Payments
Payments
Documents & Contracts (2)
Getting Started w/ Payments (34)
- Adding Processing Charges or Additional Fees to Customer Payments
- Assigning User Permissions for Payments Module
- Automatic Tax Calculation with Stripe for SaaS Subscriptions
- CDN Caching on Core Payment Pages
- Configure Payment Providers by Channel
Gift Cards (4)
Invoices & Estimates (27)
- ACH Debit payment method on invoices
- Add Product Images to Estimates in Patient Copilot
- Attachments in Estimates and Invoices
- Auto Payments in Recurring Templates
- Bank-Only Transfers for Invoice Payments (SEPA & ACH)
Mobile Payments (Tap-to-Pay) (1)
Orders, Subscriptions, and Transactions (9)
- Export or Download Orders as CSV
- Export or Download Subscriptions as CSV
- Export or Download Transactions as CSV
- How to Modify Existing Subscriptions
- Import Transactions and Orders using CSV files
Payment integrations, methods and settings (13)
- ACH - bank transfer support on NMI
- Adding PayPal Buttons to Payment Elements
- Authorize.net integration for processing payments
- Details about fixed schedule subscriptions and charge when needed on Razorpay
- How to build a custom payments integration on the platform
Payment Links (5)
Products, Taxes & Coupons (9)
- Add and Track Product Cost Price & Margin
- Automatic Tax Category IDs and Names
- Bulk Actions on the Product Page
- Getting Started with Coupons
- How Product Deletion Works