription customer prices can be changed individually.
**Bulk price changes**
* Bulk price changes apply to selected subscribers on eligible ongoing subscription services.
* Fixed-term subscription customer prices cannot be updated in bulk.
**Scheduled changes**
* Scheduled fixed-term price changes must use a date on or before the fixed-term subscription ends.
* If a subscriber already has a scheduled price change or scheduled service switch, resolve it before adding another scheduled change.
### Instalment Plans
**Plan changes**
* The existing plan's total amount, instalment amount, number of instalments, and payment schedule cannot be changed directly after purchase.
* Create a replacement instalment plan when the customer needs a different total, instalment amount, number of instalments, or schedule.
* Instalment plans cannot be moved to another service yet.
**Subscription actions**
* Instalment plans do not have subscription pause, resume, switch-service, or price-change actions.
**Cancellation and invoices**
* Cancelling an instalment plan stops future scheduled instalments but does not automatically refund payments already collected.
* Voiding one invoice does not cancel the whole plan.
* Refunding a paid invoice does not change future instalment invoices.
**Support**
* **Ask a Question** is available from the instalment plan menu when Newie support is needed.
## Billing, Invoices & Overdue Assistant
### Invoice Lifecycle
* **Invoice Statuses** - Newie can show labels such as **Paid**, **Payment Failed**, **Payment Voided**, **Payment Paused**, **Charging soon**, and **Pending**. Overdue invoices can also show Auto-Retry when automatic retry is active
* **Invoice History** - Complete history for any subscription including all payment attempts
* **Overdue Invoice Detail** - Provider-facing invoice detail with the failure reason, payment method, retry state, and available actions such as **Retry Payment**, **Customer Payment Link**, **Turn off Auto-Retry**, or **Void Invoice** when those actions apply
* **Invoice Export** - Export statements and invoice data
* **Statement Generation** - Generate and export billing statements
* **Void Invoice** - Cancel an invoice before payment is collected, with optional reason
### Failed Payment Handling
* **Automatic Retry** - When Auto-Retry is active, Newie retries eligible failed payments and shows the next retry date or no-further-retry state on the invoice detail
* **Retry Payment** - Retry a payment when appropriate. Avoid repeated rapid retries because banks and card issuers can block or decline repeated attempts
* **Turn off Auto-Retry** - Turn automatic retries off for a specific invoice when that action is shown
* **Failed Payment Emails** - Customers receive an email and notification when a payment attempt fails and the invoice becomes overdue, with the Customer Manage Link so they can manage the purchase, pay, retry, or update their payment method. If Auto-Retry is active and a later retry attempt fails, Newie sends a notification for that failed retry.
* **Customer Manage Link** - Shareable link used for failed payment or retry flows where customers can update payment method and pay
### Overdue Assistant
* **Overdue Assistant** - AI agent that follows up on overdue subscription and instalment plan invoices and handles customer replies
* **Automatic Activation** - Can start when the overdue threshold configured in Newie is reached
* **Manual Trigger** - Start Overdue Assistant immediately for any eligible subscription or instalment plan
* **Enable for All Services** - Set Overdue Assistant on by default for new services
* **Enable for Existing Subscribers** - Enable Overdue Assistant for existing subscribers where Newie shows the option
* **AI Follow-Up** - AI automatically follows up on late invoices and handles back-and-forth replies
* **Give AI Instructions** - Add provider instructions to guide Overdue Assistant's next action
* **Activity Timeline** - Full history of all Overdue Assistant actions and decisions
* **Next Follow-Up** - Shows when and what type of follow-up is scheduled next
* **Collected Summary** - Shows recovered payment totals when Newie has them, including recent and all-time collected amounts
* **Close Overdue Assistant** - End follow-up for a specific case with optional reason
* **Disable Overdue Assistant** - Turn off for a subscription or instalment plan entirely
* **ToS Recommendation** - Works best when Terms of Service are enabled
## Payment Methods, BNPL & Refunds
### Card Payments
* **Card / Apple Pay** - Primary checkout option for card and Apple Pay payments
### Bank Payments
* **BECS Direct Debit (AU)** - Australian bank account payments. Payments can remain Pending/Processing until bank confirmation, usually up to 3 business days. The related customer record can stay active while the bank confirms the payment. Failed BECS payments can retry automatically when Auto-Retry is active and the payment is eligible.
### Payment Method Configuration
* **Accepted Payment Methods** - Providers can control whether card / Apple Pay, AU Bank Account when supported, and Buy Now Pay Later are allowed for new purchases. On iOS and macOS, open Settings → Payments & Payouts → Accepted Payment Methods
* **Payment Method Setup Action** - If a payment method needs more Stripe setup, Newie shows **Action Required** with **Update Now**
* **BNPL Initial State** - Buy Now Pay Later starts off until enabled from Accepted Payment Methods or from the Buy Now Pay Later option on an eligible One-Off Purchase
* **Per-Service BNPL Control** - Providers can turn **Buy Now Pay Later** on or off from the service edit screen for each eligible One-Off Purchase
* **No Impact on Existing Customers** - Changing accepted-payment-method settings does not affect customers already subscribed
### Buy Now, Pay Later (BNPL)
* **Afterpay / Clearpay** - BNPL option for eligible one-off purchases; provider is funded upfront for the purchase amount, less applicable fees, while bank payout follows normal timing
* **Affirm** - BNPL option for eligible one-off purchases; provider is funded upfront for the purchase amount, less applicable fees, while bank payout follows normal timing
* **Klarna** - BNPL option for eligible one-off purchases; provider is funded upfront for the purchase amount, less applicable fees, while bank payout follows normal timing
* **BNPL Provider Status** - Newie shows each available BNPL provider's current status in the service editor for an eligible One-Off Purchase
* **BNPL Fee** - Shown in the service editor for an eligible One-Off Purchase when BNPL is enabled and calculated for the selected price, currency, and fee setting
* **BNPL Price Limits** - BNPL provider limits can apply; Newie shows status such as **Price too high** when a limit affects the service
* **Available For** - One-Off Purchases only (not subscriptions or instalment plans)
### Refunds
* **Full Refund** - Issue full refunds through the app with confirmation
* **Refund Timeline** - Typically deposited within 5-10 business days, often faster
* **Refund Statuses** - Refund Pending, Refund Complete, Refunded, and Refund failed states are surfaced where Newie has the status
* **Failed Refund Handling** - Refund failures are surfaced so the provider can review the next step
* **Payment-Failure Reversals** - Some failed or incomplete payment flows can show refund or reversal records where Newie has them
* **No Partial Refunds** - Full refunds only; for subscriptions or instalment plans, adjust a future payment when that matches the customer outcome
## Payouts
### Payout Setup
* **Stripe Integration** - All payments processed and paid out via Stripe
* **Initial Payout Onboarding** - Providers add their payout account when they first onboard in Newie. Newie links out to Stripe for bank account, identity, and business details
* **Sharing Guardrails** - Service links, service QR codes, Tap to Pay, Purchase as Customer, and checkout preview require payout setup to be complete before customers can buy
* **Country Selection** - Choose the country matching the provider's bank account
* **Stripe Review** - Details reviewed by Stripe after setup; provider notified when complete
* **First Payout** - New accounts can have an initial payout waiting period before the first scheduled payout is sent; subsequent payouts follow the configured schedule and payment-clearing timing
* **Payout Setup Actions** - Depending on Stripe setup status, Newie can show actions such as **Set Up Payouts**, **Continue Payout Setup**, **Update Payout Details**, **Details Under Review**, **Manage Payouts**, or **Contact Support**
* **Manage Payout Account** - After onboarding, providers can manage payout bank account details from **Payout Account** in settings, or from **Payouts → More → Manage Payout Account**. On iOS and macOS, Payout Account is under **Settings → Payments & Payouts**. Newie opens Stripe Express with **Continue in Stripe** when Stripe account, identity, business, or bank details need to be updated.
