Payments

How to Create Coupons for Products

How to Bulk Import Products into CRM

Subscription Settings - Failed Payment Retries

Adding PayPal Buttons to Payment Elements

Create or Schedule Subscriptions and Send Invoice within Contact Details Page

Bank-Only Transfers for Invoice Payments (SEPA & ACH)

How to Edit Recurring Invoices

Create invoice templates and automatically send an invoice in a workflow using templates

Pause and Resume Subscriptions

Invoices - New revamped UI

How to Set Up Automatic Taxes for Fast Payment Links

How to Add Recurring Products to Your Products List in Documents and Contracts

How to Automatically Calculate Sales Tax Based on Location

How to Streamline Payments with Automated Invoice Reminders

How to add Payment Plans to your Invoices?

How to Implement Direct Checkout in Email Campaigns

How to Set Up Automatic Tax Calculations in Invoices

How to Use the Manual Payment Method in Your Ecommerce Store

Tax Inclusive or Exclusive Pricing

Multiple recipient support on Proposals and Estimates

How to Create and Send Estimates

How to Enable Editable Quantities in Payment Links

How to Use BNPL in Order Forms and Payment Links

How to add and manage your customer's cards on file

What happens in case of a payment failure for a Subscription?

Customize Email and SMS notifications for invoicing

Tap to Pay

How-to add Taxes Overview

Text-To-Pay Links

How to enable Sales Receipts for Order Form, Calendar and Invoice payments

How to manage Refunds within the CRM

Payment Links

Payments - What is listed on the Subscriptions page

List of countries and bank acquirers available with NMI

Authorize.net integration for processing payments

Selling products on order forms with available payment providers - FAQs

ACH Debit payment method on invoices

Auto Payments in Recurring Templates

Subscription & Refund trigger for payments

How to Connect Stripe to Your Sub-Account

Steps to Connect Stripe to Your Sub-Account Integrating Stripe with your CRM sub-account allows you to securely process payments from customers worldwide. Before proceeding, ensure Stripe is available

Setting Up Stripe for Calendar Payments

Accept Payments When Booking Appointments You can configure your CRM to collect payments through Stripe when clients schedule appointments through your calendar. This integration allows you to require

Why Isn't My Stripe Plan Showing in the Funnel Products?

Issue: Stripe Plan Not Visible in Funnel If you have created a product or subscription plan in Stripe but cannot see it as an option when adding products to your funnel, the most common reason is that

How to Create a Payment Page for Client Signups

Creating a Payment Page for Client Signups You can use your CRM to build a dedicated payment page, allowing new clients to sign up for your services and complete a payment in one seamless process. Get

Importing Products and Prices from Stripe

You can import subscription-based products and pricing plans from your Stripe account directly into your CRM. This guide explains which Stripe items can be imported and how the import process works. W

How to Create and Add Products to a Funnel or Website

Creating and Managing Products Your CRM provides a centralized area to manage all your products, including one-time purchases and recurring subscriptions. This guide explains how to create these produ

Selling SaaS Subscriptions in Non-USD Currencies

Yes, you can sell your SaaS products in currencies other than USD. While the platform's native SaaS tools primarily operate in USD, you can use a workaround involving your Stripe integration to charge

How to Secure Your SaaS Checkout Process

Strengthening Your Checkout Security Protecting your SaaS checkout process is essential to prevent fraudulent sign-ups and misuse of sub-accounts. By implementing the following security measures, you

How to Manually Authorize Agency Subscription Payments for 3DS Cards

About 3DS Card Payments for Subscriptions For security, some credit and debit cards require an extra verification step, often called 3D Secure (3DS). When you use a 3DS card for your agency subscripti

My Affiliate Commission Appears Incorrect

Understanding Your Affiliate Commission If the commission amount shown in your CRM affiliate portal does not match what you expected, there are several common reasons this might occur. Promotional Pri

Where Is My Affiliate Payout?

