Payments
66 articles in this category
Products
- Adding Products to Your Funnel & Website### Adding Products to Your Funnel To add a product to a funnel or website, you first need to create a new funnel page or website page....
- Bringing in Stripe ProductsImporting Stripe Product Details When you're importing products into Stripe, it's important to note that only recurring or subscription...
- Harnessing the Full Potential of the "Compared At" Feature### Overview of the "Compared At" Functionality The "Compared At" option is a valuable addition to our CRM's e-commerce tools. It enables...
- How to Add New Products in Your CRMAdding new products to your CRM can be done quickly and easily. Start by navigating to the Payments tab within your CRM and then click on...
- Manage and Create ProductsWithin the Payments section of your CRM, there is a dedicated "Products" area where you can handle and generate products for Stripe and...
- Product Grouping for Increased SalesEnhancing your sales can be as simple as offering customers an engaging and appealing shopping experience. Organizing items into...
- Unleashing Your Business Potential with an Online Store### Advantages of Adding an Online Store to Your Business Before getting into the details of setting up your online store, let’s examine...
Documents & Contracts
- Adding Signatures: Documents & ContractsThe first task in generating documents or contracts is to design a template within the CRM. This guide will walk you through the setup of a...
- Automating Invoice Generation Upon Proposal/Estimate ApprovalOnce a potential lead accepts or signs a proposal or estimate, businesses can have an invoice automatically generated. This invoice will...
- Building Comprehensive Proposals and EstimatesIn this guide, we explore how to create proposals and estimates within the Payments module. This feature enables users to design...
- Consistent Items in Documents & ContractsDocuments and contracts are essential tools for setting clear and transparent expectations between you and your clients. They help ensure...
- How To Create Proposal Templates And Sending Proposals Automatically Inside A Workflow### Build a New Template Businesses can now generate custom templates for proposals and estimates, streamlining the process of sending...
- How to Customize Subject Lines For Documents & ContractsClear communication through Documents and Contracts is essential in maintaining transparency and setting expectations between you and your...
- Increase Productivity with Multi-User Digital Document Signatures### Advantages of Multi-User Signature Functionality Our CRM's new multi-recipient signature feature offers several significant advantages:...
- Initials Field: Fillable ElementThe initials feature within document workflows is built to facilitate comprehensive reviews and confirm acknowledgment across all pages of...
- Selecting the Optimal Currency for Proposals and EstimatesThe currency selection tool is an important update designed to simplify the process of handling international payments. It allows...
- Sharing Proposals and Estimates Through Personalized Links### Key Advantages of Sharing Proposals and Estimates Through Links Before diving into the step-by-step instructions, let's explore the...
PAYMENTS
- Auto Payments in Recurring TemplatesManaging customer payments can be a daunting task, especially when it comes to recurring invoices. But worry no more! With the auto-payment...
- Common uses cases for Payments and InvoicesPayments are used to pay for goods or services and can be made by various methods, including credit card, debit card, bank transfer,...
- How to Create Coupons for ProductsCoupons support both one-time and recurring products, including main and bump products in V2 Funnels. **Applied coupon codes are not...
- How to create invoicesInvoicing is a very important part of any business. It helps you keep track of your expenses, and it also allows you to get paid for the...
- How to create recurring InvoicesYou may have heard of the term “recurring billing/invoicing.” It is a way for your customers to pay you automatically without having to...
- How-to add Taxes OverviewEfficiently managing taxes for your business is crucial for staying compliant and organized. The Tax Settings feature in your CRM...
- Import Products / Price From Stripe**Which pricing plans can be imported?** - Only recurring/subscription plans can be imported. One-time prices need to be created directly...
- Payments - What is listed on the Subscriptions page?In this article, we will cover the **Subscription** tab and how it works. Please head into **Payments > Then click on Subscriptions**....
- Text-To-Pay Links**To create Payment Links:** **Step 1 - Integrate Your Account With Stripe:** Integrate your account with Stripe by going to Settings >...
- Using Apple Pay and Google Pay in order formsAccepting **Apple Pay and Google Pay** in your order form is a great way to improve the purchase experience for your customers. These...
Payment Settings
- Automating Abandoned Cart Emails#### Key Advantages: - Boost Revenue: Automatically remind customers about their incomplete purchases, helping to recover lost sales. -...
- Guide: Adding and Managing TaxesHandling taxes is a crucial aspect of running any business, as it ensures legal compliance and keeps your finances organized. Proper tax...
- Modifying the Default Currency in Your CRM#### Default Currency Configuration By default, your CRM assigns a currency based on your company's location, as set in the Business Info...
- Overview: Payment ReceiptThe Automatic Receipts feature simplifies the process for businesses by automatically sending receipts to customers after they complete a...
- Tailoring Payment Receipts for Better Client CommunicationWhy Customizing Receipts is Essential for Your Business Making adjustments to your payment receipts is not just an aesthetic choice; it...
