Payments & Invoicing
Manage payments, invoices, and billing-related features.
112 articles
Estimates & Invoices Automatically Linked to Opportunities
Register Branded Domain for Apple Pay & Google Pay
How to use Text2Pay
How to Change the Default Currency Type
NMI, Authorize.net, and Square for POS & Mobile Payments
Enhanced CSV Exports for Transactions, Orders, and Subscriptions
Processing and Miscellaneous Charges for Customer Payments
Estimates – Mobile App
Point-of-Sale Taxes, Discounts, and Receipts on Mobile
Mobile App: Creating Products, POS, and Tap to Pay
Using the Kyrios Mobile App: Invoicing
How to Safely Manage Product Deletions
Link Custom Values to Text and Date Fields in Documents and Contracts
Coupon Triggers in Workflows
Manage Payments When Merging Contacts
Configuring and Managing Processing Charges for Payments
Documents & Contracts: Global Settings
Invoice Payments via Bank-Only Transfers (SEPA & ACH)
Managing Failed Subscription Payments with Open Invoices
Link Email Templates to Document Templates & Individual Documents
Documents & Contracts: Preview Email Templates, Add CC Recipients, and Link Email Templates to Contracts
Add Business Hours to Invoice Reminders
Public Document Links for E-Signing on Contracts and Documents
Attachments in Estimates & Invoices
Negative Line Priced Items for Invoices
How to Create Product Payment Links
Creating and Managing Recurring Invoices
Processing Fees on E-commerce Store Checkout
How to Integrate Adyen Payments in Kyrios
Admin Team Notifications for Store Order Placement
Manual & Smart Collections for Products
Activity Tracking of Documents
How to Enable Auto-Payment on Invoice Payment Schedules
Product Catalog inside Point-of-Sale (Mobile)
Available Testing Cards for Payment Integrations
Invoice Email Templates
How to Import Products via CSV
Point-of-Sale Checkout: Managing Taxes and Discounts
Checking Documents & Contracts Within Contacts
Customizing Email Subject Lines for Documents & Contracts
Update Subscription Payment Method
How to Sell Gift Cards in Kyrios
Adding Optional Items to Documents & Contracts
Shipping Charges Based on Product & App Shipping Profiles
How to Test Payments in a Funnel or Website
Setting Up an Online Store in Kyrios
3D Secure (3DS) Payments on Kyrios Systems – Phone & Web
Document Delivery via SMS
Documents & Contracts: Content Library
Xero Invoice Integration
Opportunity Custom Values in Document and Contract Templates
How to Integrate Authorize.Net with Kyrios
Payment Links
Automatic Receipts for Order Forms and Calendar Payments
Using Document Variables in the Document Builder
Auto Payments in Recurring Invoice Templates
Apple Pay and Google Pay for Invoices and Text2Pay Links
How to Process Refunds in Kyrios
Default Gateways for Payment Integrations
NMI (Network Merchants Inc.) Integration
Available Testing Cards for Payment Integrations
Using the Transactions Tab in Payments
Import Transactions and Orders into Kyrios via CSV
Abandoned Cart Notifications: Delivery Management & Template Personalization
Import Old Invoices Using CSV
Estimate Templates in Workflows
How to Create and Use Coupon Codes for One-Step and Two-Step Order Forms
How to Add Automated Invoice Reminders
Estimates in Kyrios
How to Import Products From Stripe
Square Integration for Processing Payments
How to Create Custom Invoice Notifications
How to Configure Buy Now, Pay Later (BNPL) for Invoices
How to Manage Payment Methods with Stripe in Kyrios
Documents & Contracts: Using Recurring Products in Product Lists
Automatic Taxes for Payment Links
Setting Up Buy Now, Pay Later (BNPL) for Payment Links
Manual Payment Methods for E-commerce Stores, Order Forms, and Forms/Surveys
Invoices: How to Add Tips
Creating Shipping & Delivery Rates
Recurring Products in E-Commerce Stores
Setting Up Buy Now Pay Later (BNPL) for Sales
Using Partial Payments for Invoices
Manually Charging a Contact
Setting Up Product Inventory in Kyrios
Product Collections
Invoice Creation & Payments After Document Signing
Overview of Documents and Contracts
Invoice Settings
Subscriptions Tab in Payments – Overview
How to Use the Orders Tab in the Payments Section
How to Create, Manage, and Void Invoices in Kyrios
The Estimates Feature in Payments
101 Guide: All Available Payment Options in the Payments Tab
In-Depth Look at Coupons
Documents & Contracts: Content Library for Ease of Document Creation
How to Create a Document or Contract with Multiple Signatures
Delivering Digital Products in E-commerce Stores
Using Floating Text Fields in Documents & Contracts
Documents and Contracts: Product List Element
Countries Supported for Payments Through NMI
Stripe Integration for Calendars
Subscriptions Tab in Payments – Overview
Manual Payment Methods for E-commerce Stores, Order Forms, and Forms/Surveys
Automated Receipts, Text2Pay Links, and ACH Direct Debit for Invoices
Partial Fulfillment of Orders in Kyrios E-Commerce
How to Set Up Payment Plans in Funnels
Order Upsell in Forms and Surveys
How to Print Shipping Labels and Packing Slips for Ecommerce Orders
Card Authorization for Subscriptions and Payment Plans
Documents & Contracts: Assigning Staff in Templates
Invoices: Auto-Payment Enabled by Default