LeadConnector

The updated invoice editor introduces a more intuitive layout designed to simplify invoice creation and improve efficiency. With a split-screen experien...

This article explains recent improvements to the PDF generation system used for invoices and receipts. These updates deliver faster downloads, more reliable...

Attachments allow supporting files to be included directly with financial documents, helping customers receive all relevant information in a single, comple...

Automating recurring invoices helps you streamline billing, reduce manual work, and ensure consistent payments from your customers. By using workflow autom...

If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it. Step 1: Go to Settings in Xe...

Editing partially paid invoices gives you the flexibility to adjust billing when customer requirements change after a payment has already been collected. In...

Billing & Wallet Wallet Pricing Page Access transparent pricing information for SMS, MMS, calls, and emails directly from your Wallet dashboard....

Payments • Invoices & Estimates • Billing Create and Send Invoices Invoices give you a centralized way to bill customers for products and services ...

Payments • Stripe • Order Forms Using Apple Pay and Google Pay in Order Forms Apple Pay and Google Pay give eligible customers a faster way to complete...