Knowledge base › Payments
Payments
Getting Started w/ Payments
- Customize Email and SMS notifications for invoicing
- How to add and manage your customer's cards on file
- How to Add Recurring Products in Documents & Contracts
- How to Enable Editable Quantities in Payment Links
- How to Implement Direct Checkout in Email Campaigns
- How to manage Refunds within the CRM?
- How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
- How to Send Purchase and Order Confirmations in Chat To Clients CRM
- See all 20 articles
Invoices & Estimates
- ACH Debit payment method on invoices
- Apple Pay and Google Pay in invoices and Text2Pay links
- Attachments in Estimates and Invoices
- Bank-Only Transfers for Invoice Payments (SEPA & ACH)
- Common use cases for Payments and Invoices
- Create Estimates using Templates on Mobile(v3.98.1)
- Editing of Payment Schedules and Partially Paid Invoices
- How to Create and Manage Recurring Invoices in Chat To Clients CRM
- See all 20 articles
Orders, Subscriptions, and Transactions
- Export or Download Orders as CSV
- Export or Download Subscriptions as CSV
- Export or Download Transactions as CSV
- How to Manually Retry Failed Subscription Payments
- How to Modify Existing Subscriptions
- Import Transactions and Orders using CSV files
- In-App Cancellation for Reselling Subscriptions
- Pause and Resume Subscriptions
- See all 12 articles
Products, Taxes & Coupons
- Add and Track Product Cost Price & Margin
- Automatic Tax Category IDs and Names
- Bulk Actions on the Product Page
- Getting Started with Coupons
- How Product Deletion Works
- How to Bulk Import Products into Chat To Clients CRM
- Image Zoom on the Product Details Page
- Import Products / Price From Stripe
- See all 9 articles
Payment integrations, methods and settings
- ACH - bank transfer support on NMI
- Adding PayPal Buttons to Payment Elements
- Authorize.net integration for processing payments
- Details about fixed schedule subscriptions and charge when needed on Razorpay
- How to build a custom payments integration on the platform
- How to Connect and Use Square Payment Processor in Chat To Clients CRM
- How to integrate Razorpay within the CRM
- How to integrate with Mercado Pago for accepting payments?
- See all 15 articles