Payments
How to use Direct Payments in Estimates in the Mobile App
This article explains how to enable and use Direct Payments in Estimates via the Bizura Mobile App. With this new feature, customers can instantly pay upon accepting an estimate, streamlining your invoicing and payment process.
How to Create and Send Estimates Using in Bizura
How to Manage Stripe Payment Methods inside Bizura
Now you can manage your Stripe payment methods entirely within Bizura, no need to switch back and forth between dashboards! Simplify your payment setup across invoices, funnels, stores, and more while ensuring greater control and flexibility for your
How to Setup and Use International Automatic Taxes
This article introduces Bizura’s new International Automatic Taxes feature, which enables businesses to configure and apply automatic tax calculations(including VAT), across multiple countries and regions, ensuring accurate, compliant global checkout
How to Send Gift Cards
Sending Gift Cards is a powerful feature that allows businesses to
How to Sell Gift Cards
Bizura Gift Cards let you sell prepaid balances your customers can buy for themselves or send to others. You can sell via a dedicated checkout link, embed, QR code, or existing checkouts like Funnels, Forms, Stores, Websites, Payment Links, Invoices,
How to Track Gift Card Performance (Analytics & Metric Tracking)
Use the Gift Cards analytics dashboard to understand how many gift cards you’ve issued, total value, average order value, and which denominations perform best. This article explains each metric, how filters work, and how to drill into Gift Card Order
Getting Started with Gift Cards
Gift Cards
Details about fixed schedule subscriptions and charge when needed on Razorpay
This is a placeholder doc. The content will be published as soon as our feature is live for usage
ACH - bank transfer support on NMI
Q. My client just paid, but the ACH transaction is still showing as processing.
Missing payment methods in Stripe checkout element
This is a common question from clients. If you are using Stripe, the payment methods shown at checkout such as Klarna, Afterpay, cards, and others are dynamically decided by Stripe. Even if a method is enabled in Stripe and enabled in LC, Stripe may
How to set up the Adyen integration?
Easily accept credit and debit card payments across Europe and North America with Bizura’s Adyen Payments integration. This article explains how the integration works, who it’s for, and how to connect your Adyen account in minutes. You’ll also learn
Square Payments: Smoother and More Secure Payments with 3D Secure (3DS)
Bizura now supports 3D Secure (3DS) with Square, adding an extra layer of cardholder authentication to online checkouts. This enhancement automatically triggers the verification step whenever a buyer’s card or regional regulations require Strong Cust
Managing Granular Permissions for Payments
Bizura’s granular payment permissions let you delegate payment-related tasks safely by controlling exactly who can view, create, edit, refund, export, or configure each area of Payments. This guide defines every permission category, explains common r
How to Connect and Use Square Payment Processor in Bizura
Business users will now be able to connect their Square accounts for processing payments within Bizura
How to integrate Razorpay within the CRM
Business users are able to process payments via Razorpay, a payment provider popular in India. This integration is available as a marketplace application under App Marketplace menu inside a sub-account and also available upon clicking on the Search f
How to build a custom payments integration on the platform
This guide walks you through building a
How to set up the NMI integration?
NMI (Network Merchants Inc.) is a well-known payment gateway service provider that offers a variety of solutions for businesses to process online transactions securely and efficiently. NMI's payment gateway allows merchants to accept credit card and
Authorize.net integration for processing payments
This article will show you how to integrate Authorize.Net with your Bizura account to process payments seamlessly. By connecting Authorize.Net, you can manage customer transactions, accept payments through various methods, and ensure a smooth checkou
How To Set Up A PayPal Integration
Adding PayPal Buttons to Payment Elements
Bizura's Payment Element now supports PayPal and PayLater, enhancing your payment processing capabilities. This integration allows customers to choose PayPal as a payment method across various platforms, including forms, invoices, payment links, and
Supported Payment Providers & Methods by Product Area (What Works Where)
Use this quick guide to see which payment providers and payment methods work in each part of Bizura. The table covers Stripe, PayPal, Square, NMI, AuthorizeDotNet, and Razorpay, plus wallets, BNPL, ACH/SEPA, and card readers. Save it for onboarding,
Image Zoom on the Product Details Page
Image Zoom on the Product Details Page lets customers inspect product images more closely while shopping in your Bizura store. This feature gives store owners control over how product images respond when customers click, hover, or open images for a l
Getting Started with Coupons
Coupons
Add and Track Product Cost Price & Margin
Track your product profitability by adding cost price and margin details to any product price or variant. This gives you a built-in way to understand what you earn on every sale, without needing external spreadsheets or manual calculations.