Invoices
- Automating Invoice PaymentsInvoices are essential tools for informing your clients about the amount they owe and the deadline for payment. They not only help you stay...
- Creating Invoice Templates And Automating Invoice Distribution Within A Workflow Using These TemplatesEnhancing Invoice Efficiency with Custom Templates and Automation This feature allows businesses to simplify invoice management through...
- Customizing Email and SMS Notifications for Invoice ManagementBusinesses frequently send invoice notifications to customers to maintain clear communication during financial transactions. These alerts...
- How To Apply Taxes To Invoices### Importance of Tax Management in Business Taxes are an integral part of running any business, no matter the sector. Proper tax...
- Invoice Creation Automation### Key Advantages of Automated Invoice Creation Streamlined Operations: Automatically transform approved proposals or estimates into...
- Invoice Payment SettingsHandling business transactions often involves sending invoices to clients. Traditionally, this means entering client and item details and...
- Invoice System OverviewThe invoicing feature integrated into your CRM system allows for efficient creation and management of invoices, simplifying the process of...
- Maximizing Communication Efficiency: Understanding Invoicing, CC, BCC, and Their Benefits### Why CC and BCC Fields Are Essential for Business Invoicing #### - #### Enhanced Communication with Stakeholders Including CC and BCC...
- Procedure For Creating A New InvoiceTo streamline your billing, you can now generate invoices directly through your CRM. This smooth integration simplifies financial...
- Setting Up Payment Plans in InvoicesWhen managing your own business, handling invoices becomes a routine task. If you’ve been working with an invoicing system for some time,...
Proposal Templates
- Create and Automate Proposal Templates in Workflows#### Generate New Document Templates Companies can now design templates for proposals and estimates, simplifying the process of sending...
- Enabling ACH Debit Payments for InvoicesYou can now offer ACH Direct Debit as a payment method for one-time invoices, Text2Pay links, and recurring invoices, including automatic...
- Streamlining Contract and Document Signing with Custom FieldsThe CRM’s Document and Contract Editor now supports custom fields, offering significant advantages for businesses. With floating text...
ORDERS, SUBSCRIPTIONS, AND TRANSACTIONS
Coupons
- Guide: Generating and Applying a Discount Code in a Two-Part Order FormDiscount codes and promotional offers are powerful tools that can encourage prospective buyers to complete their purchases. These...
- How To Create CouponsCoupons offer a fantastic way for companies to engage potential customers and boost sales by providing discounted rates. This manual will...
Payment Links
- How to Create Payment Links for Products#### Key Advantages The use of Product Payment Links provides several notable benefits to enhance your sales process: - Simplified Selling:...
- How to Send Payment Links to Multiple ContactsPayment Links are a powerful tool designed to streamline your sales process, reducing client churn by offering pre-filled forms that...
- Overview of Payment LinksFor businesses or individuals seeking a straightforward solution for receiving payments, payment links offer an efficient and convenient...
Payment Integrations
- How to Set Up PayPal IntegrationDo you currently offer payments through PayPal? You can easily link your PayPal account to your CRM by navigating to the Integration...
- How To Set Up Razorpay IntegrationIntegrating Razorpay for Efficient Payment Handling and CRM Enhancement Razorpay integration offers a highly effective solution for...
- How To Set Up Stripe IntegrationTo enable direct payment for your products and services through your CRM system, you'll need to integrate your Stripe account. This feature...
- Integrating Apple Pay and Google Pay Into Order FormsApple Pay and Google Pay have simplified the payment process on order forms, offering faster and more secure transactions for customers....
- Introduction to Network Merchants Inc. (NMI) Payment GatewayNetwork Merchants Inc. (NMI) is a leading provider of payment gateway solutions, helping businesses securely and efficiently handle online...
- Payment System IntegrationsImportant Note: Access to some features may depend on your user permissions. Within the Payments section of your CRM, under Integrations,...
- QuickBooks Integration SetupThis guide will walk you through the process of linking QuickBooks with your CRM software. By doing this, you can eliminate the need for...
- Secured Payment Solution with Authorize.NetAuthorize.Net offers a powerful online payment solution that ensures sensitive customer data is protected while maintaining reliable uptime...
- Streamlined Payment Features for Memberships!AuthorizePro is an advanced online payment gateway designed to provide businesses with robust security features, safeguarding sensitive...
- Stripe Integration SetupEffortlessly manage or update your Stripe details in the Payment Integrations section. Keep your Stripe account details up-to-date in the...
Orders
- Methods for Synchronizing Shopify Orders### Access Your Account Configuration: Head to the settings area of your CRM account to initiate the integration setup. ### Activate...
- Tracking Abandoned Checkouts for Better Sales ManagementThe Orders section gives businesses a straightforward way to monitor abandoned checkouts, helping them stay on top of unfinished...
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