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Payments
Payments
Adding Optional Items to Documents & Contracts
Advisor's Growth has introduced a powerful new feature to its documents and contracts offering: the ability to send quotes with optional items. This enhancement significantly boosts the platform’s capabilities, giving users increased flexibility and control over their document management processes. Imagine it as a more advanced alternative to traditional tools like DocuSign or PandaDoc, with additional features designed to meet your unique business needs.
By Jan//Apprezo
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Last updated 2 years ago
Affiliate Manager - Customizing Naming Conventions for Your Niche
Managing an affiliate program effectively requires a platform that can be tailored to your specific business needs. Advisor's Growth offers this flexibility by allowing you to customize the names of modules in the Affiliate Manager. This guide will walk you through the steps to rename these tabs and explore the advantages of doing so.
By Jan//Apprezo
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Last updated 2 years ago
Affiliate Manager Overview
The Affiliate Manager system within Advisor's Growth enables you to effectively manage your referral and affiliate network. This article provides an overview of the Affiliate Manager, with links to other tutorials for more detailed guidance on getting started.
By Jan//Apprezo
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Last updated 2 years ago
Affiliate Manager Part 1 - Setting Up Your Affiliate Funnel with Products
This guide will walk you through the steps for setting up your affiliate funnel with products. For more insights and strategies, check out other articles on the Affiliate Manager feature.
By Jan//Apprezo
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Last updated 2 years ago
Affiliate Manager Part 2 - How to Add or Upload Affiliates
In this guide, we’ll explore how to add or upload affiliates into Advisor's Growth. For additional tips, best practices, and a broader understanding of the feature, check out our other Affiliate Manager articles.
By Jan//Apprezo
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Last updated 2 years ago
Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign
This guide will walk you through the process of setting up your first campaign within the Affiliate Manager in Advisor's Growth. For additional insights, best practices, and a comprehensive overview of the feature, be sure to explore our other Affiliate Manager articles.
By Jan//Apprezo
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Last updated 2 years ago
Introducing the 'Media' Feature in Affiliate Manager
We're excited to announce the launch of the Media feature in the Affiliate Manager, designed to revolutionize how affiliate managers and affiliates share and access marketing content. This powerful tool simplifies content distribution, enabling affiliates to promote your products or services more efficiently with ready-to-use media resources like images, videos, banners, and documents.
By Jan//Apprezo
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Last updated 2 years ago
Apple Pay and Google Pay for Invoices and Text2Pay Links
You can now offer Apple Pay and Google Pay as payment options for one-time and recurring invoices, as well as Text2Pay links. These payment methods will be available based on the customer's geographic location and the browser they are using.
By Jan//Apprezo
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Last updated 2 years ago
Authorize.net Integration in Advisor's Growth
Authorize.Net is a trusted payment gateway known for its security, reliability, and advanced feature set, making it a top choice for businesses of all sizes.
By Jan//Apprezo
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Last updated 2 years ago
Authorize.net Integration Now Available!
We’re excited to share that Advisor's Growth has integrated with Authorize.net, offering a smoother way to manage payments.
By Jan//Apprezo
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Last updated 2 years ago
Automated Receipts for Invoices and Text2Pay Link Payments
Welcome to the guide on using the Automatic Receipts feature! This tool is designed to streamline your payment management by automatically generating and delivering receipts for invoices and Text2Pay link payments. By enabling this feature, you can provide your customers with a smooth, professional experience while saving time on manual tasks.
By Jan//Apprezo
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Last updated 2 years ago
Automatic Receipts for Order Forms and Calendar Payments
Receipts are essential for confirming transactions and maintaining accurate records for both businesses and customers. To streamline this process, we’ve introduced a new feature for automatic receipts, making receipt management easier and more efficient.
