Payments
Payment Help Docs
62 articles
2 min read
How To Use The Payments Tab
Within the Payments section of your system, you can create and send invoices, manage orders and transactions, add products, set up taxes, and integrate both Paypal and Stripe…
3 min read
How To Create An Invoice
Using the Products within your system, you can create and send invoices to your customers and clients. This will allow you to streamline your payments processing, to ensure you…
1 min read
How To Customize The Tax Settings in Your Payments Section
Tax adds up quickly, so it’s critical to ensure you are capturing the correct taxes for your business. Using the Tax Settings feature, you can quickly and easily add one or…
1 min read
How To Use The Transactions Tab in Your Payments Section
The Transactions tab of your Payments section allows you to manage all of your transactions conveniently in one spot. You can view a sortable, searchable list of all…
1 min read
How To Use The Orders Tab in Your Payments Section
The Orders tab allows you to manage all of your Orders. You can view a sortable, searchable list of all Orders, which you may also download via an Excel file.
3 min read
Creating Recurring Invoices
You may want to create recurring invoices which will automatically send on a schedule to your customers. Designed to be easily automated, recurring invoices can be sent weekly,…
1 min read
Block Checkout When No Shipping Rate Is Available
Stop customers from completing an order when no shipping rate can be calculated for their address.
3 min read
Creating Products and Pricing Options
Create a product, set a one-time or repeating price, add variants and collections, then save it to the online store.
1 min read
Connect Your Store to Google Merchant Center
Sync your store's product catalog to Google Merchant Center so eligible products can show in free listings and Shopping ads.
1 min read
Connect an External Online Store and Sync Orders, Contacts, and Payments
Bring contacts, orders, and payments from an external store into FunnelStreams and trigger automations from purchases.
1 min read
Set Up Facebook and Instagram Shops
Publish and sync your store's products to Facebook and Instagram Shop catalogs.
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Set Up the ShipStation Integration
Sync orders, create shipping labels, and show live carrier rates at checkout with ShipStation.
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Deliver Digital Products from Your Store
Sell downloadable files in your store and deliver them automatically after checkout.
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Limit Shipping to Specific ZIP or Postal Codes
Restrict a shipping zone to certain ZIP or postal codes, including wildcard ranges.
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Place a Test Order in Your Store
Run a full order through your store in test mode to check checkout, shipping, taxes, and notifications without a real charge.
1 min read
Set Up an Online Store
Create an online store, add products, customize the store pages, take payments, and fulfill orders.
1 min read
Connect Shopify to Import and Sync Store Data
Connect your Shopify store, import past contacts, orders, and products, and keep new records in sync.
1 min read
Use Shippo for Live Rates and Automatic Fulfillment
Connect Shippo to show live shipping rates at checkout and send orders for fulfillment.
1 min read
Import Products in Bulk with a CSV File
Upload many products at once, with prices, variants, and inventory settings, from a CSV file.
1 min read
Import Product Reviews from a CSV File
Bring existing product reviews into your store by uploading them in a CSV file.
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Manage and Export Abandoned Checkouts
Find, filter, and export abandoned checkouts, and send recovery messages and checkout links to win back sales.
1 min read
Offer Pickup in Store
Let customers collect physical orders from your store locations instead of having them shipped.
1 min read
Connect Printful to Your Store
Import print-on-demand products from Printful and send orders to Printful for fulfillment automatically.
1 min read
Connect Printify to Your Store
Sync print-on-demand products from Printify and send orders for fulfillment.
1 min read
Share and Preview Product Pages
Copy a direct link to a product page, or preview a product before you publish it.
1 min read
Set Up Shipping Zones and Delivery Rates
Create shipping zones and set flat or conditional delivery rates by weight or order total.
1 min read
Let Customers Wishlist Products
Let signed-in customers save products to a wishlist and come back to them later.
2 min read
Stripe Plan Not Showing in Funnel Products
Import a recurring Stripe price into Payments > Products so you can select it on your funnel checkout, and fix plans that won't appear.
1 min read
Create Products and Sell Them in a Funnel
Create a product, add an order form to your funnel's checkout page, and attach the product so customers can buy.
