Checkout

Checkout

Checkout converts approved migration requirements into a new purchase, upgrade, or extension by combining the migration path, Migration Service, Entity Points capacity, Add-ons, customer information, and payment.

An initial purchase creates one migration with a fixed migration path, Standard, Managed, or Custom Service, an Entity Points Plan, optional Add-ons, and a one-year duration from the purchase date.

Use Checkout when the purchase requirements are clear

Define migration scope, required Add-ons, Custom Service requirements, and acceptance criteria before completing payment.

Before you start

Prepare:

Requirement	Why it matters
Correct account	The order and purchased migration service belong to the signed-in account.
Migration path	The purchase is tied to a fixed Source Platform → Target Platform path.
Service requirement	Choose Standard, Managed, or Custom according to the required scope and assistance. Every Migration Service remains accessible through the migration workflow.
Counted data estimates	Product, Customer, Order, and Blog Post estimates support Entity Points calculation.
Add-on requirements	Required Add-ons must be included in the purchase where applicable.
Custom Service requirements	Provide clear rules, examples, source locations, expected target results, and pass conditions.
Billing information	Customer, company, address, VAT or GST, and payment details must be accurate.

Complete Checkout

1. Sign in to Next-Cart and open Account → Checkout.
2. Select the Source Platform and Target Platform.
3. Confirm the displayed migration path.
4. Select Standard, Managed, or Custom Service.
5. Enter realistic estimates for Products, Customers, Orders, and Blog Posts where applicable.
6. Provide Custom Service requirements and attachments when the purchase requires custom handling.
7. Enter or confirm customer and billing information.
8. Review the calculated Entity Points and the closest plan automatically selected to cover that amount.
9. Keep the selected plan or choose another plan that provides sufficient capacity.
10. Review Add-ons and other purchase details shown for the order.
11. Review the order summary, discounts, total amount, and payment method.
12. For a payment-ready order, complete payment only when the migration path, service, plan, and total are correct.
13. For a Custom Service request that requires scoping, submit the requirements and follow the Draft order process below.
14. Wait for the order status to update before starting migration work or approved custom work.

Complete a Custom Service draft

A Custom Service request can create a Draft order while Next-Cart reviews the submitted requirements and files. The draft is not ready for payment until the scope and price are finalized.

1. Submit the Custom Service requirements, examples, files, and acceptance criteria requested for assessment.
2. Open the Draft order in Orders → Details.
3. Respond to questions about the migration path, plan, additional work, expected result, or required access.
4. Review the finalized service plan, additional work, and price.
5. Wait for the order to move from Draft to Pending Payment.
6. Select Pay only after the finalized order matches the agreed scope.
7. Confirm that the order becomes Paid after payment and order processing are complete.

Upgrade a purchased migration

Open Migrations → My Migrations → Statistics, then select View Upgrade Options when the existing migration needs:

• an upgrade from Standard to Managed or Custom, or from Managed to Custom;
• a larger Entity Points Plan;
• one or more additional Add-ons;
• quoted tailored work, custom Add-ons, or other approved custom work.

Upgrade choices follow these limits:

Component	Allowed upgrade	Not allowed
Migration Service	Standard to Managed or Custom; Managed to Custom	Service downgrade
Entity Points Plan	A higher-capacity plan	Plan downgrade
Add-ons	Add capabilities to the existing migration	Remove a purchased Add-on for a lower value
Migration Path	None	Changing the Source Platform or Target Platform
Service Duration	None	Restarting or extending the one-year period through an upgrade

The upgrade is attached automatically to the existing migration after payment is completed.

Review the top-up price

Checkout applies the amount already paid for the migration and charges only the difference:

Checkout value	Meaning
New Value	The total value of the migration after the selected upgrade.
Previously Paid	The amount already paid for the migration.
Total	The additional upgrade price due for the current order.

The same top-up rule applies when Next-Cart provides an accepted quote for tailored work, a custom Add-on, or other approved custom work. Confirm that Previously Paid is applied and that Total represents only the additional amount before placing the Upgrade order.

Extend an expired migration

An Extend order restores the purchase path for an expired migration while retaining its latest recorded package. Review the complete retained value before payment because the extension includes the base migration and the upgrades that remain attached to it.

An extension can also include eligible upgrades, such as:

• moving from Standard to Managed or Custom, or from Managed to Custom;
• selecting a higher Entity Points Plan;
• purchasing additional Add-ons;
• adding approved custom work.

