Folder
10 published articles
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…
AI Employee BillingFixed-Rate AI BillingCharge your clients a simple, predictable flat rate for Conversation AI and Voice AI usage—no more explaining token economics.What You'll LearnThis article explains how to configure fixed-rate billing for your…
Editing partially paid invoices gives you the flexibility to adjust billing when customer requirements change after a payment has already been collected. Instead of replacing the invoice, you can update eligible invoice details, products,…
If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it.Step 1: Go to Settings in XeroFrom your Xero dashboard, select your…
Payments • Invoices & Estimates • BillingCreate and Send InvoicesInvoices give you a centralized way to bill customers for products and services directly from your account. You can add customers and products, configure invoice…
Attachments allow supporting files to be included directly with financial documents, helping customers receive all relevant information in a single, complete package. Files such as specifications, visuals, terms, or reference documents can be added…
This article explains recent improvements to the PDF generation system used for invoices and receipts. These updates deliver faster downloads, more reliable automated workflows, and near-instant delivery of PDF documents—without timeouts or failures.TABLE OF…
Automating recurring invoices helps you streamline billing, reduce manual work, and ensure consistent payments from your customers. By using workflow automation, you can automatically send invoices on a schedule, control billing frequency, and enable…
Payments • Stripe • Order FormsUsing Apple Pay and Google Pay in Order FormsApple Pay and Google Pay give eligible customers a faster way to complete purchases without manually entering card details during checkout.…
Billing & WalletWallet Pricing PageAccess transparent pricing information for SMS, MMS, calls, and emails directly from your Wallet dashboard.What You'll LearnThis article explains how to access the Wallet Pricing page in LeadConnector to view…
