Payments, Invoices and Estimates

Managing subscriptions effectively helps you stay on top of recurring revenue, customer activity, and payment status.

Accepting Apple Pay and Google Pay in your Order Form is a great way to improve the purchase experience for your customers.

Introducing Auto Payments in Recurring Templates: A Streamlined Solution for BillingManaging customer payments can be a daunting task, especially when it comes...

You may have heard of the term "recurring billing/invoicing." It is a way for your customers to pay you automatically without manually entering their payment...

The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe,...

Automatic Sales Receipts ensure every customer receives a confirmation of their purchase without manual effort.

Importing invoices using a CSV file allows you to quickly add multiple invoices in one go instead of creating them manually.

Uploading transaction data via CSV allows you to quickly import large volumes of payment records into your system.

This document will walk you through how to prepare and upload a CSV file to import orders into the system.

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

When a recurring subscription payment fails, an invoice is automatically generated so the customer has another way to complete payment.

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

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.

In this article, you will learn how to connect your Mercado Pago account so you can accept payments inside your CRM.

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

Keeping your wallet funded helps prevent interruptions to SMS, email, phone, and other usage-based services.

Payments • Subscriptions • BillingPayments - What Is Listed on the Subscriptions Page?The Payments Subscriptions page gives you one place to review recurring...

The updated invoice editor introduces a more intuitive layout designed to simplify invoice creation and improve efficiency.

This article explains recent improvements to the PDF generation system used for invoices and receipts.

Attachments allow supporting files to be included directly with financial documents, helping customers receive all relevant information in a single, complete...

Automating recurring invoices helps you streamline billing, reduce manual work, and ensure consistent payments from your customers.

If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it.Step 1: Go to Settings in XeroFrom...

Editing partially paid invoices gives you the flexibility to adjust billing when customer requirements change after a payment has already been collected.

Billing & WalletWallet Pricing PageAccess transparent pricing information for SMS, MMS, calls, and emails directly from your Wallet dashboard.What You'll...

Payments • Invoices & Estimates • BillingCreate and Send InvoicesInvoices give you a centralized way to bill customers for products and services directly from...

Payments • Stripe • Order FormsUsing Apple Pay and Google Pay in Order FormsApple Pay and Google Pay give eligible customers a faster way to complete purchases...

Automating payment-related events helps you respond instantly to customer actions without manual effort.

Failed subscription payments can interrupt revenue and customer experience.

OverviewSubscriptions can be updated to reflect changes in products, quantities, or subscription start / end dates.

Manual payment retries allow you to recover failed subscription payments directly from the Subscription Details page.

OverviewCoupons help you offer discounts on your products and increase conversions across your checkouts.

OverviewThe coupon creation flow now includes the ability to define how long a coupon should be applied to a subscription product.

Receipts and flexible payment options play a major role in improving customer experience and increasing conversions.

What does the QuickBooks integration do?The QuickBooks integration creates a seamless connection between your CRM and QuickBooks, ensuring your customer data,...

OverviewThe Wave integration allows you to seamlessly sync invoices created inside your CRM directly into your Wave accounting account.

OverviewThe Xero integration allows your CRM to automatically sync contacts and invoices into Xero, reducing manual accounting work and ensuring consistency...

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Business users are able to process payments via Razorpay, a payment provider popular in India.

Payments • Subscriptions • BillingPause and Resume SubscriptionsPause and Resume Subscriptions gives you a temporary alternative to canceling an eligible...

The Account Billing Dashboard gives sub-account users one place to manage subscriptions, saved payment methods, billing information, invoices, transaction...

Use the Gift Cards analytics dashboard to understand how many gift cards you’ve issued, total value, average order value, and which denominations perform best.

Gift Cards are a powerful new way to engage your customers, boost sales, and build loyalty - all within your existing payments ecosystem.

Gift Cards let you sell prepaid balances your customers can buy for themselves or send to others.

Sending Gift Cards is a powerful feature that allows businesses to issue gift cards directly to any customer, without requiring a purchase or payment.

Businesses can redeem customer Gift Cards directly while collecting payments, without requiring the customer to complete a checkout.

Gift Cards • Permissions • Staff AccessConfigure Gift Card User PermissionsGift Card user permissions let admins control which team members can view Gift Card...