General > Payments

Payments

The Payments area is where you can manage many aspects of payment processing by integrating with your preferred third-party software. Using the payments area, you can set up contracts, send out invoices, track transaction and subscriptions, and create products that you can sell.

Create invoices & estimates that you can sent to your clients or sponsors to collect payments.

1 Sub-category | 7 Articles

Create contracts that you can send to lock in terms and conditions of your agreements with clients, sponsors, partners, and speakers.

1 Sub-category | 5 Articles

Track all orders that have been made through your system in one place.

Create, update, and track subscriptions that have been created in the system.

Create payment links to accept payments for products without the use of invoices.

Track all transactions that have been made through your system in one place.

Create products for use in contracts, invoices, or through order forms.

1 Sub-category | 3 Articles

Create coupon codes and discounts that you can provide to others.

2 Articles

Customize how your payments area works.

Connect your CRM with third-party payment portals to collect payments.