• Switching from FirstPromoter to Affiliate Manager

  This article will cover how to export your affiliates from FirstPromoter so you can start using the Affiliate Manager directly within HUXLEY. Follow along to get started. Step 1: Export your FirstPromoter Affiliate List Within your FirstPromoter dashboard, click Promoters section. Then click the Export button. Your list will be exported to your computer. SFew readers

• Available Testing Cards for Payment Integrations

  Test card numbers for Authorize.net The following test credit card numbers will only work in the sandbox. Use any expiration date after today’s date. If the card code is required, please use any 3-digit combination for Visa, Mastercard, Discover, Diners Club, EnRoute, and JCB; use a 4-digit combination for American Express. Test Card Brand Number American Express 370000000000002 Discover 6011000000000012 JCB 3088000000000017 Diners Club/ Carte Blanche 380000000Few readers

• 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. Using these payment features will allow you to charge for products and services, to manage your business. You can save time and work more efficiently by collecting all payment-related aspects of your business in one convenient location. NOTE: You can also accept multiple currencies for products,Few readers

• Manually Charging Contacts

  The Payments feature in contact records allows you to manage and process customer payments directly from the Contact page. This feature streamlines payment processing, enabling you to handle financial transactions efficiently without leaving the contact record. Was this Already Available? Previously, transactions could only be processed through the default payment provider. This limitation was for users operating multiple payment providers simultaneously or migrating to a new one. Now, youFew readers

• In Depth Look at Coupons

  In this article, we will take an in-depth look at Coupons, breaking down each section, and giving a few examples of usage. What is a coupon? A coupon is an offer made by a business or organization (usually in exchange for payment) where you receive a discount on something you purchase. What type of Coupons are supported? There are two ways to use a coupon: Percentage Coupon: Offer a percentage-based discount on an order value Fixed Coupon: Offer fixed discount irrespectiFew readers

• How to Create a Proposal or Estimate with Multiple Signatures

  Proposals and estimates are an essential part of any business, especially when they require approval from multiple people. In this guide, we'll walk you through the process of creating a proposal or estimate with multiple signatures, using the documents and contracts feature. This step-by-step approach ensures all stakeholders can sign and approve documents, streamlining your sales process. Overview of the Process This feature allows you to create proposals or estimates that include producFew readers

• Invoices: How to Add Tips

  In the service industry, tips play a crucial role in recognizing and rewarding exceptional performance. To enhance this aspect of your business, HUXLEY now offers the ability to accept tips directly through invoices. This article provides a detailed overview of this new feature, highlighting its key benefits and offering step-by-step instructions on how to use it effectively. How to Use It Step-by-Step Guide Enable Tips in Settings: Navigate to the invoice section within the pFew readers

• Adding Optional Items to Documents & Contracts

  HUXLEY also supports sending quotes with optional items in an exciting development for the documents and contracts product. This significantly upgrades the functionality, giving users more flexibility and control over their document management processes. Think of it as a robust alternative to traditional solutions like DocuSign and PandaDoc, but with added features tailored to your needs. Key Features Send Quotes with Optional Items One of the standout features of this update is the abFew readers

• Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign

  In this article, we will review how to set up Affiliate Manager Campaigns. Check out our other Affiliate Manager articles for additional tips, best practices, and an overview on the feature. Step 1: Creating an Affiliate Manager Campaign Navigate to Marketing Affiliate Manager Campaigns Click +Add to create a new campaign You’ll be redirected to the Campaign Details Page. Fill out the appropriate information and click “Create Campaign” to finish the setup. Click +Add Affiliate tFew readers

• How to Manage Payment Methods Displayed with Stripe Integration

  This article will guide you through managing payment methods in HUXLEY. This feature allows you to dynamically display various payment methods if you have connected Stripe as your default payment provider. This guide will walk you through the steps to turn on/off specific payment methods according to your needs. Overview of Supported Payment Methods As of today, HUXLEY supports the following payment methods: Cards Apple Pay Google Pay ACH Direct Debit Affirm Klarna AfterPayFew readers