A Guide on How to use Products

In the products section, located within the Payments tab of your CRM, you have the power to manage and create Stripe and PayPal products for your customers. This feature enables them to conveniently make purchases through your CRM system. By integrating popular payment platforms like Stripe and PayPal, you can streamline the buying process for your clients and enhance their overall experience with your business.

1. Click "Invoices"

2. Click "Products"

3. Click here to "Import from stripe"

4. Click here to "Create Product"

5. Product "Name"

This column displays the name of each product.

6. Product "Type"

You will see the product type here.

7. Updated

The latest date and time each product was updated are displayed here.

8. Search Bar

To easily search through the products currently created in your CRM, click on the search bar and type in the name of the product you are looking for.

9. Click here to view "More actions"

Here you can take further actions for each of the products created:

10. Click here to "View"

Click this button to view your product.

11. Click here to "Edit"

If you want to edit the product you have already created, click on this button. It directs you to the edit page where you can update the product name, description, type, and image.

12. Click here to "Delete"

Click this button to delete the product.

13. Click here to update "Product Name"

14. Click here to update "Product Description"

15. Click here to update "Product Type"

16. Click here to update "Product Image"

17. Click here to update "Statement Descriptor"

This will appear on your customers' credit card statements alongside the company name you set in your Payment Gateway settings.