Within the Payments section of your system, you can create and send invoices, manage orders and transactions, add products, set up taxes, and integrate both PayPal and Stripe as merchant processors. Using these payment features will allow you to charge for products and services, to manage your business. You can save time and work more efficiently by collecting all payment-related aspects of your business in one convenient location.
For example, you can create and manage a product directly from this section, and it can be added to Funnels or used within Workflows. The products can also be added to an invoice. Within this section you can also view a list of all your orders and transactions, to help you track payments to your business.
Invoices: prepare and send out customized invoices for payment
Orders: This tab provides a searchable, sortable list of all orders for your products and services, which can be exported via Excel.
Transactions: this tab provides a searchable, sortable list of all transactions in your system, which can be exported via Excel.
Products: create products for the services/products you offer. You can then add them to funnel pages, invoices, and more.
Tax Settings: set a tax percentage to ensure you’re collecting proper taxes for your business
Subscriptions: Keep track of customer subscriptions created via order forms
Integrations: connect PayPal, Authorize.net, NMI (Network Merchants Inc.), and/or Stripe, which are merchant processing platforms that allow you to capture secure payments.
Step 1: Accessing the Payments Section
Step 2: Integrating PayPal or Stripe
Step 3: Creating Products
Check out our other articles on specific features within the Payments section.