Payments

Create New Products You can also create new products. To create a new product click this button. Always use our platform as the system of record for products and prices. Make any updates only here and we will sync with Stripe/Paypal automatically. Don’t make any change on Stripe/Paypal for the products and prices created from […]

Tax Settings Here you can add and manage the taxes to be applied on your payment invoices. Adding Tax Use this tab when you need to add a new tax that you would use in your payment invoices. Adding a New Tax This feature will be used when creating a new tax entry that is

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

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

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

Creating New Coupons In this page, we will learn how to create new coupons. Coupon Name Coupon names can be used to refer to and relate to coupons for internal purposes. They must not be unique for every coupon, but we highly recommend using unique coupon names for proper identification. Coupon Code Coupon codes are

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

Import Stripe Products You can import previously created Stripe products into your CRM here. Important To Know… Only LIVE mode prices, Standard recurring (non-metered) prices can be imported If the system already has the Stripe price, it won’t be listed in the dropdown. Select Stripe Price Select the Stripe product you are looking to import

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.

Creating New Invoice Allows you to create new Invoice. Invoice Options New Invoice Page As shown in the image below, New invoice is completely customizable. In the next screenshot, we will cover each element one by one. Naming an Invoice Here you can customize the name of your invoice. When you first go to Payments->