If your affiliate portal shows a payment was made but you haven't received the funds, here are some common reasons and steps to resolve the issue. Set Up Your Payment Account You must set up a payment

Configuring Affiliate Payout Methods

Managing Affiliate Payout Methods Administrators and affiliates can set up payment details to receive commissions. The available methods, such as PayPal or Bank Transfer, are controlled by the adminis

Manage Payment Methods for Stripe Integration

Supported Payment Methods If your CRM uses Stripe as the default payment provider, it can dynamically display various payment methods to your customers. The currently supported options include: Cards

Understanding Split Commissions in the Affiliate Program

How Split Commissions Work The CRM's affiliate program supports split commissions. This feature allows multiple affiliates to earn credit from a single customer's journey. Here's the core concept: one

Supported Payment Gateways for Product Sales

Your CRM supports integration with several popular payment gateways to process transactions for products sold through your websites or funnels. You can connect with Stripe, NMI, Authorize.net, and Pay

How to Pay Your Affiliates

Introduction Your CRM enables you to compensate affiliates using any payment provider or method you prefer, provided you mark the payouts as completed once processed. To simplify and accelerate this t

FAQs for Affiliate Payouts via PayPal

Frequently Asked Questions: Affiliate Payouts via PayPal This article answers common questions about managing affiliate commissions and payouts using the PayPal auto-payout feature within your CRM. Wh

How to Set Up and Pay Affiliates Using PayPal Auto Payouts

Setting Up PayPal for Auto Payouts Before you can pay your affiliates automatically, you must configure the PayPal Payouts API to work with your CRM. Step 1: Access PayPal Developer Dashboard Visit th

Working with the New Invoice Interface

Introduction to the New Invoice Design We have introduced a redesigned invoice interface to provide a more intuitive and efficient experience. The new layout features a clear split-screen design, with

Streamline Payments by Generating Invoices from Signed Documents

Combining Signatures and Payments in One Flow You can create a seamless experience for your clients where signing a document automatically generates an invoice and, optionally, takes them directly to

Affiliate Payouts: Where, How, and When You Get Paid

Affiliate Payouts Overview Your CRM uses a dedicated payment automation service to handle all affiliate payouts. This system provides a secure and efficient way for you to receive your commissions. Av

Creating and Managing Invoices

Invoices are essential for tracking services rendered and collecting payments from clients. Your CRM includes a built-in invoicing tool that lets you create, customize, and send professional invoices

Sales & Use Tax FAQ

This article applies to customers in the United States only. January 2024 Update: In-App Wallet Usage Taxation For customers with usage product sales under $10,000 per month, applicable sales tax will

How to Create and Manage Recurring Invoices in CRM

Understanding Recurring Invoices Recurring invoices are automated billing templates that generate and send invoices to your customers on a predetermined schedule. They eliminate the need for manual in

Common Use Cases for Payments and Invoices

Payments and invoices are essential tools for managing transactions and maintaining accurate financial records in your CRM. Payments can be processed through various methods, including credit cards, d

Enabling Apple Pay and Google Pay in Order Forms

About Apple Pay and Google Pay Your CRM supports Apple Pay and Google Pay as payment options in order forms, providing customers with a fast, secure, and convenient checkout experience. These digital

How to Set Up the NMI Payment Gateway

Overview The NMI payment gateway allows you to securely accept credit and debit card payments from your customers. You can use this integration to process transactions for order forms, invoices, and T

Customize Email and SMS Notifications for Invoicing

What Is Invoice Notification Customization? The invoice notification customization feature allows businesses to personalize email and SMS messages sent during the invoicing process, replacing generic

Enabling Apple Pay and Google Pay for Invoices and Text2Pay

Your clients can now pay one-time and recurring invoices, as well as Text2Pay links, using Apple Pay or Google Pay. These digital wallet options appear automatically for eligible customers alongside s

How to Manage Sales Receipts for Order Forms, Calendar Bookings, and Invoice Payments

Enabling Sales Receipts Sales receipts provide customers with documented proof of their purchases and help both businesses and clients maintain accurate records. The CRM offers an Automatic Receipts f

How to Use Documents & Contracts

What is the Documents & Contracts Feature? The Documents & Contracts feature is a built-in tool within your CRM that allows you to create, send, and track professional documents like contracts, propos

Accepting ACH Debit Payments on Invoices

What Is the ACH Debit Payment Method? The ACH Debit payment method allows you to accept payments directly from your customers' bank accounts using Automated Clearing House transfers. This option provi

Integrating Razorpay with Your CRM

You can integrate Razorpay, a popular payment provider in India, to process payments directly within your CRM. This integration lets you accept one-time, custom-amount, and recurring payments through

Building a Custom Payment Provider Integration

Introduction This guide explains how to build a custom payment provider integration that connects to the CRM's payment system. Once integrated, your payment solution can process one-time payments, sub

Sending Personalized Payment Links to Multiple Contacts

Overview You can send payment links to multiple contacts where their personal details, such as name, email, and phone number, are automatically pre-filled. This creates a smooth, personalized payment

