LeadConnector

Getting Started w/ Payments 19

• How To Set Up A PayPal Integration
• Understanding Subscription Statuses and Tracking
• Using Apple Pay and Google Pay
• Auto Payments in Recurring Templates
• How to create recurring Invoices

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Invoices & Estimates 9

• Create and Send Invoices Faster with the New Invoice Editor
• PDF Generation for Invoices and Receipts
• Managing Document Attachments for Estimates and Invoices
• Set Up Automatic Recurring Invoices Step-by-Step
• How to view all "Chart of Accounts" within the Xero Integration?

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Order, Subscriptions, and Transactions 4

• Automating Payments with Subscription and Refund Triggers
• Subscription Failed Payment Retry Settings Explained
• How to Modify Existing Subscriptions
• How to Manually Retry a Failed Subscription Payment

Products & Coupons 2

• Getting Started with Coupons
• Coupon Application on Subscription Products

Payment Settings & Integrations 8

• Accept PayPal Payments: Setup Guide for Payment Elements
• Guide: Setting up the Quickbooks integration
• Guide: Wave integration
• Guide: Xero integration
• Guide for Razorpay's fixed schedule subscriptions and charge when needed

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Gift Cards 6

• How to Track Gift Card Performance (Analytics & Metric Tracking)
• Getting Started with Gift Cards
• How to Sell Gift Cards
• How to Send Gift Cards
• How to Redeem Gift Cards For Offline / Off-session Payments

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