Payment Settings

Default Currency Configuration By default, your CRM assigns a currency based on your company's location, as set in the Business Info section. For example, if your company is based in the United States, the default currency will be USD. This guide is particularly useful if you need to perform transactions in a currency other than the one automatically set. Guide: Adjusting the Currency Type If your business requires switching to a different currency, follow these simple steps. This process allows you to handle transactions in another currency: 1. Open Settings: Begin by navigating to the Settings menu within the CRM. 2. Access Business Info: Next, click on the Business Info option. 3. Modify Country: In the Business Physical Address section, locate the "Country" field. Use the dropdown to choose the country that corresponds to the currency you wish to apply. 4. Save Changes: Once you've chosen the new country, click on "Update Address" to confirm the change. 5. Log Out and Log Back In: After making the changes, log out of the CRM system and log back in to ensure the updated currency settings are applied. Best Practices for Managing Multiple Currencies If your business deals with multiple currencies, these tips will help you stay organized and avoid potential issues: The currency used when a product is initially created remains attached to that product, even if you later change the company's country setting. A single transaction cannot include charges in multiple currencies. Attempting to do so will result in an error. For easier management, create separate product entries for each currency you intend to use. For instance, name products like "Product A - USD" and "Product A - CAD" to distinguish between them clearly. Common Questions and Troubleshooting Q: What if I forget to log out after changing the currency? A: If you don't log out and back in, the currency change might not be applied. This step ensures your CRM updates properly. Q: Can I charge a customer in both USD and CAD within the same transaction? A: No, the CRM system doesn't allow charging in multiple currencies within one transaction. You'll need to process each currency separately.

Key Advantages: Boost Revenue: Automatically remind customers about their incomplete purchases, helping to recover lost sales. Save Time: Automated notifications eliminate the need for manual follow-ups, making the process more efficient. Personalization: Choose from default templates or create custom ones that align with your brand’s tone and style, enhancing the impact of your messages. How to Set Up Automatic Abandoned Cart Emails To set up and customize your automated emails for abandoned carts, follow these instructions: Step 1: Access Settings From the left-side menu, select the Payments tab. Navigate to the Settings option at the top of the page. Step 2: Configure Notifications Once in Settings, click on Notifications. Choose an email template and define when the email should be sent. Select your desired email template and the delay time for sending it. Click Save to confirm the changes. Step 3: Create or Modify Email Templates Go to the Marketing tab on the left-side menu. Click on Email in the top navigation. To create a new template, click +New, or edit an existing one. Step 4: Customize Your Emails Add text blocks to your email by clicking the + icon. Use the Custom values option in the top menu to insert personalized variables related to E-commerce. Incorporate these variables into your email design to tailor the message to each customer. By following these steps, you can craft personalized and impactful abandoned cart emails that encourage customers to finalize their purchases. Common Issues and FAQs Q: Can I use my own design for the emails? A: Yes, you can either use the provided templates or fully customize them in the email editor to suit your brand. Q: When will the emails be sent after the cart is abandoned? A: You can adjust the timing in the Notifications settings to match the behavior patterns of your customers. Q: What if the customer completes the purchase before the email is sent? A: The system monitors cart activity in real-time, and if the purchase is made, the email is automatically canceled.

The Automatic Receipts feature simplifies the process for businesses by automatically sending receipts to customers after they complete a purchase through an order form. This functionality works for various transaction types, such as primary purchases, bump offers, upsell items, and supports both 1-step and 2-step order forms. Additionally, it applies to subscription payments, calendar appointments, and invoice transactions. Automating receipts helps streamline business processes and enhances the overall experience for customers. Receipt Delivery Process Receipts are sent directly to customers via email, with a downloadable PDF attachment for easy access. To enable this, go to the Payments section of your account, then navigate to Settings and turn on the Enable Automatic Sales Receipts for Payments option. This delivery method ensures that customers can conveniently store and retrieve their receipts whenever needed. Customizing Your Receipts Custom Title: Personalize the title of your receipt to reflect your brand identity. Receipt Prefix and Start Numbers: Organize your receipts by assigning a prefix and starting number, making transaction tracking more efficient. From Name and Email: Add a sender name and email address to make it clear where the receipt is coming from. Subject Line: Use custom values to create engaging subject lines for your receipts, giving you more control over customer communications. Email Template: Design and personalize email templates to match your brand’s tone and appearance, delivering a professional experience that resonates with your customers. Notes / Terms: Include important payment terms, personalized messages, or specific instructions within your receipts. Custom Template Options You have the ability to create unique, branded templates for your receipts using the custom values available in the email builder. These templates can help produce visually appealing and professional receipts that align with your business's style. By enabling Sales Receipts, businesses can simplify transaction confirmations while providing a consistent and tailored experience for customers. The customization options ensure that your brand remains front and center, making this tool a valuable asset for improving customer satisfaction. Frequently Asked Questions (FAQs) Q: How do I activate Automatic Receipts for my business? You can activate Automatic Receipts by visiting the Settings page under the Payments section and toggling the option under the Receipts tab. Q: Can I modify the content of the receipts? Yes, while transaction details like coupon discounts are automatically included, you can customize elements such as the title, receipt number, and email template. Q: Will customers still receive invoice payment notifications if Automatic Receipts are enabled? No, once Automatic Receipts are activated, the template for sales receipts will be sent for invoice payment confirmations. It's recommended to use the sales receipt template for these notifications. Q: Can I adjust the receipt start number after a few have been issued? You can increase the start number at any time, but once a receipt has been generated, its start number cannot be reduced, nor can the same number be reused.

