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

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 *

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

Subscriptions

Enhanced Visibility on Subscription and Transaction Details

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 *

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

Subscriptions

Enhanced Visibility on Subscription and Transaction Details

Documents & Contracts Templates *

Documents & Contracts Builder *

Collect Payment Directly After Document Signing *

How to Create a Public Document *