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Setup payment Gateways to collect payments
Integrate Paypal, Stripe, Payoneer, Instamojo, Razorpay Clientjoy provides 5 major payment gateways integrations such as - Stripe, PayPal, Payoneer, Razorpay, and Instamojo. In this article we'll cover What are the top benefits of these gateways? How ...
Setup Invoices
Get started with Invoice setup Here is a quick guide to configure your Invoices: Setup Logo branding Setup Currency & Taxes Setup Your Company Info & Address Setup Client info and Address Format how to show your company info and Client's company info ...
Basic account setup
Set your profile, your company's profile & localisations We'll cover Add your Profile Information Add your Company or Organisation details Add your Company's Localisation Setup Currency Setup Taxes Add your Profile Information Create your profile. It ...
Setup your Branding 🎨
Showcase your brand to your Leads or Clients We'll cover Add your Brand Identity Setup Custom Domain (Customise the URLs) Setup Custom email address for outgoing emails with SMTP Setup Custom scripts Setup Custom styles ✍️ Note: Custom Domain, Custom ...
Setup stages of your Sales Pipeline
Define stages for your Leads In Clientjoy you get a default Sales Pipeline with some stages in it. For setting up your sales pipeline first define your sales pipeline How many stages will your sales pipeline have? What will be the names of each ...