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 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…
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…
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…
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?…
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…
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…
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…
Managing when automated responses should stop is essential for a natural and respectful customer experience. This guide explains how to configure conditions that pause responses when specific phrases or scenarios occur. By setting clear triggers, you can prevent unnecessary replies and create smoother conversation endings. TABLE OF CONTENTS What is…
Collecting customer details like name, email, and phone number is essential for bookings, follow-ups, and conversions. By adding clear instructions to your AI prompt, you can ensure the bot asks for this information in a structured and user-friendly way without overwhelming the customer. TABLE OF CONTENTS What is Structured Data…