Setting Up a White Label Payment Provider

Introduction to White Label Payment Providers Your CRM now supports the use of white label payment providers, enabling you to integrate with payment processors built on established platforms. This fea

Configuring and Accepting Tips on Invoices

Enabling Tips for Invoices You can now give your customers the option to add a tip when they pay an invoice. This feature is available for all invoice types, including one-time invoices, recurring inv

How to Set Up Flexible Payment Plans in Invoices

Setting Up Payment Plans You can now divide an invoice into multiple installments using payment plans, giving payers the flexibility to pay over time. This feature allows you to set up splits based on

How to Add a Setup Fee to a Recurring Product Invoice

Adding a Setup Fee to a Recurring Product Invoice If you sell a service that requires an initial setup fee followed by recurring monthly payments, you can now include both charges on a single invoice.

Setting Up Automated Invoice Reminders

About Automated Invoice Reminders Automated invoice reminders help you improve payment collection by sending timely notifications to your customers. You can create a series of reminders that are sent

How to Set Up Recurring Products in Documents and Contracts

Adding Recurring Products to a Document You can now include products with recurring billing directly in the product list when building documents and contracts. This feature allows you to seamlessly in

Connecting and Using Square with Your CRM

Connecting Square to Your CRM You can connect your Square account to process payments directly within your CRM. This integration allows you to accept one-time payments and manage subscriptions for var

Setting Up Limited-Term and Tiered Affiliate Commissions

Configuring Commission Duration and Variable Rates Within your CRM's affiliate manager, you can configure commission structures that are not indefinite. You can set a specific number of transactions f

VAT, GST, and HST FAQ

About This Article This information is intended for customers located outside the United States. If you need to update your agency's Tax ID information, please refer to the dedicated article for that

Automating Recurring Invoices from Signed Documents

Overview The CRM's Documents & Contracts feature includes an automation to generate recurring invoices when a document is signed. This allows you to seamlessly create a payment schedule tied directly

How to Integrate Stripe with Your CRM

Connecting Stripe to Your CRM Group owners can now connect their Stripe account to the CRM to accept payments directly. This integration allows you to create and manage paid groups, streamlining your

Using Custom Values and Partial Quantities in Estimates

About Custom Values and Partial Quantities Custom values and partial quantity support are two features that give you greater flexibility when creating estimates in your CRM. Custom values let you defi

Applying Coupons to Subscription Products

About Coupons for Subscriptions You can create coupons that apply a discount not just to the initial purchase but also to the recurring payments of a subscription product. This allows you to offer pro

Create and Send Invoices

Getting Started with Invoices Invoices are essential tools for managing your business finances and maintaining professional communication with clients. They provide a clear record of transactions and

Connecting Stripe to Your CRM

To begin accepting credit card payments, subscriptions, and more directly through your CRM, you can connect your Stripe account. This integration allows for secure transaction processing and automated

Managing Reselling and Rebilling for Agency Sub-Accounts

Reselling and Rebilling with Agency Sub-Accounts When you manage a client's CRM account as an agency, you can handle their payments for subscriptions, resold products, and usage-based billing through

How to Manage Stripe Payment Methods in Your CRM

Introduction You can now manage your Stripe payment methods directly from within your CRM. This eliminates the need to switch to the Stripe dashboard, allowing you to configure payment options for inv

Understanding the Payments Dashboard

Introduction The Payments Dashboard in your CRM provides a detailed overview of your business’s financial activity, helping you monitor revenue, track customer payments, and identify trends. This guid

Enhanced PDF Generation for Invoices and Receipts

A major upgrade to the PDF generation system for invoices and receipts has been deployed to the CRM platform. This update delivers significant performance gains and improved reliability, ensuring fast

Import Invoice Records via CSV File

You can bulk create invoice records in your CRM by uploading a formatted CSV file. This is useful for migrating billing history from another system or for adding a large number of past invoices withou

Using Attachments with Estimates and Invoices

Enhance Your Estimates and Invoices with File Attachments You can now attach supporting files directly to your estimates, invoices, recurring invoices, and estimate templates within the CRM. This feat

Adding Processing Charges or Additional Fees to Customer Payments

About the Processing Charge Feature The Processing Charge feature in your CRM allows you to automatically add extra fees, such as payment processing or convenience fees, to customer transactions. This

Import Transactions and Orders using CSV files

This guide explains how to bring your historical transaction and order data into your CRM by uploading CSV files. Centralizing this financial information ensures your dashboards and reports accurately

How to Create a Payment Link for Multiple Products (One-Time and Recurring)

About Payment Links for Multiple Products CRM payment links let you combine several products—including both one-time purchases and recurring subscriptions—into a single checkout experience. This is id

Setting Up and Using International Automatic Taxes

Introduction International Automatic Taxes is a feature that allows businesses to automatically calculate and apply appropriate taxes, including VAT, for customers in different countries and regions.

