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  1. Streamline For Success
  2. 💳 Payments
  3. Payments

Payments

  • Creating Recurring Invoices
  • How To Create An Invoice
  • How To Customize The Tax Settings in Your Payments Section
  • How To Use The Orders Tab in Your Payments Section
  • How To Use The Payments Tab
  • How To Use The Transactions Tab in Your Payments Section
  • Guidelines for Generating Product Coupons
  • Setting up a PayPal integration: Step-by-step guide
  • How to import Products and Prices from Stripe
  • Enabling Sales Receipts for Order Form & Subscription Payments: A Step-by-Step Guide
  • Cart Mode in One and Two-step Order Forms (V2 Funnels Exclusive)
  • Auto Payments in Recurring Templates
  • Subscription & Refund trigger for payments
  • ACH Debit payment method on invoices
  • Selling products on order forms with available payment providers - FAQs
  • Authorize.net integration for processing payments
  • List of countries and bank acquirers available with NMI
  • Payments - What is listed on the Subscriptions page?
  • Apple Pay and Google Pay in invoices and Text2Pay links
  • Payment Links
  • Text-To-Pay Links
  • How to enable Sales Receipts for Order Form, Calendar and Invoice payments
  • How to manage Refunds within the CRM?
  • How-to add Taxes Overview
  • Tap to Pay
  • Customize Email and SMS notifications for invoicing
  • What happens in case of a payment failure for a Subscription?
  • How to add and manage your customer's cards on file
  • Tax Inclusive or Exclusive Pricing
  • Multiple recipient support on Proposals and Estimates
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