Getting Started w/ Payments

Automating Recurring Invoice Payments
Automatically collecting payments for recurring invoices helps eliminate manual follow-ups and ensures consistent cash flow. This feature allows invoices t...
Fri, 17 Apr, 2026 at 6:07 PM
How to Fix Failed Subscription Payments and Set Up Automatic Retries
When a recurring subscription payment fails, an invoice is automatically generated so the customer has another way to complete payment. Automatic retries...
Tue, 25 Aug, 2026 at 2:33 PM
Set Up Payment Providers to Start Accepting Payments
Connecting a payment provider enables you to securely accept payments from customers using various methods such as cards, wallets, and bank transfers. This ...
Fri, 17 Apr, 2026 at 5:25 PM
Configure Payment Providers by Channel
This article explains how payment providers work across different channels, what is supported today, what is planned, and how Default and Preferred provider...
Tue, 1 Sep, 2026 at 1:52 PM
Coupon Targeting by Product, Price, and Variant
Easily create more precise promotions by applying coupons to entire products, specific prices, or individual variants. This gives you more control over how ...
Tue, 25 Aug, 2026 at 9:26 AM
How to integrate with Mercado Pago for accepting payments?
In this article, you will learn how to connect your Mercado Pago account so you can accept payments inside your CRM. To complete the setup, you will need yo...
Fri, 2 Oct, 2026 at 10:31 AM
Payments Tab in Contacts and Opportunities on Mobile
Managing payment activity from the LeadConnector mobile app is now faster and more connected to the customer or deal you are already working on. The Payment...
Fri, 31 Jul, 2026 at 10:10 AM
Wallet Auto Recharge and Smart Adjustment Settings
Keeping your wallet funded helps prevent interruptions to SMS, email, phone, and other usage-based services. Auto Recharge automatically adds funds when the...
Tue, 1 Sep, 2026 at 2:28 PM
Payments - What is listed on the Subscriptions page?
Payments • Subscriptions • Billing Payments - What Is Listed on the Subscriptions Page? The Payments Subscriptions page gives you one place to review r...
Sat, 12 Sep, 2026 at 5:25 PM