MyPipeLine
  • Blog
    • How To Update Your SEO for Blog Posting
    • Blogging 101
    • How to Create a Blog Post
    • How To Add A Category in Blogs
    • Custom Fonts in Blogs
    • How to Set Up an RSS Feed for Blogs
    • Content AI for Blogs
  • Calendar
    • How to Copy or Duplicate a Calendar
    • Class Booking in Calendars
    • Calendar Sync Options
    • How to Add Facebook Pixel to Survey, Forms & Calendars
    • Recurring Appointments
    • What To Do If You Get The Google Calendar Writer Access Error
    • Calendar Setup 101
    • How to Deactivate and Activate Calendars
    • How to Add a Logo to Your Calendar
    • How to Create and Edit Calendars
    • Calendar Color Codes
    • How To Block Off Time In A Calendar
    • Appointment Booking Process
    • Settings: Calendars
    • How to Disable and Enable Calendar Services
    • How to Integrate Your Outlook Calendar Using Calendar Bridge
    • Outlook Calendar Integration
  • Campaigns (Automation)
    • How To Enable or Disable the "Allow Multiple" feature in Campaigns
    • How To Walk Through or Push Campaign Steps
    • How to Control Timing of Campaign Steps Using Delivery Windows
    • How To Copy A Campaign
    • How To Create An Appointment Confirmation And Appointment Reminders Campaign
    • How To Build, Manage and Use Manual Actions in Campaigns
    • How To Set Up Automated Calls And Voicemail Drops Within Your Campaigns
    • How To Create A Basic Campaign
    • How to Create and Use the Google My Business Campaign Step
    • How To Use The Manual SMS Event in Campaigns
    • Viewing the Deliverability of Messages in Campaigns
    • How Does "Stop On Response" Work In A Campaign
    • How To Test A Campaign
    • How And When To Use The Event Start Date In A Campaign
    • Pausing and Resuming a Campaign
    • How To Customize The From Email Address Configuration in Campaigns
    • What Are Round Robin Campaigns And How To Use Them
  • Contacts
    • Bulk Actions - Deleting Contacts
    • Bulk Actions - Add or Remove Tags
    • How To Add a Tag to New Contact List Import
    • Business Fields
    • Editing Pending and Processing Bulk Actions
    • How to Navigate Contact Records
    • How To Create and Use SMS And Email Templates
    • Bulk Actions - SMS
    • How To Create and Edit Smart Lists
    • Using the Bulk Action Features
    • Bulk Action Delivery Options
    • Bulk Actions - Sending Review Requests
    • Bulk Actions - Merge Duplicate Contacts
    • Managing Your Tasks Tab
    • How to Restore Deleted Contacts
    • Bulk Actions - Pipeline Change
    • Bulk Actions - Import and Export Contacts
    • How To Import Contacts
    • How to Allow or Prevent Duplicate Contacts
    • How The Sticky Contact Feature Works
    • Bulk Actions - Email
    • Contacts Overview
    • Contact Company Overview
  • Conversations
    • How to Schedule Emails and SMS
    • Checking Conversation Message Details
    • Conversations Overview
    • Using Filters and Bulk Actions in Conversations
  • Email & SMTP
    • Split Testing in Email Campaigns
    • Gmail 2-Way Email Sync
    • Custom Reply Address
    • How to Create or Edit Your Email Signature
    • Masking Sender Emails - From Name and Address
    • Using Mobile Formatting in the Email Builder
    • How To Use RSS Feeds in the Email Builder
    • MyPipeline Email Authentication - DMARC
    • "Add This Event To Your Calendar” Custom Values
    • How To Use the Email Builder
    • List Unsubscribe Headers
    • What To Do If Your RSS Email Body Is Showing HTML Tags
    • Using Custom Fonts in the Email Builder
    • How to Connect SendGrid as your SMTP Service
    • 2-way Email Sync for Outlook
    • Forwarding Address and BCC in Email Setup
    • How to Use the Design Editor for Email Templates
    • Best Practices To Prevent Your Emails from Ending up in Spam
    • How To Differentiate Between Basic and Custom for RSS Headers and Items in the Email Builder
    • Integrating Gmail for Email Service
    • Masking the Sender's Name and Email Address in MyPipeline Emails
    • Email Statistics
    • Trigger Links in Email Builder
    • MyPipeline Email Unsubscribe Link
    • Email Deliverability 101
    • Test Email Error Troubleshooting
