Payments
By Daina and 3 others4 authors35 articles
- How to Bulk Import Products from a CSV File
- Send personalised payment links to multiple contacts
- Set up the QuickBooks integration
- How to Customise Payment Links with Your Brand Colours
- Accept Apple Pay and Google Pay on invoices and Text2Pay links
- Accept ACH Direct Debit payments on invoices
- Import products and prices from Stripe
- Send a Text-To-Pay link from a conversation
- Import invoices using a CSV file
- Common ways to use payments and invoices
- Documents & Contracts Overview
- Creating Products
- Coupons and Discounts - Overview
- How to request a payment via conversations
- How To Create A Payment Link
- Set up tax-inclusive or tax-exclusive pricing
- How to connect PayPal
- Payments and Paypal
- Manage payment methods displayed with Stripe integration
- Create Custom Invoice's with Layout AI Builder
- Send automatic payment reminders for invoices
- Accept invoice payments by bank transfer only (SEPA and ACH)
- Edit payment schedules and partially paid invoices
- How to Edit Recurring Invoices
- How to link opportunities with invoices and estimates
- How to create invoices in ZipLeads
- Set up flexible payment plans on invoices
- Connect Xero to sync your invoices
- Use subscription and refund triggers in workflows
- Set up automatic retries for failed subscription payments
- Export or download subscriptions as a CSV
- Payments - Invoicing
- How to Create Recurring Invoices
- Auto Payments in Recurring Invoice Templates
- Customise email and SMS notifications for invoices