Creating Coupons
This guide provides a comprehensive overview of how to create, customize, and manage coupons within your system.
How to Create and Use a Coupon/Promo Code in a Two-Step Order Form
Coupons and promo codes serve as incentives that can motivate potential customers to make a purchase
Coupon Codes for Subscription Services
This guide will walk you through the process of creating and applying coupons for subscription products, ensuring that you can efficiently set up and manage your promotional campaigns.
Invoices & Estimates24
Invoices Overview
In this article, we're going to see how you can use your platform to create invoices for products on your funnels or membership sites.
How To Create A New Invoice
How To Create A New Invoice
Recurring Invoices
The recurring invoice feature simplifies billing processes by automating invoice delivery and tracking payment statuses, offering businesses a seamless way to manage recurring payments.
Customize Email and SMS Notifications for Invoicing
By tailoring email and SMS notifications for both customers and account users, businesses can maintain their brand image and improve efficiency.
How to Create Invoice Templates and Automatically Send Them In a Workflow
This guide will walk you through the process of Simplifying your invoicing processes with personalized templates and automated workflows tailored to your business needs.
ACH Debit Payment Method On Invoices
Experience seamless payments with ACH debit option as a payment method for one-time invoices, Text2Pay links, and recurring invoices, including auto-payments.
Automatic Invoice Creation
Improve Your Billing Process With Automatic Invoice Creation
Utilizing CC and BCC in Invoices
By effectively using CC and BCC in your invoicing process, you ensure that all relevant stakeholders are kept informed.
Invoices: Payment Plans
This article will teach you to set up Payment Plans in your invoices.
Schedule Reminders for Invoices
Beginners guide to Schedule Reminders for Invoices
Payment Settings for Invoices & Estimates
How to modify the Payment Settings for your invoices.
Set Up Fees in Recurring Invoices
How to Use Set Up Fees in Recurring Invoices
How to Add Taxes to Invoices
How to Add Taxes to Invoices
Auto-Payment for Invoices
Setting Up Auto-Payment for Invoices
How to Set Up Late Fees on Invoices
By setting up late fees, you can create an incentive for customers to pay on time, reducing the risk of outstanding payments.
Estimates Overview
This guide will walk you through the key features of the Estimates tab, ensuring a clear understanding of how to use and maximize this functionality for your business needs.
How to Create an Estimate
This guide will walk you through the steps to access, create, send, and manage estimates within your account, ensuring you can keep track of all your transactions and easily convert approved estimates into invoices.
How to Use Product Description Capability
Product descriptions help customers make informed decisions, give extra transparency and security, and help you dispel common questions from the get-go. This article will help you easily include and customize them in your Invoices and Estimates.
How to Edit an Active Recurring Invoice
A customer wanted to add more products to their Recurring Invoice? Did your prices change? Did you update your T&C? With this guide you'll learn how to make the neccessary changes to keep using the original Recuring Invoice with new information in it.
How to Create a Recurring Invoice
This guide provides step-by-step instructions for creating recurring invoices, covering setup options, customization features, and advanced scheduling tools to help ensure smooth invoicing and payment tracking.
How to Edit Payment Schedules for Partially Paid Invoices
By following the outlined process, businesses can ensure their invoices remain accurate and up to date without the need to create new invoices.
How to Use Opportunity Custom Values in Terms & Notes of Invoices & Estimates
By auto-populating invoices and estimates with live opportunity data, this feature reduces manual entry, improves accuracy, and ensures that your documentation is always consistent and up-to-date.
How to Import Invoices using CSV
How to Import Invoices using CSV
How to Record Manual Payment for Invoices
This guide walks you through the steps to manually record a payment for an invoice, helping you keep your records up to date and your reporting accurate.
Products8
Products
Within the Payments tab of your CRM, you have the ability to manage and create Stripe and PayPal products for your customers.
Creating New Products
Create new products in your CRM under Payment tab.
Utilizing the "Compared At" Feature In Products
In this guide, we'll walk you through what the "Compared At" option is all about, why it's super useful for things like seasonal sales or clearing out old stock, and how to set it up step by step.
Product Collections
How to create and use Product Collections
Inventory Management
The Inventory Management page offers a simplified approach to managing stock, enhancing both efficiency and accuracy.
Reviews in Products Overview
This guide looks at the Reviews section within the Payments tab, equipping you with the knowledge to leverage this tool fully.
Reviews & Ratings for Products in Stores
Enhance your store's credibility and foster greater customer engagement with the Reviews and Ratings feature.
How to Create a Digital Product
This article will guide you through the essential steps to develop your digital product within the platform, ensuring that you understand the best practices for maximizing its appeal and effectiveness.
Payment Integrations10
Stripe Integration
Easily add or manage your Stripe information within the Payment Integrations section.
How To Integrate PayPal
How To Integrate PayPal
Payment Integrations
In the Integrations section of the Payments tab, you can connect your NMI, Authorize.Net, Stripe, or PayPal accounts.
How To Integrate Authorize.net
Authorize.Net is an online payment service that offers comprehensive security measures for users and businesses.
How To Integrate Network Merchants Inc. (NMI)
This article will provide you with a variety of solutions for businesses to process online transactions securely and efficiently.
Using Apple Pay and Google Pay in Order Forms
In this article, we will explain how to enable and troubleshoot the Apple Pay and Google Pay integrations on your order forms.
How to Integrate QuickBooks
This guide walks you through the process of integrating QuickBooks seamlessly into your CRM software, eliminating the need for manual data entry every time a new contact is created in QuickBooks.
How to Integrate Razorpay
In this article, we will explore the benefits of integrating Razorpay, provide a step-by-step guide on how to complete the integration, and address frequently asked questions and troubleshooting tips.
