Before we can
start sending
invoices, we
need to set up a
payment gateway and
add a product. To
integrate a
payment gateway, you
can see this
banner here, or you
can click on the
integrations tab on
the far right
corner and it will take
you there
directly. Here you
will see a list of
supported
payment providers
such as Stripe, PayPal, etc.
To connect Stripe,
for example, click
"connect,"
then connect
to Stripe and
follow
the instructions to
link your
account.
Once your gateway is connected, the
next step is
to add a product.
Click the
products tab at the top,
then click "
create product." On
this screen, you
can enter
information about your
product, set
prices, add any
options, and
fill in the
search
engine listing details. When you're
done, click
"Save."
Once you have
at least
one payment gateway connected and
you have one product,
you can send
your first
invoice. Click
the "
Invoices and Estimates
" tab, then click "
New" and "New
Invoice."
At the top, you can give
your invoice a name
. You can
choose a client. You
can add
the product you
just created. And you
can fill in
any other
details you need.
When you're ready,
you can submit
it and start collecting
revenue.
You can
do a lot
more in the payments tab, including
subscriptions, contracts,
coupons, and payment
links. And it's all
connected to your
contacts and
invoices.