Getting Started w/ Payments

Import Orders CSV File - Field formats
This document will walk you through how to prepare and upload a CSV file to import orders into the system. Follow the format and instructions below to ensur...
Tue, 23 Dec, 2025 at 1:23 AM
Automating Recurring Invoice Payments
Automatically collecting payments for recurring invoices helps eliminate manual follow-ups and ensures consistent cash flow. This feature allows invoices t...
Fri, 17 Apr, 2026 at 6:07 PM
Set Up Payment Providers to Start Accepting Payments
Connecting a payment provider enables you to securely accept payments from customers using various methods such as cards, wallets, and bank transfers. This ...
Fri, 17 Apr, 2026 at 5:25 PM
Configure Payment Providers by Channel
This article explains how payment providers work across different channels, what is supported today, what is planned, and how Default and Preferred provider...
Tue, 24 Mar, 2026 at 12:13 PM
Coupon Targeting by Product, Price, and Variant
Easily create more precise promotions by applying coupons to entire products, specific prices, or individual variants. This gives you more control over how ...
Fri, 17 Apr, 2026 at 11:58 AM
How to integrate with Mercado Pago for accepting payments?
In this article, you will learn how to connect your Mercado Pago account so you can accept payments inside your CRM. To complete the setup, you will need yo...
Thu, 23 Apr, 2026 at 2:51 PM
Payments Tab in Contacts and Opportunities on Mobile
Managing payment activity from the HighLevel mobile app is now faster and more connected to the customer or deal you are already working on. The Payments ta...
Mon, 11 May, 2026 at 7:49 AM