Overview
As a lead-based business, this section enables you to sell leads directly to your customers, invoice them as part of an order, and collect payment via a secure link. First, choose between Authorize.net or Stripe as your payment processor. Once you have chosen a partner, you will receive an authorization key to enable payment processing in this system section.
Stripe - https://www.stripe.com/
Authroize.net - https://www.authorize.net/
Key Functionality
Payment Processor Integration
Choose either Authorize.net or Stripe to enable processing of invoice payments.
Invoice Customization
Input essential details like company name, slogan, address, business information, and apply a tax rate for accurate billing.
Secure Payment Link Generation
Once the processor is configured, generate payment links for clients to complete invoiced transactions.
How to Use This Screen
Access the Section
Navigate to Settings → Account Settings → Billing.
Configure Your Payment Processor
Select Authorize.net or Stripe, and enter the required authorization key to establish the integration.
Set Up Invoice Details
Enter your company name, tagline or slogan, mailing address, business information, and tax rate as needed.
Generate Payment Link
Use the integrated processor to create and send secure payment links with client invoices for seamless transactions.
Best Practices
Double-Check Your Billing Details
Confirm that your company name, address, and tax rate are accurate to avoid client confusion or payment errors.Choose the Right Processor for Your Workflow
Align your choice (Authorize.net vs. Stripe) with your existing systems or client preferences to ensure smooth operations.Test Payment Links
Run a test transaction to verify that payment links are functioning correctly and invoices display expected details.
Troubleshooting
Payment Not Processing
Ensure that your authorization key is valid and entered correctly.
Confirm that the integration settings are saved. If the issue persists, check your gateway account’s status with the provider.
Invoice Appears With Inaccurate Details
Review and update company information, tax rate, or address fields, then regenerate the invoice to reflect changes.