### Balances
* **Clearing Balance** - Funds processing, not yet available (bank payments take up to 3 business days)
* **Cleared Balance** - Funds ready for payout, automatically paid on the next payout day
* **Instant-Available Balance** - Funds Stripe has marked as available for Instant Payout. This amount can differ from the Cleared Balance because Instant Payout eligibility depends on payment method, settlement state, bank support, and Stripe limits.
* **Current Balance** - Total of clearing and cleared funds
* **Net Income** - Overall net income after fees and refunds
### Payout Schedule
* **Payout Frequency** - Provider can choose daily, weekly, or monthly automatic payouts
* **Payout Day** - Provider selects their preferred payout day when the chosen schedule supports a day choice
* **Automatic Payouts** - Cleared funds paid automatically on the scheduled day
* **Manage Payout Schedule** - Configurable from **Payout Account** in settings, or from **Payouts → More → Manage Payout Schedule**. On iOS and macOS, Payout Account is under **Settings → Payments & Payouts**
* **Instant Payout** - Eligible providers can request an immediate payout for instant-available funds; Newie shows the fee before confirmation
* **Instant Payout Availability** - Depends on account eligibility, bank support, instant-available funds, payment method, settlement state, and Stripe limits
### Bank Payment Processing
* **BECS Direct Debit (AU)** - Bank payments can remain Pending/Processing until bank confirmation, usually up to 3 business days. Newie creates the payment when the customer submits the bank payment and can keep the related customer record active while confirmation is pending. The Payment Created trigger is hidden in Zapier and cannot be selected by users. Payment Paid fires when the bank confirms it and the payment moves to Paid. Failed BECS payments can retry automatically when Auto-Retry is active and the payment is eligible.
* **Processing Notifications** - Provider notified if processing fails
* **Payment Failure Handling** - Newie surfaces payment or payout failures so the provider can review the next step
* **Payment-Failure Reversals** - Some failed or incomplete payment flows can show refund or reversal records where Newie has them
### Payout Reports
* **Payout summary** - Payout totals and Newie fee details for the selected date range
* **Group summary** - Payout details categorized by service group
* **All transactions** - All payouts with individual transaction breakdowns
* **Individual payout report** - The transactions, refunds, fees, and adjustments inside one selected payout
* **Export Payouts** - Export payout data for accounting; payout reports are exported from Newie and are not sent through Zapier
*Last updated: 2026-06-26*
# Feature Reference
Source: https://docs.newie.app/reference/feature-reference-appendix
A compact index of Newie feature areas.
## Reference Areas
These pages are quick feature lookups. For step-by-step help, use the guides in the main sidebar.
Account setup, service types, pricing, add-ons, Store, groups, links, and QR codes.
Subscribers, customer management, invoices, payment methods, refunds, and payouts.
Sales analytics, checkout flow, Tap to Pay, chat, email, integrations, platform, and support features.
*Last updated: 2026-06-26*
# Fees & Limits Reference
Source: https://docs.newie.app/reference/fees-and-limits
Detailed Newie fee amounts, inclusions, transaction limits, and reporting information.
## How Fees Work
Newie's fee model has no monthly fees, setup fees, lock-in, or hidden fees. The app shows the relevant fee while you set prices, and payout reports show the fee detail after customers pay.
Newie uses Stripe for payment processing, and the Stripe processing cost is already included in the Newie fee.
You do not pay Newie plus another Stripe card-processing fee for the same Newie payment.
Newie also includes hosted checkout, subscription billing, failed-payment handling, customer manage links, and payment risk tooling without splitting them into extra Newie fee lines.
## Complete Fee Table
These are Newie fees. They already include the underlying Stripe processing cost for Newie payments.
| Fee | Amount | When It Applies |
| -------------------------------------------------- | -------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| Standard Transaction Fee - United States | 3.4% + 30c | Per successful card payment for United States provider accounts |
| Standard Transaction Fee - Australia | 2.9% + 30c | Per successful card payment for Australian provider accounts |
| Standard Transaction Fee - Other enabled countries | 2.9% + 30c | Per successful card payment for enabled provider accounts outside the United States and Australia |
| Buy Now, Pay Later | Shown in Newie | Per eligible BNPL transaction. Newie calculates this in the service editor for an eligible One-Off Purchase |
| Terms of Service | 0.4% | Added per transaction when Terms of Service is enabled on the service |
| International Transaction Fee | 2% | When funds are received in a different currency to the payout currency, handled via Stripe |
| Instant Payout | 1.5% | Added on top of the Instant Payout amount you choose. See [Payouts](/guides/payouts#instant-payouts) for eligibility and details. |
For GBP payments, the fixed transaction-fee amount is 30p. For EUR payments, it is €0.30.
## Add Fee to Price
You can enable **Add Fee to Price** on a service so the customer covers the transaction fee in a single all-inclusive price.
The customer sees one price at checkout; the original service stays easy to understand.
Enter the amount you want to receive and Newie calculates the customer-facing price needed to cover the fee.
## Fees Newie Does Not Add
| Fee Type | Newie |
| ----------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Monthly platform fee | \$0 |
| Sign-up fee | \$0 |
| Lock-in contract | \$0 |
| Subscription-billing fee | \$0 |
| Hosted-checkout fee | \$0 |
| Fraud or risk-tooling fee | \$0 Newie add-on. Stripe payment infrastructure and risk tooling are included in the Newie payment flow where applicable. |
| Failed payment fee | \$0 |
| Dishonor fee | \$0 |
| Standard scheduled payout fee | \$0 |
| Refund fee | \$0 Newie refund fee. The original transaction fee is not returned after a refund because the original payment and refund still involve processing costs. |
| Dispute processing fee | \$0 currently. Newie does not currently pass Stripe dispute processing fees on to providers. |
## Price and Payment Method Limits
Newie checks the current minimum and maximum amounts while you create or edit a service.
The standard Newie minimum transaction amount is 0.50 in the service currency. The single-transaction hard cap is 20,000 in the service currency.
Limits can vary by currency and payment method.
For BNPL setup, provider status, and amount-limit tables, see [Buy Now, Pay Later Payments](/guides/bnpl-payments#bnpl-amount-limits).
## Where to See Fees in Reports
Payout reports contain the fee detail used for tax, accounting, and reconciliation:
* **Payout summary:** Date-range payout totals and Newie fee detail.
* **Individual payout report:** The transactions, refunds, fees, and adjustments inside one bank deposit.
* **All transactions:** Transaction-level payout activity, including fees and Payment Method Country when Newie has it.
For the full list of report types and export locations, see [Reports & Reporting](/guides/reports-reporting).
