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
Create and Manage Payments
Create and Offer Gift Cards
Create and Share a Payment Link
Enable/Disable Afterpay, Klarna etc. in Stripe
Refund or Cancel Subscriptions
Set Up Your Payment Processor
Take Payments via LeadConnector App