    • Content AI in the Email Builder
    • How To Hide Email Elements In The Mobile View Of Your Email Builder
    • Checking Email Statistics
  • Forms
    • How To Customize a Form Or Survey
    • Understanding the Difference Between One-Step and Two-Step Order Forms
    • Signature Custom Field in Forms and Surveys
    • Understanding Automatic Country Detection in Forms
    • How To Submit Mock Data for Forms and Surveys
    • How To Use File Upload Custom Field in Forms and Surveys
    • How To Locate Survey and Form Answers
    • Pop-up Forms
    • How To Add a Bump Offer in Order Forms
    • How To Build, Edit, And Utilize Forms
    • How to Look Up Form Attribution
    • How to Add or Remove Logos for Forms
    • Viewing Chat Widget Submissions
    • Understanding the Difference Between "Submitted" and "Purchased" in Order Forms
    • How To Build, Edit And Utilize Surveys
  • Funnel and Websites
    • How To Add a Privacy Policy and Cookies Pop Up
    • Implementing Funnel Best Practices
    • ​How To Create A Custom Website
    • Funnel and Website Settings Overview
    • How To Import Your Funnels from ClickFunnels
    • How to Add a One Time Product in the Funnel Builder
    • How to Setup and Configure a New Domain or Subdomain
    • Card Authorization in Websites
    • How To Redirect Domains in Cloudflare (for non-www. and www.)
    • How To Upload and Utilize A Favicon
    • How To Set Up Payment Plans In Funnels
    • How to Transfer a Domain to Cloudflare
    • How to Add Facebook Pixel to Your Website
    • Understanding URL Paths
    • Split Testing in Funnels
    • Converting Funnel Steps and Website Pages Within MyPipeline
    • How to Add A Facebook Pixel to a Funnel
    • How To Set Up Your XML Sitemap
    • Cloudflare Setup
    • How To Add A Subscription Product To Your Funnel
    • How To Redirect Domains (from www to non-www) - Google Domains
    • How to Add a Meta Tag for Google Search Console Domain Verification
    • How To Create and Add a Chat Widget to Funnels and Websites
    • Card Authorization for Subscription and Payment Plans
    • How To Clone and Share Funnels
    • How to Connect Your Domain to a Funnel or Website
  • General Articles
    • How To Customize Membership Settings
    • List of Custom Values
    • Stripe Integration For Calendars
    • ​How To Use The MyPipeline Dashboard
  • Integration & Widget
    • How to Import Products From Stripe
    • WordPress Hosting
    • Instagram Direct Messaging Integration
    • Mapping Facebook Form Fields
    • How To Integrate A Stripe Account
    • Zoom Integration
    • Wordpress Plugin for Chat Widget
    • TikTok Integration
    • Integrating with Google and Google Calendars
    • How to Integrate and Use Paypal
    • Quickbooks Integration
    • Google Analytics 4 Setup
    • Shopify Integration
    • ​How To Integrate Your Facebook Account
    • Local Services Ad - Reserve with Google Integration
    • Local Services Ads With Google
    • How to Update Facebook Page Selection & Permissions
  • Mailgun
    • Setting Up Replies in Mailgun
    • Setting up Mailgun in Cloudflare
    • Mailgun Setup - Overview
    • Mailgun Setup Using GoDaddy
    • How to Change Unsubscribe Settings in Mailgun
  • Memberships
    • How to Create and Edit Posts in Memberships
    • How To Add A Customer to Your Membership Area, Course or Offer
    • Resending Membership Credentials
    • Managing Comments In Your Membership Section
    • Membership Settings: Site Details
    • Magic Links for Memberships
    • How To Create A Membership One-Click Upsell
    • How To Customize The Membership Welcome Email Using Membership Settings or Workflows
    • How to Create and Edit Categories in Memberships
    • How to Build and Edit an Offer in Memberships
    • Workflow Action: Membership Grant Offer
    • How To Add a Chat Widget to your Membership Section
    • Membership Products and Offers Overview
    • Membership Assessments
    • Creating and Customizing The Membership App
    • How To Setup Drip Content for Subcategories in Memberships
    • How to Manually Grant Access to Memberships
    • How To Use Membership Themes
  • Mobile App
    • Navigating Through The LeadConnector Mobile App