For refunds, see [Refunds](/guides/refunds). For chargebacks, see [Disputes & Chargebacks](/guides/disputes-chargebacks).
For payment method availability by region and service type, see [Payment Methods & Availability](/guides/payment-methods-availability).
For a shorter overview, see [Fees & Limits](/introduction/fees-and-limits).
*Last updated: 2026-07-15*
# Glossary
Source: https://docs.newie.app/reference/glossary
Definitions for Newie billing, service, customer, platform, and integration terms.
## How to Use This Glossary
The glossary defines Newie terms that appear across the app and docs, especially where billing, customer records, payouts, and integrations use similar-sounding language.
## Term Groups
Definitions for services, customers, payments, payouts, and product features.
Clarify terms that sound similar but mean different things in Newie.
Decode common abbreviations used across the docs and product.
## Core Terms
| Term | Definition |
| ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Service | A thing a provider sells through Newie. The three setup entry points are Subscription, One-Off Purchase, and Instalment Plan. A Subscription can be ongoing or fixed-term. |
| Subscription | A service that bills on a recurring schedule (weekly, monthly, etc.). A subscription can be ongoing, or fixed-term when the provider sets a fixed number of payments. |
| Fixed-Term Subscription | A Subscription where the provider sets **Number of Payments** to a fixed number instead of Unlimited. It bills on the subscription schedule and ends automatically after the selected number of payments. |
| One-Off Purchase | A single-purchase service that creates one invoice and one payment when the customer buys. Not recurring; no future billing. |
| Instalment Plan | A service with a fixed total price split across scheduled instalment invoices. Each paid invoice reduces the remaining balance. Ends when the total is collected. |
| Provider | The Newie account holder selling services. Sometimes called a coach, trainer, consultant, or seller in product copy. |
| Customer | The person paying. Every subscriber is a customer, but not every customer is a subscriber. |
| Subscriber | A customer with an active Subscription (paying or paused). |
| Sale | A successful purchase from any service type. A sale creates the relevant invoice and payment records for that purchase or billing schedule. |
| Payment | A charge or charge attempt made against an invoice. A successful payment marks the invoice as Paid. A failed payment attempt on a subscription or instalment invoice can leave the invoice Overdue. |
| Invoice | The billing record created for a subscription, one-off purchase, or instalment plan billing event. Payments are made against invoices. Invoice labels can include Paid, Payment Failed, Payment Voided, Payment Paused, Charging soon, and Pending. Overdue invoices can also show Auto-Retry when automatic retry is active. |
| Payout | A transfer of cleared funds from the Newie balance to the provider's connected bank account. Either Standard (scheduled daily/weekly/monthly) or Instant. |
| Standard Payout | A scheduled daily, weekly, or monthly payout. Free. |
| Instant Payout | An ad-hoc payout, started with **Payout Now**, that moves instant-available funds to the bank within 30 minutes when eligible. Newie shows the fee before the provider confirms the payout. |
| Payment Clearing Time | The time between a customer payment and when those funds become available for a scheduled payout. Stripe may express this in business days or calendar days depending on country and payment method. |
| Clearing Balance | Funds from successful transactions that are still becoming available for scheduled payout. |
| Cleared Balance | Funds that have finished payment clearing and are available for scheduled payout. |
| Payout Report | A downloadable record (PDF or CSV) detailing one or more payouts, including transactions, fees, and Payment Method Country. See [Reports & Reporting](/guides/reports-reporting). |
| Payment Method Country | The country of the customer's bank or card. Shown in payout reports and sales exports. Useful for reviewing domestic and overseas payment-method transactions, but not a final tax-residence determination. |
| Group | A way to categorize services in Newie for reporting by team member, location, or service line. |
| Terms of Service (ToS) | Built-in feature for attaching legal terms a customer accepts at purchase. An additional per-transaction fee applies when enabled. |
| Welcome Email | A customizable email sent to customers immediately after they buy a service. |
| Overdue Assistant | Built-in AI agent that follows up on overdue subscription and instalment plan invoices, handles customer replies, and shows the activity and next follow-up where available. |
| Customer Manage Link | The self-service link for a customer's purchase. It can appear in New Purchase emails, failed-payment emails, overdue emails, and Overdue Assistant emails. Customers use it to update payment methods, retry overdue invoices, and use subscription controls where those settings are enabled. Providers can copy or share it from the app. |
| Offering ID | The underlying identifier for a Newie service. Use **Copy Offering ID** from the service share sheet when a Zapier filter needs to target one specific service. Zapier samples can also show this as `offering_id`. |
| Ask a Question | Contextual in-app help flow that shows a relevant FAQ/help answer first, then lets providers launch Newie support chat if they still need support. |
| Newie Chat | Provider-customer messaging from Chats or a **Chat with \[Customer]** action. |
| Newie Support Chat | In-app support chat launched from the Home help button or after an Ask a Question help answer. |
| Tap to Pay | In-person card-acceptance feature that runs through the Newie iOS app on a supported iPhone. |
| BNPL | Buy Now, Pay Later. Afterpay/Clearpay, Affirm, Klarna. Provider is funded upfront for the purchase amount, less applicable fees; BNPL provider collects from the customer in instalments. Availability, fees, and price limits depend on the current BNPL provider status shown in Newie. Not eligible for Instant Payouts. |
| BECS Direct Debit | Australian bank-debit payment method. Takes up to 3 business days to settle. The payment can show as Pending or Processing while the bank confirms the result. Failed BECS payments can retry automatically when Auto-Retry is active and the payment is eligible. |
## Confusable Terms
### Sale vs. Invoice vs. Payment
A **Sale** is the purchase event - the customer committed to buy. An **Invoice** is the billing record created for that purchase or scheduled billing event. A **Payment** is the charge or charge attempt made against the invoice. A subscription sale can create many invoices and payments over time; a one-off sale usually creates one invoice and one payment.
### Payment vs. Payout
A **Payment** is money coming in from a customer. A **Payout** is money going out from the Newie balance to the provider's bank account.
### Customer vs. Subscriber
Every **Subscriber** is a **Customer**. Not every customer is a subscriber - one-off buyers and instalment plan buyers are customers too. The Subscribers list shows only customers currently on a subscription.
### Subscription Paused vs. Scheduled Cancellation vs. Expiring vs. Canceled
A **Paused** subscription keeps the customer's account active and resumes after the selected pause end date.
A **scheduled cancellation** is only a future instruction and does not change the current subscription state by itself; it can be removed before it takes effect.
An **Expiring** subscription is ending but has not fully ended yet, and can be reverted back to Active before it ends. A fully **Expired** or **Canceled** subscription has ended, cannot be undone, and has no future payments. The customer's data is retained either way.
### Fixed-Term Subscription vs. Instalment Plan
A **Fixed-Term Subscription** is created from the Subscription setup by setting **Number of Payments** to a fixed number. The customer pays the same recurring subscription amount until the selected number of payments is reached. An **Instalment Plan** starts from a fixed total price and splits that total across scheduled instalment invoices and payments.
### Voided vs. Refunded
A **Voided** invoice or payment record was canceled before collection settled - the customer was not charged. A **Refunded** payment was collected and then returned. Treat them differently for accounting and customer communication.