By Jan//Apprezo
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Last updated 2 years ago
Automatic Taxes for Payment Links
Businesses now have the ability to apply automatic taxes on Payment Links, ensuring seamless and accurate tax calculations during checkout. This feature is designed to simplify tax management for both one-time and recurring products, improving the overall checkout experience for customers and businesses alike.
By Jan//Apprezo
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Last updated 2 years ago
Available Testing Cards for Payment Integrations
When working with payment integrations, it's essential to use specific test card numbers to ensure everything functions correctly before going live. Below are the available test cards for different payment processors, including Authorize.net, Stripe, and NMI (Network Merchants Inc.).
By Jan//Apprezo
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Last updated 2 years ago
Capturing Initials in Documents & Contracts
Capturing initials in legal documents and contractual agreements is essential for confirming authenticity and acknowledgment. This guide provides a detailed overview of the significance, methods, and best practices for capturing initials in documents and contracts, utilizing the latest technological advancements.
By Jan//Apprezo
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Last updated 2 years ago
Checking Documents & Contracts within Contacts
The integration of document and contract management directly into the Contact section of your CRM has made it easier to manage important documents without switching between different areas. This feature allows users to access, manage, and interact with documents related to specific contacts, all in one place.
By Jan//Apprezo
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Last updated 2 years ago
Countries Supported for Payments Through NMI
NMI (Network Merchants, Inc.) supports payment processing in numerous countries globally, integrating with various acquirers. Below is a detailed breakdown of supported countries by region and the respective acquirers.
By Jan//Apprezo
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Last updated 2 years ago
Creating Recurring Invoices in Advisor's Growth
Recurring billing or invoicing allows your customers to automatically pay without needing to manually enter payment details for every transaction. This is particularly useful for subscription-based services or products. Here’s a step-by-step guide to setting up and using recurring invoices.
By Jan//Apprezo
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Last updated 2 years ago
Customizing Email and SMS Notifications for Invoicing
Advisor's Growth now offers the ability to fully customize both email and SMS notifications used in invoicing. This allows you to personalize the messaging for both your customers and team members, rather than relying on default system-generated notifications.
By Jan//Apprezo
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Last updated 2 years ago
Customizing Documents and Contracts
In this article, we will delve into the various customization and configuration options available for optimizing the Document and Contract feature. By exploring these options, you can harness the full potential of the platform to create tailored and professional documents that cater to your specific requirements.
By Jan//Apprezo
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Last updated 2 years ago
Customizing Email Subject Lines for Documents & Contracts in Advisor's Growth
Advisor's Growth now offers the ability to personalize email subject lines for documents and contracts, adding professionalism and customization to client communications. This guide will help you tailor these subject lines, maximizing the impact of your emails.
By Jan//Apprezo
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Last updated 2 years ago
Guide to Setting Default Payment Gateways in Advisor's Growth
When connecting multiple payment gateways on the Integrations page in Advisor's Growth, it is essential to designate a Default Payment Gateway. This ensures that all payments are processed through your preferred gateway, especially when multiple gateways are eligible to handle transactions. Here, we’ll outline how to specify the default gateway for order forms, invoices, and more.
By Jan//Apprezo
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Last updated 2 years ago
Documents and Contracts
Advisor's Growth has enhanced its documents and contracts feature by enabling the inclusion of optional items in quotes.
By Jan//Apprezo
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Last updated 2 years ago
Documents and Contracts: Managing Recurring Products in Your Product List
In Advisor's Growth, you can now incorporate recurring products into your document templates within the Document Builder. This functionality allows you to streamline billing processes by managing both one-time and recurring charges effectively. Here’s how you can set up and utilize this feature.
By Jan//Apprezo
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Last updated 2 years ago
Guide to Using Proposals and Estimates in Advisor's Growth
This guide will walk you through the Documents and Contracts feature in Advisor's Growth. Follow these steps to create, customize, and manage your proposals and contracts efficiently.