    • Using The LeadConnector Mobile App: Conversations
    • Using The LeadConnector Mobile App: Calendar and Appointments
    • Using The LeadConnector Mobile App: Reputation and Reviews
    • Mobile App Troubleshooting for LeadConnector
    • Using The LeadConnector Mobile App: Contacts
    • Using The LeadConnector Mobile App: Invoicing
  • Notifications
  • Opportunities
    • How To Add A Contact To Multiple Opportunities
    • Opportunities Overview
    • How to End an Opportunity
    • How to Create and Edit Pipelines
  • Payments
    • How To Use The Payments Tab
    • In Depth Look at Coupons
    • Switching from FirstPromoter to Affiliate Manager
    • Affiliate Manager Part 2 - How to Add or Upload Affiliates
    • Affiliate Manager Part 4 - How to Manage Affiliate Payouts
    • Available Testing Cards for Payment Integrations
    • Affiliate Manager Overview
    • How To Create An Invoice
    • How To Download a PDF of an Invoice
    • How To Use The Transactions Tab in Your Payments Section
    • How To Use The Orders Tab in Your Payments Section
    • Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign
    • How To Customize The Tax Settings in Your Payments Section
    • Affiliate Manager Part 1 - How to Set Up your Affiliate Funnel with Products
    • Authorize.net Integration
    • Creating Recurring Invoices
    • Default Gateways for Payment Integrations
    • Auto Payments in Recurring Templates
    • Customize Email and SMS Notifications for Invoicing
    • How to Test Payments in a Funnel or Website
    • Network Merchants Inc. Integration
    • Subscriptions Tab in Your Payments Section Overview
    • Affiliate Manager - Importing Contacts
  • Phone
    • A2P 10DLC Best Practices
    • Inbound Call Routing to LeadConnector
    • How to Use the Dialer Feature for One-Time Outbound Calls
    • Using the Voicemail Feature
    • Phone Messaging Policy
    • How To Use Text 2 Pay
    • Missed Call Text Back
    • How To Record Calls And Listen To Recordings
    • Options within the Dialer
    • Whisper Message
    • ​How To Get an Outbound Phone Number
    • How To Convert Voicemail Drop Files into MP3 or WAV
    • Inbound Call Routing to the Mobile App
    • How to Use SMS and Phone Number Validation
    • Phone Number Settings Explained
    • Setting Up a Voicemail Drop and Voicemail Drop FAQs
    • How To Increase Message Deliverability
    • Call Tracking
    • How Inbound Call Routing Works
  • Reporting
    • How To Navigate and Use Reporting Dashboard
    • Appointment Reporting
    • Google Ads Reporting
    • How To Use The Dashboard
    • Agent Reporting
    • Call Reporting
    • Attribution Report
    • Facebook Ads Reporting
  • Reputation Management And Reviews
    • ​How To Set Up MyPipeline To Capture Reviews
    • How to Add Messaging to Your Google My Business Listing and Set Up Communication Notifications
    • How to Use Yext
  • Settings
    • Supported Media Types
    • How To Turn On/Off Alternate Timezones
    • Settings: Pipelines
    • ​How To Reset Your Password
    • MyPipeline Email Validation
    • Settings: Reputation Management
    • How to Change the Currency Type
    • Settings: Business Profile
    • Call Tracking and Missed Call Text Back for Google My Business
    • Template Library
    • Settings: Company Billing Overview
    • GDPR Compliance Information
    • ​How To Include Email Signatures On All Outgoing Messages
    • Settings: My Staff
    • Account-Wide File Management
    • How To Use The Universal Search Feature
    • How to Use Audit Logs
    • SendInBlue Setup
    • Unsubscribe Link
    • ​How to Edit User Information and Permissions
    • Settings: Company Billing Overview
    • Settings: Media
    • Understanding Time Zones
    • MyPipeline Email Bounce Suspension
    • MyPipeline Email: SSL Certificate for Dedicated Sending Domain
    • MyPipeline Phone SHAKEN/STIR
    • Settings: Email Services
    • Settings Overview
    • MyPipeline Email: How to Set Up a Dedicated Sending Domain
    • Settings: Domains
    • MyPipeline Phone Verified Caller ID
    • Understanding Domains
    • Settings: Integrations
    • Setting Time Zones
    • Notification Preferences
    • Settings: Custom Fields
    • Settings: URL Redirects