Before paying for an extension, confirm:

Check	Pass condition
Migration	The Extend order belongs to the intended expired migration and fixed migration path.
Retained package	The Service, Entity Points Plan, Add-ons, and approved custom work match the latest recorded migration state.
Extension value	The total includes the base migration and the upgrades retained for the extended service.
New upgrades	Any additional upgrade selected during extension is intentional and priced in the order.
Order Type	Extend appears in Order Details.

After payment and order processing, return to My Migrations and confirm that the same migration reflects the extended service state.

Complete payment for a pending order

1. Open Account → Orders and identify the pending order.
2. Select Pay.
3. Confirm the migration path, service, Entity Points Plan, Add-ons, and total.
4. Complete payment.
5. Return to Orders and review the resulting status.
6. If Status is Pending Approval, do not pay again. Wait for payment confirmation or contact Support with the payment reference if the status does not resolve.
7. Confirm that Status becomes Paid when order processing is complete.
8. Open Migrations → My Migrations and confirm that the new, upgraded, or extended migration state appears.

Review before payment

Check	Pass condition
Migration Path	Source Platform and Target Platform match the intended project.
Service	Standard, Managed, or Custom matches the required handling.
Data estimates	Entered counted volumes are realistic for the source store.
Entity Points Plan	The automatically selected or manually chosen plan covers the calculated Entity Points.
Add-ons	Required Add-ons are included.
Custom Service requirements	Rules, examples, expected results, and pass conditions are complete where applicable.
Customer information	Contact, company, address, and tax details are accurate.
Payment	Method, discounts, and total amount are correct.

Checkout does not define migration filters

Entered data volumes calculate Entity Points and support plan selection. They do not filter which source records migrate. Configure supported record-level filtering through Data Filter when purchased.

Expected result

After successful Checkout and order processing:

• the order appears in Orders;
• the order has an Order #;
• the purchased migration path and service are recorded;
• the selected Entity Points Plan and Add-ons are associated with the purchase;
• a New purchase appears under Migrations → My Migrations, an Upgrade is integrated into the existing migration, or an Extend order restores the applicable expired migration state;
• the one-year duration is anchored to the initial purchase and is not changed by later upgrades;
• the service can be started when its Status is Active.

Verify after Checkout

Check	Pass condition
Order	The purchase appears in Orders with the expected migration path, service, amount, and status.
Payment	Status is Paid. An Upgrade order charges only the additional amount, and an Extend order includes the intended retained package.
My Migrations	The purchased migration service appears under Migrations → My Migrations.
Service information	Migration Path, Service, Entity Points, Add-ons, and Created / Expires match the completed purchase, upgrade, or extension.
Status	The purchased migration service is Active before Start is used.

Failure handling

Issue	What to do
The migration path is wrong	Do not complete payment. Correct the Source Platform or Target Platform.
The plan appears too small	Recheck the counted data estimates and select sufficient Entity Points capacity.
A required Add-on is missing	Add it before the initial purchase or use View Upgrade Options for an existing migration.
Custom Service requirements are incomplete	Add field names, source locations, examples, expected output, and validation criteria.
Payment fails	Review the order and payment-provider result. Retry through the available order action only when no charge or transfer was completed. If the account was charged or a transfer was sent, preserve the reference and contact Support before paying again.
Payment remains Pending Approval	Do not pay again. Preserve the payment reference and contact Support if confirmation does not complete within the expected processing time.
The order appears but My Migrations does not	Confirm payment and processing status, then submit a ticket with the Order #.
Previously Paid is missing or incorrect	Do not place the Upgrade order. Confirm that you opened View Upgrade Options from the intended migration and submit a ticket if the amount remains incorrect.
A paid upgrade is not integrated	Open the Upgrade order in Orders, preserve the Order # and payment details, then submit a ticket.
An extension total does not include the expected retained package	Do not pay. Compare the Service, Plan, Add-ons, and approved custom work with the latest migration state, then submit a ticket.
A paid extension is not reflected in My Migrations	Open the Extend order in Orders, preserve the Order # and payment details, then submit a ticket.
The purchased service appears but Start is unavailable	Check Status and Expires. Expired or Suspended services cannot be started.

Next step

Open Orders to verify the purchase, then open Migrations and select My Migrations when the purchased migration service is ready.