Shipping and Fulfillment
- Automate Order Fulfillment With Fulfillment Reports
- Add Product And Service Fulfillment Notes To Orders
- Offer free shipping
- Flat rate shipping fees
- Shipping Fees Based On Order Quantity
- Shipping Fees Based On The Order Total
Billing Automation
- Max retries and autocharge outstanding invoices settings
- Manually Send an Invoice
- Automate follow-up when a purchase is made
- Setup Payment Collection Invoice
- Invoices and Receipts
- Automate follow-up on failed purchases
Refunds
- Refunding Options
- Balance a customer account that was refunded outside of Keap
- Change the Next Bill Date for a subscription
- Manage Chargebacks
- Issue a credit for a recurring payment
- Issue a credit (write-off) or apply a price adjustment to an order
E-Commerce Settings
Financial Reporting
- Payment migration tool
- Strong Customer Authentication FAQ
- Add Shipping Address to Invoices and Quotes
- Video: E-Commerce Settings
- Easily see your upcoming subscription revenue
- Payments Report
Discounts and Upsells
- Create an Upsell
- Create a Free Trial Subscription Promotion
- Order Total Discount
- Promo Codes and Other Discount Criteria
- One Click Upsell after a purchase
- Testing your Promotions and Upsells
Manage Credit Cards
Orders and Quotes
- Delete quotes in bulk
- Delete a Quote
- Add A Payment Plan To A Manual Order
- Create a Quick Sale Order
- Manually create an order for a subscription
- Create a quote
Shopping Cart
- Shopping Cart URL Parameters
- Create A Product Bundle Link
- Add Shopping Cart Purchase Links To Your Website
- Integrating The Keap Storefront With Your Website
- Set Up A Shopping Cart Theme And Thank You Page
- Multi-Step Shopping Cart Option
Order Forms
Products and Services
- Product Interest Bundles
- Inventory Notifications And Sold Out Automation
- Manage Product Images
- Create And Organize Product Categories And Subcategories
- Import a list of subscription products into Keap
- Create a recurring subscription product
Other Merchant Accounts
- Payment Options (Merchant Accounts) In Max Classic
- Nexus Merchants Integration
- How to locate your Merchant Account ID
- Merchant Accounts And Gateways Explained
- Eway Merchant Account
- Enable Merchant Account Error Notifications