How Service Deliveries Are Created

Created by Devina Eilien, Modified on Thu, 29 Jan at 5:17 PM by Devina Eilien

Service deliveries don't appear manually—they're created automatically when customers pay for services. Understanding this automated process helps you anticipate deliveries, manage your workload, and troubleshoot scheduling issues.

This guide explains exactly how and when service deliveries are created from both subscriptions and one-off purchases.

Overview: Automatic Delivery Creation

Core principle: Every payment creates a delivery.

The automated flow:

Customer pays for service

    

Payment processes successfully

    

System automatically creates delivery

    

Delivery appears in your Delivery menu/tab

    

You receive notification (depending on settings)

    

Service scheduled with due date

Two sources of deliveries:

  1. Subscriptions - Create recurring deliveries (one per payment)

  2. One-off purchases - Create single deliveries (one-time)

You don't manually create deliveries. The system handles this automatically based on customer purchases and subscription billing.

Deliveries from Subscriptions

Subscriptions create recurring deliveries that continue for the life of the subscription.

How Subscription Deliveries Work

The recurring pattern:

  1. Customer subscribes to a service

  2. First payment processes → First delivery created

  3. Time passes (weekly, monthly, etc.)

  4. Next payment processes → Next delivery created

  5. Pattern continues until subscription ends

Each billing cycle = one new delivery

Example: Weekly Subscription

Service: Weekly Dog Walking

Price: $45/week

Billing: Every Monday


Timeline:

Week 1: Payment processes Jan 1  Delivery created, due Jan 1-7

Week 2: Payment processes Jan 8  Delivery created, due Jan 8-14

Week 3: Payment processes Jan 15  Delivery created, due Jan 15-21

Week 4: Payment processes Jan 22  Delivery created, due Jan 22-28


Result: 4 payments = 4 separate deliveries to complete

Each delivery is independent:

  • Must be completed separately

  • Has its own due date

  • Can be managed individually

  • Links to specific payment

Example: Monthly Subscription

Service: Monthly Lawn Care

Price: $120/month

Billing: 1st of each month


Timeline:

Month 1: Payment Jan 1  Delivery created, due January

Month 2: Payment Feb 1  Delivery created, due February

Month 3: Payment Mar 1  Delivery created, due March


Result: 3 payments = 3 separate deliveries

Key point: Even though it's "one subscription," you get multiple delivery items—one for each billing period.

When Subscription Deliveries Are Created

Creation timing: Immediately after successful payment

Specific moments:

  • New subscription starts → First delivery created with first payment

  • Recurring billing date → New delivery created with each payment

  • Customer resumes paused subscription → Delivery created with resumed payment

  • Manual payment processing → Delivery created when payment succeeds

Not created when:

  • ❌ Subscription is paused (no billing, no deliveries)

  • ❌ Payment fails (no successful payment, no delivery)

  • ❌ Subscription canceled before next billing (no future payments, no new deliveries)

Subscription Delivery Due Dates

How due dates are calculated:

Based on billing frequency and schedule:

  • Weekly subscriptions → Due within that week

  • Fortnightly subscriptions → Due within that two-week period

  • Monthly subscriptions → Due within that month

  • Quarterly subscriptions → Due within that quarter

Example calculations:

Weekly subscription billing on Monday:

Payment: Jan 1 (Monday)

Due date: Jan 1-7 (that week)


Monthly subscription billing on 1st:

Payment: Jan 1

Due date: Anytime in January


Fortnightly subscription billing on Monday:

Payment: Jan 1

Due date: Jan 1-14 (that fortnight)

Flexibility: You can complete the service anytime within the due period. System tracks when service should be done by, not the exact hour.

✍️ TIP: Subscription deliveries typically have flexible due dates within the billing period, giving you scheduling flexibility for route planning.

Multiple Services from Same Subscription

Important: If a customer has multiple subscriptions, each creates its own deliveries.

Example:

Customer: Jane Smith


Subscription 1: Weekly Dog Walking ($45/week)

 Creates delivery every week


Subscription 2: Monthly Grooming ($110/month)

 Creates delivery every month


Result in Delivery tab:

- Dog Walking delivery (due Jan 7)

- Dog Walking delivery (due Jan 14)

- Grooming delivery (due Jan 31)

- Dog Walking delivery (due Jan 21)

- Dog Walking delivery (due Jan 28)

- Grooming delivery (due Feb 28)

And so on...

