Payments

Invoices Payment Plans Invoices: Payment Plans Summary: This article will teach you to set up Payment Plans in your invoices. When you have your own business you become familiar with invoices, and if you have been using

Payment Integrations Payment Integrations Summary: In the Integrations section of the Payments tab, you can connect your NMI, Authorize.Net, Stripe, or PayPal accounts. NOTE: Depending on your user permissions, you may n

Payment Links Overview Payment Links Overview Summary: Payment Links Overview If you're looking for a quick and easy way to accept payments, payment links may be your solution. Payment Links streamline your sales by allo

Payment Receipts Payment Receipts Summary: This feature is designed to streamline your workflow and enhance customer satisfaction, making it a valuable addition to your business toolkit. Automatic Receipts make it effort

Payment Settings for Invoices & Estimates Payment Settings for Invoices & Estimates Summary: How to modify the Payment Settings for your invoices. A big part of running a business is collecting payments, and two common w

Product Collections Product Collections Summary: How to create and use Product Collections A great way to boost your sales is by keeping your customers inspired and wanting more. Grouping products helps you achieve that

Products Products Summary: Within the Payments tab of your CRM, you have the ability to manage and create Stripe and PayPal products for your customers. The Products tab in the Payments section of your CRM allows you to

Recurring Invoices Recurring Invoices Summary: The recurring invoice feature simplifies billing processes by automating invoice delivery and tracking payment statuses, offering businesses a seamless way to manage recurri

Recurring Products in Documents & Contracts Recurring Products in Documents & Contracts Summary: How to Add Recurring Products in Documents & Contracts Documents and Contracts are the best way to keep the expectations an

Reviews & Ratings for Products in Stores Reviews & Ratings for Products in Stores Summary: Enhance your store's credibility and foster greater customer engagement with the Reviews and Ratings feature. Store owners can en

Reviews in Products Overview Reviews in Products Overview Summary: This guide looks at the Reviews section within the Payments tab, equipping you with the knowledge to leverage this tool fully. This guide looks at the Re

Schedule Reminders for Invoices Schedule Reminders for Invoices Summary: Beginners guide to Schedule Reminders for Invoices One of the most tedious tasks in running a business is reminding your customers to pay you, it t

Set Up Fees in Recurring Invoices Set Up Fees in Recurring Invoices Summary: How to Use Set Up Fees in Recurring Invoices One of the best ways to handle charging for subscriptions or repeatedly bought products is by send

Settings in Documents & Contracts Settings in Documents & Contracts Summary: This guide will help you understand how to customize the notifications for your Documents and Contracts Whether you prefer a professional tone

Shipping & Delivery Settings Shipping & Delivery Settings Summary: This article delves into the capability of allowing e-commerce store owners to define manual delivery charges based on shipping zones. From creating and

Stripe Integration Stripe Integration Summary: Easily add or manage your Stripe information within the Payment Integrations section. Easily add or manage your Stripe information within the Payment Integrations section. M

Subscription Settings Subscription Settings Summary: Failed payments can disrupt subscription-based businesses, but automated payment retries offer a solution. This guide explains how to configure payment retry settings,

Subscriptions Subscriptions Summary: Customer subscriptions created through order forms can be managed and tracked with the subscriptions section. Customer subscriptions created through order forms can be managed and tra

Track Membership Transactions Within Payments Track Membership Transactions Within Payments Summary: Having all transactions from the Membership section in the Payment section helps with a consolidated view of all produc

Transactions Transactions Summary: The Transactions tab within the Payments section provides a centralized location to review all sales processed through the various tools available on your platform. The Transactions tab

Using Apple Pay and Google Pay in Order Forms Using Apple Pay and Google Pay in Order Forms Summary: In this article, we will explain how to enable and troubleshoot the Apple Pay and Google Pay integrations on your order

Utilizing CC and BCC in Invoices Utilizing CC and BCC in Invoices Summary: By effectively using CC and BCC in your invoicing process, you ensure that all relevant stakeholders are kept informed. Effective invoicing is mo

Utilizing the Compared At Feature In Products Utilizing the "Compared At" Feature In Products Summary: In this guide, we'll walk you through what the "Compared At" option is all about, why it's super useful for things li