How to create recurring Invoices
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…
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Payments, Invoices & Estimates
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50How to Fix Failed Subscription Payments and Set Up Automatic Retries
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.…
How to integrate Razorpay within the CRM
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…
How to integrate with Mercado Pago for accepting payments?
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…
How to manage Refunds within the CRM?
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,…
How to Manually Retry a Failed Subscription Payment
Manual payment retries allow you to recover failed subscription payments directly from the Subscription Details page. For supported payment providers, you can retry the oldest unpaid payment using an existing or newly added card…
How to Modify Existing Subscriptions
OverviewSubscriptions can be updated to reflect changes in products, quantities, or subscription start / end dates. This helps manage customer needs without cancelling and recreating subscriptions, while keeping billing dates consistent.Table of ContentsOverviewWhat does…
How to Read Dashboard Metrics for Revenue MRR and Reselling
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,…
How to Redeem Gift Cards For Offline / Off-session Payments
Businesses can redeem customer Gift Cards directly while collecting payments, without requiring the customer to complete a checkout. Gift Cards can be applied when recording payments on Orders and Invoices, using Charge Now, or…
How to Sell Gift Cards
Gift Cards let you sell prepaid balances your customers can buy for themselves or send to others. You can sell via a dedicated checkout link, embed, QR code, or existing checkouts like Funnels, Forms,…
How to Send Gift Cards
Sending Gift Cards is a powerful feature that allows businesses to issue gift cards directly to any customer—without requiring a purchase or payment. This article explains how to send gift cards directly to a…
How to Track Gift Card Performance (Analytics & Metric Tracking)
Use the Gift Cards analytics dashboard to understand how many gift cards you’ve issued, total value, average order value, and which denominations perform best. This article explains each metric, how filters work, and how…
How to view all “Chart of Accounts” within the Xero Integration?
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…
Import Orders CSV File – Field formats
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…
Import Transactions CSV File – Field formats
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…
Invoices – New revamped UI
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…
Managing Document Attachments for Estimates and Invoices
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…
Pause and Resume Subscriptions
Payments • Subscriptions • BillingPause and Resume SubscriptionsPause and Resume Subscriptions gives you a temporary alternative to canceling an eligible recurring subscription. You can pause a subscription indefinitely or until a specific date, choose…
Payments – What is listed on the Subscriptions page?
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…