Payments & Invoicing

Manage payments, invoices, and billing-related features.

121 articles

Estimates & Invoices Automatically Linked to OpportunitiesKyrios can automatically link estimates and invoices to the correct Opportunity, making it easy to create, track, and manage deal-related payments directly from the Opportunity Payments tab or via workflows.
Register Branded Domain for Apple Pay & Google PayThis article explains how to register your branded domain with Stripe so Apple Pay and Google Pay work correctly on invoices, payment links, and Text2Pay in Kyrios.
How to use Text2PayCreate and send a payment request by generating an invoice link directly from a contact record or conversation in Kyrios.
How to Change the Default Currency TypeSet or change your account’s default currency to control how prices appear across products, invoices, and payment pages.
NMI, Authorize.net, and Square for POS & Mobile PaymentsKyrios supports NMI, Authorize.net, and Square for POS and mobile payments, allowing you to accept cards on file, manual card payments, and in-person Square reader payments directly from the mobile…
Enhanced CSV Exports for Transactions, Orders, and SubscriptionsKyrios has upgraded CSV exports for Transactions, Orders, and Subscriptions to deliver accurate tax breakdowns, product-level data, and consistent formatting for accounting and reporting workflows.
Processing and Miscellaneous Charges for Customer PaymentsProcessing Charges allow you to automatically add a percentage-based fee to customer payments across supported checkout types to offset payment processing or convenience costs.
Estimates – Mobile AppThe Estimates feature in the Kyrios Mobile App lets you create, send, track, and manage estimates, enable direct payments, and download estimate PDFs directly from your mobile device.
Point-of-Sale Taxes, Discounts, and Receipts on MobileUse the Kyrios mobile Point-of-Sale (POS) to apply product-based taxes, add discounts at checkout, complete payments, and automatically generate invoices and downloadable receipts.
Mobile App: Creating Products, POS, and Tap to PayCreate products, process Point-of-Sale (POS) transactions, and collect in-person payments using Tap to Pay directly from the Kyrios mobile app.
Using the Kyrios Mobile App: InvoicingUse the Kyrios mobile app to create, send, manage, and collect payments for one-time and recurring invoices directly from your phone or tablet.
How to Safely Manage Product DeletionsKyrios prevents deletion of protected products, prices, and variants to avoid breaking subscriptions, calendars, and other linked features.
Link Custom Values to Text and Date Fields in Documents and ContractsLink text and date fields in Documents and Contracts to custom values so data automatically syncs to contact or document records after signing.
Coupon Triggers in WorkflowsUse coupon-based workflow triggers to automatically enroll contacts when a coupon is applied, redeemed, expired, or reaches its usage limit.
Manage Payments When Merging ContactsWhen contacts are merged, all transactions and subscriptions are safely consolidated under the Master contact without breaking payment history, subscriptions, or invoices.
Configuring and Managing Processing Charges for PaymentsProcessing charges let you pass payment processing or convenience fees to customers as a separate line item across supported payment sources.
Documents & Contracts: Global SettingsGlobal Settings for Documents & Contracts let you control notifications, invoicing behavior, signing rules, expirations, and post-signing actions across your entire account.
Invoice Payments via Bank-Only Transfers (SEPA & ACH)Bank-only transfers let you restrict invoice payments to bank payments only, such as SEPA and ACH, instead of allowing all payment methods.
Managing Failed Subscription Payments with Open InvoicesKyrios automatically creates and sends invoices when a subscription payment fails, allowing customers to pay manually while retry logic continues in the background.
Link Email Templates to Document Templates & Individual DocumentsYou can now assign unique email settings (From Name, From Email, Subject, and Email Template) to each Document or Contract Template and to individual documents.
Documents & Contracts: Preview Email Templates, Add CC Recipients, and Link Email Templates to ContractsDocuments & Contracts allow you to preview email templates, add CC recipients, and link custom email templates to document and contract templates for precise, context-aware communication.
