Payments

Subscriptions

Subscriptions Here you can keep a track of customer subscriptions created via order forms. Weather the subscriptions are Active, Expired, Canceled or Failed you can manage and keep track of the subscriptions orders inside of subscriptions tab Filters Filters will help you quickly find out the subscriptions from a specific category. Calendar Filter With calendar

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Transactions

Transactions Payments (Transactions) In this section, you can see a list of all transactions involving your connected Stripe and PayPal products. NOTE: Depending on your user permissions, you may not have access to all of the components. View Your Transactions If you have completed transactions, you will see them here. If you do not have

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Coupons

Coupons Manage coupon discounts to increase conversion. A coupon is an offer made by a business or organization (usually in exchange for your payment) where you receive a discount on something you purchase. Coupons are used for enticing sales. All Coupons Here you will be shown with all of the coupons you have created inside

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Products

Products In this section, you can create and manage Stripe and PayPal products for your customers to purchase. NOTE: Depending on your user permissions, you may not have access to all of the components. VERY IMPORTANT Please read this alert notification very carefully before dismissing it. Always use our platform as the system of record

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Invoices

Invoices Lets you create and manage invoices from inside of your CRM. Invoice View With the help of some advanced options shown in the screenshot below, you can set your preferences to be able to view and manage specific invoices. In the next screenshot, we will cover all of these advanced options one by one.

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