Section 13 : Payments & Invoicing

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The Payments feature in Growth simplifies financial management by allowing you to create invoices, track payments, and integrate payment gateways to facilitate transactions

I. Access the Payments Section

__Log in to your Growth account __: Log in to your Growth account via the following link: https://app.gohighlevel.com/
Navigate to Payments: In the main menu, click on Payments to access billing and transaction options.

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II. Product Management in Growth

Product management allows you to define and organize the services or items you offer to your clients.

1. Add a New Product

• Access the Products Section

In the main menu of Growth, click on Payments, then select Products.

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2. Create a New Product

Click on the "Add Product" button.

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3. Fill in the Product Details

• Product Name : Enter the name of the service or item.
  
• __Description __: Provide a detailed description of the product.
  
• __Price __: Enter the price of the product.
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• __Category __: Assign the product to a specific category if needed.
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• __Save the Product __: After filling in the required information, click Save to add the product to your list.

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III. Creation and Management of Invoices

Growth's invoicing feature simplifies the billing process, enabling efficient management of transactions with your clients.

1. Create a New Invoice

• Access the Invoices Section: In the Payments menu, select Invoices.
  Click on **New Invoice. **
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2. Fill in the Invoice Information

• Client : Select the client to invoice.

• Products/Services : Add the products or services to invoice by selecting them from your product list.

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• __Taxes __: Apply the appropriate taxes if necessary..

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3. Send the Invoice

After verifying the information, click on Send to email the invoice to the client.

IV. Manage Existing Invoices

1. Payment Tracking
   Check the status of invoices to see if they are paid, pending, or overdue.
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2. Reminders
   Send automatic or manual reminders to customers for unpaid invoices.

3. Transaction History
   Access the full transaction history for each customer.
   V. Payment Integration

To process online payments, it is essential to integrate payment gateways compatible with Growth.

1. Set up a Payment Integration

• Add a payment service provider

Click on Add and choose the payment service provider, such as Stripe, PayPal, Authorize.net, and many others.**
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• Configure: Follow the specific instructions to integrate the payment service provider, providing the required information such as API keys.

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VI. Using Payment Links via SMS

Growth offers the ability to send payment links directly via SMS, making the payment process easier for your clients.

1. Send a Payment Link via SMS

• Access the Payments Section
  In the main menu, click on Payments. ** **

Select Payment Links and click on **Create New Payment Link. **

**2. Send a Payment Link

• __Link Name __: Give a descriptive name to the link.

• Amount : Enter the amount to be paid.

• Description : Add a description if necessary.

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• Send the Link

After creating the link, save it. Then, copy the link and you can send it directly to the customer via SMS, WhatsApp, email, or other methods.

VII. Documents and Contracts

The Documents and Contracts section of Growth allows you to create, send, and manage professional documents such as contracts, quotes, and agreements directly from the platform.

1. Access the Documents and Contracts Section

• __Log in to your Growth Account __: Log in to your account on the Growth platform via the link: https://app.thetchoum.com/

• Navigate to Documents and Contracts : In the payment menu, click on Documents and Contracts to access this feature.

2. Creating a New Document or Contract
   

• Click on "New Document": In the Documents and Contracts section, click on the "New Document" button.
  
• __Select a Template __: Choose a predefined template.

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• Or create a document from scratch.

3. Customize the Document.

• __Add Fields __: Insert custom fields such as the client's name, date, contract terms.

• __Set up the signatories __: Define who needs to sign the document and in what order.*
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• Send the Document. : After customization, send the document to the recipient(s) via email or generate a shareable link.
  

4. Document and Contract Management

Status Tracking : View the status of each document (sent, viewed, signed, expired).
Custom Notifications : Set up notifications to be informed when the document is viewed or signed.
Automation : Integrate triggers into your workflows to automatically send documents based on specific actions.
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*Note : * *Effective document and contract management is essential to ensure legal compliance and improve operational efficiency. *

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VIII. Commandes

The Orders section allows you to manage purchases made by your customers, ensuring accurate tracking of products or services sold.

1. Access the Orders Section
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• __Log in to your Growth account __: Log in to your account on the Growth platform via the link: https://app.thetchoum.com/ .
• Navigate to Orders: In the payments menu, click on Orders to access the list of orders.
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• Viewing Orders : View the complete list of orders with details such as the client's name, ordered items, total amount, and the order status.)

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• Update the Status: Modify the status of orders (in progress, shipped, delivered, canceled) to ensure accurate tracking.!
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• __Order Details: __Click on a specific order to view detailed information and perform actions such as issuing invoices or processing refunds.

IX . Subscriptions

The Subscriptions section helps you manage services or products offered on a recurring basis, such as monthly or annual subscriptions.

1. Access the Subscriptions Section

• Log in to your Growth account: Log in to your account on the Growth platform via the link https://app.thetchoum.com/ .
• __Navigate to Subscriptions __: In the payments menu, click on Subscriptions to access the list of active and inactive subscriptions.!

