Payment Settings & Integrations
6 articles
- Guide: Setting up the Quickbooks integrationWhat does the QuickBooks integration do? The QuickBooks integration creates a seamless connection between your CRM and QuickBooks, ensuring your customer data, invoices, and payments stay in sync without manual intervention. Your CRM → QuickBooks 1. Automatically create or update customers Customers
- Guide: Wave integrationOverview The Wave integration allows you to seamlessly sync invoices created inside your CRM directly into your Wave accounting account. This eliminates the need to manually recreate invoices in Wave, helping streamline your billing workflow and reduce repetitive work. What the Wave Integration Doe
- Guide: Xero integrationOverview The Xero integration allows your CRM to automatically sync contacts and invoices into Xero, reducing manual accounting work and ensuring consistency across both systems. With accurate tax mapping, multi-currency support, and real-time invoice updates, this integration helps streamline finan
- Accept PayPal Payments: Setup Guide for Payment ElementsReceipts and flexible payment options play a major role in improving customer experience and increasing conversions. With the PayPal Payment Element, you can now offer PayPal and PayLater as payment methods across multiple payment surfaces, making it easier for customers to complete transactions. T
- Guide for Razorpay's fixed schedule subscriptions and charge when neededThis is a placeholder doc. The content will be published as soon as our feature is live for usage
- How to integrate Razorpay within the CRMBusiness users are able to process payments via Razorpay, a payment provider popular in India. This integration is available as a marketplace application under App Marketplace menu inside a sub-account and also available upon clicking on the Search for More options inside Payments -> Integrations T