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Payments

Set up payment processors, manage transactions, and get paid without the friction

All About Proposals & Invoices: A Master Help Guide

Create a Proposal Template and Configure Settings

Create an Invoice Template

Customise Invoice Settings and Automated Emails

Customise Proposal Settings and Automated Emails

Create and Send Proposals Using a Template

Manually Send Invoices Without a Proposal

Accept and Reconcile Cash or Bank Transfers for Invoices

Add Terms & Conditions to Checkouts

Coupon Codes

Create and Manage Payments

Create and Offer Gift Cards

Create and Share a Payment Link

Edit Your Receipt Email

Enable/Disable Afterpay, Klarna etc. in Stripe

Import Invoices

Purchase Notifications

Refund Payments or Cancel Subscriptions

Set Up Your Payment Processor

Take Payments via LeadConnector App

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