Lead360Support

Commerce and Payments

Manage the catalogue, inventory, services, memberships, rewards, promotions, gift cards, and payments.

12 articles
How this fits into Lead360Explore the white label platformConnect client commerce, services, checkout, payments, and agency delivery.
Lead360 workflow mapCommerce and Payments
  1. 01

    Maintain accurate catalogue, inventory, and service availability.

  2. 02

    Configure memberships, rewards, and referrals with clear eligibility rules.

  3. 03

    Review promotion, gift-card, and checkout behavior before publishing.

  4. 04

    Trace payment status back to the correct customer and commercial record.

A visual overview of the verified workflows covered by the Commerce and Payments collection.

About this collection

Operate products, services, memberships, and payments together

Lead360 Commerce connects the catalogue, inventory, service menus, memberships, rewards, referrals, gift cards, promotion codes, checkout experiences, and payment records. These areas share customer and pricing context, but each remains responsible for its own live record and status.

Start with reviewed catalogue and service information, then connect eligibility, price, availability, tax, promotion, reward, and payment behavior deliberately. Ask360 and automations can use approved commerce capabilities to prepare or coordinate work, while financial and customer-facing effects remain subject to exact permissions and confirmation controls.

What you can accomplish

  • Maintain accurate catalogue, inventory, and service availability.
  • Configure memberships, rewards, and referrals with clear eligibility rules.
  • Review promotion, gift-card, and checkout behavior before publishing.
  • Trace payment status back to the correct customer and commercial record.

Continue learning

Articles

E-CommerceChoose the store page that owns the task, then use its page-specific help and Ask360 permissions.Universal CatalogueCreate, edit, or import the products, services, and packages reused across Lead360.InventoryReview and maintain SKU quantities and selling behavior for physical catalogue products.Service MenuTurn catalogue services and packages into an organized customer booking page.MembershipsManage recurring plan definitions separately from the customers already enrolled in them.Reward SettingsConfigure the first-purchase welcome promo and visit-based check-in milestones.ReferralsDefine the customer-facing referral explanation, qualification rules, and credit use.Rewards AnalyticsInterpret server-verified spend, visits, appointments, referrals, and reward history by contact.Gift CardsReview issued gift cards, revenue, outstanding value, recipients, status, and redemption.Promo CodesCreate and manage controlled checkout discounts for campaigns and eligible catalogue items.Build with Ask360Choose the fastest bulk importer for clean files or Ask360 for a validated, reviewed catalogue change.PaymentsTrace customer transactions, payment links, balances, orders, refunds, payouts, and billing activity without exposing sensitive payment data.