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Invoices & estimates
Create one-time and recurring invoices, set payment plans, and send automated reminders.
Documents & contracts
Build, send, and collect signatures on proposals, contracts, and agreements.
Orders
View and fulfill e-commerce orders, sync Shopify, and manage abandoned checkouts.
Payment links
Generate shareable payment links for products and send them to contacts in bulk.
Transactions
Track all transactions, process refunds, and import transaction history.
Products
Create physical, digital, and free products with inventory tracking and collections.
Coupons
Create discount codes and promo codes for order forms and subscriptions.
Payment settings
Configure taxes, shipping, receipts, abandoned cart emails, and subscription settings.
Payment integrations
Connect Stripe, PayPal, Square, NMI, Authorize.net, QuickBooks, and more.
Subscriptions
Create and manage recurring subscriptions — pause, cancel, or modify at any time.
Gift cards
Sell and send digital gift cards, track redemptions, and view the gift card dashboard.
Getting started
Connect a payment gateway
Go to Payments → Payment Integrations and connect at least one payment processor (Stripe is recommended for the full feature set).
Add your products
Navigate to Payments → Products and create the products or services you sell. Set prices, variants, and inventory levels.
Configure taxes and settings
Under Payments → Payment Settings, add your tax rates and configure receipt emails, shipping rates, and subscription preferences.
Some payment features (such as ACH debit, Apple Pay, and Google Pay) require Stripe Connect. Manual payment recording is available for accounts without Stripe.