Knowledge Base: 700+ Articles

How To Use The Payments Tab

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.

In Depth Look at Coupons

In this article, we will be taking an in depth look at Coupons, breaking down each section, and giving a few examples on usage.

Documents and Contracts

In an exciting development for the documents and contracts product, the platform now supports sending quotes with optional items.

Adding Optional Items to Documents & Contracts

In an exciting development for the documents and contracts product, the platform now supports sending quotes with optional items.

Manually Charging Contacts

This guide will walk you through the steps to charge customer cards using any connected payment provider. By doing this, you can show saved cards from all payment providers directly on the Contact page.

Affiliate Manager Part 2 - How to Add or Upload Affiliates

In this article, we will review how to add or upload affiliates to BILT. Check out our other Affiliate Manager articles for additional tips, best practices, and an overview of the feature.