Each subscription operates independently, creating its own delivery schedule.

Deliveries from One-off Purchases

One-off purchases create single deliveries for one-time services.

How One-off Deliveries Work

Simple one-time pattern:

  1. Customer purchases one-time service

  2. Payment processes

  3. System creates one delivery with due date

  4. You complete service

  5. Transaction complete (no future deliveries)

One payment = one delivery, then done

Example: One-off Purchase

Service: Deep Gutter Cleaning

Price: $200

Type: One-off purchase


Timeline:

Customer purchases: Feb 1

Payment processes: Feb 1

Delivery created: Due within 3-5 days (Feb 4-6)

Service completed: Feb 5

Transaction complete: No more deliveries


Result: 1 payment = 1 delivery (one-time)


Difference from subscription: No recurring deliveries. Service happens once, delivery tracked once, then complete.

When One-off Deliveries Are Created

Creation timing: Immediately after successful payment

Specific moment: When customer completes checkout and payment processes

Common scenarios:

  • Customer purchases from your live site

  • You send invoice and customer pays

  • Manual one-off purchase created and paid

Not created when:

  • ❌ Customer adds to cart but doesn't complete checkout

  • ❌ Payment fails or is declined

  • ❌ Invoice sent but not yet paid

Once payment succeeds, delivery appears in your system immediately.

One-off Delivery Due Dates

How due dates are calculated: Based on delivery timeframe configured for that service.

Configuration location: Set when service was created under Purchase Options → "How soon will one-off purchases be delivered?"

Available timeframe options:

  • Within 24-48 hours

  • Within 3-5 days (common default)

  • Within 5-7 days

  • Within 1-2 weeks

  • Within 2-4 weeks




How it calculates:

Service: House Cleaning

Setting: "Within 3-5 days"


Customer purchases: Jan 10, 2026

System calculates due date: Jan 13-15, 2026

Delivery shows: Due by Jan 15, 2026


Service: Deep Clean

Setting: "Within 1-2 weeks"


Customer purchases: Jan 10, 2026

System calculates due date: Jan 17-24, 2026

Delivery shows: Due by Jan 24, 2026

The due date shown: Latest date in the range (gives you the full window)


Setting Delivery Timeframes

When to set: When creating or editing a service

Where to set: Services → Edit service → Purchase Options

Choosing timeframe considerations:

Shorter timeframes (24-48 hours, 3-5 days):

  • ✅ Good for urgent services

  • ✅ Quick turnaround expectation

  • ✅ Competitive advantage

  • ❌ Requires capacity management

  • ❌ Less scheduling flexibility

Longer timeframes (1-2 weeks, 2-4 weeks):

  • ✅ More scheduling flexibility

  • ✅ Easier to manage capacity

  • ✅ Good for complex services

  • ❌ Customer waits longer

  • ❌ May lose to faster competitors

Most common: "Within 3-5 days" provides balance between customer expectations and operational flexibility.

✍️ TIP: Set realistic timeframes based on your actual capacity. Better to promise 5-7 days and deliver early than promise 24-48 hours and be late.

One-off vs Subscription Timing

Key difference in due dates:

One-off purchases:

  • Specific timeframe from purchase date

  • Countdown starts immediately

  • Example: "Within 3-5 days" from Jan 10 = Due by Jan 15

Subscription deliveries:

  • Based on billing cycle period

  • More flexible window

  • Example: Monthly billing Jan 1 = Due anytime in January

Why the difference: One-off customers expect quick turnaround. Subscription customers expect regular service within the billing period.

The Purchase-to-Delivery Connection

Understanding how purchases and deliveries relate is essential for managing your business.

One Purchase = One Delivery

The fundamental rule: Every purchase creates exactly one delivery.

For subscriptions:

Subscription: Weekly Service, $50/week


Month 1:

Payment 1 ($50)  Delivery 1

Payment 2 ($50)  Delivery 2

Payment 3 ($50)  Delivery 3

Payment 4 ($50)  Delivery 4


4 payments = 4 deliveries to track and complete

For one-offs:

One-off: Spring Cleaning, $200


Payment ($200)  Delivery 1


1 payment = 1 delivery to track and complete


The Complete Lifecycle

Full flow from payment to service:

1. Customer Action

    Customer subscribes or purchases


2. Payment Processing

    Payment method charged


3. Purchase Created

    Purchase record in system

    Appears in Purchases tab


4. Delivery Created

    Delivery automatically generated

    Appears in Delivery menu/tab

    Due date calculated


5. Service Scheduled

    On your delivery list

    Status: Service Due


6. Service Delivered

    You complete the work


7. Mark Complete

    Update in system

    Status: Completed


8. Customer Notified

    Completion email sent

    Transaction complete

Each step happens automatically except steps 6 and 7 (your work and marking complete).