### Subscription Created vs. Subscription Started (Zapier triggers)
**Subscription Created** fires when the customer first purchases the subscription. **Subscription Started** fires when subscription billing actually starts and the subscription becomes active.
If a subscription has a future start date, Created can fire at purchase time while Started fires later on the start date. For granting paid access, use Started. For pre-start admin, such as creating a contact record in advance, use Created.
Some subscription-event triggers also apply to instalment plan activity in Zapier, so choose the trigger that matches the customer's actual lifecycle stage.
### Subscription Renewed vs. Payment Paid (Zapier triggers)
**Subscription Renewed** fires when a payment against a subscription invoice succeeds. Use it for subscription-specific renewal workflows, including subscription-backed instalment plan activity. **Payment Paid** is the general confirmed-payment trigger across subscriptions, instalment plans, and one-off purchases. For accounting, fulfillment, receipts, or anything that needs confirmed money, use Payment Paid.
### Subscription Ends vs. Scheduled Cancellation (Zapier triggers)
**Subscription Ends** fires when a subscription moves into Expired, or when an instalment plan moves into Completed. It does not fire just because a cancellation has been scheduled; scheduled cancellation is only a future instruction until it takes effect.
### Hidden Payment Created vs. Payment Paid vs. All Events - Payments (Zapier triggers)
Zapier does not expose a Payment Created trigger.
For BECS Direct Debit, the customer can submit the bank payment before the bank confirms the result. During that period, the payment may show as Pending or Processing.
Use **Payment Paid** when the Zap needs confirmed payment. For BECS, that means the bank has confirmed the payment and the related invoice is marked Paid, usually up to 3 business days later. Funds can still be clearing for payout after Payment Paid fires.
Use **All Events - Payments** only when the Zap needs the broader payment-event feed, including paid, overdue, skipped, uncollectible, and voided outcomes across subscriptions, instalment plans, and one-off purchases. For accounting Zaps, use Payment Paid.
### Standard Payout vs. Instant Payout
A **Standard Payout** is the regular scheduled daily/weekly/monthly transfer to the provider's bank. Free. An **Instant Payout** is an ad-hoc transfer of instant-available funds within 30 minutes when eligible; the provider enters the payout amount and reviews the fee before confirming.
### Payment Clearing vs. Instant Payout
**Payment Clearing** is what every payment goes through before it's available for any payout. **Instant Payout** is a way to access funds faster than the next scheduled payout (sometimes even before standard clearing completes, for card payments). Instant Payout doesn't make a payment clear faster; it changes how cleared or instant-available funds are sent out.
### Group vs. Service Category
**Group** is Newie's official reporting unit for team members, locations, or service lines. Newie does not have another "service category" feature.
### Service vs. Offering
"Service" is the term used throughout the product and docs. "Offering" sometimes appears in Zapier trigger data (e.g. `offering_id`) as the underlying record identifier. They refer to the same thing.
## Acronyms
| Acronym | Meaning | Notes |
| ------- | ------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| ABN | Australian Business Number | 11-digit identifier for Australian businesses |
| AUD | Australian Dollar | Currency for Newie AU accounts |
| BECS | Bulk Electronic Clearing System | Australian direct debit network; payments take up to 3 business days to clear |
| BNPL | Buy Now, Pay Later | Afterpay/Clearpay, Affirm, Klarna; provider is funded upfront for the purchase amount, less applicable fees. Availability, fees, and price limits depend on the current BNPL provider status shown in Newie. Not eligible for Instant Payouts. |
| BPAY | Bill Payment (Australia) | Not supported as a payment method on Newie |
| BSB | Bank State Branch | Australian bank routing number (6 digits) |
| CLV | Customer Lifetime Value | Total revenue earned from a customer over the relationship |
| CRM | Customer Relationship Management | e.g. HubSpot, Salesforce; connect via Zapier |
| CSV | Comma-Separated Values | Export format for sales, payout, and customer data |
| GBP | British Pound | Currency for Newie UK accounts |
| GST | Goods and Services Tax | Australian tax; not auto-handled by Newie |
| NDIS | National Disability Insurance Scheme | Australian program; Newie does not natively support NDIS line items |
| NFC | Near Field Communication | Underlying tech for Tap to Pay |
| PIN | Personal Identification Number | Required for some card payments via Tap to Pay |
| ToS | Terms of Service | Built-in feature to attach legal terms to a service; see the [Fees & Limits Reference](/reference/fees-and-limits) for the current fee |
| USD | US Dollar | Currency for Newie US accounts |
| VAT | Value Added Tax | UK/EU tax; not auto-handled by Newie |
*Last updated: 2026-06-29*
# Known Limitations
Source: https://docs.newie.app/reference/known-limitations
Current product limitations, edge cases, and unsupported workflows.
## Current Product Limits
These are current product edges that matter when planning a workflow. Some limits are unsupported, some need support assistance, and some are not available as public self-serve controls yet.
## Limitation Areas
Current unsupported features, payment methods, and workflow limits.
Items that may need Newie support, manual assistance, or account-specific review.
Features that are not available for providers to configure themselves.
## Not Currently Supported
* Android provider app (Android is customer-only)
* PayPal payments
* Native discount codes
* Native partial refunds
* Redirecting a refund to a different card or bank account - refunds return to the original payment method
* Marketplace or customer discovery
* Invoicing without a service
* Changing provider region after Stripe setup complete
* Public self-serve API
* Self-serve per-service currency changes
* Built-in form builder beyond Terms of Service
* Custom invoice fields such as NDIS codes, PO numbers, BPAY details, or extra line items
* Custom branded or vanity URLs (e.g. `newie.app/yourname`) - store and payment links use system-generated URLs
* Product ecommerce features such as inventory, carts, shipping, fulfillment, variants, and delivery-address collection. Providers can take payment for a physical product using a one-off purchase in manual or low-volume cases, but Newie does not manage the ecommerce operations around that product
* Collecting customer address at checkout - name and email are collected; collect addresses via Chat, Welcome Email, or an external form if needed
* Provider-side editing of an existing customer's name - contact support
* Provider-side correction of a customer's email address - contact support if the email has a typo or the customer cannot access the account. Customers who can access their purchase can update their own email through the Customer Manage Link or Newie app
* Requesting a customer's email with **Request email** - available only for Sign in with Apple private relay hidden email addresses where the provider needs a direct email address to deliver the service
* Pro-rata billing for customers joining mid-cycle - no automatic pro-rata calculation; use Intro Pricing's **Pay Upfront** option or add a Setup Fee for the partial period
* Backdating subscription billing start dates - start dates must be today or later
* Bulk price changes for fixed-term services - update each fixed-term subscriber individually with **Change Price** instead
* Depositing funds into Newie to cover a refund - refunds can only be drawn from available balance or handled by bank transfer with records kept
* Reactivating fully expired subscriptions - once a subscription has fully expired, it cannot be undone; the customer needs a new payment link to subscribe again
## Available Through Support or Manual Assistance
* Service currency templates in supported selling currencies on request
* Direct API/native integration requests can be discussed with Newie support where a deeper integration is needed
* Complete data migration support on request
* Billing in another supported service-selling currency by creating a support-assisted template
## Not Currently Available in Public Self-Serve
* Self-serve per-service currency selection
* Broader direct/native integrations beyond the supported paths documented in Integrations
* Multi-user team accounts
* GST or tax calculation in Newie
## Support Guidance
If a customer asks for an unsupported feature, explain the limitation, suggest the closest supported workflow, and direct them to Newie support if it may be handled manually or needs account-specific review.
