How To Set Up and Manage Payments
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.
paymentsDeep Dive