Lesson 6: Payments

Payments Overview

In this article, you will learn more about how the Payment tab, and what you can do with all the features in it.

Part 1: Invoices

The invoices page lets you manage and create invoices for your entire business. It lets you see how many invoices are on draft, invoices that are due, received, and how many are overdue.

Navigate to this page by clicking "Payments" on the left panel

How to Create Invoices

To create an invoice, click the "New" button at the upper right hand side of the page.

Types of Invoices

One-time invoice: Use this for one-time purchases.

Recurring invoice: These are invoices that are for memberships/subscriptions that are billed on a regular basis.

Invoice Templates

Part 2: Documents & Contracts

Part 3: Orders

Orders

Abandoned Checkouts

Part 4: Subscriptions

Part 5: Payment Links

Part 6: Transactions

Part 7: Products

Part 8: Products

Products

Collections

Part 9: Coupons

Part 10: Settings

Part 11: Integrations

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