Payments

Recurring Templates Here you can create and manage recurring invoice related settings. Status Tab Allows you to select the status of the recurring template. Based on this selection the system will return the recurring template records. Search Lets you search specific template from the template list. you can enter the name of the client or […]

Orders Order Status By clicking here, you can filter the order status; All, Pending, Completed, and Canceled. Payment Mode You can filter the payment mode by clicking here. Source Type You can filter the source type by clicking here. From Order Date Filter the order by selecting the date you would like to start your

Within the Payments section of your system, you can create and send invoices, manage orders and transactions, add products, set up taxes, and integrate both Paypal and Stripe as merchant processors. Using these payment features will allow you to charge for products and services, in order to manage your business. You can save time and

Using the Products within your system, you can create and send invoices to your customers and clients. This will allow you to streamline your payments processing, to ensure you capture your money for your business. Follow the steps below to learn how: Part 1: Creating and Sending an Invoice Step 1: Create an Invoice Navigate

Tax adds up quickly, so it’s critical to ensure you are capturing the correct taxes for your business. Using the Tax Settings feature, you can quickly and easily add one or multiple taxes to your system. This will allow you to capture taxes for your business, when processing orders and sending out invoices. Follow these

The Transactions tab of your Payments section allows you to manage all of your transactions conveniently in one spot. You can view a sortable, searchable list of all transactions, which you may also download via an Excel file. The list gives you a history of all transactions which may be important for your accounting purposes

The Orders tab allows you to manage all of your Orders. You can view a sortable, searchable list of all Orders, which you may also download via an Excel file. This list gives you a history of all orders which may be important for your accounting purposes, managing metrics and goals for your team, planning