• Custom 404 Error Page Setup & Best Practices

    A custom 404 error page helps turn a frustrating “page not found” experience into a positive interaction. Instead of showing a generic error, you can guide visitors back to useful content, maintain brand consistency, and keep users engaged on your site. TABLE OF CONTENTS What is a Custom 404 Error…

  • Accept PayPal Payments: Setup Guide for Payment Elements

    Receipts and flexible payment options play a major role in improving customer experience and increasing conversions. With the PayPal Payment Element, you can now offer PayPal and PayLater as payment methods across multiple payment surfaces, making it easier for customers to complete transactions. This feature allows you to accept payments…

  • Subscription Failed Payment Retry Settings Explained

    Failed subscription payments can interrupt revenue and customer experience. Failed Payment Retry Settings allow you to automatically retry payments after a failure, helping recover transactions without manual effort. By configuring retry timing and behavior, you can maintain consistent billing and reduce lost revenue. TABLE OF CONTENTS What is Failed Payment…

  • Automating Payments with Subscription and Refund Triggers

    Automating payment-related events helps you respond instantly to customer actions without manual effort. Subscription and Refund triggers allow you to build smarter workflows based on billing activity—such as when a subscription starts, cancels, or when a refund is processed. This ensures timely communication, better tracking, and improved customer experience. TABLE…

  • Set Up Automatic Recurring Invoices Step-by-Step

    Automating recurring invoices helps you streamline billing, reduce manual work, and ensure consistent payments from your customers. By using workflow automation, you can automatically send invoices on a schedule, control billing frequency, and enable automatic payments for a seamless experience. TABLE OF CONTENTS What Are Recurring Invoices in Workflows? Key…

  • Create and Send Invoices Faster with the New Invoice Editor

    The updated invoice editor introduces a more intuitive layout designed to simplify invoice creation and improve efficiency. With a split-screen experience, you can edit invoice details on one side while previewing the final output instantly on the other. This reduces errors, speeds up the process, and makes sending invoices more…

  • Set Up Payment Providers to Start Accepting Payments

    Connecting a payment provider enables you to securely accept payments from customers using various methods such as cards, wallets, and bank transfers. This guide walks through the essential steps to connect a provider, configure payment settings, and begin processing transactions efficiently. TABLE OF CONTENTS What is a Payment Provider Integration?…

  • Automating Recurring Invoice Payments

    Automatically collecting payments for recurring invoices helps eliminate manual follow-ups and ensures consistent cash flow. This feature allows invoices to be charged automatically on their due date using a selected payment method. It reduces missed payments, improves efficiency, and creates a smoother experience for both you and your customers. TABLE…

  • Bulk Invoice Import Using CSV: Setup and Formatting Guide

    Importing invoices using a CSV file allows you to quickly add multiple invoices in one go instead of creating them manually. This method helps maintain accuracy, saves time, and keeps your billing records organized. By using the correct format, you can upload invoices without errors. TABLE OF CONTENTS What You…

  • Understanding Subscription Statuses and Tracking

    Managing subscriptions effectively helps you stay on top of recurring revenue, customer activity, and payment status. This guide explains how the subscriptions section works, what information is available, and how to interpret subscription statuses. TABLE OF CONTENTS What is the Subscriptions Section? How to Access the Subscriptions Page What is…