Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be daunting, especially when it comes to recurring invoices. But worry no more! With the auto payment feature in our recurring templates, you can ensure...
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, Authorize.net, NMI, and PayPal. It supports refunds for Google Pay, Apple Pay, and card payments, providing a...
Using Apple Pay and Google Pay
Accepting Apple Pay and Google Pay in your Order Form is a great way to improve your customers' purchase experience. These payment methods offer convenience, security, and speed that traditional methods cannot match. How do you use Apple Pay and Google Pay in CRM?...
How to create recurring Invoices
You may have heard of the term "recurring billing/invoicing." It allows your customers to pay you automatically without manually entering their payment details whenever they buy something from you. This can be very useful if you sell products on a...
How to create a Subscription or Invoice within the contact details page
What's New? Businesses can now add subscriptions directly from Payments > Subscriptions > Add Subscription You can also add subscriptions from the Contact's detail page enabling quicker addition of a subscription for the customer - Contacts > Contact Details >...
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