*Last updated: 2026-06-29*
# Platform, Regions & Legal
Source: https://docs.newie.app/reference/platform-legal
Supported platforms, regions, currencies, privacy, and legal basics.
## Platform Basics
Region, currency, platform, and account constraints affect whether a provider can sell through Newie and what setup options appear in the app.
## Reference Areas
See provider countries, settlement currencies, and supported selling currencies.
Check file size, price, payout, refund, retry, and Tap to Pay limits.
Answer region, desktop, Android, and currency questions.
## Supported Regions and Countries
Providers can sign up in the enabled countries below. Settlement/account currency is tied to the provider's Stripe account and payouts.
| Country | Country Code | Settlement/Account Currency |
| -------------------- | ------------ | --------------------------- |
| Australia | AU | AUD |
| United States | US | USD |
| United Kingdom | GB | GBP |
| New Zealand | NZ | NZD |
| United Arab Emirates | AE | AED |
| Austria | AT | EUR |
| Canada | CA | CAD |
| Switzerland | CH | CHF |
| Germany | DE | EUR |
| Spain | ES | EUR |
| France | FR | EUR |
| Hong Kong | HK | HKD |
| Croatia | HR | EUR |
| Ireland | IE | EUR |
| Italy | IT | EUR |
| Latvia | LV | EUR |
| Netherlands | NL | EUR |
| Norway | NO | NOK |
| Portugal | PT | EUR |
| Romania | RO | RON |
| Singapore | SG | SGD |
| Slovenia | SI | EUR |
| Slovakia | SK | EUR |
Services can currently sell in AUD, NZD, USD, EUR, GBP, or CAD. After the default selling currency is set, all services created use this currency. Providers cannot yet change service currency themselves; contact support if you need a support-assisted currency template.
Some provider accounts settle in a currency that is not currently available as a service-selling currency. In that case, services must be created in one of the supported selling currencies, and Stripe handles any currency conversion into the provider's settlement currency.
Newie uses Stripe for payment processing. Providers must be in an enabled country with Stripe support. Customers can generally pay from anywhere by card if their payment method is accepted. For BNPL, use the eligibility, provider status, fee, and price-limit details shown in Newie where BNPL is available. For the current Newie fee table, see the [Fees & Limits Reference](/reference/fees-and-limits).
## Privacy Policy
Newie's full privacy policy is available within the app and at [newie.app](https://www.newie.app).
## Terms of Use
Newie's platform terms of use govern the provider-Newie relationship. Providers can also attach their own Terms of Service to individual services.
## Specifications and Limits
| Specification | Detail |
| --------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Max File Size (Digital Downloads) | 500 MB |
| Description Character Limit | 2,000 characters |
| Minimum Transaction Amount | 0.50 in the service currency |
| Maximum Single-Transaction Amount | 20,000 in the service currency |
| Card/Apple Pay processing | Immediate |
| BECS Direct Debit processing | Up to 3 business days |
| First Payout | New accounts can have an initial payout waiting period before the first scheduled payout is sent; the first-payout period is account-specific, and payment clearing plus bank processing can add time |
| Refund Processing | 5-10 business days, often faster |
| Auto-Retry Attempts | Eligible failed payments can retry automatically when Auto-Retry is active. Check the invoice detail for the next retry date or no-further-retry state |
| Overdue Assistant Trigger | Newie uses the current overdue threshold configured for the account and subscription type |
| Tap to Pay Requirement | Newie iOS app on a supported iPhone with a supported iOS version and the current Newie app |
| Supported Regions | See Supported Regions and Countries |
## Common Platform, Region, and Currency Questions
Providers can sign up in the enabled countries listed in Supported Regions and Countries on this page. Customers can generally pay from anywhere by card if their payment method is accepted.
Providers can use Newie on iPhone and Mac. Tap to Pay runs through the Newie iOS app on a supported iPhone. There is no Android provider app; Android is customer-only. Customers can buy and manage purchases from a web browser.
Region and settlement/account currency are set during Stripe connection and are permanent for that account. If the provider relocates or needs payouts in another country, they usually need a new Newie account.
Services can currently sell in AUD, NZD, USD, EUR, GBP, or CAD. Providers cannot change service currency themselves yet. Contact support if you need a support-assisted service currency template.
*Last updated: 2026-07-01*
# Ratings & Reviews
Source: https://docs.newie.app/reference/ratings-reviews
Public App Store rating signals and common written-review themes for Newie.
## Overview
Newie's public App Store ratings and written reviews give an external signal about how providers experience the product. The snapshot focuses on review themes providers mention most often.
## App Store Rating Snapshot
| Storefront | Public Rating Signal | Source |
| ------------- | ---------------------------------------------- | ------------------------------------------------------------------------------------------- |
| Australia | 4.9 / 5 from 645 ratings, checked 26 June 2026 | [Newie on the App Store](https://apps.apple.com/au/app/newie/id1606834009) |
| United States | 5.0 / 5 from 63 ratings, checked 26 June 2026 | [Newie Ratings & Reviews](https://apps.apple.com/us/app/newie/id1606834009?see-all=reviews) |
## Written Review Themes
| Theme | What Providers Commonly Mention |
| --------------------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| Easier payment setup | Providers mention moving away from scattered payment tools and getting customers into one payment workflow. |
| Flexible payment structures | Reviews mention subscriptions, fixed-term programs, one-off payments, instalment plans, custom payment links, and fee handling. |
| Fitness and coaching fit | Many written reviews come from online coaches, personal trainers, and fitness businesses using Newie for service payments. |
| Less admin | Providers mention less time chasing payments, tracking customers manually, or managing payment records in notes and spreadsheets. |
| Customer experience | Reviews mention customers finding setup, checkout, and payment management simple. |
| Support | Reviews frequently mention responsive setup help and ongoing support from the Newie team. |
## Short Review Excerpts
These short excerpts are included to show the language providers use without reproducing full App Store reviews.
| Source | Short Excerpts |
| ----------------------- | ---------------------------------------------------------------------------------- |
| App Store Australia | "much easier to manage", "quick and easy", "super sleek and simple" |
| App Store United States | "payment structure imaginable", "super simple and organized", "easy and efficient" |
*Last updated: 2026-06-26*
# Sales, Communication & Integrations Feature Reference
Source: https://docs.newie.app/reference/sales-communication-integrations-feature-reference
Quick reference for sales analytics, customer purchase flow, Tap to Pay, communication, integrations, automation, platform, support, and specifications.
Sales, communication, reports, Zapier, and integrations shape what happens around checkout and customer management: what was sold, what customers receive, and which connected tools should react.