Products: Manual and Smart Collections
Manual and Smart Collections in Bizura let you organize products efficiently—either by manually selecting them or automatically grouping them using rule-based logic. These options simplify catalog management, ensure consistent product organization, a
Bulk Actions on the Product Page
Bulk Actions on the Product Page let you update many products or variants at once, cutting down repetitive edits and improving inventory accuracy. This article covers bulk edits on the Products page including visibility, pricing, collections, delete,
Automatic Tax Category IDs and Names
This document provides an overview of the tax categories available in Bizura (Bizura). These categories help ensure accurate tax calculations across products, services, and subscriptions.
Import Products / Price From Stripe
Which pricing plans can be imported?
How Product Deletion Works
This help document walks you through how to delete products in your account. You’ll learn the different ways you can delete a product, how bulk deletion works, and which types of products are protected from deletion to ensure ongoing processes aren’t
How to Bulk Import Products into Bizura
Managing a large inventory can be a time-consuming task, but Bizura makes it easy to import multiple products at once using a simple CSV file. Whether you’re transferring products from Shopify or adding items from another source, this guide will walk
How to send personalized payment links to multiple contacts?
Overview
Payment Links
Payment links are a great way to sell products and or services without the need of a website. Create a full payment page in just a few clicks and share the link with your customers—no code required!
Text-To-Pay Links
Text-To-Pay Links let you request and collect payments instantly via SMS directly from a conversation. No website required!
How to Customize Payment Links with Your Brand Colors
Make your payment experience seamless and on-brand with Bizura's Payment Link customization features. Easily match your payment links to your brand's colors and style, ensuring a professional and cohesive look for every transaction.
How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)
This article walks you through how to set up a Bizura Payment Link that includes both one-time and recurring products. It’s designed for users who want to simplify their checkout process, bundle multiple offerings, and manage payments efficiently. Wh
Export or Download Subscriptions as CSV
This help document explains how to export
Export or Download Orders as CSV
This help guide explains how to export
Export or Download Transactions as CSV
This document explains how to export transaction records, how the export file is delivered, and how to interpret the CSV format — including multiple line items per transaction.
Shipping Profiles: Custom Shipping Rates and App Integrations
Shipping Profiles in Bizura let you set flexible, product-specific shipping rates across your store. Use them to charge accurate shipping costs for different types of products or app integrations, while a General Profile automatically covers everythi
How to Modify Existing Subscriptions
Subscriptions can be updated to reflect changes in
Import Transactions and Orders using CSV files
This article will show you how to import historical transactions and orders into your Bizura sub-account using CSV files. This allows businesses to centralize financial data from external platforms, keep dashboards accurate, and manage revenue report
Pause and Resume Subscriptions
Our flexible ‘Pause and Resume Subscription’ feature gives customers the freedom to temporarily pause one of their subscription whenever they need, without having to cancel it entirely. This ensures they won’t lose their account history or preference
Subscription Settings - Failed Payment Retries
With the latest update, businesses can now configure automatic payment retries in case of a payment failure for subscriptions. This feature allows greater flexibility in managing payment failures and ensures a smoother subscription renewal process.
Subscription & Refund trigger for payments
With additional triggers around payments, business users have more control over automations built around lead conversion processes.
Payments - What is listed on the Subscriptions page?
Please Note:
Capture Feedback and Automate Follow-Ups With Decline Documents Feature
The
Send Bizura Documents and Contracts via SMS
SMS delivery option for Documents & Contracts makes it easier to reach clients quickly and reliably. This guide walks you through how to set up global defaults, create SMS snippets, send documents individually or through workflows, and manage recipie
How to Set Up Flexible Payment Plans in Invoices
Q: Can I customize the reminder emails sent for scheduled invoice installments?
ACH Debit payment method on invoices
ACH Direct Debit is now available as a payment method on invoices. This supports one-time invoices, Text2Pay links, and recurring invoices along with auto-payments
Apple Pay and Google Pay in invoices and Text2Pay links
Apple Pay and Google Pay are now supported with one-time and recurring invoices as well as Text2Pay links.
Common use cases for Payments and Invoices
Payments are used to pay for goods or services. They can be made by credit card, debit card, bank transfer, cheque, cash, or any other method of payment. Invoices are used to record the amount that has been paid for a product or service. The invoice
How to Use Partial Payment for Invoices
How to Create and Manage Recurring Invoices in Bizura
Managing repeat billing manually can be time-consuming and error-prone. Recurring invoices simplify this by automatically generating and sending invoices to customers on a set schedule. In this article, you’ll learn what recurring invoices are, how t
How to Create Invoices in Bizura
How we can improve invoices: Feedback Form
How to view all "Chart of Accounts" in Xero Integration?
