PayorCRM Guide
PayorCRM Guide
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Introduction
Connecting PayorCRM to your Accounting Software
Setting up payments
Setting up Invoice reminders
Quick Video Tutorial
Using the default Invoice Reminder ( one click setup )
Customizing Email Rules
Customizing Email Templates
Examples of Email reminder rules
Creating Advanced Rules
Setting up Auto/Recurring payments
Inviting customers to your Billing portal
API integration
How customers pay you
Allowing Customer Portal access from your Website
Adding Custom App within your Customer portal
Quick Video Tutorial
Email Template Setup
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2. Test Email Template
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3. Setup New Email Rules
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Setting up Invoice reminders
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Using the default Invoice Reminder ( one click setup )
Last updated
Sat Jun 15 2019 06:39:14 GMT+0000 (UTC)
