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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…
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…
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…
Failed subscription payments can interrupt revenue and customer experience. Failed Payment Retry Settings allow you to automatically retry payments after a failure, helping recover transactions without manual effort. By configuring retry timing and behavior,…
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…
Accepting Apple Pay and Google Pay in your Order Form is a great way to improve the purchase experience for your customers. These payment methods offer convenience, security, and speed that traditional payment methods…
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.…
Keeping your wallet funded helps prevent interruptions to SMS, email, phone, and other usage-based services. Auto Recharge automatically adds funds when the wallet balance falls below a configured threshold, while Smart Adjustment can increase…
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…