By Jan//Apprezo
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Last updated 2 years ago
How to Create Custom Invoice Notifications
In this guide, you will learn how to customize invoice notifications, including emails and SMS, to ensure brand consistency and enhance communication with your customers and team. These notifications can be tailored to inform both customers and team members when payments succeed or fail.
By Jan//Apprezo
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Last updated 2 years ago
How to Create, Manage, and Void Invoices
With Advisor's Growth, you can efficiently generate and manage invoices for your customers and clients. This guide will walk you through creating invoices, managing their statuses, and handling voiding and refunds, ensuring seamless payment capture and financial management.
By Jan//Apprezo
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Last updated 2 years ago
How to Customize the Tax Settings in Your Payments Section
Advisor's Growth has introduced a new layout in the invoicing system, making tax management easier and more streamlined.
By Jan//Apprezo
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Last updated 2 years ago
How to Download a PDF of an Invoice
Downloading a PDF of an invoice is straightforward and can be done in just a few steps. Whether you need the invoice for record-keeping, sharing with clients, or any other reason, here's how to do it.
By Jan//Apprezo
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Last updated 2 years ago
How to Import Products via CSV in Advisor's Growth
Importing products in bulk using a CSV file simplifies the process of adding items to your online store. Follow this guide to efficiently upload your products, saving valuable time.
By Jan//Apprezo
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Last updated 2 years ago
How to Manage Payment Methods Displayed with Stripe Integration
This guide will show you how to manage payment methods within Advisor's Growth. By connecting Stripe as your default payment provider, you can dynamically display various payment options. This article will take you through the process of enabling or disabling specific payment methods based on your preferences.
By Jan//Apprezo
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Last updated 2 years ago
How to Process Refunds
Processing refunds efficiently is essential for maintaining customer satisfaction and managing transactions effectively. Follow these steps to handle refunds directly through our platform.
By Jan//Apprezo
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Last updated 2 years ago
How to Test Payments in a Funnel or Website
In this guide, we'll walk you through the steps to switch your Funnel or Website into test mode. This will allow you to test your products and automations to ensure everything is working properly.
By Jan//Apprezo
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Last updated 2 years ago
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.
By Jan//Apprezo
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Last updated 2 years ago
How to Use the Transactions Tab in the Payments Section of Advisor's Growth
The Transactions Tab in the Payments section allows you to easily manage and track all of your business transactions in one place.
By Jan//Apprezo
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Last updated 2 years ago
Comprehensive Guide to Coupons
In this guide, we'll delve into the details of how to effectively use coupons, explaining each section and providing practical examples to help you understand their usage.
By Jan//Apprezo
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Last updated 2 years ago
Invoice Creation After Document/Contract is Signed
In this guide, you'll learn how an invoice is automatically generated after a lead accepts or signs documents or contracts. This feature streamlines the billing process by replicating the details from the signed document directly into an invoice.
By Jan//Apprezo
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Last updated 2 years ago
Invoice Settings in Advisor's Growth
Customizing your invoice settings allows you to tailor the invoice appearance, terms, and notifications to suit your business needs. This guide will cover the options available for configuring invoice settings in Advisor's Growth.
By Jan//Apprezo
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Last updated 2 years ago
Invoices: How to Add Tips
In the service industry, tips are essential for acknowledging and rewarding outstanding performance. To support this, Advisor's Growth now allows businesses to accept tips directly through invoices. This guide offers a comprehensive overview of this feature, detailing its benefits and providing step-by-step instructions on how to implement it effectively.
By Jan//Apprezo
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Last updated 2 years ago
Manual Payment Methods in E-commerce Stores
Manual payment options offer customers the flexibility to make purchases online and pay directly to the store owner during pickup or delivery.
By Jan//Apprezo
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Last updated 2 years ago
Manually Charging Contacts
This guide provides step-by-step instructions on how to charge customer cards using any connected payment provider within Advisor's Growth.
