Payments

How to Create Product Payment Links

How to Create Product Payment Links The capability to create and customize payment links for products and services, empowers users to configure pricing, billing options, and bra ...

How To Download a PDF of an Invoice

How To Download a PDF of an Invoice You may want to download a PDF of an invoice for a variety of reasons. To Download a PDF of a Manual Invoice, follow these simple steps: How ...

Customizing Email Subject Lines for Documents & Contracts

Customizing Email Subject Lines for Documents & Contracts Users can now customize the email subject lines for documents and contracts, adding a layer of personalization and ...

How to Import Products Via CSV

How to Import Products Via CSV Adding products to your online store just got easier with the option to import them in bulk using a CSV file. This guide will walk you through the ...

Manual Payment Method in E-commerce Stores

Manual Payment Method in E-commerce Stores The manual payment method lets customers complete their purchases online and pay the store owner at pickup or delivery. This can be pa ...

How to Create, Manage, and Void Invoices

How to Create, Manage, and Void Invoices Utilizing the tools available within High Leads Pro, you can generate invoices for your customers and clients. You can manage their stat ...

Invoice Creation after Document/Contract is Signed

Invoice Creation after Document/Contract is Signed In this article, you will learn how an invoice is created automatically after the lead has accepted or signed the ...

How to Configure BNPL for Invoices

How to Configure BNPL for Invoices The Buy Now, Pay Later (BNPL) feature for invoices, is an option that allows your customers to defer payments using services like Klarna and A ...

Creating Recurring Invoices

Creating Recurring Invoices You may have heard of the term “recurring billing/invoicing.” It is a way for your customers to pay you automatically without having to m ...

Setting up Buy now Pay later for Payment Links

Setting up Buy now Pay later for Payment Links Buy Now Pay Later (BNPL) payment methods are now supported in Payment Links. This feature can help you provide greater payment fle ...

Affiliate Manager Part 4 - How to Manage Affiliate Payouts

Affiliate Manager Part 4 - How to Manage Affiliate Payouts In this article, we will review how to manage your affiliate payouts. Check out our other Affiliate Manager articles f ...

How To Use The Payments Tab

How To Use The Payments Tab Within the Payments section of your system, you can create and send invoices, manage orders and transactions, add products, set up taxes, and integra ...

How to Add Automated Invoice Reminders

How to Add Automated Invoice Reminders In today's fast-paced business environment, maintaining a healthy cash flow is crucial for growth and sustainability. One effective way to ...

Payment Links

Payment Links Payment Links are a versatile tool that simplifies online selling for businesses worldwide, including SMEs and entrepreneurs. By eliminating the complexities of tr ...

How to Enable Auto-Payment on Payment Schedules in Invoices

How to Enable Auto-Payment on Payment Schedules in Invoices Thanks to auto payment enablement, businesses can automate payments for invoices with scheduled payment plans. This e ...

How To Use The Orders Tab in Your Payments Section

How To Use The Orders Tab in Your Payments Section The Orders tab allows you to manage all of your Orders. You can view a sortable, searchable list of all Orders, which you may ...

Customizing Documents and Contracts

Customizing Documents and Contracts Customizing Documents and Contracts In this article, we will explore various customization and configuration options available for optimizin ...

Invoices: How to Add Tips

Invoices: How to Add Tips In the service industry, tips play a crucial role in recognizing and rewarding exceptional performance. To enhance this aspect of your busi ...

Manually Charging Contacts

Manually Charging Contacts The Payments feature in contact records allows you to manage and process customer payments directly from the Contact page. This feature streamlines pa ...

Overview of Documents and Contracts

Overview of Documents and Contracts In this article, you will learn how the Documents and Contracts feature works. Step 1: Create your Documents or Contracts Click on the Pa ...

Automatic Receipts for Order Forms and Calendar Payments

Automatic Receipts for Order Forms and Calendar Payments Receipts are crucial in business transactions, providing customers with documented confirmation of their pur ...

Auto Payments in Recurring Invoice Templates

Auto Payments in Recurring Invoice Templates Auto payments in recurring invoice templates are a streamlined solution for billing Managing customer payments can be a ...

