Settings Management

Account Settings

• Add & Invite Users
• Security Control of Users
• Manage Account Settings
• Manage Password Settings

Email Settings

• Configure Email Account
• Configure a Custom Email with SendGrid
• Configure Email Communication
• Create Email Template

Customization

• Customise Checkout (Designer)
• Customise Checkout (Basic)
• Customise Checkout (Advanced)
• Embed Checkout
• Create Payment Widget
• Enable Customer Self Service

Billing Management

• Overview: Payment Methods
• Connect Payment Gateway
• Add Payment Method
• Automate Payment Retries & Dunning
• Calendar Billing
• Process a Refund

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Rebranding

• Single Sign-On (SSO)

Automation

• Automated Email Workflows