Overview of Payments
💳 Payment Section Help Guide
Welcome to the Payment Section of your account. This area provides all the tools you need to manage payments, create charges, track transactions, issue subscriptions, create payment links, offer coupons, and handle documents/contracts with e-signatures.
🧾 Invoices
The Invoices tab is the first section you’ll land on.
Key Features:
View All Invoices, Recurring Templates, and One-Time Templates
Subdivision between Recurring and One-Time invoices
Hover over the Invoices tab to see more options
Before You Start:
Visit the Settings section and complete your:
Account information
Email configuration
Invoice titles and terms
Payment settings
Make sure all details are correct before creating and sending invoices.
📄 Documents & Contracts
In this section, you can create documents and send them to contacts for e-signatures—ideal for contracts and agreements before starting business.
To Use:
Click New → Choose to create a new document or upload an existing PDF
Edit as needed before sending
Track the document’s status: Draft, Awaiting Signature, or Completed
Important:
Configure settings before use:
Customer Notifications
Team Notifications
Product Invoicing Settings
📦 Orders
Track all Order Submissions made via your account.
Features:
Filter by status: Completed, Canceled, Pending
Abandoned Checkout insights: See users who started checkout but didn’t finish
Use available contact info to follow up and assist with payment completion
🔁 Subscriptions
Monitor all active and past Subscriptions created through your order forms.
You Can:
Manage provider and customer details
Track subscription origin and status
Download subscription data via CSV export
🔗 Payment Links
Quickly generate and share Payment Links for products in your account.
How to Use:
Click Create a Link
Select the product you want to charge for
Fill in the link details
Copy and send the link to customers
These links open a purchase landing page for a specific product.
💰 Transactions
This section provides a complete list of all transactions across your entire account in one centralized view.
🛍 Products
Manage and organize all your Digital, Physical, or Service-based products.
Actions:
Click Create a Product to start
Add pricing, variants, SEO details, and more
Import via CSV or directly from Stripe
Use Collections to group similar products
Track Inventory based on SKU, quantity, and out-of-stock behavior
🎟 Coupons
Create and manage Discount Coupons for your products and services.
Coupon Setup:
Name
Type (Percentage or Fixed)
Start and End Dates
Redemption limits (by quantity or per customer)
Status view: Active, Scheduled, or Expired
⚙️ Settings
This section covers overall configuration for all payment-related tools. Be sure to:
Set up your general payment settings
Review and complete this area before using other tools
🔌 Integrations
Manage and connect with your Payment Providers (e.g., Stripe, PayPal).
To Connect:
Click Connect next to the provider
Follow the steps to link a new or existing account
If you have any additional questions, please reach out to support or refer to individual tool guides for deeper functionality.
