Getting Started w/ Payments

Authorize.net integration for processing payments

Authorize.Net is considered a competitive payment processor due to its reliability, security, and wide range of features. It has operated for over 20 years,...

Auto Payments in Recurring Templates

Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be a daunting task, especially when...

Enabling Sales Receipts for Order Form Purchases

With Automatic Receipts, businesses can send receipts to contacts for order form purchases effortlessly. This feature covers primary, bump, and upsell...

How to create recurring Invoices

You may have heard of the term "recurring billing/invoicing." It is a way for your customers to pay you automatically without manually entering their...

How to import invoices from previous softwares using CSV into your CRM?

How to manage Refunds within the CRM?

The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe,...

Import Transactions CSV File - Field formats

Using Apple Pay and Google Pay

Accepting Apple Pay and Google Pay in your Order Form is a great way to improve the purchase experience for your customers. These payment methods offer...

What is listed on the Subscriptions page?

In this article, we will cover the subscription tab and how it works