Payments & invoices
Invoices, estimates, payment links, subscriptions, taxes, and documents and contracts.
Invoices & estimates
Section titled “Invoices & estimates”- Create invoice templates and automatically send an invoice in a workflow using templates
- Create or Schedule Subscriptions and Send Invoice within Contact Details Page
- Create Subscriptions & Invoices in Contact Profile
- How to add Payment Plans to your Invoices?
- How to Add Setup Fees to Your Recurring Invoices
- How to Create and Send Estimates Using
- How to create invoices
- How to create recurring Invoices
- How to enable Sales Receipts for Order Form, Calendar and Invoice payments
- How to Set Up Flexible Payment Plans in Invoices
- ACH Debit payment method on invoices
- Apple Pay and Google Pay in invoices and Text2Pay links
- Bank-Only Transfers for Invoice Payments (SEPA & ACH)
- Common uses cases for Payments and Invoices
- Custom Values and Partial Quantity Support for Estimates
- Editing of Payment Schedules and Partially Paid Invoices
- How to Edit Recurring Invoices
- How to Streamline Payments with Automated Invoice Reminders
- How to Use Partial Payment for Invoices
- How to View Invoices and Download Receipts in the Mobile App
- Invoices - New revamped UI
- Multiple recipient support on Proposals and Estimates
Payment links & products
Section titled “Payment links & products”- How to Create Coupons for Products
- How to Enable Editable Quantities in Payment Links
- Customize Email and SMS notifications for invoicing
- How to Bulk Import Products into Stack
- How to Implement Direct Checkout in Email Campaigns
- How to Send Confirmations After a Purchase/Order
- How to send personalized payment links to multiple contacts?
- Payment Links
- Selling products on order forms with available payment providers
- Text-To-Pay Links
Subscriptions & refunds
Section titled “Subscriptions & refunds”- Payments - What is listed on the Subscriptions page?
- How to Add Recurring Products to Your Products List in Documents and Contracts
- Auto Payments in Recurring Templates
- Coupon Application on Subscription Products
- How to manage Refunds within the CRM?
- Pause and Resume Subscriptions
- Subscription & Refund trigger for payments
- What happens in case of a payment failure for a Subscription?
- Subscription Settings - Failed Payment Retries
Payment providers & methods
Section titled “Payment providers & methods”- Adding PayPal Buttons to Payment Elements
- How to add and manage your customer’s cards on file
- How to Connect and Use Square Payment Processor
- How to set up the NMI integration?
- Setting up QuickBooks Integration
- Authorize.net integration for processing payments
- How to integrate Razorpay within the CRM
- How to Use BNPL in Order Forms and Payment Links
- Import Products / Price From Stripe
- List of countries and bank acquirers available with NMI
- Manage payment methods displayed with Stripe integration
- Tap to Pay
- Using Apple Pay and Google Pay in order forms
- How-to add Taxes Overview
- How to Set Up Automatic Tax Calculations in Invoices
- How to Set Up Automatic Taxes for Fast Payment Links
- How to Automatically Calculate Sales Tax Based on Location
- Tax Inclusive or Exclusive Pricing
- Sales & Use Tax FAQ
- VAT FAQs
Documents & contracts
Section titled “Documents & contracts”- Create document/contract templates and send them automatically inside a workflow
- 2 in 1 Documents: Direct Invoice payments after signing
- Automatic Invoice Creation After Document/Contract is Signed
- Documents & Contracts trigger inside workflows
- Documents & Contracts: How to Automate Collection of Payments at the Time of Signing
- Easy Management of Documents and Contracts within Contacts
- How to Configure and Accept Tips on Invoices
- How to Customize Notifications Sent in Documents & Contracts
- How to redirect a user to a specific page after signing a contract?
- How to Set Signing Order for Recipients in Documents and Contracts
- How to Share Documents and Contracts Templates
- How to Track Activity for Documents and Contracts
- How to use Documents & Contracts?
- How to Use Documents and Contracts in the Mobile App
- How to use Opportunity Custom Values in Document & Contracts Templates?
- Link Custom Values to Text and Date fields: Documents and Contracts
- Multiple recipient support on Documents & Contracts
- Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts
- Split Columns Support: Documents & Contracts
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