Payment Links

by | Jul 7, 2026

OverviewCreate and share payment links where supported.RequirementsPayments access.Step-by-Step InstructionsOpen Payment LinksCreate a linkEnter payment detailsSaveSend the link through the approved customer workflow.ScreenshotsScreenshots for this article are managed...

Invoices

by | Jul 7, 2026

OverviewCreate and manage customer invoices.RequirementsPayments or invoicing access.Step-by-Step InstructionsOpen InvoicesCreate an invoiceAdd customer and line detailsSaveSend or record payment where availableReview status.ScreenshotsScreenshots for this article are...

Receipts

by | Jul 7, 2026

OverviewReview and send receipts for completed transactions where available.RequirementsPayments or POS access.Step-by-Step InstructionsOpen the transactionChoose receipt optionsConfirm customer delivery detailsSend or print the receipt.ScreenshotsScreenshots for this...

Stripe

by | Jul 7, 2026

OverviewConnect and use Stripe payment workflows where available.RequirementsPayments access and approved Stripe account information.Step-by-Step InstructionsOpen Payments or Gateway settingsConnect Stripe or enter required settingsSaveTest a payment...

Powered by
►
Necessary cookies enable essential site features like secure log-ins and consent preference adjustments. They do not store personal data.
None
►
Functional cookies support features like content sharing on social media, collecting feedback, and enabling third-party tools.
None
►
Analytical cookies track visitor interactions, providing insights on metrics like visitor count, bounce rate, and traffic sources.
None
►
Advertisement cookies deliver personalized ads based on your previous visits and analyze the effectiveness of ad campaigns.
None
Powered by