Payments

Create invoice templates and automatically send an invoice in a workflow using templates
Businesses will now be able to create invoice templates. This will enable quick and easy creation of one-time/recurring invoices and will also enable sendi...
Sat, 21 Oct, 2023 at 4:27 AM
Setting up QuickBooks Integration
More Tutorials From the Community https://www.youtube.com/watch?v=__c0gDVBLs0 https://www.youtube.com/watch?v=4QXRl3mArfY&feature=youtu.be https://ww...
Thu, 21 Mar, 2024 at 6:57 AM
How to send confirmations after purchase of orders
Business users are able to send automated confirmation emails after any purchase is done across the system using the automated sales receipts which list th...
Wed, 15 Nov, 2023 at 2:41 AM
List of countries and bank acquirers available with NMI
Merchants can process payments within GHL using an NMI integration. Businesses can open an account with the relevant acquirer in the list provided below and...
Fri, 1 Mar, 2024 at 6:46 AM
Payment Links
Payment links are a great way to sell products and or services without the need of a website. Create a full payment page in just a few clicks and share the ...
Fri, 29 Mar, 2024 at 4:57 PM
Subscription & Refund trigger for payments
With additional triggers around payments, business users have more control over automations built around lead conversion processes. Along with the current ...
Thu, 11 Apr, 2024 at 1:20 AM
How to View Invoices and Download Receipts in the Mobile App
More Tutorials from the Community https://youtu.be/lMv5YjmBoNQ https://youtu.be/uZ9Am63DHe0 https://youtu.be/7VaJo57KBFw https://youtu.be/Linp_vh9HTY
Wed, 1 May, 2024 at 2:14 PM
Manage payment methods displayed with Stripe integration
LeadConnector displays payment methods dynamically if business users have Stripe connected as their default payment provider for processing payments across ...
Thu, 8 Aug, 2024 at 9:16 PM
How to integrate Razorpay within the CRM
Business users are able to process payments via Razorpay, a payment provider popular in India. This integration is available as a marketplace applicat...
Tue, 17 Sep, 2024 at 4:29 AM
How to Use Partial Payment for Invoices
More Tutorials from the Community https://www.youtube.com/watch?v=EFSqKgxke88 https://youtu.be/LKgoPzDZgM0 https://youtu.be/nWvxS5gKKgw https://youtu.b...
Thu, 6 Jun, 2024 at 7:24 PM