Exploring the Payment Tab in LeadDec
Welcome to LeadDec's Payment Tab Overview! In this article, we'll take a closer look at the various features and functionalities available within the Payment Tab. Whether you're managing invoices, tracking orders, or setting up payment integrations, this overview will help you navigate the payment section with ease.
1. Managing Invoices
Upon entering the Payment Tab, you'll find an overview of your invoices. Here's what you can do:
View Outstanding Invoices: Easily track invoices that are awaiting payment from clients.
Track Paid Invoices: Monitor invoices that have been successfully paid by clients.
Create Estimates and Proposals: Generate estimates and proposals to send out to clients, streamlining your billing process.
2. Tracking Orders and Subscriptions
In addition to managing invoices, the Payment Tab allows you to track orders and subscriptions:
Monitor Orders: Keep track of orders placed by clients and manage fulfillment efficiently.
Manage Subscriptions: Stay updated on active subscriptions and manage subscription plans as needed.
3. Managing Products and Coupons
LeadDec enables you to create and manage products directly within the platform:
Create Products: Easily create new products within LeadDec, or import existing products from Stripe.
Generate Coupons: Offer discounts to clients by creating coupons with customizable discount rates.
4. Configuring Payment Settings
Ensure seamless payment processing by configuring your payment settings:
Payment Methods: Choose from a variety of payment methods, including PayPal, Stripe, and Authorize.Net.
Integration Setup: Integrate LeadDec with your preferred payment gateway to facilitate secure transactions.
5. Accessing Detailed Training Resources
While this overview provides a quick glimpse into the Payment Tab, we offer comprehensive training resources for a deeper understanding:
Detailed Trainings: Explore in-depth tutorials and guides covering every aspect of the payment section.
Additional Support: Need further assistance? Reach out to our support team for personalized help and guidance.