Understanding CDN Caching for Payment Pages

What is CDN Caching? CDN (Content Delivery Network) Caching is a performance optimization technique that stores static content across multiple servers located in different geographic regions. When a c

Customizing Payment Links to Match Your Brand

About Payment Link Customization Your CRM allows you to tailor the appearance of your payment links to align with your brand's visual identity. By applying your brand's specific colors and styles, you

Configure Wallet Auto Recharge and Smart Adjustment Settings

What Are Auto Recharge and Smart Adjustment? Auto Recharge automatically adds funds to your CRM wallet when your balance drops below a threshold you set. Smart Adjustment is an intelligent feature tha

Setting Up Bulk Rebilling Markups for Multiple Sub-Accounts

Configuring Rebilling Markups for Multiple Sub-Accounts at Once This article explains how to apply rebilling markup settings to many of your sub-accounts simultaneously. Using this feature, you can st

Connecting BBPOS WisePOS E and Stripe S700 Internet Readers to Mobile POS

About Stripe Internet Readers Stripe Internet Readers are standalone payment terminals that connect to your mobile device or tablet over a local Wi-Fi network. These devices process tap, insert, and s

How to Delete Products

Overview The product deletion feature allows you to permanently remove products that are no longer needed from your CRM. This guide explains the different methods for deletion, how bulk deletion funct

Supported Payment Providers and Methods by CRM Product Area

Overview This guide provides a quick reference for which payment providers and methods are compatible with different areas of the CRM. Use it during client onboarding, for troubleshooting payment issu

Custom Payment Providers in SaaS Mode

Using Custom Payment Providers in SaaS Mode Custom Payment Providers in SaaS Mode enables your agency to integrate a wide variety of payment processors that are available in the App Marketplace. This

How to Import Existing Stripe Products into Your CRM's SaaS Configurator

Overview This guide explains how to import your existing Stripe products and subscriptions into your CRM's SaaS Configurator. This is particularly useful for agencies that are migrating their existing

Configuring User Permissions for Payment Modules

What This Feature Does The CRM now offers six distinct permission modules for payment operations, allowing you to grant specific access to team members for different areas of payment management. Each

Import Products from Stripe into the SaaS Configurator

If your agency uses the legacy version of the CRM's SaaS system, you can streamline your billing setup by importing your existing product catalog directly from Stripe. This feature allows you to bring

Managing Granular Permissions for Payments

Overview of Granular Payment Permissions Granular payment permissions provide a secure way to delegate tasks within your CRM by giving you precise control over what each user can do in the Payments mo

Unified Payment Options Across All CRM Locations

Overview of Unified Payment Options Unified Payment Options provide a consistent and flexible billing experience across all locations in your CRM. Whether you manage a single business or multiple sub-

Reselling - Enhanced Paywall Payment Error Management

About Enhanced Paywall Payment Error Handling The CRM's reselling paywall now includes improved error handling for a smoother checkout experience. This system manages the validation of customer detail

Square Payments: Enhanced Security with 3D Secure (3DS)

What is 3D Secure (3DS) for Square? 3D Secure (3DS) is a security protocol that adds an extra verification step during online payments. When enabled, it prompts buyers to confirm their identity—for ex

Building a Reusable Content Library for Documents and Contracts

What is the Content Library? The Content Library is a powerful feature within your CRM's Documents & Contracts editor. It allows you to save and store commonly used sections of content—like legal clau

Add Product Images to Estimates

Enhance Your Estimates with Visuals Make your estimates more compelling and professional by adding product or service images directly to line items. With this feature, you can attach up to four images

Customizing Invoice Layouts

What Is Invoice Layout Customization? Invoice Layout Customization allows you to tailor the appearance and wording of invoices within your CRM at the sub-account level. Instead of using a fixed templa

How to Display Business and Client Tax IDs on Invoices

Overview This guide explains how to set up your CRM to automatically show your business's tax identification number and your client's tax ID on every invoice. This is a two-part process: first, you cr

