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Lesson 7: Invoices

Lesson 7: Invoices

Generate detailed invoices for each transaction, including discounts and taxes. Download PDFs, issue refunds, and integrate with HubSpot for easy sharing of invoices and PDF links with clients.

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Lesson 7: Invoices

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Lesson 7: Invoices

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Every transaction now includes a detailed invoice with line items, quantities, unit prices, totals, discounts, and taxes. Learn how to download PDF versions of invoices or issue refunds directly from the platform.

Plus, discover the seamless integration with HubSpot, where invoice links and PDFs are automatically attached to contact and deal records. Share these professional invoices with your clients using public URLs or direct PDF links.

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Lesson 1: How to create products | This is what you sell

Master product management in DepositFix with new product creation, customizable pricing, subscription models, trial periods, and zero-amount deposits for payment info capture. Explore advanced pricing for early bird and bulk discounts.

Lesson 2: Creating payment forms | This is how you sell

Create custom forms to collect info and process payments, integrating with HubSpot or DepositFix. Add products, enable quantity changes, apply discounts, and set sales taxes. Simplify payments with various methods and easy sharing.

Lesson 3: Connecting payment gateways | This is how you get paid

Integrate various payment gateways like CardConnect, Stripe, PayPal, and Authorize.Net with DepositFix. Test transactions, connect gateways, and offer multiple payment methods including credit cards and bank transfers.

Lesson 4: Accept Donations

Learn effective strategies for receiving donations and setting up various payment methods with DepositFix. Ideal for nonprofits seeking streamlined donation processing.

Lesson 5: Discounts

Create and manage discount codes to boost marketing, track engagement, and refine strategies. Learn to set promo codes with fixed amounts, percentages, and trial days. Set expiration, limit uses, and specify eligible items. Generate dynamic discounts for mass distribution.

Lesson 6: Tax

Set up sales tax with static rates or automatic calculations based on client location. Ensure accurate tax with company and client address settings, adjusting for same-state clients.

Lesson 9: HubSpot integration overview

In HubSpot, DepositFix creates timeline events, as well as custom contact and deal properties

Lesson 10: Deals in HubSpot

DepositFix lets you create deals after each payment to store your customer's payment history

Lesson 11: Running reports in HubSpot

DepositFix's latest update enhances reporting capabilities with advanced filtering options, detailed transaction analysis, and data grouping features. You can now access revenue insights over customizable date ranges, drill down into specific transactions, export data to CSV, and view comprehensive sales details per product and contact. This update streamlines financial analysis, enabling more informed decision-making.

Lesson 12: Customer lists in HubSpot

Master customer segmentation using DepositFix. Learn to create lists from payment details in HubSpot for targeted marketing and customer engagement.

Lesson 13: Integration with HubSpot workflows

DepositFix works great with HubSpot workflows and allows you to automate followup emails

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Lesson 1: How to create products | This is what you sell

2

Lesson 2: Creating payment forms | This is how you sell

3

Lesson 3: Connecting payment gateways | This is how you get paid

4

Lesson 4: Accept Donations

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Lesson 5: Discounts

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Lesson 6: Tax

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Lesson 7: Invoices

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Lesson 9: HubSpot integration overview

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Lesson 10: Deals in HubSpot

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Lesson 11: Running reports in HubSpot

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Lesson 12: Customer lists in HubSpot

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Lesson 13: Integration with HubSpot workflows

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