Getting Started w/ Payments
20 articles87 explained images
How-to add Taxes Overview
More Tutorials from the Community https://youtu.be/4G9_TDAjk7g https://youtu.be/C7lO45WLyxY https://youtu.be/e0HXAef28Oc https://youtu.be/xzsl2J7Mj5I Efficiently managing taxes for your business is crucial for staying…
11 min16Using Apple Pay and Google Pay in order forms
Accepting Apple Pay and Google Pay in your Order Form is a great way to improve the purchase experience for your customers. These payment methods offer convenience, security, and speed that traditional payment methods…
5 min3Customize Email and SMS notifications for invoicing
This feature lets businesses make email and text notifications for invoicing instead of using the system's default ones. You can also choose which notifications to send and add info like customer details and invoice…
4 min5How to manage Refunds within the CRM?
The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Authorize.net, NMI, and PayPal. It supports refunds for Google…
6 min8How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases. They serve as proof of payment and enable businesses and customers to keep accurate records. We…
3 min2Selling products on order forms with available payment providers
Both one-time and recurring products can be sold on 1-step and 2-step order forms for Funnels version 2. (Note: All new funnels and websites are created as version 2) This help article addresses several use cases of…
2 minHow to Send Confirmations After a Purchase/Order
GHL Customer Care enables businesses to send automated confirmation emails to customers after a purchase. These emails include detailed information about the products purchased and the total amount paid, ensuring clear…
1 minList of countries and bank acquirers available with NMI
Merchants can process payments within GHL Customer Care using an NMI integration. Businesses can open an account with the relevant acquirer in the list provided below and then set up an account with NMI to generate API keys to plug…
3 minManage payment methods displayed with Stripe integration
LeadConnector displays payment methods dynamically if business users have Stripe connected as their default payment provider for processing payments across the system. The following payment methods are supported as of…
3 min8How to Streamline Payments with Automated Invoice Reminders
Relied on workflows to remind your customers? Now, increase your payment conversions on invoices by setting payment reminders for your customers directly from settings. What's New? Set up multiple reminders by Adding…
2 min3How to Add Recurring Products to Your Products List in Documents and Contracts
What's new? You can now add recurring products to your product list in Document Builder If your product has a set up fee associated, it would show up as a separate row item If you add a one time product and recurring…
1 min4How to Implement Direct Checkout in Email Campaigns
Our latest release simplifies adding product elements to email campaigns and setting up direct checkout. TABLE OF CONTENTS Problem Statement: What We Did: Benefits: How to Use: Problem Statement: Previously, users…
1 min2How to Use the Manual Payment Method in Your Ecommerce Store
Store owners can now collect payments manually from buyers for any order. Buyers can complete checkout by selecting a manual payment method and then pay the store owner at the time of pickup or delivery using any mode…
1 min8How to Use BNPL in Order Forms and Payment Links
We are excited to announce that Buy Now Pay Later (BNPL) payment methods are now supported in Order Forms and Payment Links. This is applicable for both 1-step and 2-step order forms. Business users can now offer the…
1 min2How to Enable Editable Quantities in Payment Links
TABLE OF CONTENTS What's New? How to Use? Why We Built It? What's New? We’ve added a new feature that lets your customers edit product quantities directly on the payment links you send them. This means they can adjust…
1 min2Multiple recipient support on Proposals and Estimates
Businesses will now be able to send as well as assign signature elements to multiple recipients instead of a single recipient inside the document This also includes the functionality to assign the signature to the…
1 min5Tax Inclusive or Exclusive Pricing
This help article explains the difference between tax-inclusive and tax-exclusive pricing in GHL Customer Care and guides you through setting up the appropriate pricing model for your business. TABLE OF CONTENTS What's…
3 min5VAT FAQs
This article applies to non-United States customers only . For detailed instructions on updating your agency's Tax ID information, click here . Q: Why is GHL Customer Care charging me VAT/GST/HST? A: GHL Customer Care is…
2 minHow to add and manage your customer's cards on file
Overview Managing customer payment methods efficiently is essential for streamlining transactions and ensuring a seamless customer experience. This document provides an overview of two key features designed to simplify…
3 min9What happens in case of a payment failure for a Subscription?
When a subscription payment fails, an invoice is generated and sent to the customer. The customer can pay the invoice using an existing or new payment method using the link in the Invoice. Additionally, the system…
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