Invoices - ACH Debit payment method

This article details how to use ACH Direct Debit as a payment method for invoices, including setup, transaction timing, and handling failures.

Invoices - Create A New Invoice

This article guides you through creating and managing invoices directly from your CRM, enhancing billing efficiency and customer relationship management.

Invoices - Create invoice templates and automatically send an invoice in a workflow using Templates

This article outlines how to streamline your invoicing process using customizable templates and workflow automation in your business system.

Invoices - Customize Email and SMS notifications for invoicing

This article describes how to customize invoice notifications for customers and sub-account users, enhancing communication and branding.

Invoices - Manage Auto Payment

This article explains how to set up and manage auto payments in recurring templates, ensuring timely and automatic invoice processing.

Invoices - Overview

This article outlines how to generate, manage, and track invoices using your CRM's integrated invoicing feature.

Invoices - Recurring Invoices

This article explains how to set up and manage recurring invoices in your CRM to automate billing for subscription-based services.

Membership Payments - Track membership transactions

This article explains how transactions from the Membership section are now integrated into the Payment section for a unified tracking and management experience.

Payment Integrations - Apple Pay and Google Pay in order forms

This article guides you on how to enable and troubleshoot Apple Pay and Google Pay for order forms in your CRM, ensuring a smooth and secure payment experience for customers.

Payment Integrations - Authorize.net

This article details how to integrate Authorize.Net into your CRM, highlighting its features, setup processes, and how it compares with other major payment gateways.

Payment Integrations - Enhancements for Memberships

This article provides a comprehensive overview of using Authorize.Net as a payment gateway, comparing its features with other major providers like Stripe and PayPal, and guiding on how to integrate it into your system.

Payment Integrations - Network Merchants Inc. (NMI)

This article provides a detailed overview of integrating and using the NMI (Network Merchants Inc.) payment gateway within your CRM to handle transactions securely across multiple platforms.

Payment Integrations - QuickBooks

This article explains how to integrate QuickBooks with your CRM to automate data entry, sync contacts, and manage invoices efficiently for enhanced workflow.

Payment Settings - Enable Sales Receipts for Order Forms, Calendars, and Invoice payments

This article explains how to enable and customize automatic sales receipts in your business to simplify transaction confirmations and enhance customer experience.

Payment Settings - How to add Taxes Overview

This article guides you on using Tax Settings in CRM and Stripe for efficient tax management, ensuring compliance and enhancing financial operations.

Products - Creating New Products

This article details how to create new products in your CRM, from inputting details to setting pricing and billing options, ensuring all data syncs with Stripe/PayPal.

Proposals and Estimates - Create an invoice automatically after a proposal/estimate is signed

This article explains how businesses can automate invoice creation from proposals or estimates once accepted, detailing the settings and conditions required for this functionality.

Proposals and Estimates - Create proposal templates and send proposals automatically inside a workflow

This article outlines how to create and manage proposal and estimate templates in your CRM, enabling automated document sending within workflows.

Proposals and Estimates - How to customize notifications sent

This article details the latest updates to the Proposals and Estimates system, enhancing your CRM with customizable email templates and dynamic proposal customization to streamline communication.

Subscriptions

This article explains how to manage and track customer subscriptions within the Payments tab, using tools like filters, search, and detailed subscription lists.

Transactions - Refunds

This article guides you on how to manage refunds within your CRM, detailing steps for integration with payment providers and outlining scenarios for using the refund feature effectively.

Payment Integrations

This article provides a comprehensive guide on integrating payment gateways like NMI, Authorize.Net, Stripe, and PayPal within your CRM to enable direct customer charges and payment processing.

Products

This article explains how to manage and create products within your CRM's Payments tab, utilizing Stripe and PayPal for streamlined customer transactions.

Payment Integrations - PayPal

This article guides you on connecting your PayPal account to your CRM, switching between sandbox and live modes, and setting up payment credentials.

Products - Importing Stripe Products

This article guides you through importing recurring subscription plans from Stripe into your CRM, including setup fees and managing different price types.

Payment Integrations - Stripe

This article explains how to integrate a Stripe account with your CRM to manage payments directly, including setting up products and invoices.