## Sales Dashboard & Analytics
### Sales Dashboard
* **Sales Overview** - Central hub for viewing purchases, subscribers, refunds, and pending sales
* **Revenue Tracking** - Track total revenue with toggles for which services to include
* **Sales Running Total** - Cumulative total over time
* **Sales Filtering** - View by W (this week), 4W (4 weeks), 12W (12 weeks), 6M (6 months), and 12M (12 months)
* **This Week vs Last** - Compare current week against the previous week
* **Chart Range / Timeframe** - Customizable chart visualization
### Sales Goal
* **Set a Sales Goal** - Set an annual revenue target that Newie shows as a goal line on the Sales graph
* **Progress Tracking** - Track current sales against the goal line so providers can see whether they are on pace for the selected chart view
* **Revenue Focus** - Keeps the revenue target visible and helps providers review sales activity against their goal
* **Update or Clear Sales Goal** - Update, change, or clear the goal at any time
### Sales List
* **Sale Details** - Tap any sale row to view the full sale details
* **Linked Subscription / Instalment Plan** - Subscription and instalment plan sale details link through to the related record
* **One-Off Sale Details** - One-off sales show their own details, but do not link to a subscription or instalment plan
* **Sales Payment Statuses** - The Sales list shows paid, pending, or refunded sales
* **Sales List Clearing Labels** - Clearing, Cleared, and Payout show where the sale's funds are in the clearing and payout flow
* **Invoice History** - Complete invoice history per subscription
* **Void Invoice** - Cancel an unpaid invoice with optional reason
* **Retry Payment** - Retry overdue invoices at any time
### Customer Metrics
* **Customer Lifetime Value (CLV)** - Total revenue earned from a customer over the entire relationship
* **Subscription Lifetime** - Average length of time customers stay subscribed
* **Configurable Calculations** - Choose which subscriptions and purchases to include in metrics
### Subscriber & Purchase Views
* **New Subscribers** - Track recently subscribed customers
* **Active Subscriptions** - Count and list of current subscriptions
* **One-Offs** - App view for one-time purchase records
* **Recently Paid** - Most recent payments received
* **Pending Sales** - Sales awaiting processing
### Export & Sharing
* **Export Sales** - Export sales data as CSV or PDF for reviewing sales activity and revenue performance from the Sales report in Settings, or from Sales when that export action is shown
* **Share Sales** - Create a shareable sales chart image from the Sales screen
* **Customer Manage Link** - Shareable self-service link for a purchase, including subscription controls, payment method updates, failed-payment retry flows, and overdue invoice flows when those actions apply
## Customer Purchase Flow & Self-Service
### Purchase Options
* **Subscribe** - Sign up for a recurring subscription
* **Buy** - One-time checkout for a One-Off Purchase
* **Pay in Instalments** - Split into scheduled payments (Newie Instalment Plans)
* **Buy Now Pay Later** - Customer financing via Afterpay, Affirm, or Klarna for eligible one-off purchases; provider is funded upfront for the purchase amount, less applicable fees, while bank payout follows normal timing
* **Pay in Full** - Pay the entire amount upfront
* **Pay As You Go** - Per-period payments during an intro pricing period
* **Pay Upfront** - Lump sum for an intro period
* **Subscribe Again / Buy Again** - Repurchase a previously purchased service
* **Purchase as Customer** - Provider-assisted checkout from inside the Newie app
### Checkout Experience
* **Customer Details Entry** - Name and email collected at checkout
* **Payment Method Selection** - Card / Apple Pay, BECS Direct Debit when supported for the account, and BNPL for eligible one-off purchases
* **Setup Fee Display** - Clearly shown at checkout
* **Intro Pricing Display** - Intro rate, duration, and main price shown before purchase
* **Terms Agreement Checkbox** - Appears when Terms of Service are enabled
* **Processing Indicator** - Visual feedback while payment is processing
* **Checkout Confirmation** - Shows the customer that checkout succeeded. Newie then sends the New Purchase email with the Customer Manage Link; if Digital Download is enabled, the email also includes the download link
* **Digital Download Delivery** - Download link included in the New Purchase email for digital file services
### Subscription Info at Purchase
* **Ongoing Subscription Terms** - Shows that billing continues until canceled
* **Fixed-Term Terms** - Shows total payment count and duration
* **Billing Start Date** - Displays when billing begins
* **Instalment Total Adjustment** - Notifies if total was adjusted for even splitting
### Customer Self-Service
* **Self-Cancel** - Cancel immediately or schedule a cancellation without contacting provider (when enabled)
* **Self-Pause** - Pause subscription without contacting provider (when enabled)
* **Payment Method Update** - Update card or payment details at any time
* **Payment Retry** - Retry failed payments via the Customer Manage Link
### Purchase History
* **Purchases Section** - View all past purchases in one place
* **Duplicate Purchase Warning** - Directed to Purchases section if already subscribed, with option to subscribe again
* **Receipts** - Email or download receipts as PDF
## Tap to Pay
### Understand Tap to Pay
* **Tap to Pay on iPhone** - Accept in-person contactless payments using the Newie iOS app on a supported iPhone, no extra hardware needed
* **Supported Services** - Available for one-off purchases, subscriptions, and instalment plans
### Setup
* **Tap to Pay Enablement** - Tap to Pay must be enabled before it can be used
* **Home Setup Prompt** - After the provider profile is fully complete and Stripe is connected, Newie can prompt providers from the Home screen to enable Tap to Pay
* **Enable Later from Settings** - If the Home prompt is dismissed, providers can enable Tap to Pay later from Settings
* **Enable from Share Service Flow** - Providers can also enable Tap to Pay directly from the share service flow
* **iPhone Requirement** - Requires the Newie iOS app on a supported iPhone with a supported iOS version
* **Location Registration** - A business location must be registered to use Tap to Pay
* **Display Name** - Configurable name shown on the iPhone during payment
* **Payout Setup Required** - Payout setup must be completed first
* **Service Must Be Available for Sale** - Service must be enabled before Tap to Pay can be used
### Take a Tap to Pay Payment
* **Access Point** - After Tap to Pay is enabled in the Newie iOS app, providers can start it from the action menu on eligible one-off purchases, subscriptions, and instalment plans
* **Payment Flow** - Enter amount, customer taps card/phone/watch on iPhone, payment processed via Stripe
* **QR Code Alternative** - QR code option also available at point of sale
### Accessibility
* **Accessibility Options** - Built-in support for customers needing visual or other assistance with PIN entry
* **Audible Instructions** - Guides customers to draw or tap their PIN
* **Two-Finger Swipe** - Submit PIN by swiping right with two fingers
### Supported Payment Types
* **Supported Contactless Payments** - Contactless cards and digital wallets supported by Tap to Pay on iPhone and Stripe
* **PIN Entry** - Supported for cards that require it
## Communication - Chat & Automated Emails
### Chat
* **Newie Chat** - Built-in provider-customer messaging from Chats or a **Chat with \[Customer]** action
* **Chat Tab** - Dedicated section for provider-customer conversations
* **Chat Message Notifications** - Providers and customers receive app notifications when they have the app and receive a new message
* **Customer Without App Email** - If a provider sends a message to a customer who does not yet have the app, Newie sends the customer an email letting them know they have a message
* **Pin / Unpin** - Pin important conversations for quick access
### Automated Customer Emails
* **Failed Payment Email** - Sent when a payment attempt fails and the invoice becomes overdue, with the Customer Manage Link so the customer can manage the purchase, pay, retry, or update payment method. If Auto-Retry is active and a later retry attempt fails, Newie sends a notification for that failed retry
