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Payment Settings & Integrations

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7

Accept PayPal Payments: Setup Guide for Payment Elements

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…

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Guide: Setting up the Quickbooks integration

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…

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Guide: Wave integration

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…

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Guide: Xero integration

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,…

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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…

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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…

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