Invoice Overview Invoice functionality within your CRM allows you to generate and manage invoices for your business seamlessly. This integrated feature enables you to issue invoices directly to your customers or clients, utilizing the products that you have established in your sub-account. By centralizing invoice creation and management within your CRM system, you can streamline ..
Category : Payments
Create proposal templates and send proposals automatically inside a workflow Create a New Template Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created. Convert to Template Users will ..
Payment Integrations NOTE: Depending on your user permissions, you may not have access to all of the components. In the Integrations section of the Payments tab, you can connect your NMI, Authorize.Net, Stripe, or PayPal accounts to enable charging customers and receiving payments directly within your CRM! Network Merchants Inc. (NMI) Authorize.net Stripe Paypal Network Merchants ..