If you are unable to view your
Xero Integration with Bizura
This article explains the Payments - Xero Integration feature that streamlines financial workflows by automatically syncing contacts and invoices between Bizura and Xero. With real-time updates and accurate tax mapping, this integration reduces manua
Create Estimates using Templates on Mobile(v3.98.1)
Quickly generate professional estimates on the go by reusing the templates your team created on the Bizura web app. Using templates in the mobile app streamlines your sales process, keeps pricing and branding consistent, and helps field teams create
How To Link Opportunities with Invoices and Estimates
This article explains how to automatically and manually link invoices and estimates to opportunities in Bizura. Keeping these records connected simplifies deal tracking, billing, and reporting.
Attachments in Estimates and Invoices
You can now attach up to
Import Invoices Using CSV
This article will show you how to quickly import invoices from external platforms using a CSV file. Whether you're migrating from another system or organizing historical billing data, this feature will save you hours of manual work.
PDF Generation for Invoices and Receipts
This article outlines the recent upgrade to the PDF generation pipeline for invoices and receipts in Bizura. This update enhances performance, eliminates timeouts, and reduces support overhead, resulting in a faster and more reliable user experience
Editing of Payment Schedules and Partially Paid Invoices
This article will show you how to edit invoices even after they’ve been partially paid. You can now update invoice details, product line items, payment schedules, and business information—without needing to void or reissue the invoice.
Setting up QuickBooks Integration
How to View Invoices and Download Receipts in the Mobile App
How to Edit Recurring Invoices
TABLE OF CONTENTS
Bank-Only Transfers for Invoice Payments (SEPA & ACH)
This article explains how to configure invoices to support
Invoices - New revamped UI
Automatic Taxes on Mobile
Automatically calculate and apply taxes when creating invoices, POS transactions, or estimates directly from the Bizura mobile app. This feature helps ensure accurate tax handling based on customer location and product tax categories, reducing manual
Tap to Pay
What happens in case of a payment failure for a Subscription?
When a subscription payment fails, an invoice is generated and sent to the customer. The customer can pay the invoice using an existing or new payment method using the link in the Invoice. Additionally, the system automatically retries payments based
How to add and manage your customer's cards on file
Overview
VAT FAQs
For detailed instructions on updating your agency's Tax ID information,
Tax Inclusive or Exclusive Pricing
This help article explains the difference between
Multiple recipient support on Proposals and Estimates
How to Enable Editable Quantities in Payment Links
How to Use BNPL in Order Forms and Payment Links
How to Use the Manual Payment Method in Your Ecommerce Store
How to Implement Direct Checkout in Email Campaigns
How to Add Recurring Products to Your Products List in Documents and Contracts
How to Streamline Payments with Automated Invoice Reminders
Manage payment methods displayed with Stripe integration
LeadConnector displays payment methods dynamically if business users have Stripe connected as their default payment provider for processing payments across the system.
List of countries and bank acquirers available with NMI
Merchants can process payments within Bizura using an NMI integration. Businesses can open an account with the relevant acquirer in the list provided below and then set up an account with NMI to generate API keys to plug into our system under Payment
How to Send Confirmations After a Purchase/Order
Bizura enables businesses to send automated confirmation emails to customers after a purchase. These emails include detailed information about the products purchased and the total amount paid, ensuring clear communication and enhancing the customer e
Selling products on order forms with available payment providers
Both one-time and recurring products can be sold on 1-step and 2-step order forms for Funnels version 2. (Note: All new funnels and websites are created as version 2) This help article addresses several use cases of selling products on order forms an
How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases. They serve as proof of payment and enable businesses and customers to keep accurate records. We understand the importance of efficient
How to manage Refunds within the CRM?
The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Authorize.net, NMI, and PayPal. It supports refunds for Google Pay, Apple Pay, and card payments
Customize Email and SMS notifications for invoicing
This feature lets businesses make email and text notifications for invoicing instead of using the system's default ones. You can also choose which notifications to send and add info like customer details and invoice amount.
Using Apple Pay and Google Pay in order forms
Accepting Apple Pay and Google Pay in your Order Form is a great way to improve the purchase experience for your customers. These payment methods offer convenience, security, and speed that traditional payment methods cannot match.