Payments, Invoices & Estimates

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

This is a placeholder doc. The content will be published as soon as our feature is live for usage

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

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

Overview The Xero integration allows your CRM to automatically sync contacts and invoices into Xero, reducing manual accounting work and ens

Business users are able to process payments via Razorpay, a payment provider popular in India. This integration is available as a marketplac

Payments • Subscriptions • BillingPause and Resume SubscriptionsPause and Resume Subscriptions gives you a temporary alternative to cancelin

Authorize.Net is considered a competitive payment processor due to its reliability, security, and wide range of features. It has operated fo

Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be a daunting task, esp

SaaS • Stripe Tax • BillingAutomatic Tax Calculation with Stripe for SaaS SubscriptionsAutomatic Tax Calculation with Stripe helps SaaS V1 a

Automatically collecting payments for recurring invoices helps eliminate manual followups and ensures consistent cash flow. This feature all

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

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

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

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

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

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

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,

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

The Dashboard gives you one place to monitor revenue, recurring revenue, customers, SaaS performance, and reselling profitability. Use Summa

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

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

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

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

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

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

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

Keeping your wallet funded helps prevent interruptions to SMS, email, phone, and other usagebased services. Auto Recharge automatically adds

Automating paymentrelated events helps you respond instantly to customer actions without manual effort. Subscription and Refund triggers all

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

Overview Subscriptions can be updated to reflect changes in products, quantities, or subscription start / end dates. This helps manage custo

Failed subscription payments can interrupt revenue and customer experience. Failed Payment Retry Settings allow you to automatically retry p

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

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

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

Gift Cards let you sell prepaid balances your customers can buy for themselves or send to others. You can sell via a dedicated checkout link

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

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

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

Overview Coupons help you offer discounts on your products and increase conversions across your checkouts. You can create coupons that apply

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

AI Employee Billing FixedRate AI BillingCharge your clients a simple, predictable flat rate for Conversation AI and Voice AI usage—no more e

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

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

Payments • Invoices & Estimates • BillingCreate and Send InvoicesInvoices give you a centralized way to bill customers for products and serv

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

This article explains recent improvements to the PDF generation system used for invoices and receipts. These updates deliver faster download

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

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

Billing & Wallet Wallet Pricing PageAccess transparent pricing information for SMS, MMS, calls, and emails directly from your Wallet dashboa