PayorCRM Guide

Introduction
Connecting PayorCRM to your Accounting Software
Setting up payments
Setting up Invoice reminders
Setting up Automated statements
Setting up Auto/Recurring payments
Inviting customers to your Billing portal
Manual Collections
API integration
How customers pay you
- From within email using saved card/bank acct
- Through Customer Portal
Branded Customer portal
Miscellaneous
- Managing customer access
Advanced settings
- Using your own Email Server
- Credit Card surcharge and Late fees
FAQ
- Email Payment Link Errors

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Email Template Setup

2. Test Email Template

3. Setup New Email Rules

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Last updated 4 years ago

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