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Payments

The Invoices section provides various guides to help you utilize all of the invoicing features in your CRM.

AX Pay Overview and Setup Guide

Getting Started with Payments

Managing User Permissions for Payments

Getting Started with Gift Cards

Invoices & Estimates

Create and Send Invoices

Configure Invoice Settings and Layout

Invoice Notifications and Reminders

Create and Use Invoice Templates

Create and Manage Recurring Invoices

Payment Plans and Installment Schedules

Payment Methods on Invoices (ACH, Apple Pay, Google Pay)

Create and Send Estimates

Attachments on Estimates and Invoices

Link Invoices and Estimates to Opportunities

Download Invoice PDFs and Receipts

Import Invoices Using CSV

Accounting Integrations: Xero and QuickBooks

Create and Send Quotes

Payment Links

Create and Share Payment Links

Send Payment Links and Text-to-Pay Requests

Customize Payment Link Branding

Orders, Subscriptions and Transactions

Create and Manage Customer Subscriptions

Subscription Payment Retries and Dunning

Manage Refunds

Import and Export Transactions, Orders, and Subscriptions (CSV)

Configure Payment and Sales Receipts

Sell Products on Order Forms

Add and Manage Customer Cards on File

Add Processing Charges or Additional Fees

Product, Taxes and Coupons

Create and Manage Products

Import Products (CSV and Stripe)

Create, Edit, and Delete Coupons

Configure Taxes and Tax Settings

Payment Integrations

Payment Integration Options in Aesthetix CRM

Connect Stripe

Connect Square

Connect PayPal

Connect Authorize.net

Connect NMI

Apple Pay and Google Pay

Tap to Pay for POS and Mobile Payments

Configure Payment Providers by Channel (FAQ)

Documents & Contracts

Documents & Contracts Overview

Building Document Templates

Sending Documents for Signature

Products, Pricing & Payments in Documents

Document Notifications & Email Templates

Declining Documents

Automating Documents & Contracts with Workflows