    • MyPipeline Phone Regulatory Bundle
    • Settings: Phone Numbers
    • How To Add a 3rd Party Email/SMTP Account
    • Add Multiple Lines in a Custom Value
    • GDPR Compliance Setup
    • Settings: Tags
    • Settings: Business Profile
    • Settings: Custom Values
    • Business Profile Creation Flow (Trust Center)
  • Site Builder
    • How To Add Hyperlinks to Websites And Funnels
    • How To Use Time Delay In The Funnel and Website Builder
    • How to Use Forms, Surveys, and Calendars in Funnels
    • Using a Video Element in the Funnel Builder
    • How to Change a Logo in the Funnel or Website Builder
    • How To Use Forms, Surveys And Calendars In Funnels
    • Customizing Your Funnel and Website for Mobile and Desktop Views
    • Image Optimization In the Site Builder
    • How to Create and Use a Coupon/Promo Code - Two Step Form
    • How To Create and Update Global Sections
    • Funnel and Funnel Builder Overview
    • How To Use an Image Element in the Funnel Builder
    • ​How To Activate The One-Click Purchase In Your Funnel Step
    • How To Configure The Buttons on Your Website
    • Hosted Video Element
    • Cart Mode in One-Step and Two-Step Order Forms
    • Content AI for the Site Builder
    • Adding the Review Widget to your Funnel or Website
    • Custom Fonts in the Site Builder
    • How to use URL Parameters on your Landing Page
    • How to Add An Order Form to a Funnel or Website
    • Customizing Funnel and Website Colors
    • How to Create and Use a Coupon/Promo Code - One Step Form
    • How To Upload Images and Use the Media Library
  • Social Media
    • Bulk Scheduling Posts for the Social Planner Using a CSV
    • How to Connect to Your Facebook Page for Use in the Social Planner
    • How To Post as a Page on Facebook Groups
    • How To Connect LinkedIn for the Social Planner
    • Post Approval in the Social Planner
    • How to Connect to Your Google My Business Page for Use in the Social Planner
    • Setting Up Email Notifications for Expired Social Media Accounts in the Social Planner
    • How To Create Groups of Social Media Accounts
    • Creating Posts in the Social Planner Social Media Tool
    • Viewing Failed Post Error Messages in the Social Planner
    • Connecting Your Instagram Business Account to the Social Planner Social Media Tool
    • How To Verify Your Domain With Facebook
    • Optimal Image and Video File Sizes and Dimensions for the Social Planner
    • How To Connect Your Twitter Account for the Social Planner
    • What's a Follow Up Comment and How To Use it in the Social Planner
    • How to Create and Utilize the Group Hashtag Feature
    • Using the Social Planner Social Media Tool
    • How to Connect to Your Facebook Group for Use in the Social Planner
  • Triggers
    • How to Filter A Trigger By Product Type
    • How To Mark Appointment Status as Invalid Using Triggers
    • How To Build and Utilize Triggers
    • How to Utilize Lead Values in Pipelines and Triggers
    • How to Build, Edit and Use Task Related Triggers
    • What To Do If Your Send Email Trigger Action Is Not Firing
    • How To Set Up Triggers From Form Submissions
    • Loop Lockouts
    • How To Set Up Calendar And Appointment Booking Triggers
    • How To Check What Triggered Someone Into a Campaign
    • How To Set Up Trigger Links And Trigger Link Triggers
    • ​How To Create Push Notifications For Triggers
    • How to Create a Double Opt-In System
    • ​How To Create Folders For Your Triggers
    • How To Create a Custom Date Trigger
    • Loop Lockouts
    • ​How to Set Up Email/SMS Notification When An Action Occurs Using Triggers
    • How To Use A Trigger for a Review Request Campaign or Email
    • How To Create An Auto Responder Using Triggers
    • How to Create a Trigger for Notifications for New Chats in the Chat Widget
    • How To Connect Course and Funnel Checkout Using Triggers
    • Email and Phone Number Mapping In Triggers
    • How The Duration in Days Filter Works
    • How To Set up a Campaign and Trigger for Abandoned Cart Follow Up
    • How to Duplicate Triggers
    • Membership Triggers Overview
  • Troubleshooting
    • Troubleshooting Domains
    • Loop Lockouts in Workflows