* **New Purchase email** - Sent after a successful purchase. Includes the Customer Manage Link for the purchase; if Digital Download is enabled, the email also includes the download link
* **Welcome Email** - Custom email sent immediately after purchase when enabled
* **Overdue Reminder Email** - Reminder sent when invoices become overdue, with the Customer Manage Link included
### Provider Email Tools
* **Email Customer Receipt** - Send or resend receipts to customers
* **Download Receipt** - Download customer receipts as PDF
* **Export Statement** - Generate and export billing statements
* **Send Test** - Preview how emails appear to customers
### Overdue Assistant Communications
* **Automated Follow-Ups** - AI handles follow-up communications for overdue invoices and includes the Customer Manage Link where it is following up
* **Give AI Instructions** - Add provider instructions to guide Overdue Assistant's next action
* **Activity Timeline** - Full log of all Overdue Assistant actions and communications
* **Next Follow-Up Scheduling** - Shows when and what type of follow-up is next
## Integrations & Automation
### Zapier Integration
* **Zapier Connection** - Connect Newie to third-party apps via Zapier
* **API Token** - Token copied from **Settings → Integrations → Connect Zapier** or **Zapier Connected** for Zapier authentication
* **Zapier Triggers** - Send customer, subscription, purchase, and payment events to connected apps. For instalment plans, choose the subscription or payment trigger that matches the plan stage you care about. Payout reports, batches, and fee breakdowns are not sent through Zapier
### Stripe Integration
* **Payment Processing** - All payments processed through Stripe
* **Payout Management** - Payout bank account and Stripe account details are managed from **Payout Account** in settings, or from **Payouts → More → Manage Payout Account**, then continued in Stripe Express with **Continue in Stripe**. On iOS and macOS, Payout Account is under **Settings → Payments & Payouts**
* **Bank Account Setup** - Payout bank account is added during Newie onboarding, where Newie links out to Stripe
* **Payout Schedule** - Schedule, payout day, and payout time are managed from **Payout Account** in settings, or from **Payouts → More → Manage Payout Schedule**. On iOS and macOS, Payout Account is under **Settings → Payments & Payouts**
### Apple Integration
* **Sign in with Apple** - Authentication with optional email hiding
* **Apple Pay** - Supported payment method for customers
* **Tap to Pay on iPhone** - In-person contactless payments
### Google Integration
* **Continue with Google** - Authentication option for sign-up and sign-in
### Social Media
* **Instagram Handle** - Link an Instagram profile to the provider account
* **Share Sales** - Create a shareable sales chart image from the Sales screen
* **Store Sharing** - Share store link on Instagram, TikTok, Linktree, DMs, or anywhere online
## Platform, Referrals, Support & Specifications
### Platform
* **Provider Apps** - Newie is available to providers on iPhone and Mac. Tap to Pay runs through the Newie iOS app on a supported iPhone
* **Enforced App Updates** - Minimum version requirements ensure providers are on the latest version
* **Demo Mode** - Preview the app with different region/currency settings
### Supported Regions
* **Enabled Provider Countries** - AU, US, GB, NZ, AE, AT, CA, CH, DE, ES, FR, HK, HR, IE, IT, LV, NL, NO, PT, RO, SG, SI, SK
* **Settlement / Account Currency** - Determined by the provider's sign-up country and Stripe account
* **Service Selling Currencies** - Services can currently sell in AUD, NZD, USD, EUR, GBP, or CAD
* **Region Selection** - Permanent; chosen during Stripe connection and cannot be changed
* **Service Currency Templates** - Support can create service templates in another supported selling currency on request; self-serve per-service currency changes are not currently available
### Referral System
* **Refer Friends** - Built-in referral feature
* **Referral Tracking** - Attribution shown on referred accounts
* **Your Invites** - View all sent invites and their status
### Support & Help
* **Ask a Question** - Contextual in-app help flow that shows a relevant FAQ/help answer first, then lets the provider launch Newie support chat if needed
* **Home Help Button** - Opens Newie support chat directly from the Home screen
* **Newie Support Chat** - Support chat opened from the Home help button or from contextual Ask a Question flows
* **Contact Support** - Direct support contact
* **Report a Problem** - Report issues from within the app
* **Feedback** - Submit product feedback
* **Escalation** - Support tickets can be escalated
* **In-App Help Topics** - Articles on CLV, instalment plans, subscription lifetime, intro pricing, setup fees, and overdue invoices
### Legal
* **Privacy Policy** - Accessible in-app
* **Terms of Use** - Platform terms available in-app
* **Open Source Licenses** - Attributions for open source libraries
### Technical Specifications
See [Specifications and Limits](/reference/platform-legal) for the complete list of platform limits and thresholds.
### Data Exports
* **Reports in Settings** - Report list with rows for Sales, All Customers, Subscribers, Instalment Plans, One-Off Purchases, and Payouts where matching data exists
* **Export Sales** - CSV or PDF for reviewing sales activity from the Sales report in Settings
* **Export Payouts** - CSV or PDF from the Payouts report in Settings
* **Export Statements** - Billing statement export
* **Export Customers** - Full customer list export from the All Customers report in Settings, or from All Customers when that export action is shown
* **Subscriber and Purchase Reports** - Subscriber, Instalment Plan, and One-Off Purchase exports from Reports in Settings
* **Payout Reports** - Payout summary, Group summary, All transactions, and individual payout reports for accounting, reconciliation, tax, and fee reporting
*Last updated: 2026-06-29*
# Troubleshooting & Error Reference
Source: https://docs.newie.app/reference/troubleshooting-error-reference
Common errors, confusing states, and support investigation steps.
## Overview
Troubleshooting works best when you start from the symptom: what failed, what message appeared, and whether the issue is with checkout, a payment method, a payout, or an app action.
## Reference Scope
The tables below match common symptoms to likely causes, practical fixes, payment failure codes, decline-code meanings, and the details to include when contacting Newie support.
For practical provider questions and step-by-step resolutions, use the relevant topic page: [Payments & Billing](/guides/payments-billing), [All Customers](/guides/subscribers-customers), [Selling Overview](/guides/selling-sharing), [Payouts](/guides/payouts), or [Communication](/guides/communication).
Start with account, service, payout, and pending-payment checks.
Use decline-code tables to decide whether to retry, update details, or contact the bank.
Capture the action, screen, error text, time, and screenshot for support.
## Quick Diagnostic Checks
### You can't sell services
If you cannot sell, publish, or share a service, check that:
* Your profile is complete
* Payout setup is complete and Stripe is connected
* Your account has been approved for selling
* At least one service is published and Available for Sale
* The service has a valid price, currency, and payment method setup
### A payment failed
Open the invoice and look for the failure code. Use the payment failure code tables below to decide whether the customer should retry, update their payment method, contact their bank, or use another card.
For failed payment attempts on subscription or instalment invoices, you can usually send the Customer Manage Link so the customer can update payment details and retry when Newie shows that action.
### A BECS payment is still pending
BECS Direct Debit is an async bank payment. When the customer submits the payment, the payment may show as Pending or Processing while the bank confirms it. This usually takes up to 3 business days.
The related subscription or customer record can stay active while bank confirmation is pending. The payment itself is not marked Paid until the bank confirms it.
Zapier does not expose a Payment Created trigger, so users cannot build automations that fire when a BECS payment is first submitted. Payment Paid fires only after bank confirmation, when the related invoice is marked Paid.