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2. Subscription Management

• __Creating a Subscription __: Define the subscription details, including the name, description, price, billing frequency, and duration.

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• Tracking Subscriptions : View active subscriptions, renewal dates, and associated payments.
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• Cancellation or Modification : Modify the terms of the subscription or cancel it as per the customer's needs. **
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  X. Transactions

The Transactions section provides an overview of all financial transactions, including received payments, refunds, and failed payments.

1. Access the Transactions Section

• Log in to your Growth account : Log in to your account on the Growth platform via the link: https://app.thetchoum.com/
• __Navigate to Transactions __: In the payment menu, click on Transactions to view the complete transaction history.
  . Transaction Management
  Filtering Transactions: Use filters to display specific transactions based on source type, payment method, status, or customer.
  
• __Transaction Details __: Click on a transaction to view detailed information, such as the payment method, items involved, and associated notes.

• __Available Actions __: Perform actions such as issuing refunds, reissuing receipts, or resolving failed payments, including start and end dates.
  
  XI. Coupons

The Coupons section of Growth allows you to create and manage promotional codes that customers can use to receive discounts on your products or services.

1. Access the Coupons Section

• Connection to Your Growth Account: Login to your Growth account: Sign in to your account on the Growth platform via the link https://app.thetchoum.com/ .
• Navigation to Coupons: In the Payments menu, click on Coupons to access this feature.
  . Creating a New Coupon

• Click on "Create Coupon": In the Coupons section, click on the "Create Coupon" button.

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• Set the Coupon Details :

• • Coupon Code: Enter a unique code that customers will use to get the discount.
  • Description : Add a description to easily identify the coupon.
  • Discount Type: Choose between a percentage discount or a fixed amount.
  • Discount Value: Enter the value of the discount (e.g., 20% or €10).
  • Applicable Products: Select the products or services the coupon applies to.
  • Validity Date: Set the period during which the coupon is valid.
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• Save the Coupon: After filling in all the required fields, click on Save to create the coupon.

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3. Coupon Management

• Coupon List: View all created coupons with their details, such as the code, description, discount type, value, applicable products, and validity date.
  
• Edit or Delete: Click on a specific coupon to edit or delete it as needed.
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• Usage Statistics: Track the usage of coupons to analyze their effectiveness and adjust your marketing strategies accordingly.

Note: Effective coupon management can boost sales and improve customer satisfaction.

XII. Settings

The Settings section of Growth allows you to configure various aspects of your account and business to ensure optimal operation

1. Access the Settings Section

Log in to your Growth account: Connect to your account on the Growth platform via the link. https://app.thetchoum.com/ .** **
Navigation to Settings: In the payments menu, click on Settings to access this feature.

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2. Receipts
   The Receipts section allows you to configure the settings related to receipts sent to your clients after a payment.
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3. Customization of Receipts
   Receipt Content: Customize the information displayed on the receipt, such as your business name, contact details, and transaction information.
   Receipt Template: Choose or create receipt templates that align with your brand image, including elements like your logo and personalized messages.
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4. Taxes
   The Taxes section allows you to manage the tax settings applicable to your products or services.

5. Tax Configuration
   Rate: Set the applicable tax rates based on regions or product types.
   Automatic Taxes: Enable automatic taxes to calculate taxes during transactions based on the customer’s address.
   
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   Note: To set up automatic taxes, go to Payments > Settings > Taxes, enable automatic taxes, and fill in the required information.

6. Notifications
   The Notifications section allows you to manage alerts and communications sent to clients regarding their payments.

7. Notification Settings

• Abandoned Cart: Send it to the customer if they leave the checkout process before purchasing the items in their cart.

• Order Confirmation Email for Stores: Send your customers an order confirmation email, allowing them to also access and review their past orders.

Note: Using triggers like "Payment Received" in your workflows can automate these notifications. * *

8. Shipping and Delivery

• The Shipping and Delivery section allows you to set up shipping options and rates for your physical products.

9. Shipping Settings

• Shipping Methods: Offer various shipping options, such as standard delivery, express delivery, or in-store pickup.

• Shipping Rates: Set fixed rates, weight-based rates, or offer free shipping based on the order amount.
• Shipping Zones: Specify the regions or countries where you ship your products and adjust the rates accordingly.
  

10. Shipping Origin

The Shipping Origin section allows you to set the address from which your products are shipped.

11. Shipping Origin Settings
    Shipping Address: Enter the physical address of your warehouse or main shipping location.
    Contact Information: Provide the contact details of the shipping manager to facilitate communication with carriers.

12. Subscriptions
    The Subscriptions section allows you to manage your clients' subscriptions or recurring payments.

13. Subscription Management

• Subscription Plans: Create and manage different subscription plans with varied pricing and billing cycles.

• __Payment Management: __Track recurring payments, manage payment failures, and automate subscription-related notifications.
  Note: Ensure that customers' payment information is up to date to avoid service interruptions.
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Updated on: 19/05/2025