Add Business Hours to Invoice RemindersYou can control when invoice reminders are sent by setting business hours and choosing whether reminders follow your business time zone or the customer’s time zone.
Public Document Links for E-Signing on Contracts and DocumentsPublic Documents let you publish a contract or document with a shareable link so anyone can e-sign without needing an account or workflow.
Attachments in Estimates & InvoicesYou can attach up to 10 files (20 MB total) to Estimates and Invoices, and those attachments are sent automatically with the first email to the recipient.
Negative Line Priced Items for InvoicesYou can add negatively priced line items to invoices to account for returns, advances, or buybacks, with totals calculated automatically.
How to Create Product Payment LinksCreate secure, shareable payment links from products to accept one-time or recurring payments without setting up a full online store.
Creating and Managing Recurring InvoicesRecurring Invoices allow you to automatically send invoices to customers on a fixed schedule without recreating invoices each time.
Processing Fees on E-commerce Store CheckoutProcessing Fees allow store owners to automatically add a percentage-based fee to E-commerce checkout totals and display it transparently to customers.
How to Integrate Adyen Payments in KyriosThis article explains how to connect Adyen as a card payment provider in Kyrios by entering live or sandbox credentials and setting Adyen as the default payment integration.
Admin Team Notifications for Store Order PlacementEnable email and/or SMS notifications so your admin team is automatically notified when a customer places a store order.
Manual & Smart Collections for ProductsManual and Smart Collections let you organize products into groups for easier browsing, merchandising, and automation within your store.
Activity Tracking of DocumentsActivity Tracking lets you view the full lifecycle of a document sent, viewed, edited, accepted, and completed directly from the Documents & Contracts dashboard.
How to Enable Auto-Payment on Invoice Payment SchedulesAuto-payment allows invoices with payment schedules to automatically charge future installments after the first payment is completed.
Product Catalog inside Point-of-Sale (Mobile)The Product Catalog in Mobile Point-of-Sale lets you select products, variants, and quantities directly during checkout, automatically calculating totals for faster in-person sales.
Available Testing Cards for Payment IntegrationsThis article lists sandbox-only test card numbers for supported payment integrations so you can safely test transactions without using real payment data.
Invoice Email TemplatesInvoice Email Templates let you preview, edit, and customize the emails sent for invoice-related notifications directly from the invoice module.
How to Import Products via CSVImport Products via CSV allows you to bulk create or update products, variants, pricing, inventory, shipping, and SEO data in a single upload.
Point-of-Sale Checkout: Managing Taxes and DiscountsLearn how to apply product-level taxes and transaction-level discounts in the Kyrios Point-of-Sale (POS) mobile checkout.
Checking Documents & Contracts Within ContactsView, track, and manage all documents and contracts associated with a contact directly from the contact record in Kyrios.
Customizing Email Subject Lines for Documents & ContractsCustomize email subject lines for documents and contracts to improve clarity and engagement for both customer and team notifications.
Update Subscription Payment MethodSend customers a secure link to update the payment method used for an active subscription without canceling or recreating the subscription.
How to Sell Gift Cards in KyriosThis article explains how to create, sell, send, track, and redeem digital gift cards in Kyrios using built-in checkout links, embeds, QR codes, and direct sends.
Adding Optional Items to Documents & ContractsAdd optional line items to documents and contracts so signers can choose add-ons and adjust quantities before completing a quote or agreement.
Shipping Charges Based on Product & App Shipping ProfilesShipping Profiles let you control shipping charges by product, store, zone, or app integration, with automatic fallback to a general profile.
How to Test Payments in a Funnel or WebsiteThis article explains how to switch a Funnel or Website into Test mode and safely test payments and automations without charging real cards.
Setting Up an Online Store in KyriosKyrios Online Store lets you sell one-time products through a website with built-in product pages, cart, checkout, and order fulfillment
3D Secure (3DS) Payments on Kyrios Systems – Phone & WebKyrios supports 3D Secure (3DS) authentication to add an extra verification step during card payments, helping meet Strong Customer Authentication (SCA) requirements and reduce fraud.
