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Receipts and flexible payment options play a major role in improving customer experience and increasing conversions. With the PayPal Payment Element, you can now offer PayPal and PayLater as payment methods across multiple payment…
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, providing payment processing services to businesses of all sizes. Authorize.Net…
Introducing Auto Payments in Recurring Templates: A Streamlined Solution for BillingManaging customer payments can be a daunting task, especially when it comes to recurring invoices. But worry no more! With the auto payment feature…
Automating payment-related events helps you respond instantly to customer actions without manual effort. Subscription and Refund triggers allow you to build smarter workflows based on billing activity—such as when a subscription starts, cancels, or…
Automatically collecting payments for recurring invoices helps eliminate manual follow-ups and ensures consistent cash flow. This feature allows invoices to be charged automatically on their due date using a selected payment method. It reduces…
Importing invoices using a CSV file allows you to quickly add multiple invoices in one go instead of creating them manually. This method helps maintain accuracy, saves time, and keeps your billing records organized.…
This article explains how payment providers work across different channels, what is supported today, what is planned, and how Default and Preferred provider settings affect checkout behavior.TABLE OF CONTENTSOverview of Configuring Payment Providers by…
OverviewThe coupon creation flow now includes the ability to define how long a coupon should be applied to a subscription product. Businesses can specify a fixed duration for discounts on subscriptions, allowing for greater…
Easily create more precise promotions by applying coupons to entire products, specific prices, or individual variants. This gives you more control over how discounts are used across Funnels, Forms, Ecommerce (Store), Payment Links, and…
The updated invoice editor introduces a more intuitive layout designed to simplify invoice creation and improve efficiency. With a split-screen experience, you can edit invoice details on one side while previewing the final output…
Automatic Sales Receipts ensure every customer receives a confirmation of their purchase without manual effort. This helps maintain accurate records, improves customer trust, and creates a professional post-purchase experience. With simple setup and flexible…
OverviewCoupons help you offer discounts on your products and increase conversions across your checkouts. You can create coupons that apply to one-time and recurring products and control how, where, and how often they can be used.Coupons can be used across:Funnels (Order Forms)StoresWebsitesPayment LinksCalendarsServicesGift Card Sell PageBusiness Facing - Create Subscription⚠️ Coupons are not supported on Estimates and Invoices. Certain types of coupon settings are not supported for subscription payments made with PayPal.What Does This Feature Do?Coupons allow you to:Offer percentage or fixed discountsApply discounts on entire carts or specific productsControl usage through limits and restrictionsApply discounts on subscriptions (with duration controls)Track usage and redemptionWhat Do I Need to Use Coupons?Access to Payments → CouponsA checkout, selling products, where coupons are supportedHow to Create a CouponStep 1: Navigate to CouponsGo to:Payments → Coupons → Create CouponStep 2: Enter Basic DetailsCoupon NameInternal reference for your couponExample: SUMMER SALE 2025Coupon CodeThe code customers will enter at checkoutMust be:Alphanumeric onlyNo spaces or special charactersCase-insensitive (automatically converted to uppercase)You can also click Generate to auto-create a codeStep 3: Select Coupon TypeYou can choose between two types:1. Percentage-Based CouponApplies a percentage discount on the total valueExample:Cart = $100Coupon = 20%Final = $802. Fixed Amount CouponApplies a fixed discount regardless of order sizeExample:Cart =…
Gift Cards are a powerful new way to engage your customers, boost sales, and build loyalty - all within your existing payments ecosystem. With fully customizable Gift Card Products, you can design and sell…
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What does the QuickBooks integration do?The QuickBooks integration creates a seamless connection between your CRM and QuickBooks, ensuring your customer data, invoices, and payments stay in sync without manual intervention.Your CRM → QuickBooks1. Automatically…
OverviewThe Wave integration allows you to seamlessly sync invoices created inside your CRM directly into your Wave accounting account. This eliminates the need to manually recreate invoices in Wave, helping streamline your billing workflow…
OverviewThe Xero integration allows your CRM to automatically sync contacts and invoices into Xero, reducing manual accounting work and ensuring consistency across both systems. With accurate tax mapping, multi-currency support, and real-time invoice updates,…
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 payment details whenever they buy something from you. This can be…
Business users are able to process payments via Razorpay, a payment provider popular in India. This integration is available as a marketplace application under App Marketplace menu inside a sub-account and also available upon…
In this article, you will learn how to connect your Mercado Pago account so you can accept payments inside your CRM. To complete the setup, you will need your Mercado Pago production credentials, and…
