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Learn how to create and send custom, professional invoices to your contacts. This video covers navigating the Payments section, setting up your business info, selecting customers, modifying invoice details (like product info and additional options), and sending invoices securely. Also, discover how to manage invoice settings and explore features like invoice templates, recurring invoices, and estimates.
In this video, we dive deep into the Payments tab, learning how to navigate through its different sections such as Invoices, Integrations, Settings, Products, and more. We cover how to connect payment processors, set up automatic sales receipts, customize email templates, and add taxes. The video also focuses on setting up products, creating invoices, tracking payments, and using templates for invoices, proposals and estimates. Finally, we wrap up with a guide on how to manage orders, subscriptions, transactions and creating discount coupons.