How to Sell Gift Cards

Overview of Selling Gift Cards Gift cards in your CRM allow you to offer prepaid balances that customers can purchase for themselves or send to others. You can sell them through various channels, incl

Understanding MRR Differences Between CRM and Other Platforms

Why MRR Can Differ Across Tools If you use financial tools like ProfitWell or Stripe alongside your CRM, you might notice slight variations in your Monthly Recurring Revenue (MRR) figures. This is com

How to set up the Adyen integration

Introduction Your CRM platform allows you to connect your Adyen merchant account to process credit and debit card payments for your business. This integration is particularly useful for agencies worki

Export or Download Transactions as CSV

Exporting Transaction Data for Reporting This article explains how to generate a CSV export of your transaction records for use in accounting, reconciliation, reporting, and compliance workflows. The

Exporting Subscription Data to a CSV File

Overview You can export your subscription data from the CRM into a detailed CSV file. This is useful for tracking revenue, analyzing customer retention, managing billing, and maintaining compliance re

Export Order Data to a CSV File

Exporting Order Data to CSV You can export a detailed record of your orders from the CRM to a CSV (Comma-Separated Values) file. This is useful for financial reporting, reconciliation, inventory track

Using 3D Secure (3DS) Card Authentication on the Affiliate Signup Page

About 3D Secure Authentication For enhanced security, many banks require 3D Secure (3DS) authentication for online payments. This often involves entering a one-time password (OTP) sent by your bank to

Set Up Payment Providers for Different Sales Channels

Overview Your CRM allows you to assign specific payment providers to different sales channels, such as funnels, forms, and invoices. This feature gives you more control over your payment processing, l

Configure Automatic Tax Collection for SaaS Subscriptions

Overview This guide explains how to set up automatic tax collection for your SaaS subscriptions processed through Stripe. The feature allows you to define tax collection jurisdictions, calculation met

Understanding Missing Payment Methods in Your CRM's Stripe Checkout

Why Payment Methods May Not Appear at Checkout When using Stripe through your CRM, the available payment methods (such as credit cards, Klarna, Afterpay, and others) are dynamically determined by Stri

Configure Your Stripe Account for Nacha Compliance

Overview Stripe is updating its requirements for ACH Direct Debit payments to comply with Nacha operating rules. If you use Stripe to accept US bank account payments through your CRM, you may need to

Understanding and Setting Product Cost and Profit

What is Product Cost and Profit Tracking? Product Cost and Profit are optional features in your CRM that allow you to record the expense of delivering a product and automatically calculate your profit

Accepting Bank Transfers via NMI

Your CRM enables businesses to accept payments directly from eligible US and Canadian bank accounts through invoices, recurring invoices, and subscriptions using the NMI payment processor. This provid

How to Connect Mercado Pago for Accepting Payments

About Mercado Pago Mercado Pago is a payment service provider that enables businesses to accept payments from customers, with a strong presence in Latin American markets. By integrating Mercado Pago w

Understanding Fixed Schedules and On-Demand Charges for Subscriptions

How Subscription Charges Work Your CRM offers flexible subscription management through its integrated payment gateway. You can configure two primary methods for charging your customers: on a fixed, re

Coupon Targeting by Product, Price, and Variant

What Is Coupon Targeting? Coupon targeting allows you to apply discounts with precision by restricting coupons to entire products, specific price points, or individual variants. This gives you greater

Stripe Refund Status Synchronization

About the Fix We have resolved a synchronization issue to ensure that refund statuses for payments processed through Stripe are accurately reflected within your CRM. Previously, refunds completed dire

Setting Up Automatic Tax Calculation with Stripe for Subscriptions

About Automatic Tax Calculation with Stripe For any SaaS business operating in multiple regions, correctly calculating and applying taxes like VAT, GST, and sales tax is a critical part of compliance.

Collect Card Details in Documents & Contracts

What is the Card Details Field? The Card Details field allows you to securely collect and store a signer’s payment method during the document signing process. By including this field in your documents

Understanding the Two CRM Billing Architectures: V1 and V2

Overview The CRM platform supports two distinct architectures for managing Software-as-a-Service (SaaS) subscriptions, referred to as V1 and V2. These are not sequential upgrades but rather separate s

Monthly Wallet Top-up Receipts

Understanding Monthly Wallet Top-up Receipts Monthly Wallet Top-up Receipts provide a straightforward method for agencies to maintain a monthly record of prepaid credits added to their wallet within t