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
FAQ
- Email Payment Link Errors

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Setting up payments

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Last updated 11 months ago

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To setup payments go to the settings section as shown below and follow the steps as provided (sub-sections under "setting up payments" ) for each of the payment providers we support