Product Success Team

There are several Accounts Receivable reports that will tell you which customers owe you money, how much they owe you, and total receivables due within a specific date range. You can use these repo...

Billing automation triggers do not currently run on failed PayPal payments. Clients can cancel payments via their PayPal account, remove their billing information, or have payments decline with no ...

There are several order reports E-Commerce > Reports that will help you see what and how much you are selling. In Max Classic, sales totals represent gross sales. In order to see net sales, use the...

There are several order reports (E-Commerce > Reports) that will detail payments received and forecast future payments so that you can manage your revenue/cash flow. You can view these reports in I...

IntroductionAvailable CriteriaBuilding your custom sales reportPast Due InvoicesFAQIntroductionThe All Sales Report helps you see what and how much you are selling with robust search criteria, incl...

There are two methods for creating a one-click upsell after a purchase is made:You can purchase a one-click upsell add-on product from one of our marketplace vendors. Click this link to view all on...

 It is a good idea to test your discount, trial, upsell and pay plan promotions after you set them up. If a promotion is not working as you expect, check its criteria. Remember ALL of the criteria ...

The product category discount is applied to an entire product category(e.g. books) or combination of categories (e.g. books and cds). It applies a percentage discount to the total price of the elig...

The shipping discount is applied to the shipping price for an order. It applies a percentage or fixed dollar discount to the shipping total, when specific criteria are met.Shipping discounts are di...

The Product Specific discount is applied to the price of a specific product. It can be applied as a percentage or fixed dollar amount. By default, a customer is eligible for a Product Specific disc...