Payments

The Payments tab enables businesses to manage and process payments within the platform. This includes creating and sending invoices, tracking payment status

Invoices & Estimates

Invoices Overview

How To Create A New Invoice

Recurring Invoices

Customise Email and SMS notifications for invoicing

How to Create Invoice Templates and Automatically Send Them In a Workflow

Automatic Invoice Creation

Utilising CC and BCC in Invoices

Invoices: Payment Plans

Schedule Reminders for Invoices

Payment Settings for Invoices & Estimates

Set Up Fees in Recurring Invoices

How to Add Taxes to Invoices

Auto-Payment for Invoices

How to Set Up Late Fees on Invoices

Estimates Overview

How to Create an Estimate

How to Use Product Description Capability

How to Edit an Active Recurring Invoice

How to Create a Recurring Invoice

Recurring Invoice in Automations & Workflows

Products

Creating New Products

Utilising the "Compared At" Feature In Products

Product Collections

Inventory Management

Reviews in Products Overview

Reviews & Ratings for Products in Stores

How to Create a Digital Product

Payment Integrations

Stripe Integration

How To Integrate PayPal

Payment Integrations

How To Integrate Authorize.net

Using Apple Pay and Google Pay in Order Forms

How to Integrate QuickBooks

How to Integrate Square

Documents & Contracts

Settings in Documents & Contracts

How To Create an Invoice Automatically After a Document/Contract is Signed

Adding Custom Fields For Documents and Contracts

How to Set Up Multi-Recipient Document Signing

How To Add Signatures To Documents and Contracts

How To Share Documents And Contracts Via Customised Links

Fillable Element: Initials

Recurring Products in Documents & Contracts

Customise Your Subject Line for Documents & Contracts

Documents & Contracts Templates

Documents & Contracts Builder

Collect Payment Directly After Document Signing

How to Create a Public Document

Transactions

Track Membership Transactions Within Payments

How To Manage Refunds Within The CRM

Transactions

Payment Settings

Payment Receipts

How to Send Abandoned Cart Emails Automatically

Shipping & Delivery Settings

BECS Direct Debit Available Through Stripe

Adding Processing Charges or Additional Fees to Customer Payments

Subscriptions

Orders

How to Sync Shopify Orders

Abandoned Checkout in Orders

How to Print Shipping Labels & Packing Slips

How to Fulfill an E-Commerce Store Order

Payment Links

How to Create Product Payment Links

How to Send Payment Links to Multiple Contacts

Payment Links Overview

Help Centre

Help Centre

Payments

Invoices & Estimates

Invoices Overview

How To Create A New Invoice

Recurring Invoices

Customise Email and SMS notifications for invoicing

How to Create Invoice Templates and Automatically Send Them In a Workflow

Automatic Invoice Creation

Utilising CC and BCC in Invoices

Invoices: Payment Plans

Schedule Reminders for Invoices

Payment Settings for Invoices & Estimates

Set Up Fees in Recurring Invoices

How to Add Taxes to Invoices

Auto-Payment for Invoices

How to Set Up Late Fees on Invoices

Estimates Overview

How to Create an Estimate

How to Use Product Description Capability

How to Edit an Active Recurring Invoice

How to Create a Recurring Invoice

Recurring Invoice in Automations & Workflows

Products

Products

Creating New Products

Utilising the "Compared At" Feature In Products

Product Collections

Inventory Management

Reviews in Products Overview

Reviews & Ratings for Products in Stores

How to Create a Digital Product

Payment Integrations

Stripe Integration

How To Integrate PayPal

Payment Integrations

How To Integrate Authorize.net

Using Apple Pay and Google Pay in Order Forms

How to Integrate QuickBooks

How to Integrate Square

Documents & Contracts

Documents & Contracts

Settings in Documents & Contracts

How To Create an Invoice Automatically After a Document/Contract is Signed

Adding Custom Fields For Documents and Contracts

How to Set Up Multi-Recipient Document Signing

How To Add Signatures To Documents and Contracts

How To Share Documents And Contracts Via Customised Links

Fillable Element: Initials

Recurring Products in Documents & Contracts

Customise Your Subject Line for Documents & Contracts

Documents & Contracts Templates

Documents & Contracts Builder

Collect Payment Directly After Document Signing

How to Create a Public Document

Transactions

Track Membership Transactions Within Payments

How To Manage Refunds Within The CRM

Transactions

Payment Settings

Payment Receipts

How to Send Abandoned Cart Emails Automatically

Shipping & Delivery Settings

BECS Direct Debit Available Through Stripe

Adding Processing Charges or Additional Fees to Customer Payments

Subscriptions

Subscriptions

Orders

How to Sync Shopify Orders

Abandoned Checkout in Orders

How to Print Shipping Labels & Packing Slips

How to Fulfill an E-Commerce Store Order

Payment Links

How to Create Product Payment Links

How to Send Payment Links to Multiple Contacts

Payment Links Overview