How to Navigate the Payments Tab

How to Navigate the Payments Tab

In the Payments section of Advisor's Growth, you can streamline your business operations by creating and sending invoices, managing orders and transactions, adding products, configuring tax settings, and integrating payment processors like PayPal and Stripe. These features enable you to efficiently handle all payment-related tasks within a single, centralized hub, saving you time and boosting productivity.

For instance, you can directly create and manage a product within this section, then use it in Funnels or Workflows, or include it in an invoice. The Payments section also provides an overview of all your orders and transactions, making it easy to track payments received by your business.

Overview of the Payments Section Tabs:

• Invoices: Customize and send invoices to request payments from clients.

• Documents & Contracts: Store and manage all your documents and templates.

• Orders: View and export a searchable list of all orders for your products and services.

• Subscriptions: Monitor customer subscriptions that are set up through order forms.

• Payment Links: Generate payment links for specific products, allowing you to set product details and pricing. Multiple links can be created for various products.

• Transactions: Access a searchable, sortable list of all transactions within your system, with the option to export them via Excel.

• Products: Create and manage the products you offer, which can then be added to funnel pages, invoices, and more.

• Coupons: Develop coupon codes to offer discounts on your products.

• Settings: Configure tax details, receipt options, notifications, and shipping information.

• Integrations: Connect to payment gateways such as PayPal, Authorize.net, NMI (Network Merchants Inc.), and Stripe to securely process payments.

How to Add a Product

Step 1: Accessing the Payments Section

1. Navigate to the Payments section.

2. You’ll find several tabs including Invoices, Documents & Contracts, Orders, Subscriptions, Payment Links, Transactions, Products, Settings, and Integrations.

3. Select the tab relevant to the task you wish to perform.

Step 2: Integrating Payment Gateways

1. Go to Payments > Integrations.

2. To integrate PayPal, enter your Client ID and Secret ID from your PayPal account. Refer to our tutorial on "How to Integrate and Use PayPal" for detailed guidance on setting up these credentials.

3. For NMI, provide your Gateway ID, Security Key, and Public Key according to the account type. More details can be found in our "Network Merchants Inc. Integration" article.

4. To link Authorize.net, input your Login ID, Transaction Key, and Signature Key. For step-by-step instructions, refer to our "Authorize.net Integration" article.

5. To connect a Stripe account, simply click "Connect with Stripe," log in to your Stripe account, accept the necessary permissions for LeadConnector, and save your settings to confirm the integration.

Step 3: Creating Products

1. Navigate to Payments > Products.

2. Click + Add Product.

3. Complete the product details such as name, description, price, currency, and billing frequency.

4. Click Create this Product to add it to your system.

For more information, explore our other articles covering specific features within the Payments section.