Invoice Settings
Invoice settings allow you to customize the default title, terms/conditions, and notifications. This article will overview the settings menu and its options. You can use templates instead of the default option and use the custom values in the design editor seen below: To edit your invoice settings Navigate to Payments > Invoices > Gear Icon […]
Default Gateways for Payment Integrations
Defining a default gateway becomes essential when you integrate multiple payment gateways through our platform. The default gateway acts as the primary choice for processing payments across various areas of your business, ensuring a streamlined transaction flow. Setting the default gateway simplifies the payment process, avoiding ambiguity and ensuring your transactions are processed seamlessly. This […]
How To Use The Payments Tab
Within the Payments section of your system, you can create and send invoices, manage orders and transactions, add products, set up taxes, and integrate both Paypal and Stripe as merchant processors. Using these payment features will allow you to charge for products and services, to manage your business. You can save time and work more […]
How To Use The Orders Tab in Your Payments Section
The Orders tab allows you to manage all of your Orders. You can view a sortable, searchable list of all Orders, which you may also download via an Excel file. This list gives you a history of all orders that may be important for your accounting purposes, managing metrics and goals for your team, planning […]
How to Change the Currency Type
You may wish to update the currency in Infinite Sales, to charge for products based on a specific currency type. The currency is set by default under your company’s Business Info. For example, if you are located in the United States, the default currency will be USD. If you wish to charge for products in […]