By Jan//Apprezo
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Last updated 2 years ago
Negative Line Priced Items for Invoices
The ability to include items with negative prices on invoices introduces greater flexibility and compliance for your invoicing process.
By Jan//Apprezo
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Last updated 2 years ago
NMI (Network Merchants Inc.) Integration Guide
NMI (Network Merchants Inc.) is a well-known payment gateway that enables businesses to process online transactions securely and efficiently across multiple channels, such as websites, mobile apps, and in-person point-of-sale systems.
By Jan//Apprezo
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Last updated 2 years ago
Partial Fulfillment of Orders in E-Commerce Stores
Advisor's Growth now allows store owners to partially fulfill orders directly through the platform. This feature enables you to mark specific items within an order as partially fulfilled, each with its own unique tracking details.
By Jan//Apprezo
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Last updated 2 years ago
Payment Links: Simplify Online Transactions
Payment Links offer a streamlined solution for businesses, including SMEs and entrepreneurs, to conduct online transactions without the complexities of traditional e-commerce setups.
By Jan//Apprezo
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Last updated 2 years ago
Payment Plans for Invoices: Enabling and Managing Partial Payments
Partial payments for invoices provide your customers with the flexibility to make payments in installments, improving cash flow and customer satisfaction.
By Jan//Apprezo
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Last updated 2 years ago
Point-of-Sale Checkout: Managing Taxes and Discounts
The Point-of-Sale (POS) module in the mobile app now allows businesses to streamline transactions by adding taxes and discounts automatically during the checkout process.
By Jan//Apprezo
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Last updated 2 years ago
Recurring Products in E-commerce Stores
Selling subscription-based services or recurring products in your E-commerce store has never been easier. This feature enables store owners to charge customers on a recurring billing cycle, enhancing monthly sales and boosting recurring revenue.
By Jan//Apprezo
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Last updated 2 years ago
Setting Up Buy Now Pay Later (BNPL) for Payment Links in Advisor's Growth
Offering Buy Now Pay Later (BNPL) payment methods through Payment Links adds flexibility for your customers, potentially boosting your sales. Here's a step-by-step guide to help you set up BNPL options.
By Jan//Apprezo
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Last updated 2 years ago
Setting Up Product Inventory in Advisor's Growth
Effectively managing your product inventory is crucial for any e-commerce store. By setting inventory limits, you can control stock levels, avoid overselling, and ensure customer expectations are met.
By Jan//Apprezo
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Last updated 2 years ago
Streamlining Payments: Automated Receipts, Text2Pay Links, and ACH Direct Debit for Invoices
Automatic Receipts are designed to simplify your payment and receipt management process, providing a seamless and professional experience for both you and your customers.
By Jan//Apprezo
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Last updated 2 years ago
Subscriptions Tab in Your Payments Section: A Comprehensive Overview
In this article, we'll explore the features and functionalities of the Subscription Tab within the Payments section of Advisor's Growth.
By Jan//Apprezo
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Last updated 2 years ago
Transitioning from FirstPromoter to Affiliate Manager
This guide will walk you through the process of exporting your affiliates from FirstPromoter and importing them into the Affiliate Manager within Advisor's Growth. Follow these steps to get started.
By Jan//Apprezo
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Last updated 2 years ago
Updating Subscription Payment Method
Updating payment methods for ongoing subscriptions has been streamlined for improved convenience. Businesses can now send customers a one-time-use link, allowing them to update their payment information quickly and securely.
By Jan//Apprezo
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Last updated 2 years ago
Using Floating Text Fields in Documents & Contracts
Floating text fields are a powerful feature that enables the creation of dynamic, fillable documents and contracts.
By Jan//Apprezo
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Last updated 2 years ago
Utilizing Document Variables in the Proposal Builder
In Advisor's Growth, document variables within the Documents and Contracts template allow for dynamic and efficient document creation.
By Jan//Apprezo
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Last updated 2 years ago