Document Delivery via SMSDocument Delivery via SMS allows you to send contracts and documents directly to recipients by text message, ensuring faster visibility and quicker signing.
Documents & Contracts: Content LibraryThe Content Library lets you save and reuse document blocks or full pages in Documents & Contracts to ensure consistent branding, legal language, and faster document creation.
Xero Invoice IntegrationThe Xero Invoice Integration allows invoices created in Kyrios to sync one-way into Xero for accurate accounting, tax reporting, and financial consistency.
Opportunity Custom Values in Document and Contract TemplatesOpportunity custom values allow document and contract templates to automatically populate with opportunity data when documents are generated or sent through workflows.
How to Integrate Authorize.Net with KyriosThis article explains how to connect Authorize.Net to Kyrios to process one-time and recurring payments through order forms, calendars, and memberships.
Payment LinksPayment Links let you create and share secure checkout links for one-time or recurring products without building a website or funnel.
Automatic Receipts for Order Forms and Calendar PaymentsAutomatic Receipts automatically email a PDF receipt to a contact after a successful payment across order forms, calendars, subscriptions, and invoices.
Using Document Variables in the Document Builder
Auto Payments in Recurring Invoice TemplatesAuto Payments in recurring invoice templates automatically charge a saved payment card on the invoice due date, ensuring consistent and timely recurring payments.
Apple Pay and Google Pay for Invoices and Text2Pay LinksApple Pay and Google Pay can be used by customers to pay one-time or recurring invoices and Text2Pay links when Stripe Connect is enabled and all eligibility requirements are met.
How to Process Refunds in KyriosKyrios allows you to process full or partial refunds directly from your dashboard for supported payment providers, without logging into external payment platforms.
Default Gateways for Payment IntegrationsWhen multiple payment gateways are connected to your Kyrios account, you must define a default gateway to control how new payments are processed.
NMI (Network Merchants Inc.) IntegrationThis article explains what the NMI payment gateway supports in Kyrios and how to connect it for invoices, Text2Pay links, and order form payments.
Available Testing Cards for Payment IntegrationsThis article lists supported test credit card numbers for Kyrios payment integrations, allowing safe transaction testing in sandbox or test mode environments.
Using the Transactions Tab in PaymentsThe Transactions tab provides a centralized, searchable, and exportable view of all payment activity for your account.
Import Transactions and Orders into Kyrios via CSVImport historical transactions and orders into Kyrios using CSV files to preserve revenue history, reporting accuracy, and contact records.
Abandoned Cart Notifications: Delivery Management & Template PersonalizationAbandoned Cart Notifications automatically send reminder emails with a secure checkout link to customers who leave items in their cart, with full control over delivery timing and email personalization.
Import Old Invoices Using CSVUse the CSV import tool to bulk import historical invoices into Kyrios instead of manually recreating them.
Estimate Templates in WorkflowsKyrios now supports estimate templates and estimate-based automation inside workflows, allowing accounts to create, reuse, and automatically send estimates based on estimate events.
How to Create and Use Coupon Codes for One-Step and Two-Step Order FormsCreate coupon codes in Payments and apply them to One-Step or Two-Step Order Forms to offer discounts at checkout.
How to Add Automated Invoice RemindersAutomated Invoice Reminders allow you to automatically send email or SMS follow-ups for unpaid invoices to improve on-time payments and cash flow.
Estimates in KyriosEstimates in Kyrios allow you to create, send, track, and convert client estimates into invoices with acceptance or rejection tracking.
How to Import Products From StripeImport existing Stripe products and prices directly into your Kyrios account to avoid recreating them manually.
Square Integration for Processing PaymentsThe Square integration allows you to connect your Square account to Kyrios to process one-time payments and subscriptions across products, calendars, invoices, order forms, and payment links.