Partial Fulfilment of Orders placed on E-Commerce Stores

Partial Fulfilment of Orders placed on E-Commerce Stores Store owners now have the capability to manually fulfill portions of their orders directly through the platform. This me ...

Payment Plans Invoices

Payment Plans Invoices How to Enable and Manage Partial Payments on Invoices Introduction: Partial payments for invoices is a highly requested feature that allows end customers ...

Default Gateways for Payment Integrations

Default Gateways for Payment Integrations Defining a default gateway becomes essential when you integrate multiple payment gateways through our platform. The default gateway act ...

Affiliate Manager - Customize Naming conventions for your Niche

Affiliate Manager - Customize Naming conventions for your Niche Managing an affiliate program requires a platform that is flexible enough to adapt to various busines ...

How To Customize The Tax Settings in Your Payments Section

How To Customize The Tax Settings in Your Payments Section The invoicing system has been upgraded to show a new layout for how taxes are displayed and managed. This new update s ...

Adding Optional Items to Documents & Contracts

Adding Optional Items to Documents & Contracts High Leads Pro also supports sending quotes with optional items in an exciting development for the documents and c ...

How To Use The Transactions Tab in Your Payments Section

How To Use The Transactions Tab in Your Payments Section The Transactions tab of your Payments section allows you to manage all of your transactions conveniently in one spot. Yo ...

The Estimates Feature in Payments

The Estimates Feature in Payments The Estimates feature allows businesses to create and share estimates with clients, offering a seamless way to confirm project details before m ...

How to Create Custom Invoice Notifications

How to Create Custom Invoice Notifications This guide will walk you through the steps to edit your invoice templates for notifications. These notifications include emails and SM ...

Recurring Products in E-commerce Stores

Recurring Products in E-commerce Stores Selling subscription-based services or recurring products in your E-commerce store is now easier than ever. This feature allows store own ...

Product Collections

Product Collections Introduction Product collections are a powerful feature for online stores, allowing you to organize and display products in a user-friendly way. This guide ...

Using Floating Text Fields in Document & Contracts

Using Floating Text Fields in Document & Contracts Floating text fields are an essential feature for creating dynamic and fillable documents and contracts. They allow users ...

How to Manage Payment Methods Displayed with Stripe Integration

How to Manage Payment Methods Displayed with Stripe Integration This article will guide you through managing payment methods in High Leads Pro. This feature allows you to dynami ...

Subscriptions Tab in Your Payments Section Overview

Subscriptions Tab in Your Payments Section Overview In this article, we will give an overview of the Subscription Tab and what features can be found there. Part 1: Overview ...

How to Test Payments in a Funnel or Website

How to Test Payments in a Funnel or Website In this article, we will show you how to switch your Funnel or Website into test mode. This way, you can test your products and autom ...

Affiliate Manager Part 2 - How to Add or Upload Affiliates

Affiliate Manager Part 2 - How to Add or Upload Affiliates In this article, we will review how to add or upload affiliates to High Leads Pro. Check out our other Affiliate Manag ...

Setting Up Product Inventory

Setting Up Product Inventory Managing product inventory is essential for any e-commerce store or business selling products online. Setting inventory limits ensures that stock le ...

Documents and Contracts: Recurring Products in Product List

Documents and Contracts: Recurring Products in Product List You can include recurring products in your product list in the Document Builder. Setup fees for products ...

Square Integration for Processing Payments

Square Integration for Processing Payments The Integration of Square allows businesses to connect their Square accounts directly, offering a seamless and efficient way to manage ...

Update Subscription Payment Method

Update Subscription Payment Method Updating payment methods for ongoing subscriptions is now simpler and more efficient. A highly requested feature allows business users to send ...

Creating Shipping & Delivery Rates

Creating Shipping & Delivery Rates E-commerce store owners now have the flexibility to define manual delivery charges based on specific shipping zones. This feature enables ...

Setting Up Buy Now Pay Later For Sales

Setting Up Buy Now Pay Later For Sales Introduction Buy Now Pay Later (BNPL) is a payment option that allows customers to purchase items immediately and pay for them in install ...

