Payments, Invoices & Estimates
47 articles
Getting Started w/ Payments
- 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
Invoices & Estimates
- How to view all "Chart of Accounts" within the Xero Integration?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 Xero - From your Xero dashboard, select your organization. - Click Settings from the dropdown menu. Step 2: Open Advanced Settings - In Organizat
- Creating and Sending InvoicesInvoicing lets you bill clients and get paid for your work directly inside ResQEngage — for example, deposits for group class bookings, billing for corporate training, or one-off charges. Invoices are built from the products you have created in your account. Before you start: connecting a payment pr
- Recurring Invoices, Estimates & Payment SchedulesRecurring invoices When you add a recurring product to an invoice, the system automatically sets the invoice to recur on that schedule — useful for ongoing retainers or membership-style billing. You can edit a recurring invoice after it is created, including its schedule and amounts, and you can con
- Create and Send Invoices Faster with the New Invoice EditorThe updated invoice editor introduces a more intuitive layout designed to simplify invoice creation and improve efficiency. With a split-screen experience, you can edit invoice details on one side while previewing the final output instantly on the other. This reduces errors, speeds up the process, a
- PDF Generation for Invoices and ReceiptsThis article explains recent improvements to the PDF generation system used for invoices and receipts. These updates deliver faster downloads, more reliable automated workflows, and near-instant delivery of PDF documents—without timeouts or failures. TABLE OF CONTENTS - What Is the PDF Generation Pi
- Managing Document Attachments for Estimates and InvoicesAttachments allow supporting files to be included directly with financial documents, helping customers receive all relevant information in a single, complete package. Files such as specifications, visuals, terms, or reference documents can be added during document creation and are delivered automati
- Set Up Automatic Recurring Invoices Step-by-StepAutomating recurring invoices helps you streamline billing, reduce manual work, and ensure consistent payments from your customers. By using workflow automation, you can automatically send invoices on a schedule, control billing frequency, and enable automatic payments for a seamless experience. TAB
Products & Coupons
- Coupon Application on Subscription ProductsOverview The coupon creation flow now includes the ability to define how long a coupon should be applied to a subscription product. Businesses can specify a fixed duration for discounts on subscriptions, allowing for greater flexibility in promotional offers. Process 1. Creating or Editing a Coup
- Getting Started with CouponsOverview Coupons help you offer discounts on your products and increase conversions across your checkouts. You can create coupons that apply to one-time and recurring products and control how, where, and how often they can be used. Coupons can be used across: - Funnels (Order Forms) - Stores - Web
Payment Settings & Integrations
- 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
Gift Cards
- How to Track Gift Card Performance (Analytics & Metric Tracking)The Gift Card Dashboard provides a consolidated view of how your gift card program is performing over time. This includes issuance counts, revenue impact, buyer trends, and denomination preferences. You’ll find this under Payments → Gift Cards → Top Dashboard after at least one gift card has been so
- Getting Started with Gift CardsGift Cards are a powerful new way to engage your customers, boost sales, and build loyalty - all within your existing payments ecosystem. With fully customizable Gift Card Products, you can design and sell beautiful, branded digital cards that reflect your business identity. From choosing artwork an
- How to Sell Gift CardsGift Cards let you sell prepaid balances your customers can buy for themselves or send to others. You can sell via a dedicated checkout link, embed, QR code, or existing checkouts like Funnels, Forms, Stores, Websites, Payment Links, Invoices, and Calendars. This article walks you through each sell
- How to Send Gift CardsGift Cards can be sold in multiple ways—through a dedicated checkout link, embedded checkout, QR codes, or by adding Gift Card Products to existing checkouts such as Funnels, Forms, Payment Links, Invoices, Stores, and Calendars (where products are supported). This article walks you through each se
Documents & Contracts
Payment Links
- Creating and Sharing Payment LinksPayment Links let you sell products or services without a website. You build a full payment page in a few clicks and share the link with customers — no code required. This is handy for collecting a class deposit or selling a course seat directly from a message or social post. Before you start: you m
- Text-To-Pay: Request Payment by SMSText-To-Pay lets you request and collect a payment instantly by SMS from inside a conversation — no website needed. It generates a secure checkout link the customer can pay in a few taps, and keeps the payment tied to the contact thread for easy follow-up. Key benefits - Fast collection: send a pay-
Order, Subscriptions, and Transactions
- Automating Payments with Subscription and Refund TriggersAutomating payment-related events helps you respond instantly to customer actions without manual effort. Subscription and Refund triggers allow you to build smarter workflows based on billing activity—such as when a subscription starts, cancels, or when a refund is processed. This ensures timely com
- Subscription Failed Payment Retry Settings ExplainedFailed subscription payments can interrupt revenue and customer experience. Failed Payment Retry Settings allow you to automatically retry payments after a failure, helping recover transactions without manual effort. By configuring retry timing and behavior, you can maintain consistent billing and r
- How to Modify Existing SubscriptionsOverview Subscriptions can be updated to reflect changes in products, quantities, or subscription start / end dates. This helps manage customer needs without cancelling and recreating subscriptions, while keeping billing dates consistent. Table of Contents - Overview - What does this feature do? -