Payments
14 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
How To Download a PDF of an Invoice
You may want to download a PDF of an invoice for a variety of reasons. To Download a PDF of a Manual Invoice, follow these simple steps:
1 min read
Affiliate Manager Part 1 - How to Set Up your Affiliate Funnel with Products
In this article, we will review how to set up your Affiliate Funnel with Products. Check out our other Affiliate Manager articles for additional tips, best practices, and an…
1 min read
Affiliate Manager Part 2 - How to Add or Upload Affiliates
In this article, we will review how to add or upload affiliates to your system. Check out our other Affiliate Manager articles for additional tips, best practices, and an…
1 min read
Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign
In this article, we will review how to set up Affiliate Manager Campaigns. Check out our other Affiliate Manager articles for additional tips, best practices, and an overview…
1 min read
Affiliate Manager Part 4 - How to Manage Affiliate Payouts
In this article, we will review how to manage your affiliate payouts. Check out our other Affiliate Manager articles for additional tips, best practices, and an overview on the…
1 min read
Affiliate Manager Overview
The Affiliate Manager system allows you to manage your referral and affiliate network directly within the system. In this article, we’ll give you an overview of the Affiliate…
1 min read
Subscriptions Tab in Your Payments Section Overview
In this article, we will give an overview of the Subscription Tab and what features can be found there.
3 min read
In Depth Look at Coupons
In this article, we will be taking an in depth look at Coupons, breaking down each section, and giving a few examples on usage.