LeadConnector

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...

Automatically collecting payments for recurring invoices helps eliminate manual follow-ups and ensures consistent cash flow. This feature allows invoices t...

Connecting a payment provider enables you to securely accept payments from customers using various methods such as cards, wallets, and bank transfers. This ...

This article explains how payment providers work across different channels, what is supported today, what is planned, and how Default and Preferred provider...

Easily create more precise promotions by applying coupons to entire products, specific prices, or individual variants. This gives you more control over how ...

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...

Managing payment activity from the LeadConnector mobile app is now faster and more connected to the customer or deal you are already working on. The Payment...

Keeping your wallet funded helps prevent interruptions to SMS, email, phone, and other usage-based services. Auto Recharge automatically adds funds when the...

The Dashboard gives you one place to monitor revenue, recurring revenue, customers, SaaS performance, and reselling profitability. Use Summary for an overal...