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22 published articles
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…
SaaS • Stripe Tax • BillingAutomatic Tax Calculation with Stripe for SaaS SubscriptionsAutomatic Tax Calculation with Stripe helps SaaS V1 agencies calculate applicable taxes using Stripe Tax without maintaining tax rates manually. Agencies can…
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…
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…
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…
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…
When a recurring subscription payment fails, an invoice is automatically generated so the customer has another way to complete payment. Automatic retries can also attempt to recover the payment according to your configured schedule.…
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…
The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Authorize.net, NMI, and PayPal. It supports refunds for Google Pay, Apple Pay,…
The Dashboard gives you one place to monitor revenue, recurring revenue, customers, SaaS performance, and reselling profitability. Use Summary for an overall business snapshot, SaaS for subscription performance, and Reselling to understand revenue, costs,…
This document will walk you through how to prepare and upload a CSV file to import orders into the system. Follow the format and instructions below to ensure a successful import. File RequirementsThe file must…
Uploading transaction data via CSV allows you to quickly import large volumes of payment records into your system. Using the correct format ensures your data is processed accurately and prevents common import errors.TABLE OF…
Payments • Subscriptions • BillingPayments - What Is Listed on the Subscriptions Page?The Payments Subscriptions page gives you one place to review recurring subscriptions created through supported payment and checkout flows. You can review…
Managing payment activity from the LeadConnector mobile app is now faster and more connected to the customer or deal you are already working on. The Payments tab inside Contacts and Opportunities lets you create…
Connecting a payment provider enables you to securely accept payments from customers using various methods such as cards, wallets, and bank transfers. This guide walks through the essential steps to connect a provider, configure…
Managing subscriptions effectively helps you stay on top of recurring revenue, customer activity, and payment status. This guide explains how the subscriptions section works, what information is available, and how to interpret subscription statuses.TABLE…
