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.

00:00 Introduction to the Payments Tab

00:13 Understanding Key Features: Integrations and Settings

00:46 Setting Up Receipts and Taxes

01:42 Creating and Managing Products

03:25 Navigating the Invoice Dashboard

03:55 Creating and Using Invoice Templates

04:49 Sending Invoices and Tracking Payments

05:52 Creating Proposals and Estimates Templates

07:19 Customizing and Using Proposals and Estimates Templates

08:31 Tracking Orders and Subscriptions

09:02 Understanding Transactions and Creating Coupons 10:47 Conclusion