How to Integrate Square
With the ability to process transactions, configure products, and track payments within one platform, businesses can improve efficiency and provide a seamless customer experience by utilizing the Square integration.
How to Sync Your Invoices to Wave Accounting
Streamline your accounting process with one-way syncing of CRM invoices to Wave. This integration simplifies your Lead-to-Payment workflow by automating invoice transfers, saving time and effort.
Documents & Contracts18
Documents & Contracts
This guide will provide an overview of the All Documents & Contracts section, ensuring you make the most of its features.
Create Document & Contract Templates and Send Them Automatically with Workflows
This guide will teach more about Creating Document & Contract Templates and Sending Them Automatically with Workflows
Settings in Documents & Contracts
This guide will help you understand how to customize the notifications for your Documents and Contracts
How To Create an Invoice Automatically After a Document/Contract is Signed
With this new feature, you can create invoice automatically after the potential lead accepts/signs the proposal/estimate.
Adding Custom Fields For Documents and Contracts Signing
Make your document and contract signing way easier and more accurate.
How to Set Up Multi-Recipient Document Signing
This guide is going to walk you through creating documents with multi-recipient signatures.
How To Add Signatures To Documents and Contracts
By the end of this guide, you'll be equipped with the knowledge to make documents that look great, are easy to understand, and can be signed electronically by everyone involved.
Choosing The Right Currency for Documents & Contracts
By the end of this guide, you will learn how to make your business more friendly to clients from different countries using the currency feature in documents and contracts
How To Share Documents And Contracts Via Customized Links
Creating Shareable Payment Link
Fillable Element: Initials
This article provides an in-depth overview of the key features of the initials functionality and offers a comprehensive guide on how to utilize this feature effectively for document readers and signers.
Recurring Products in Documents & Contracts
How to Add Recurring Products in Documents & Contracts
Customize Your Subject Line for Documents & Contracts
How to Customize Your Subject Line for Documents & Contracts
Documents & Contracts Templates
Whether you need to draft new documents, filter your templates by date, or perform actions like sharing or deleting templates, this centralized tool ensures that your document workflows are both efficient and professional.
Documents & Contracts Builder
By utilizing this tool, you ensure that your documents are aligned with your brand’s image and convey the necessary information clearly and effectively.
Collect Payment Directly After Document Signing
How to Collect Payment Directly After Document Signing
How to Create a Public Document
Here is a guide to help you get started with public documents.
How to Set Up a Payment Plan in Documents & Contracts
By following these steps, you can efficiently manage payment schedules, configure flexible payment terms, and automate the payment process.
How to Upload PDFs for Documents & Contracts
This guide will walk you through how to upload PDFs for documents and contracts, helping you create contracts more efficiently and simplify your document management process.
Transactions4
Track Membership Transactions Within Payments
Having all transactions from the Membership section in the Payment section helps with a consolidated view of all products and the ability to track all payments in a single place.
How To Manage Refunds Within The CRM?
Managing refunds within a CRM (Customer Relationship Management) system is essential for maintaining customer satisfaction and streamlining financial transactions. Find out the steps and considerations for effectively managing refunds within a CRM
Transactions
The Transactions tab within the Payments section provides a centralized location to review all sales processed through the various tools available on your platform.
How to Import Transactions
To bring your transactions into the platform, simply create a CSV file and import it directly into your account. The process is straightforward, and this guide will walk you through each step.
Payment Settings4
Payment Receipts
This feature is designed to streamline your workflow and enhance customer satisfaction, making it a valuable addition to your business toolkit.
How to Send Automated Abandoned Cart Emails
This article is packed with easy-to-follow tips and tricks to help you get the most out of your CRM's Automatic Abandoned Checkout Notifications feature.
Shipping & Delivery Settings
This article delves into the capability of allowing e-commerce store owners to define manual delivery charges based on shipping zones. From creating and managing zones to setting specific rates, this feature enables tailored pricing strategies aimed at enhancing user experience and operational effectiveness.
Subscription Settings
Failed payments can disrupt subscription-based businesses, but automated payment retries offer a solution. This guide explains how to configure payment retry settings, including the number of attempts, intervals, and subscription status after failures.
Subscriptions1
Subscriptions
Customer subscriptions created through order forms can be managed and tracked with the subscriptions section.
Orders6
How to Sync Shopify Orders
Follow these steps to seamlessly integrate and synchronize all Shopify orders into your CRM
Abandoned Checkout in Orders
Abandoned checkouts are prominently listed on the Orders page, allowing business users to efficiently track and manage incomplete transactions. This capability provides detailed insights into customer activity and helps streamline efforts to recover lost sales.
How to Print Shipping Labels & Packing Slips
Tutorial on How to Print Shipping Labels & Packing Slips
How to Fulfill an E-Commerce Store Order
Tutorial for How to Fulfill or Partially an E-Commmerce Store Order in the CRM
Orders Overview
The Orders tab contains all relevant information about customer purchases completed through the system, so let's explore it.
How to Import Orders
To import your orders into the platform, simply prepare a CSV file and upload it directly to your account. The process is simple and intuitive, and this guide will walk you through each step.
Payment Links3
How to Create Product Payment Links
By the end of this guide, you'll be equipped with the knowledge to leverage Product Payment Links to enhance your sales strategy, offer your customers a better transaction experience, and stay ahead in the digital commerce game.
How to Send Payment Links to Multiple Contacts
How to Send Payment Links to Multiple Contacts
Payment Links Overview
Payment Links Overview
Other Help Topics
Here you can find a collection of articles that will help get you started with our platform.
Memberships and CommunitiesHere you will find everything related to the Memberships and Communities features of our platform.
SettingsHere you will find everything related to the global settings of our platform.