New Articles

  1. E-Commerce actions overview

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  2. Max retries and autocharge outstanding invoices settings

    Max Retries When a payment fails, the Max Retries setting will attempt to process the payment based on the number entered in its field. Once the order has attempted the number of Max Retries , there will be no further attempts unless it is res...
  3. Stripe Merchant Account

    Stripe offers payment processing software and application programming interfaces for e-commerce websites and mobile applications. With Stripe, you can start accepting credit and debit card payments in minutes. You can either create a new Stripe ac...
  4. E-Commerce Actions Overview

    The actions area is where you can set up internal commands that respond and take actions when someone purchases or for billing. This takes the manual work out of the follow-up that happens when either of these activities happens. Your browser do...
  5. Legacy Templates Overview

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  6. Campaign SMS Automation with Twilio

    Note that our customer support team cannot help you set up or troubleshoot a Twilio account or any other 3rd party software service. If you are having issues setting up your Twilio account according to the directions below, please contact the Twil...
  7. Delete a Quote

    You can delete a quote that is in any status on a contact record using the following steps: Open the contact record Scroll down and click on Orders Click the quote to open it Click the Delete  button Quotes that have not been sent ...
  8. Add Shipping Address to Invoices and Quotes

    Some countries require invoices and quotes to include a shipping address so that taxes can be calculated accurately based on where the product is delivered or service is rendered. Changing this setting in your app to Yes will add the shipping addre...
  9. Add / remove a partner user profile

    Partners can be granted access to an app to work with a client; for example, when working with an Expert Coach or Keap Certified Partner.  Note: Partner users do not use or require a user license from the app. Add a partner user profile Na...
  10. Monthly Receivables Report

    The Monthly Receivables Report is a summary of orders with payments due for each month. This report helps you monitor money owed to you by others. Note: This report has features which require the paging to be fixed to 1000 line items per page. ...