Getting Started w/ Payments
22 articles
- What is listed on the Subscriptions page?In this article, we will cover the subscription tab and how it works Please head into Payments > Then click on Subscriptions Please Note: Only subscriptions created via funnel version 2 order forms are listed on the subscriptions page. The ability to cancel subscriptions/initiate refunds will be
- Using Apple Pay and Google PayAccepting Apple Pay and Google Pay in your Order Form is a great way to improve the purchase experience for your customers. These payment methods offer convenience, security, and speed that traditional payment methods cannot match. Covered in this Article: How to use Apple Pay and Google Pay in the
- Authorize.net integration for processing paymentsAuthorize.Net is considered a competitive payment processor due to its reliability, security, and wide range of features. It has operated for over 20 years, providing payment processing services to businesses of all sizes. Authorize.Net provides robust security measures to protect transactions, sens
- Auto Payments in Recurring TemplatesIntroducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be a daunting task, especially when it comes to recurring invoices. But worry no more! With the auto payment feature in our recurring templates, you can ensure timely payments without
- How to create recurring InvoicesYou 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 details whenever they buy something from you. This can be very useful if you sell products on a subscription basis; you may want to send the
- 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 convenient way to manage refunds fro
- Enabling Sales Receipts for Order Form PurchasesReceipts are crucial in business transactions, providing customers with documented confirmation of their purchases. They serve as proof of payment and enable businesses and customers to keep accurate records. We understand the importance of efficient receipt management, so we're thrilled to introduc
- How to import invoices from previous softwares using CSV into your CRM?Overview You can transfer invoices directly into your CRM by uploading a properly formatted CSV file. This guide covers: - Required CSV headers and their purposes - Optional columns you may include - How to upload and map fields - Troubleshooting and finishing the import Required CSV Columns The fo
- Import Transactions CSV File - Field formatsThis guide will help you correctly upload your transaction data using the platform's CSV import feature. Below, you’ll find the required format and explanations for each column in the sample CSV file. CSV Format Requirements - The file must be in .csv format. - The column headers must match those
- Import Orders CSV File - Field formatsThis 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 ensure a successful import. File Requirements - The file must be in .csv format. - The column headers must exactly match those provided in the samp
- How to connect a Payment Provider and start accepting PaymentsThis guide explains how to connect a payment provider to your account so you can start accepting payments from your customers. The exact steps will vary depending on which provider you choose (e.g. Stripe, NMI, Square, Razorpay, PayPal, etc.), so use this as an overview and refer to the provider-spe
- Using the Document EditorThe editor is a drag-and-drop environment for designing and finalizing a document. The main tools are grouped as follows. Add elements - Add text, images, videos, tables, product lists, and page breaks. - Insert fillable fields: Signature, Text Field, Date, Initials, and Checkbox. - After adding a f
- Templates, Recipients & Workflow AutomationReusing templates Any document can be converted to a template from the three-dot menu (Convert to Template). Templates let you reuse standard agreements — such as a class waiver or corporate training contract — without rebuilding them each time. Editing a template does not change documents already s
- Documents & Contracts: Frequently Asked QuestionsWhat happens if a client partially signs but doesn't complete the document? If multiple signers are assigned and only some finish, the document stays in Waiting for others. Resend a reminder from the dashboard. It will not move to Completed until every required signer is done. How secure are e-sign
- Understanding Subscription Statuses and TrackingManaging subscriptions effectively helps you stay on top of recurring revenue, customer activity, and payment status. This guide explains how the subscriptions section works, what information is available, and how to interpret subscription statuses. TABLE OF CONTENTS - What is the Subscriptions Sect
- Bulk Invoice Import Using CSV: Setup and Formatting GuideImporting invoices using a CSV file allows you to quickly add multiple invoices in one go instead of creating them manually. This method helps maintain accuracy, saves time, and keeps your billing records organized. By using the correct format, you can upload invoices without errors. TABLE OF CONTEN
- Automating Recurring Invoice PaymentsAutomatically collecting payments for recurring invoices helps eliminate manual follow-ups and ensures consistent cash flow. This feature allows invoices to be charged automatically on their due date using a selected payment method. It reduces missed payments, improves efficiency, and creates a smoo
- Set Up Payment Providers to Start Accepting PaymentsConnecting a payment provider enables you to securely accept payments from customers using various methods such as cards, wallets, and bank transfers. This guide walks through the essential steps to connect a provider, configure payment settings, and begin processing transactions efficiently. TABLE
- Configure Payment Providers by ChannelThis article explains how payment providers work across different channels, what is supported today, what is planned, and how Default and Preferred provider settings affect checkout behavior. TABLE OF CONTENTS - Overview of Configuring Payment Providers by Channel - Key Benefits of Configuring Payme
- Coupon Targeting by Product, Price, and VariantEasily create more precise promotions by applying coupons to entire products, specific prices, or individual variants. This gives you more control over how discounts are used across Funnels, Forms, Ecommerce (Store), Payment Links, and Calendars. It also reduces manual workarounds by letting you tar
- 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 your Mercado Pago production credentials, and you may also need to configure webhook notifications inside your Mercado Pago developer settings. TA
- Payments Tab in Contacts and Opportunities on MobileManaging payment activity from the LeadConnector mobile app is now faster and more connected to the customer or deal you are already working on. The Payments tab inside Contacts and Opportunities lets you create invoices and estimates, charge customers, manage cards on file, and review payment activ