Your first ticket: land a real paid order

Walk through the full loop — from inquiry to payment to pickup — with a real customer message. Fake tests ("asdf") won't teach you anything. Pick a recent email or DM you'd actually want to quote on.

1. Connect Shopify

Your Shopify catalog is your price list. When you build a quote, you pull products, variants, and prices straight from Shopify. There is no separate price list to maintain. Invoicing is blocked until Shopify is connected, so do this first.

1. Go to Settings → Integrations.
2. Enter your Shopify store domain (e.g., yourshop.myshopify.com).
3. Click Connect with Shopify. You'll be redirected to Shopify to approve the app.
4. Once approved, the page shows your connected shop domain. You're set.

Full details: Connect Shopify.

2. Land one real inquiry

You need a ticket in IntoPaid before you can quote. Pick whichever channel matches the customer message you have right now.

Forward or CC an email

If a customer already emailed you, forward that message (or CC future ones) to your shop's IntoPaid inbound address. You can find the address at Settings → Email intake. A ticket appears in your inbox within seconds.

Details: Forward an email.

Tag @intopaid on Instagram

If the conversation is happening in Instagram DMs, connect your Professional account first (Connect Instagram). When you're ready to quote — not on every DM — reply to the customer and tag @intopaid in your message. That creates a ticket.

Details: Instagram tickets.

Website inquiry form

If you've already embedded the IntoPaid form on your site, submissions create tickets automatically.

Details: Website inquiry form.

Create a ticket manually

Open Create a ticket in the app. From that page you can:

• Manual — enter a known customer email and start a ticket.
• Email forward — see your inbound address and forward a message.
• Your own address — set up an optional Grow vanity address.
• Website form — open the form editor.
• Social capture — paste a conversation from any platform.

Note: The chat widget on that page is marked Coming later — it is not live yet.

3. Quote and send

Now you have a ticket. Time to turn it into money.

1. Open the ticket. If the inquiry came from a forwarded email and the From address was lost, set the customer email manually on the ticket.
2. Attach a Shopify customer (optional). This links the ticket to an existing customer record in your Shopify store.
3. Add line items. Search your live Shopify catalog — products, variants, prices all pull in automatically. Adjust quantities or add notes as needed.
4. Send the invoice. IntoPaid sends a Shopify invoice email to the customer. They pay through Shopify checkout — they never need an IntoPaid account.
5. Ticket marks paid. Once the customer completes checkout, the ticket updates automatically.

Details: Quotes and invoices and Work a ticket.

4. Lock pickup

When the ticket is paid — or whenever you're ready to commit to a date:

1. Open the ticket and set a pickup date, time, and any notes (e.g., "side entrance" or "call on arrival").
2. The ticket gets a scheduled tag.
3. The pickup appears on your Calendar in both month and list views.

Details: Pickup and calendar.

If nothing appears

Forwarded an email or tagged on Instagram but no ticket showed up? Start here: Ticket didn't arrive.

Having trouble replying to Instagram DMs from IntoPaid? See Instagram can't reply.

Where to go next

• What is IntoPaid? — understand how the pieces fit together.
• Work a ticket — deeper look at the ticket lifecycle beyond your first one.
• Quotes and invoices — line items, sending, and payment reminders.
• Pickup and calendar — manage your schedule as orders stack up.