In this video, we dive deep into the Payments tab, learning how to navigate through its different sections such as Invoices, Integrations, Settings, Products, and more. We cover how to connect payment processors, set up automatic sales receipts, customize email templates, and add taxes. The video also focuses on setting up products, creating invoices, tracking payments, and using templates for invoices, proposals and estimates. Finally, we wrap up with a guide on how to manage orders, subscriptions, transactions and creating discount coupons.
00:00 Introduction to the Payments Tab
00:13 Understanding Key Features: Integrations and Settings
00:46 Setting Up Receipts and Taxes
01:42 Creating and Managing Products
03:25 Navigating the Invoice Dashboard
03:55 Creating and Using Invoice Templates
04:49 Sending Invoices and Tracking Payments
05:52 Creating Proposals and Estimates Templates
07:19 Customizing and Using Proposals and Estimates Templates
08:31 Tracking Orders and Subscriptions
09:02 Understanding Transactions and Creating Coupons
10:47 Conclusion
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