How to Create Custom Invoice NotificationsLearn how to customize invoice email and SMS notifications sent to customers and team members when invoice payments succeed or fail.
How to Configure Buy Now, Pay Later (BNPL) for InvoicesLearn how to enable and use Buy Now, Pay Later (BNPL) payment options like Klarna and Afterpay on Kyrios invoices using Stripe.
How to Manage Payment Methods with Stripe in KyriosThis article explains how to enable or disable Stripe payment methods in Kyrios and control which payment options appear across different product areas.
Documents & Contracts: Using Recurring Products in Product ListsUse recurring products inside Document Builder product lists to automatically generate recurring invoices when a document is completed.
Automatic Taxes for Payment LinksAutomatic Taxes calculates and applies the correct U.S. sales tax on Payment Links based on the customer’s address.
Setting Up Buy Now, Pay Later (BNPL) for Payment LinksLearn how to enable and manage Buy Now, Pay Later (BNPL) payment methods for Payment Links in Kyrios using Stripe.
Manual Payment Methods for E-commerce Stores, Order Forms, and Forms/SurveysManual payment methods allow customers to place orders online and complete payment in person at pickup or delivery.
Invoices: How to Add TipsKyrios allows you to enable and accept tip payments on invoices, giving customers the option to add gratuity during payment.
Creating Shipping & Delivery RatesLearn how to create shipping zones and define delivery rates based on cart total or product weight for your Kyrios e-commerce store.
Recurring Products in E-Commerce StoresRecurring products allow you to sell subscription-based products or services in your Kyrios E-commerce store with automatic, scheduled billing.
Setting Up Buy Now Pay Later (BNPL) for SalesLearn how to enable Buy Now Pay Later (BNPL) payment options in Kyrios using Stripe for your online store.
Using Partial Payments for InvoicesPartial payments allow customers to pay invoices in installments while you track balances and payments automatically in Kyrios.
Manually Charging a ContactManually charge a contact by adding a card on file or charging an existing saved card directly from the contact record.
Setting Up Product Inventory in KyriosThis article explains how to configure, manage, and control product inventory in Kyrios across funnels, stores, and bulk inventory tools.
Product CollectionsProduct Collections let you group and display related products in your Kyrios store to improve navigation and increase conversions.
Invoice Creation & Payments After Document SigningKyrios automatically creates invoices and can collect one-time or recurring payments immediately after a document or contract is signed, based on product and document settings.
Overview of Documents and ContractsThe Documents and Contracts feature lets you create, edit, send, track, and e-sign documents and contracts directly inside Kyrios.
Invoice SettingsInvoice Settings allow you to control default invoice and estimate titles, terms, layouts, payment rules, reminders, notifications, and branding for all invoices sent from your account.
Subscriptions Tab in Payments – OverviewThe Subscriptions tab in Payments lets you create, manage, pause, update, track, and export customer subscriptions in one centralized view.
How to Use the Orders Tab in the Payments SectionThe Orders tab in the Payments section provides a complete, searchable record of all orders, including completed, pending, canceled, and abandoned checkouts, with export and partial payment support.
How to Create, Manage, and Void Invoices in Kyrios
The Estimates Feature in PaymentsThe Estimates feature in Payments allows businesses to create, send, track, and convert estimates into invoices while managing approvals, attachments, photos, and payment schedules in one workflow.
101 Guide: All Available Payment Options in the Payments TabThe Payments section allows you to manage products, invoices, orders, transactions, subscriptions, payment links, and payment processor integrations from one centralized location.
In-Depth Look at CouponsCoupons allow businesses to apply percentage-based or fixed discounts to one-time and recurring products during checkout.
Documents & Contracts: Content Library for Ease of Document CreationThe Content Library lets you save reusable document blocks or full pages and quickly reuse or share them across Documents & Contracts and Templates.