Apple Pay and Google Pay Invoices or Text2Pay Links

Apple Pay and Google Pay Invoices or Text2Pay Links Apple Pay and Google Pay are supported with one-time and recurring invoices as well as Text2Pay links. Your customers will se ...

How to Process Refunds

How to Process Refunds Processing refunds efficiently is crucial for maintaining customer satisfaction and managing financial transactions smoothly. In this guide, w ...

How to integrate Authorize.net

How to integrate Authorize.net Authorize.Net is a trusted payment processor known for its reliability and security. Operating for over 20 years, it offers features l ...

Countries Supported for Payments Through NMI

Countries Supported for Payments Through NMI NMI (Network Merchants, Inc.) is a robust payment gateway provider that integrates seamlessly with various merchant service provider ...

Product Catalog inside Point-of-Sale

Product Catalog inside Point-of-Sale The Point-of-Sale (POS) module on Mobile now includes the Product Catalog! This feature streamlines the checkout process by allowing users t ...

Utilizing Document Variables in the Proposal Builder

Utilizing Document Variables in the Proposal Builder In this article, you will learn how to use the document variables in the Documents and Contracts template. The document va ...

In Depth Look at Coupons

In Depth Look at Coupons In this article, we will take an in-depth look at Coupons, breaking down each section, and giving a few examples of usage. What is a coupo ...

Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign

Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign In this article, we will review how to set up Affiliate Manager Campaigns. Check out our other Aff ...

Capturing Initials in Documents & Contracts

Capturing Initials in Documents & Contracts In legal documentation and contractual agreements, capturing initials is a crucial practice for ensuring authenticity ...

Streamlining Payments: Automated Receipts, Text2pay Links, and ACH Direct Debit for Invoices

Streamlining Payments: Automated Receipts, Text2pay Links, and ACH Direct Debit for Invoices Automatic Receipts have been designed to simplify your payment and receipt managemen ...

Adding Optional Items to Documents & Contracts

Adding Optional Items to Documents & Contracts High Leads Pro also supports sending quotes with optional items in an exciting development for the documents and c ...

Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign

Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign In this article, we will review how to set up Affiliate Manager Campaigns. Check out our other Aff ...

Negative Line Priced Items for Invoices

Negative Line Priced Items for Invoices Introduction The ability to add negatively priced items in invoices is a new feature designed to enhance flexibility and compliance. Thi ...

Automated Receipts for Invoices and Text2pay Link Payments

Automated Receipts for Invoices and Text2pay Link Payments Hello there! Welcome to our guide on using the Automatic Receipts feature in your payment system. Automatic Receipts h ...

Invoice Settings

Invoice Settings Invoice settings allow you to customize the default title, terms/conditions, and notifications. This article will overview the settings menu and its options. Y ...

How to Import Products From Stripe

How to Import Products From Stripe If you have one or more products already set up in your Stripe account and want to import them into High Leads Pro, you can do so with a few e ...

Network Merchants Inc. Integration

Network Merchants Inc. Integration NMI (Network Merchants Inc.) is a well-known payment gateway service provider that offers a variety of solutions for businesses to process onl ...

Available Testing Cards for Payment Integrations

Available Testing Cards for Payment Integrations Test card numbers for Authorize.net The following test credit card numbers will only work in the sandbox. Use any e ...

Automatic Taxes for Payment Links

Automatic Taxes for Payment Links Automatic tax calculation is essential for business owners who sell products or services across different states in the US. With the increasing ...

Point-of-Sale Checkout

Point-of-Sale Checkout Managing Taxes and Discounts on Point of Sale Transactions We introduce the Point-of-Sale (POS) module in our mobile app: the ability to add taxes and di ...

Checking Documents & Contracts within Contacts

Checking Documents & Contracts within Contacts Managing documents and contracts has been simplified by integrating document and contract management directly with ...

Invoice Email Templates

Invoice Email Templates Invoices: Preview & Edit Email Templates for All Notifications Users can now preview and edit email templates for all invoice notificati ...

Switching from FirstPromoter to Affiliate Manager

Switching from FirstPromoter to Affiliate Manager This article will cover how to export your affiliates from FirstPromoter so you can start using the Affiliate Manag ...