Within the Payments section of your system, you can create and send invoices, manage orders and transactions, add products, set up taxes, and integrate both PayPal and Stripe as merchant processors. Using these payment features will allow you to charge for products and services, to manage your business. You can save time and work more efficiently by collecting all payment-related aspects of your business in one convenient location.
NOTE: You can also accept multiple currencies for products, invoices, and text-to-pay links, making it easier to cater to a global audience and enhance your payment flexibility. Be sure your payment processor supports the selected currencies for smooth transactions.
For example, you can create and manage a product directly from this section, and it can be added to Funnels or used within Workflows. The products can also be added to an invoice. Within this section you can also view a list of all your orders and transactions, to help you track payments to your business.
Overview
Invoices & Estimates: prepare and send out customized invoices for payment
Documents & Contracts: This section contains all the documents and templates.
Orders: This tab provides a searchable, sortable list of all orders for your products and services, which can be exported via Excel.
Subscriptions: Keep track of customer subscriptions created via order forms
Payment Links: You can create a payment link for any specific product. Add a product, its details, and its price. Multiple payment links can be created for different products.
Transactions: this tab provides a searchable, sortable list of all transactions in your system, which can be exported via Excel.
Products: create products for the services/products you offer. You can then add them to funnel pages, invoices, and more.
Coupons: You can create coupon codes to offer discounts on products.
Settings: Add tax information, receipts, notifications, and shipping delivery details.
Integrations: connect Paypal, Authorize.net, NMI (Network Merchants Inc.), Manual Payment Methods, Square, and/or Stripe, which are merchant processing platforms that allow you to capture secure payments.
Payment Methods
The following payment methods are supported:
Cards
Apple Pay
Google Pay
ACH Direct Debit
Affirm
Klarna
AfterPay
Bancontact (Popular in Belgium)
iDEAL (Popular in Netherlands)
SEPA Direct Debit (Common in the European Union)
Invoicing
Estimates
Tap to Pay
Text2Pay (Payment Links)
You can manage these payment methods and enable them as needed based on your use case.
How to Enable Additional Payment Methods
iDEAL & Bancontact:
Scroll down to the "Bank Redirect" section to enable iDEAL and Bancontact.
SEPA Direct Debit:
SEPA Direct Debit can be found right under the “Bank Debits” section. Remember to click “Turn on” to move to the verification process.
Estimates
Navigate to Payments > Estimates to create a new estimate.
Send it to clients via email or SMS. The client can accept or reject the estimate. If accepted, it can be converted into an invoice.
Tap to Pay
Ensure your mobile app is updated and your Stripe account is integrated.
Select “Tap to Pay” in the app and wait for it to connect.
Ask your customer to tap their payment method on your phone to complete the transaction.
Payment Links:
Integrate Stripe with your account.
Create a payment link for any product or service in the Payments section.
Set pricing, billing frequency, and customer payment settings like quantity adjustments.
Text2Pay (Payment Links)
Go to a conversation and click the payment icon.
Add the invoice name, price, and due date.
Save, and a payment link will be generated in the conversation for the customer to pay directly.
Apple Pay & Google Pay:
1- Connect Stripe: Ensure Stripe is integrated via Payments > Integrations and use Stripe Connect.
2- Enable Payments: Toggle to enable Apple Pay and Google Pay.
3- Apple Pay Registration: The platform automatically registers your domain for Apple Pay once Stripe is connected.
4- Payment Options: After setup, Apple Pay and Google Pay will appear alongside card payments on order forms, supporting recurring payments and upsells.
Using BNPL (Klarna/Afterpay) for Invoices:
1- Enable BNPL: In Stripe, go to Settings > Connect > Payment Methods and enable Klarna/Afterpay.
2- Create & Send Invoice: Create an invoice in Payments > Invoices & Estimates and send it to the customer.
3- Customer Payment: The customer opens the invoice, selects a BNPL option, and completes the payment.
4- Payment Confirmation: The customer will see BNPL options like Klarna and Afterpay.After processing, payment is confirmed and recorded.
View Account
Go to Your Account to see the list of payment methods activated by Progreda.
Important: Ensure you select Progreda configurations in the dropdown menu since your Stripe account might be connected to multiple platforms.
Step 1: Accessing the Payments Section
Navigate to Payments
Here you may see several tabs: Invoices & Estimates, Documents & Contacts, Orders, Subscription, Payment Links, Transactions, Products, Coupons, Settings, Integrations
Click on the tab you wish to use.
Step 2: Integrating Paypal/Stripe/Authorize.net/NMI/Square/Manual payment methods
Navigate to Payments> Integrations
To integrate a PayPal account, add your Client ID and Secret ID from your PayPal account. Check out our “How to Integrate and Use Paypal” tutorial for step-by-step instructions on creating your Paypal account and setting up the Client ID and Secret ID.
