Payments Folder

How To Set Up A PayPal Integration
Fri, 12 Nov, 2021 at 10:36 AM
What is listed on the Subscriptions page?
In this article, we will cover the subscription tab and how it works Please head into Payments > Then click on Subscriptions  Please Note: On...
Tue, 22 Nov, 2022 at 8:18 AM
Using Apple Pay and Google Pay
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 conv...
Wed, 22 Mar, 2023 at 11:44 AM
Authorize.net integration for processing payments
Authorize.Net is considered a competitive payment processor due to its reliability, security, and wide range of features. It has operated for over 20 years,...
Wed, 1 Mar, 2023 at 9:56 PM
How to set up the NMI integration?
NMI (Network Merchants Inc.) is a well-known payment gateway service provider that offers a variety of solutions for businesses to process online transactio...
Tue, 18 Jul, 2023 at 11:24 AM
Auto Payments in Recurring Templates
Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be a daunting task, especially when ...
Wed, 22 Mar, 2023 at 12:00 PM
How to create recurring Invoices
You may have heard of the term "recurring billing/invoicing." It is a way for your customers to pay you automatically without manually entering th...
Wed, 22 Mar, 2023 at 12:38 PM
How to manage Refunds within the CRM?
The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Au...
Wed, 3 May, 2023 at 2:22 PM
Enabling Sales Receipts for Order Form Purchases
Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases. They serve as proof of payment and enabl...
Wed, 28 Jun, 2023 at 8:43 AM