    • How to Fix Your SMS Settings if You Failed to Send SMS
    • How to Send a Test Email and SMS
    • Troubleshooting Audio Issues
    • Lead Ad Debugging for Facebook
    • How to Clear your Browser Cache
    • What To Do If A Page Won't Load
    • Order Form Fingerprint is Missing Error
    • ​How To Troubleshoot When Your Call Event Is Not Working In A Campaign
  • Twilio
    • Understanding Twilio Numbers
    • Twilio Setup and Compliance for UK Users
    • How to Delete a Twilio Phone Number
    • Twilio Setup and Compliance for Australia Users
    • Complete Twilio Setup
    • How To Add Voicemail Forwarding and Transcription For A Twilio Number
    • Twilio Error Messages
    • Twilio Caller ID Setup
  • Uncategorized
    • How To Use Forms, Surveys And Calendars In Funnels
    • How To Add a Chat Widget to a Wordpress Site
  • Weebhooks
    • How To Use Webhooks in Triggers To Integrate With Other Applications
  • White Label Suite
    • Search Tips & Expanding your Search in White Label Suites
    • Creating New Campaigns in White Label Suites
    • Sending Emails: Adding Leads to an Automation in White Label Suites
    • Adding your Searched Leads to MyPipeline from White Label Suites
    • The Three Different Searches in White Label Suites
  • Wordpress
    • How to Use SFTP to Connect to Your WordPress Site
    • How To Add a Chat Widget to a Wordpress Site
    • Funnels on WordPress Websites
    • How To Point A Domain or Sub-Domain To WordPress
  • Workflow Actions
    • Workflow Action: Go To
    • Workflow Action: Create/Update Opportunity
    • Workflow Action: Add Contact Tag
    • Workflow Action: Remove From Workflow
    • Workflow Action: Call
    • Workflow Action: Manual Call
    • Workflow Action: Update Contact Field
    • Workflow Action: Set Contact DND
    • Workflow Action: Add Task
    • Workflow Action: Send Email
    • Workflow Action: Facebook - Add To Custom Audience
    • Workflow Action: GMB Messaging
    • Workflow Action: Assign To User
    • Workflow Action: Instagram DM
    • Workflow Action: Remove Assigned User
    • Workflow Action: Remove Opportunity
    • Workflow Action: Add To Affiliate Campaign
    • Workflow Action: Update Affiliate
    • Workflow Action: Add to Affiliate Manager
    • Workflow Actions: Add to Google Adwords
    • Workflow Action: Send Internal Notification
    • Workflow Action: Math Operation
    • Workflow Action: Send To Eliza Agent Platform
    • Workflow Action: Facebook - Remove From Custom Audience
    • Workflow Action: Membership Revoke Offer
    • Workflow Action: Update Appointment Status
    • Workflow Action: Set Event Start Date
    • Workflow Action: Send SMS
    • Workflow Action: Manual SMS
    • Workflow Action: Send Review Request
    • Workflow Action: Voicemail
    • Workflow Action: If/Else
    • Workflow Action: Messenger
    • Workflow Action: Webhook
    • Workflow Action: Add To Notes
    • Workflow Action: Remove Contact Tag
    • Workflow Action: AI Appointment Booking Bot
    • Workflow Action: Wait
    • Workflow Action: Facebook - Conversion API
    • Workflow Action: Remove From Affiliate Campaign
    • Workflow Action: Add To Workflow
    • Workflow Action: Remove From All Workflows
  • Workflow Guides
    • Workflow Guide: Granting an Offer
    • Workflow Guide: Sending Membership Credentials
    • Workflow Guide: Notification for Tasks
    • Workflow Guide: Add Form Answers to Contact Notes
    • Workflow Guide: Notification for Opened Emails
  • Workflow Premium Triggers and Actions
    • Premium Triggers and Actions - Google Sheets - Update Specific Spreadsheet Row
    • Premium Triggers and Actions - Google Sheets - Update Spreadsheet Row using Lookup
    • Premium Triggers and Actions - Inbound Webhook
    • Premium Triggers and Actions - Google Sheets - Lookup Spreadsheet Row
    • Premium Triggers and Actions - Google Sheets - Overview
    • Premium Triggers and Actions - Google Sheets - Delete Specific Spreadsheet Row
    • Premium Triggers and Actions - Google Sheets - Create Spreadsheet Row
    • Premium Triggers and Actions - Slack - Send Direct Message to a User
    • Premium Triggers and Actions - Google Sheets - Delete Spreadsheet Row using Lookup
  • Workflow Triggers
