Connect your sub-account to Stripe effortlessly by navigating to Settings > Payments. Simply click the “Connect Your Stripe Account” button and follow the prompts to seamlessly integrate with Stripe.
Navigate to a chat and locate the payment icon situated beneath the text editor. Within the ensuing modal, assign a name and price to the invoice, then establish a Link Expiration/Due Date before saving your changes. Subsequently, the payment link will manifest within the conversation editor.
What is a Coupon? A coupon is a promotional offer provided by a business or organization, typically in return for a purchase, allowing you to receive a discount on a product or service. What type of Coupons are supported? There are two ways to use a coupon: Important Information: Customers can apply a coupon code […]
Step-by-Step Guide to Bulk Import Products Step 1: Access the Products Page Step 2: Download the Sample CSV Step 3: Prepare Your CSV File Quick Tip: Double-check your data for duplicate SKUs or special characters that could cause issues. Step 4: Upload the CSV File Step 5: Preview & Confirm Step 6: Import Products Important […]
What is the PayPal Payment Element? The Payment Element in CRM now supports PayPal and PayLater, enhancing the payment experience for your customers. With PayPal integration, you can provide a trusted and widely recognized payment option, helping to boost conversion rates and improve customer satisfaction. Benefits of Using PayPal in the Payment Element Features That […]
What is Failed Payment Retry Configuration? Businesses can now set up automatic payment retries for subscriptions in the event of a payment failure, thanks to the latest update. This new feature enhances flexibility in handling failed payments and helps maintain a seamless subscription renewal experience. Key Benefits of Failed Payment Retry Configuration Configuring failed payment […]
What’s New? What’s Next?
What are Bank-Only Transfers? The Bank-Only Transfer feature enables businesses to limit invoice payment methods exclusively to bank transfers. By activating this option, businesses can ensure clients make payments solely through bank transfer, eliminating credit card transactions entirely. This feature is designed to: Key Benefits of Bank-Only Transfers How to Set Up Bank-Only Transfers in […]
What’s New? Enhanced Editing Capabilities for Recurring Invoices How to Use the New Features Why We Built It
Our versatile ‘Pause and Resume Subscription’ feature empowers customers to temporarily put their subscription on hold without the need for cancellation. This way, they can retain their account history and preferences, allowing them to seamlessly pick up right where they left off whenever they choose to resume. Designed with flexibility in mind, this feature adapts […]
What’s New? How to Use? Why We Built This?