How to set up the billing configuration for the clients.

  1. Overview
  2. Pro Max CRM
  3. My Account
  4. How to set up the billing configuration for the clients.
  1. First, you have to click on the Payment tab from the left side, Click on the settings from your top address bar and then you see the billing configuration on your screen.

Select the method of integration. Add logo to your invoice. Set the plan for a refund.

 

  1. Now you need to set order processing settings and Invoice payment form settings then your process is complete.


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