1 min read
Collect Payments with Shareable Payment Links
Create a payment link for a product or service and share it so customers can pay instantly.
1 min read
Connect Stripe to Accept Payments
Connect your Stripe account so you can take card payments, run subscriptions, and track transactions.
1 min read
Auto Payments for Recurring Invoices
Charge a customer's card automatically each time a recurring invoice is due, and learn what happens if a payment fails.
1 min read
Import Invoices in Bulk with a CSV File
Add many invoices at once by uploading a CSV file with the required fields.
1 min read
Choose Payment Providers by Channel
Set which payment provider is used for funnels, forms, stores, invoices, and other places you take payments.
1 min read
Target Coupons by Product, Price, or Variant
Limit a coupon to whole products, specific prices, or individual variants.
1 min read
Send Automatic Sales Receipts
Email a receipt automatically after every order form purchase, with your own title, numbering, and template.
1 min read
Recover Failed Subscription Payments with Automatic Retries
Set a retry schedule for failed subscription payments and decide what happens when every retry fails.
1 min read
Set Up Recurring Invoices
Create a recurring invoice template that sends invoices on a schedule, and track each invoice's status.
1 min read
Connect Mercado Pago
Connect a Mercado Pago account to accept payments, popular across Latin America.
1 min read
Issue Full or Partial Refunds
Refund all or part of a payment from the Transactions page.
1 min read
Import Orders from a CSV File
Format and upload a CSV file to bring past orders into your account.
1 min read
Import Transactions from a CSV File
Format and upload a CSV file to bring past payment records into your account.
1 min read
Set Up a Payment Provider
Choose and connect a payment provider, set payment methods, and test before you go live.
1 min read
The Subscriptions Page and Subscription Statuses
See every recurring subscription in one place, understand each status, and know what syncs from your payment provider.
1 min read
Accept Apple Pay and Google Pay
Let customers pay with Apple Pay and Google Pay in your order forms, and fix common setup problems.
1 min read
Set Gift Card Permissions for Your Team
Control which team members can view, send, sell, and manage gift cards, and who can see full gift card codes.
1 min read
Getting Started with Gift Cards
Create gift card products, sell or send them, track orders, and understand how customers redeem them.
1 min read
Redeem Gift Cards When You Charge a Customer
Apply a customer's gift card balance when you take a payment for them from an order, invoice, or contact.
1 min read
Sell Gift Cards
Sell gift cards through a checkout link, an embed, a QR code, or your existing forms and funnels.
1 min read
Send Gift Cards Without a Payment
Issue a gift card straight to a customer by email, text, PDF, or QR code, with no purchase needed.
1 min read
Track Gift Card Performance
Use the Gift Cards dashboard to see how many gift cards you've issued, their value, and which amounts sell best.
1 min read
Edit a Partially Paid Invoice
Change products, amounts, and payment schedules on an invoice after part of it has been paid.
1 min read
Create and Send Invoices
Create a one-time invoice, add a customer and products, set payment options, and send it.
1 min read
Add Attachments to Invoices and Estimates
Attach up to 10 supporting files to an invoice or estimate before you send it.
1 min read
Invoice and Receipt PDFs
How invoice and receipt PDFs are created, and where you can download or send them.
1 min read
Manually Retry a Failed Subscription Payment
Retry an unpaid subscription charge from the subscription details page.
1 min read
Modify an Existing Subscription
Add or remove products, change quantities, and update start or end dates on a subscription.
1 min read
Accept PayPal in Forms, Invoices, and Checkouts
Let customers pay with PayPal and Pay Later in order forms, forms, invoices, payment links, and stores.
1 min read
Connect Razorpay
Accept one-time, custom-amount, and recurring payments through Razorpay, popular in India.
1 min read
Pause and Resume a Subscription
Pause a subscription indefinitely or until a set date instead of canceling it, then resume it.
1 min read
Apply Coupons to Subscription Products
Choose whether a coupon applies only to the first payment, for a set number of months, or forever.
1 min read
Getting Started with Coupons
Create percentage or fixed-amount coupons, set limits, and use them across your checkouts.