How to Create a Document or Contract with Multiple SignaturesThis guide explains how to create a Kyrios document or contract that requires signatures from multiple recipients and how to send, track, and complete it.
Delivering Digital Products in E-commerce StoresKyrios e-commerce stores support secure, automated delivery of digital products via email links and customer login access immediately after purchase.
Using Floating Text Fields in Documents & ContractsFloating text fields allow you to add dynamic, fillable elements—such as text, dates, and signatures—to documents and contracts for accurate data collection and eSignatures.
Documents and Contracts: Product List ElementThe Product List element in Documents and Contracts allows document creators to add products, optional items, quantity controls, and payment schedules directly into documents for accurate pricing and streamlined signing.
Countries Supported for Payments Through NMIThis article lists the countries and acquirers supported for payment processing through NMI (Network Merchants, Inc.) and explains how to start using NMI with Kyrios.
Stripe Integration for CalendarsStripe integration allows you to collect payments during calendar bookings by connecting Stripe as a payment gateway and enabling payments on individual calendars.
Subscriptions Tab in Payments – OverviewThe Subscriptions tab in Payments lets you create, manage, pause, update, track, and export customer subscriptions in one centralized view.
Manual Payment Methods for E-commerce Stores, Order Forms, and Forms/SurveysManual payment methods allow customers to place orders online and complete payment in person at pickup or delivery.
Automated Receipts, Text2Pay Links, and ACH Direct Debit for InvoicesAutomatic Receipts automatically generate and email PDF receipts for invoice payments, recurring payments, and Text2Pay payments, including those paid via ACH Direct Debit.
Partial Fulfillment of Orders in Kyrios E-CommercePartial fulfillment allows you to ship and track specific items within an order separately, each with its own tracking details and customer notifications.
How to Set Up Payment Plans in FunnelsLearn how to create recurring products with a fixed number of payments and attach them to order forms inside funnels.
Order Upsell in Forms and SurveysUse order upsells in Kyrios forms and surveys to offer additional products with one click, increasing average order value without disrupting checkout.
How to Print Shipping Labels and Packing Slips for Ecommerce OrdersThis article explains how to generate and print shipping labels and packing slips for ecommerce store orders directly from the Orders and Fulfillment screens.
Card Authorization for Subscriptions and Payment PlansThis article explains how Card Authorization works for subscription and payment plan products and how to configure a custom authorization amount.
Documents & Contracts: Assigning Staff in TemplatesAdmins can now assign signature fields to any staff member directly inside document templates, instead of being limited to Contact, Sender, or themselves.
Invoices: Auto-Payment Enabled by DefaultAuto-payment is now automatically enabled for recurring invoices and payment schedules created from the dashboard.
Course Offer Checkout: Automatic Tax CalculationAutomatically calculate and display taxes during checkout for accurate, transparent pricing.
Coupon Targeting by Product, Price, and VariantCoupon targeting lets you control whether a coupon applies to an entire product, selected prices, or selected variants.
Documents & Contracts Public APIsDocuments & Contracts Public APIs allow developers to list documents, send documents, list templates, and create documents from templates through API requests.
PDF Generation Pipeline ImprovementsThe PDF Generation Pipeline is the system that creates downloadable and email-ready invoice and receipt PDFs inside Kyrios.
What Is Documents & Contracts?Documents & Contracts is a built-in Kyrios tool for creating, sending, signing, tracking, and managing agreements from the Payments section.
Configure Payment Providers by ChannelConfigure payment providers by channel to control which connected provider is used for payments from funnels, forms, stores, invoices, calendars, and other payment channels.
Gift CardsGift Cards let you create, sell, send, redeem, and track branded gift cards from the Payments section in Kyrios.
Create and Sell Products in KyriosCreate a product in Kyrios, configure its pricing and variants, add it to a funnel, and publish an order form so customers can complete a purchase.
Payment Links: Customize Your Checkout Button TextCustomize the checkout button text on a Payment Link so the call to action matches your offer, brand, or customer action.