Getting Started with Payments: Video Tutorials
The platform's payments module is your one-stop-shop for billing, invoicing, and creating special offers and discounts to delight your clients. This tutorial series will walk you through the payments module of the platform, including set-up, managing, and receiving payments.
All you need to do to start collecting payments with the platform is connect a payment gateway. The following video will walk you through it.
Next, it's time to work with invoices and estimates. With our invoices and estimates:
- Create a professional invoice or quote tailored to your company and branding
- Get paid online faster and without the hassle
- Automate the follow-up process by scheduling reminders for overdue payments
Hit play on the next video and learn how to create estimates and invoices.
Taking payments with the platform is easy. Watch our next video to find out how to seamlessly accept payments for your services and start getting paid with the platform: