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Process Payments and Orders

Use Kyrios e-commerce to process customer purchases, manage orders, and track transactions in one place.

E-commerce in Kyrios handles purchases.

When a customer buys something:

  • An order is created

  • A payment is processed

  • The transaction is recorded

All of it stays connected to the contact.


Why this matters

There are two types of revenue in Kyrios:

  1. You send a request
    (invoice, estimate, payment link)

  2. The customer initiates the purchase
    (checkout, store, product purchase)

This section is about the second one. Without structure, those purchases become hard to track:

  • Orders live in one system

  • Payments live in another

  • Fulfillment lives somewhere else

Kyrios keeps it together.


What you will do

You will:

  1. Understand how e-commerce purchases work

  2. See how products connect to orders

  3. Know where to track orders and transactions


Where to go

Click Payments in the main navigation.

Focus on these sections:

  • Products

  • Orders

  • Transactions

These are the core of e-commerce in Kyrios.


Step 1 — Create products

Products are what customers purchase.

Go to: Payments → Products

Here you can:

  • create products or services

  • set pricing

  • control availability

These products power:

  • checkout pages

  • payment flows

  • your online store

  • funnels

  • website order forms


Step 2 — Understand how purchases happen

Customers can purchase through:

  • a checkout page

  • a payment link tied to a product

  • your online store

Unlike invoices, these are customer-initiated actions. They choose to buy and complete the payment.


Step 3 — Orders are created automatically

When a purchase happens:

  • An order is created

  • The product is attached to that order

  • The contact is linked automatically

Go to: Payments → Orders

Here you can see:

  • all purchases

  • order details

  • fulfillment status

This is your record of what was bought.


Step 4 — Transactions track the money

Orders show what was purchased. Transactions show what was paid.

Go to: Payments → Transactions

Here you can see:

  • successful payments

  • failed payments

  • refunds

  • payment history

This is your financial record.


Step 5 — Connect it to the rest of your system

Each purchase connects to:

  • the contact

  • the order

  • the transaction

  • potentially an opportunity

This means:

  • You know who bought

  • What they bought

  • When they paid

  • What happens next


What about the online store?

Kyrios includes a full e-commerce store.

You can:

  • create a store

  • add products

  • allow customers to purchase directly

It is a one-click setup.

Then you simply:

  • add products

  • make them available

You do not need a separate platform.


What happens next

Once e-commerce is active:

  • Purchases are tracked automatically

  • Orders are visible

  • Payments are recorded

  • Customers are tied to transactions

You are no longer piecing together revenue across tools.


Where to look

You can monitor activity in:

  • Payments → Orders

  • Payments → Transactions

  • Contact records

  • Products


Helpful resources


What to ignore for now

You do not need:

  • full store design

  • social shop integrations

  • recurring product complexity

  • WooCommerce integrations

Right now, the goal is to understand how purchases create orders and transactions.


Important note

E-commerce requires a connected payment processor.

Kyrios supports:

  • Stripe

  • PayPal

  • Square

  • Authorize.net

  • and many others

Without this, payments cannot be processed.

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