Payments Folder

Auto Payments in Recurring Templates

Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be a daunting task, especially when it comes to recurring ...

Authorize.net integration for processing payments

Authorize.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 proce ...

How to create recurring Invoices

You 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 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 ...

Using Apple Pay and Google Pay

Accepting 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 s ...

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 ...

Enabling Sales Receipts for Order Form Purchases

Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases. They serve as proof of payment and enable businesses and custo ...

How to set up the NMI integration?

NMI (Network Merchants Inc.) is a well-known payment gateway service provider that offers a variety of solutions for businesses to process online transactions securely and ...

How To Set Up A PayPal Integration