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
Setup Email Rules
Setup Email Templates
Using the default Invoice Reminder
Sending an invoice reminder manually
Setting up Automated statements
Setting up Auto/Recurring payments
Inviting customers to your Billing portal
Manual Collections
API integration
How customers pay you
Branded Customer portal
Adding Custom App within your Customer portal
FAQ
Email Payment Link Errors
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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Setup Email Rules
Last updated
1 year ago
