Help center
Go to Online Business Automator Support
All collections
Payments
Payments
setting up all payments for your CRM
Payment Integrations
Orders
Subscriptions
Transactions
Text-To-Pay Links
Apple Pay and Google Pay in invoices and Text2Pay links
How to manage Refunds within the CRM
Tap 2 Pay
Advanced API Payment Integrations [Developers]
Public APIs are now available for Payments: Orders, Subscriptions and Transactions
Public APIs are now available for Products and Prices
Coupons
Coupons
Creating New Coupons
Restrict coupons usage to once per customer
Coupon codes for subscription products are now live
Coupon codes for subscription products are now live
Documents, Contracts and Proposals
Overview - Documents & Custom Proposals
Overview of Estimates and Proposals
Automatic invoice creation after the proposal/estimate has been signed
Automatically send invoices for payment after document is completed
Configure custom email notifications for Proposals and Estimates
Create documents by uploading a PDF rather than starting from scratch
Create proposal templates and send proposals automatically inside a workflow
How to customise notifications sent in Proposals and Estimates
Fillable Date Field and Custom values support inside floating text elements
Multiple recipient support on Proposals and Estimates
Proposals and Estimates trigger now live inside workflows
Send proposals/estimates/contracts automatically inside a workflow
Share proposal/estimate links rather than sending an email
Ecommerce Shop
How to Set Up an E-Commerce Online Store (Websites)
Automatic abandoned cart checkout emails for online store
Fulfill orders placed on E-Commerce Stores and share tracking details with customer
Websites now support building an ONLINE STORE for your business
Compare at price now available for products
Limit inventory of products sold on order forms and online store
Cart Icon element for E-commerce stores & Variants
BNPL payment methods now supported for online stores
Invoices
Invoice Overview
Creating New Invoice
Recurring Templates
Manage Auto Payment
Invoice Line Items
Allow partial quantities in invoices
Cc/Bcc emails while sending out invoices
Create invoice templates for consistency and automation
Send invoices as PDF without Stripe Connect
Send invoices automatically inside a workflow
Void Sent/Overdue/Paid Invoices || Refunds for manual payments
Additional Invoicing Features
General Invoice Settings
PAYMENT INTEGRATIONS
Payments (Integrations) Overview
Stripe Integration
PayPal Integration
Authorize.net
Network Merchants Inc. (NMI)
Payment Links
Payment links for products are now live
Point Of Sale [Mobile App]
New Point-of-Sale checkout
Product Catalog inside Point-of-Sale
Product creation on the mobile app
Introducing the Mobile POS System
🌟 Expanding Tap to Pay Globally on iOS and Android: Seamless Payments Across Continents 🌟
Products
Products
Importing Stripe Products
Creating New Products
Tax Settings
Attach manual taxes directly to products
Source enhancements in Payment received trigger
Bulk upload products and variants as CSV
Variant specific URLs for products in stores
Multiple currency support for product creation and accepting payments
Order Forms
Product descriptions live in order forms
Capture Country and Zip code along with credit card information on order form payments
Enable terms and conditions on 1-step and 2-step order forms
Capture Country and Zip code along with credit card information on order form payments
Increased Product purchase limit in Order forms 🌟
Removal of Stripe terms getting automatically displayed
💳 Enhanced User Interface for credit card and Google Pay/Apple pay payments on order forms
Automated Sales Receipts for Order Forms and Subscription Payments 🔄
Receipts, Refunds and General Settings
Add FromName, FromEmail & Subject support while sending out Receipts
Automated receipts for Invoice and Text2Pay link payments 🧾
Automatic sales receipts on by default for new sub-accounts created
How to enable Sales Receipts for Order Form, Calendar and Invoice payments
Introducing Terms And Notes On Receipts
Quickbooks integration enhancements - Automatic invoice sync from GHL to QBO
Use of Sub Account-level Branded Domain Name for Invoice, Receipts & Payment Links
[Payments] Track audit logs for refunds