To integrate NMI, add your Gateway ID, Security Key, and Public Key for the account type you wish to use. Please see our article “Network Merchants Inc. Integration” For more information.
To integrate Authorize.net add your Login ID, Transaction Key, and Signature Key. For more information, check out our article “Authorize.net Integration”
To integrate a Stripe account, click “Connect with Stripe”.
Log in to your Stripe account.
To integrate Square, Click on the Square integration option and follow the prompts to enter your API keys. This will link your Square account to your Progreda Platform. For more details, check out our article ‘Square Integration for Processing Payments’.
Accept any permissions requested for LeadConnector.
Click Save to confirm the integration.
When Selecting Manual Payment Methods: Choose either 'Cash on Delivery' or create a custom payment method. Ensure that the manual payment method is enabled for either the order form or the e-commerce store. Click Save to apply the changes. For more details check out our article ‘Manual Payment Method in E-commerce Stores’
Easily Configure Payment Methods Without Leaving Your Dashboard
Businesses can manage and configure payment methods directly within the platform, eliminating the need to access external dashboards. This provides greater control over available payment methods across multiple product areas, including invoices, order forms, eCommerce stores, and subscriptions.
One key benefit is the ability to enable or disable payment methods in both live and test modes for different checkout types, streamlining transaction management.
To access this feature, navigate to Payments > Integrations > Manage Payment Methods, where you can customize settings based on your business needs.
Please note that for subscription products, configurations require at least one subscription added in live mode before they become accessible.
Step 3: Creating Products
Navigate to Payments > Products
Click + Add Product
Create a product and fill out all the requested information such as name, description, price, currency, and billing frequency.
Click Create this Product to add the product to your system.
Note: Check out our other articles on specific features within the Payments section.
Payment Gateway Features
Tap to Pay on all payment gateways: Tap to Pay is exclusively available on Stripe. Make sure your Stripe account is connected and integrated with the web app before using Tap to Pay on the mobile app.
Payment links from all payment gateways: Payment links are supported on both Stripe and Authorize.net.
Text to Pay on all payment gateways: This feature is available only on Stripe.
Creating and managing invoices on gateways: Supported on all gateways except PayPal.
Creating and managing estimates and invoices on gateways: Available on all gateways except PayPal.
Apple Pay/Google Pay availability: These payment options are supported exclusively on Stripe.
FAQs
Q1: How do I integrate a payment processor like PayPal, Stripe, or Square?
To integrate PayPal, Stripe, or Square, navigate to the Integrations tab in the Payments section. For PayPal, enter your Client ID and Secret ID. For Stripe, click “Connect with Stripe” and log in to your account. For Square, follow the prompts to enter your API keys. Ensure you save your settings after each integration.
Q2: Can I create multiple products and use them in different parts of the system?
Yes, you can create multiple products in the Products tab, and these can be added to Funnels, Workflows, Invoices, or used with Payment Links, providing flexibility in how you offer and charge for your products and services.
Q3: How can I manage customer subscriptions?
Subscriptions can be managed through the Subscriptions tab in the Payments section. Here, you can keep track of active subscriptions, view details, and handle any changes needed, such as updates or cancellations.
Q4: What are manual payment methods, and how can I enable them?
Manual payment methods include options like 'Cash on Delivery' or other custom payment methods. To enable them, navigate to Integrations under Settings, select Manual Payment Methods, and ensure these are enabled for order forms or your e-commerce store.
Q5: How can I accept cash or checks as a payment method?
To accept cash or checks, you can enable a Manual Payment Method in the Integrations section. Simply choose ‘Cash on Delivery’ or create a custom option for check payments. Once enabled, this method can be used on order forms or e-commerce stores, and you can track those transactions manually.
Q6: How can I use hardware for POS payments?
For in-person payments using hardware, you can integrate Stripe’s Tap to Pay feature. Ensure your mobile app is updated and your Stripe account is integrated. Simply select “Tap to Pay” in the app, and your customer can tap their payment method on your phone to complete the transaction. You can use a compatible card reader for physical payments.
Q7: What Stripe options are available for managing payments?
Stripe offers various options to handle payments, including:
Apple Pay & Google Pay: After integrating Stripe, toggle to enable these options for both in-person and online payments.
BNPL (Klarna/AfterPay): Enable BNPL through Stripe settings and allow customers to pay later using services like Klarna and AfterPay.
Text2Pay & Payment Links: Create payment links for products/services and send them directly to customers via SMS or email. Customers can pay securely through the link.