Viewing the Connection

You can see the purchase-delivery connection in multiple places:

From Purchases tab:

  1. Navigate to customer → Purchases tab

  2. Expand a purchase

  3. See "Service Delivery" panel on right

  4. Shows delivery due date and status

  5. Click "View Delivery" to see in Delivery tab

From Delivery menu/tab:

  1. Find a delivery in list

  2. See customer name and service

  3. "Paid" column shows purchase amount

  4. Delivery links back to purchase

Both views show same information, just from different angles:

  • Purchases tab = Payment-focused (money in)

  • Delivery menu/tab = Service-focused (work out)


What Happens After Delivery Creation

Once a delivery is created automatically, here's what happens:

Immediate Effects

Delivery appears in your system:

  • ✅ Shows in Delivery menu (global list)

  • ✅ Shows in customer's Delivery tab

  • ✅ Status: "Service Due" (yellow)

  • ✅ Due date displayed

  • ✅ Linked to purchase/payment

Metrics update:

  • "Services Due" count increases

  • Adds to your workload

  • Visible in delivery planning

Your Responsibilities

After delivery is created, you must:

  1. Acknowledge it exists:

    • Review in Delivery menu

    • Add to your schedule

    • Plan route and timing

  1. Deliver the service:

    • Complete work by due date

    • Maintain quality standards

    • Communicate with customer if needed

  2. Mark as complete:

    • Update in system after delivery

    • Triggers customer notification

    • Updates status to "Completed"

  1. Handle issues if any:

    • Reschedule if needed (roll over)

    • Cancel if appropriate

    • Process refund separately if warranted

The system creates the delivery; you fulfill it.


Delivery Creation Scenarios

Scenario 1: New Subscription Starts

What happens:

  1. Customer subscribes to weekly service

  2. First payment processes immediately

  3. First delivery created instantly

  4. Shows in your Delivery menu with due date

Your action: Check Delivery menu, note new customer, plan first service


Scenario 2: Recurring Subscription Billing

What happens:

  1. Billing date arrives (e.g., Monday for weekly)

  2. Payment processes automatically

  3. New delivery created for this period

  4. Previous delivery (hopefully) already completed

If previous delivery not yet completed:

  • Previous delivery past its due date → Status changes to "Overdue" (red)

  • New delivery still created (separate item)

  • You now have two deliveries: one Overdue, one Service Due

  • Both need attention (Overdue first)

Your action:

  • Complete previous overdue delivery ASAP

  • Continue regular service schedule for new delivery

  • Prevent pileup by completing services before next billing

⚠️ IMPORTANT: New deliveries create automatically even if previous ones aren't complete. Each billing cycle creates its own delivery regardless of prior completion status.



Scenario 4: Paused Subscription Resumes

What happens:

  1. Subscription was paused (no deliveries created while paused)

  2. You or customer resumes subscription

  3. Next billing processes

  4. Delivery created for resumed period

Your action: Service resumes as normal, complete delivery


Scenario 5: Payment Fails

What happens:

  1. Billing date arrives

  2. Payment fails (card declined, insufficient funds, etc.)

  3. No delivery created (no successful payment)

  4. System retries payment (usually)

  5. If retry succeeds → Delivery created then

Your action: No delivery to complete yet. May need to contact customer about payment issue.

Summary

Automatic delivery creation:

  • Deliveries created automatically from payments

  • You don't manually create deliveries

  • System handles timing and scheduling

From subscriptions:

  • Each recurring payment creates one delivery

  • Ongoing pattern throughout subscription life

  • One subscription = multiple deliveries over time

From one-off purchases:

  • Single payment creates single delivery

  • Due date based on configured timeframe

  • Set when service was created

  • Options: 24-48 hours, 3-5 days, 5-7 days, 1-2 weeks, 2-4 weeks

Key principle: 1 payment = 1 delivery (always)

Your responsibilities:

  • Monitor new deliveries daily

  • Plan and schedule services

  • Complete deliveries on time

  • Mark complete in system

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