How to streamline your checkout process with payment automation

October 10, 2024•3 min read

As a business owner, keeping your checkout process smooth and hassle free is essential for customer satisfaction and ensuring more successful sales. Payment automation is one of the best ways to streamline this process, making everything easier for both you and your customers. With automation, all the steps involved in payments from placing an order to sending invoices are handled automatically.

Here’s how payment automation works and why it can be a game changer for your business

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What is payment automation?

Payment automation refers to the use of software tools that automatically manage the various steps involved in receiving payments, sending invoices, and handling refunds. By automating these tasks, businesses reduce the time spent on manual work, improve accuracy, and offer a smoother customer experience. It ensures that all payment-related steps happen seamlessly, with minimal intervention.

Image: Payment to referral request workflow automation

Workflow diagram showcasing payment automations, review automations, and referral automations processes. The ‘Payment Automations’ section includes actions like ‘Checkout Completion’ with tags such as ‘Sold,’ ‘execute monthly emails,’ ‘Request Review,’ and ‘holiday contact.’ This stage is connected to the ‘Review Automations’ for initiating review requests, including ‘Start Review Solicitation’ and processing positive feedback through a ‘Submitted Positive Review Survey.’ The final stage, ‘Referral Automations,’ involves sending a referral request to ask contacts for referrals. The design uses a streamlined flow and modern interface with gradient background, highlighting the interconnected customer journey.

Checkout page configuration

Imagine your customer is browsing your website, they add products to their cart, and they're ready to check out. Instead of building a custom checkout process from scratch, you use an automated checkout page template—like what revday offers—which is easy to configure and intuitive for the customer to use. This ensures the checkout process is smooth and friction-free, reducing the chances of cart abandonment.

Scenario: Let’s say you sell subscription-based products. You can use payment automation to display different payment plans right on the checkout page, helping customers easily compare plans and choose the one that best fits their needs. With revday's solution, all of this can be managed from a single, easy-to-use dashboard.

Image: Pre-built product/service pricing tables

Pricing plans template comparison chart showcasing three subscription options: Basic Plan at $47 per month, Pro Plan at $97 per month, and Agency Plan at $147 per month. Each plan includes multiple features and benefits, with a ‘Choose’ button for easy selection. The plans are billed monthly with no contracts, offering the flexibility to cancel anytime. Payment options include Visa, MasterCard, American Express, and Discover. The background features a gradient design with a modern, professional layout.

Successful purchase automations

When a customer successfully completes a purchase, you want to immediately confirm their order. revday’s successful purchase automations send out confirmation emails as soon as the transaction goes through, letting your customer know their order was processed successfully.

This kind of immediate response builds trust with your customers, reduces anxiety, and saves you from manually sending out confirmation emails.

Image: Payment automation workflow

Workflow diagram for post-payment actions titled ‘Contact Pays Invoice.’ It includes tags such as ‘invoice paid,’ ‘execute monthly emails,’ ‘Request Review,’ and ‘holiday contact.’ The process involves removing all nurture tags and workflows after payment completion, including sending automated follow-up emails via SMS or forever follow-up (FF). The flow also triggers a review request to gather customer feedback. The design features a modern interface with a gradient background, highlighting a streamlined approach for managing customer engagement after invoice payment.

Handling abandoned carts

Let’s say a customer adds items to their cart but doesn’t complete the purchase. Normally, you’d have to manually reach out and remind them, but with revday’s abandoned cart automation, reminders are sent automatically.

This not only helps you recover potential lost sales but also brings customers back to your site without additional effort.

Image: Cart abandonment automation workflow

Workflow diagram for handling cart abandonment, titled ‘Contact Abandons Cart.’ It features three tags: ‘abandoned cart: pending,’ ‘execute forever followup,’ and ‘execute monthly emails.’ Each tag represents an automated action to re-engage customers who have left items in their shopping cart. The process aims to improve customer follow-up through ongoing communication and reminders. The design uses a sleek interface with a gradient background, representing an efficient strategy for converting abandoned carts into completed sales.

Invoice management

For businesses dealing with invoicing, sending reminders for unpaid invoices can be time-consuming. revday’s invoice automation makes it easy to automatically send invoices to your customers right after a transaction is initiated. If a payment is missed, revday’s system sends out reminders without any input from you.

Imagine running a consulting firm where clients pay in instalments. revday will track which invoices are paid and which ones are overdue, freeing you from chasing payments manually.

Refund requests

Refunds can often be tricky and time-consuming. With revday’s refund request flow, customers can easily request refunds, which are then processed through an automated system. Whether you accept, decline, or ask for more information, the system streamlines the entire process.

For example, if a customer is unsatisfied with a product, they can submit a refund request online. The system flags the request, notifies you, and automatically handles the next steps. This makes the refund process much more efficient, giving both you and the customer a seamless experience.

Image: Refund request automation workflow

Refund request workflow diagram illustrating the process of a user submitting a refund status form. The form submission triggers a ‘Refund Request Status’ update through custom fields. The workflow includes three potential outcomes: ‘Reviewed & Refunded,’ ‘Declined,’ and ‘Requires Additional Information.’ These outcomes correspond to stages in the refund or cancellation request pipeline, such as ‘Refund/cancellation Completed,’ ‘Declined,’ and ‘Request Reviewed/Pending.’ The design uses a modern interface with a gradient background, representing a streamlined process for managing refund requests.

Payment automation is a powerful tool for businesses, making the checkout process faster and easier for both you and your customers. It automates tasks like sending invoices, processing refunds, and following up on abandoned carts. This saves time, reduces manual work, and improves the overall shopping experience. With tools like revday, you can streamline all payment-related steps, ensuring everything runs smoothly with minimal effort. Whether it’s managing subscriptions, tracking invoices, or handling refunds, automation takes care of it all, helping your business grow while keeping customers happy.

Noah Cohen

Noah Cohen, founder of revday, is dedicated to making operations simpler and more efficient for SMEs through tailored automation and marketing services. With a motto of "focused on revenue everyday," he ensures revday's solutions evolve with clients' needs, helping businesses succeed in the digital landscape.

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