Handling taxes is a crucial aspect of running any business, as it ensures legal compliance and keeps your finances organized. Proper tax management not only streamlines your financial operations but also enhances overall business efficiency. A reliable way to manage your taxes is through your Customer Relationship Management (CRM) system. Utilizing Tax Settings in Your CRM The "Tax Settings" feature allows you to efficiently add, manage, and apply taxes within your CRM. By using this tool, you can significantly reduce errors, save time, and simplify your financial workflows. This feature can be especially helpful when managing different taxes across various products and invoices. To begin, navigate to the "Settings" tab located under the "Payments" section, and select the "Taxes" option from the left-side menu. The setup process varies depending on whether you’re managing taxes manually or automatically. Note that automatic tax settings are only available in the U.S. Managing Taxes in Subaccounts Once you set up your tax structure, you can easily apply it to different products and invoices, ensuring accurate tracking for each transaction. For quick changes, you can delete any tax using the “Actions” dropdown menu. SaaS Tax Management with Stripe If your business operates as a Software as a Service (SaaS) entity, particularly in regions like the EU, UK, or North America, you may need a specialized approach. Currently, Stripe offers a temporary tax management workaround, ensuring you remain compliant with local tax regulations. Here’s how to set it up in Stripe: Log in to your Stripe account. Navigate to the “Products” section and choose "Tax Rates." Create a new tax rate by clicking "New" and entering details such as the tax name, percentage rate, and whether the tax is included in the price or added separately. Once the information is filled in, click “Add Tax Rate” to save it. Applying Tax Rates to Subscriptions To apply these tax rates to customer subscriptions, follow these steps: Go to the "Customers" tab in Stripe. Select the customer whose subscription you wish to modify. Click "Edit subscription," and under the "Add Tax" section, choose the tax rate you just created. Save the changes, and the tax rate will be applied to future transactions. Adding Tax Rates for New Customers After setting up Stripe’s tax management, you can assign tax categories to your SaaS products. This process ensures that each customer is charged the correct tax based on their location or other relevant factors. Sharing SaaS Product Links with Tax Rates Once your tax rates are established, you can incorporate them into your SaaS product payment links. Depending on your pricing strategy, you can either include taxes in your listed prices or add them separately. Share these payment links with customers to facilitate tax-compliant transactions. Important Note on Tax Management for SaaS The Stripe tax management workaround applies only to direct payment links for SaaS products and not to sales funnels. This is a temporary solution while a more robust tax management system is being developed. FAQs 1. How can I handle tax exemptions for specific customers? For tax-exempt customers, create a tax rate with 0% in either your CRM or Stripe and apply it to the customer’s invoice or subscription. 2. Can I apply multiple tax rates? Yes, both methods allow you to set multiple tax rates based on products, services, or customer locations. 3. What if a customer changes their billing address? You’ll need to update the customer’s tax rate in both methods—on the invoice in the CRM or in their subscription in Stripe. 4. Can taxes be applied to one-time purchases? Yes, taxes can be added to invoices for one-time purchases in both systems. 5. How do refunds affect taxes? Refunds in the CRM require manual tax adjustments, whereas Stripe automatically calculates the tax refund based on the original transaction. 6. Are tax reports available? While CRM doesn’t provide tax reports directly, you can export data for use in third-party tools. Stripe offers data exports that can be used to generate tax reports. 7. How can I update tax rates? In both systems, update the tax rates in your settings and apply the changes to new invoices or customer subscriptions.

Why Customizing Receipts is Essential for Your Business Making adjustments to your payment receipts is not just an aesthetic choice; it plays a key role in improving client interactions and optimizing business processes. Here’s why this matters: Boost Client Recognition: Customizing the "From Name" and "From Email" fields ensures that clients can quickly identify your emails. This reduces the chance of emails being ignored or sent to spam, increasing trust in your communications. Elevate Your Brand Image: Personalizing the receipt subject with specific details like a client’s name or service enhances your brand’s professionalism. This attention to detail sets you apart from competitors by emphasizing your commitment to quality service. Facilitate Easier Record Management: Adding specific notes or terms directly on receipts helps create a clear record of agreements, making client account management and transaction tracking more efficient, especially for auditing purposes. Steps for Effectively Customizing Receipts To fully take advantage of receipt customization features, follow these simple steps: Access Receipt Settings: Navigate to the "Payment" section from the left-side menu. Click on the "Settings" option in the top navigation. Choose "Receipts" from the list of available settings. Add Custom Notes and Terms: Find the "Add Notes/Terms" feature within the Receipts section. Use this option to include important terms, service details, or personalized messages that will appear on the client’s receipt when their transaction is processed. Adjust Sender Information: In the same section, update the "From Email" and "From Name" fields to reflect your business identity. This ensures clients will recognize your email communications immediately. Personalize Receipt Subject Lines: The subject field can be customized with dynamic values like the customer’s name or the service they purchased, creating a more personalized experience for the client and making each receipt easily identifiable. Implementing these steps will enhance the professionalism and clarity of your business communications with clients.