## Payment Failure Codes
### BECS Direct Debit Failures (Australia)
Failed BECS payments can retry automatically when Auto-Retry is active and the payment is eligible. If retries are exhausted or the payment method is invalid, the customer needs to update their payment method.
| Code | Description | What to Do |
| ------------------------ | ------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- |
| no\_account | Bank account does not exist | Ask the customer to update their payment method. |
| account\_closed | Bank account is closed | Ask the customer to update their payment method. |
| invalid\_routing\_number | Routing number is invalid | Ask the customer to update their payment method. |
| debit\_not\_authorized | Debit was not authorized | Ask the customer to update their payment method. |
| recipient\_deceased | Account is inactive | Ask the customer to update their payment method. |
| internal | Internal bank or processor error | Ask the customer to update their payment method. Contact Newie support if the issue continues. |
| refer\_to\_customer | Insufficient funds or the bank requires customer action | Ask the customer to add funds or contact their bank. If Auto-Retry is active and the payment is eligible, Newie can retry the failed payment. |
### Common Card Decline Codes
| Decline Code | Description | Retry? | What to Do |
| ------------------------ | -------------------------------------- | ------ | ------------------------------------------------------------------------------- |
| authentication\_required | Authentication issue | No | Ask the customer to update their payment method. |
| call\_issuer | Card issuer needs to be contacted | No | Ask the customer to contact their bank or use another payment method. |
| card\_not\_supported | Card is not supported | No | Ask the customer to use another payment method. |
| do\_not\_honor | Bank declined the payment | Maybe | Ask the customer to re-add the card, contact their bank, or use another card. |
| expired\_card | Card has expired | No | Ask the customer to update with an active card. |
| fraudulent | Payment was flagged as fraud | No | Ask the customer to use another payment method. |
| generic\_decline | Unknown or blocked decline | No | Ask the customer to update their payment method or contact their bank. |
| incorrect\_cvc | CVC is incorrect | No | Ask the customer to re-enter the correct CVC. |
| incorrect\_number | Card number is incorrect | No | Ask the customer to re-enter the correct card number. |
| insufficient\_funds | Not enough funds | Yes | Ask the customer to add funds, then retry. |
| invalid\_expiry\_month | Expiry month is incorrect | No | Ask the customer to correct the expiry date. |
| invalid\_expiry\_year | Expiry year is incorrect | No | Ask the customer to correct the expiry date. |
| issuer\_not\_available | Issuer could not authorize | Maybe | Retry later, or ask the customer to use another payment method if it continues. |
| lost\_card | Card was reported lost | No | Ask the customer to use another card. |
| stolen\_card | Card was reported stolen | No | Ask the customer to use another card. |
| card\_velocity\_exceeded | Spending or transaction limit exceeded | Maybe | Ask the customer to contact their bank or use another payment method. |
| currency\_not\_supported | Currency is not supported by the card | No | Ask the customer to use another card. |
### Additional Stripe Card Decline or Error Codes
You may also see these Stripe card decline or error codes in Newie. Use the action below, and include the decline code if you contact Newie support.
| Code | Meaning | What to Do |
| ------------------------------------ | ------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| approve\_with\_id | Transaction was not authorized | The customer may need to update payment method or contact their card issuer. A retry may succeed. |
| do\_not\_try\_again | Hard decline from card issuer | Ask the customer to use another payment method or contact their card issuer. Avoid repeated retries. |
| duplicate\_transaction | Possible duplicate transaction | For subscription or instalment payments, open the related subscription or instalment plan and check Invoice History before retrying. Retry later or use another payment method if needed. |
| incorrect\_pin | Incorrect PIN | Ask the customer to retry with the correct PIN or use another payment method. |
| incorrect\_zip | Incorrect billing postal code | Ask the customer to update payment details with the correct postal code. |
| invalid\_account | Invalid card account | Ask the customer to update payment method. |
| invalid\_amount | Amount is not allowed or exceeds a limit | A retry may succeed, but the customer may need to contact their card issuer or use another payment method. |
| invalid\_cvc | Invalid CVC | Ask the customer to update payment details with the correct CVC. |
| invalid\_number | Invalid card number | Ask the customer to update payment details with the correct card number. |
| invalid\_pin | Invalid PIN | Ask the customer to retry with the correct PIN or use another payment method. |
| merchant\_blacklist | Transaction blocked by issuer or payment network | Ask the customer to use another payment method. |
| new\_account\_information\_available | Card details may have changed | Ask the customer to update payment method. |
| no\_action\_taken | Issuer did not approve or process the transaction | A retry may succeed, but the customer may need to contact their card issuer or use another payment method. |
| not\_permitted | Transaction is not permitted on the card | Ask the customer to use another payment method or contact their card issuer. |
| offline\_pin\_required | PIN required | Ask the customer to retry with PIN or use another payment method. |
| online\_or\_offline\_pin\_required | PIN required | Ask the customer to retry with PIN or use another payment method. |
| pickup\_card | Issuer declined and may require the card to be retained | Ask the customer to use another payment method. |
| pin\_try\_exceeded | Too many incorrect PIN attempts | The customer may need to contact their card issuer or use another payment method. A retry may succeed later. |
| processing\_error | Payment processor error | A retry may succeed. Ask the customer to update payment method if it continues. |
| reenter\_transaction | Issuer asks for transaction to be re-entered | A retry may succeed. Use another payment method if it continues. |
| restricted\_card | Card is restricted | Ask the customer to use another payment method or contact their card issuer. |
| revocation\_of\_all\_authorizations | Authorizations revoked by customer or issuer | The customer may need to update payment method or contact their card issuer. |
| revocation\_of\_authorization | Authorization revoked by customer or issuer | Ask the customer to update payment method. |
| security\_violation | Bank blocked transaction for security reasons | Ask the customer to contact their card issuer or use another payment method. |
| service\_not\_allowed | Card does not allow this transaction type | A retry may succeed, but the customer may need to contact their card issuer or use another payment method. |
| stop\_payment\_order | Customer or issuer stopped payment | Ask the customer to update payment method or contact their card issuer. |
| testmode\_decline | Test card used in a live payment flow | Ask the customer to use a real live card. |
| transaction\_not\_allowed | Transaction not allowed by card issuer | Ask the customer to contact their card issuer or use another payment method. |
| try\_again\_later | Temporary issuer or network decline | Retry later. Use another payment method if it continues. |
| withdrawal\_count\_limit\_exceeded | Card or account transaction-count limit exceeded | The customer may need to contact their card issuer to increase limits or use another payment method. |
## Region-Specific Payment Restrictions
### Amex Not Supported for UAE-Based Businesses
American Express is not supported for providers based in the UAE. This is a Stripe platform restriction, not a Newie setting.
If a customer attempts to pay a UAE-based provider with Amex, the payment may be declined or rejected. Ask the customer to use another supported payment method instead. There is no Newie setting that enables Amex for UAE-based provider accounts.
## In-App Error Messages
If an error appears in the Newie app, first check the action you were trying to take and any error text shown on screen. If you contact Newie support, include a screenshot and the time the error happened.
For practical resolutions to common app, billing, Tap to Pay, email, payout, and customer-management questions, use the matching topic page. Keep this page for error text, payment failure codes, and diagnostics.
*Last updated: 2026-06-26*