    • Workflow Trigger: Product Access Granted
    • Workflow Trigger: Membership New Signup
    • Workflow Trigger: Task Reminder
    • Workflow Trigger: Form Submitted
    • Workflow Trigger: Video Tracking
    • Workflow Trigger: Contact Tag
    • Workflow Trigger: Note Added
    • Workflow Trigger: Offer Access Granted
    • Workflow Trigger: Custom Date Reminder
    • Workflow Trigger: Membership Lesson Completed
      • Workflow Trigger: TikTok Form Submitted
    • Workflow Trigger: Shopify Abandoned Checkout
    • Workflow Trigger: Membership Lesson Started
    • Workflow Trigger: Contact DND
    • Workflow Trigger: Membership Product Started
    • Workflow Trigger: Call Status
    • Workflow Trigger: Category Completed
    • Workflow Trigger: Trigger Link Clicked
    • Workflow Trigger: User Login (Membership Login)
    • Workflow Trigger: Opportunity Status Changed
    • Workflow Trigger: Membership Product Completed
    • Workflow Trigger: Membership Category Started
    • Workflow Trigger: Order Submitted
    • Workflow Trigger: Contact Changed
    • Workflow Trigger: Stale Opportunities
    • Workflow Trigger: Contact Created
    • Workflow Trigger: Order Form Submission
    • Workflow Trigger: Facebook Lead Form Submitted
    • Workflow Tigger: Email Events
    • Workflow Trigger: Appointment Status
    • Workflow Trigger: Twilio Validation Error
    • Workflow Trigger: Invoice
    • Workflow Trigger: Product Access Removed
    • Workflow Trigger: Affiliate Created
    • Workflow Trigger: Survey Submitted
    • Workflow Trigger: Birthday Reminder
    • Workflow trigger: Task Added
    • Workflow Trigger: Shopify Order Placed
    • Workflow Trigger: Customer Replied
    • Workflow Trigger: Note Changed
    • Workflow Trigger: Shopify Order Fulfilled
    • Workflow Trigger: Pipeline Stage Changed
  • Workflows
    • How To Mark Appointment Status as Invalid Using a Workflow
    • List of Workflow Actions
    • Marking Calls as Completed
    • How to Import Campaigns into Workflows
    • Workflow Contact Attribution Variables
    • How to Get Notified When a Lead Opens an Email
    • List of Workflow Triggers
    • How to Duplicate or Copy a Workflow
    • How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
    • How To Connect Course and Funnel Checkout Using Workflows
    • Customizing Delivery Timeframes Within Workflows
    • Using a Workflow and Smart List To Track Failed SMS Contacts
    • Membership Triggers Overview for the Workflow Builder
    • Workflow Action: Edit Conversation
    • Pausing and Resuming Workflows
    • Understanding the Workflow History and Status Tabs
    • Understanding the Workflow Settings Tab
    • Using the Testing Features in Workflows
    • How to Set Up Email/SMS Notification When An Action Occurs Using workflows
    • How to Move/Remove Contacts from Workflow Steps
    • How to Duplicate a Workflow
    • How To Move Actions in the Workflow Builder
    • Customizing Your Settings in Workflows
    • How to Build and Use an Unsubscribe Trigger Link
    • Workflow Recipes
    • Race Conditions in Workflows (Unexpected Behavior)
    • Bulk Actions - Campaigns and Workflows
    • Workflow Abandoned Cart Template
    • How to Organize Your Workflows Into Folders
    • How To Use Multiple Triggering Events in Workflows
    • How to Create and Use Workflows
    • How To Set Up Automated Calls And Voicemail Drops in a Workflow
    • Using the Conversion List for Google Ads with Triggers and Workflows
    • Workflow Action: Goal Event
    • Using the History Tab in Workflows
  • Zapier
    • ​How To Troubleshoot When Your Zapier Is Not Working
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Last updated 1 year ago

You may want to download a PDF of an invoice for a variety of reasons. To Download a PDF of a Manual Invoice, follow these simple steps:

  • Navigate to the Payments tab and click invoices.

  • Click the invoice you would like to download

  • In the bottom right corner click ‘Click Here’ to download the Invoice.

The invoice will download to your device. It’s as easy as that!

PreviousHow To Create An InvoiceNextHow To Use The Transactions Tab in Your Payments Section
  1. Payments

How To Download a PDF of an Invoice