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online payments & invoices

Effortless Online Payments and Invoice Management

Simplify your billing process with seamless online payments and easy-to-manage invoices. Automate tasks, track payments, and provide customers with a smooth and efficient payment experience.

14 days free trial

Payments & Invoices

The Payments & Invoices feature in The PeakLevel simplifies billing, allowing businesses to manage payments, track invoices, and offer flexible payment options. It ensures efficient, secure financial operations integrated with your CRM.

features

Easy Invoice Creation: Generate and send professional invoices directly from your CRM with customizable templates.

Product & Collection Management: Organize your products and services for easy invoicing and payment collection.

Subscription Billing: Manage recurring payments and subscriptions with automated invoicing and payment processing.

Order Tracking: Keep track of customer orders, from payment to fulfillment, within a single platform.

Coupon Management: Create and manage discount coupons to offer special pricing to your customers.

Payment Links: Generate secure payment links that can be shared via email, SMS, or social media for quick and easy payments.

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Invoices

The Invoices feature allows you to create, send, and manage professional invoices directly from The PeakLevel. With customizable templates and automated reminders, you can ensure that your clients are billed accurately and on time, while also keeping track of all your outstanding payments.

features

Customizable Templates: Design invoices that reflect your brand, complete with logos, colors, and personalized messages.

Automated Reminders: Set up reminders to automatically notify clients of upcoming or overdue payments.

Payment Tracking: Monitor the status of each invoice, from sent to paid, ensuring you stay on top of your cash flow.

Multi-Currency Support: Issue invoices in multiple currencies to accommodate international clients.

Detailed Reporting: Generate reports on your invoicing activity to analyze trends, outstanding payments, and overall financial health.

14 days free trial

Products & Collections

The Products & Collections in The PeakLevel helps businesses manage and showcase products efficiently. It allows easy creation of individual products and grouping them into collections for better navigation. This feature simplifies managing pricing, descriptions, and images for digital courses, goods, or services.

features

Product Catalog Management: Easily add, edit, or remove products with detailed descriptions, pricing, and images.

Customizable Collections: Group similar products into collections for more structured browsing and efficient sales management.

Product Variants: Offer multiple options for products, such as sizes, colors, or versions, with seamless inventory management.

Integrated Sales Tracking: Monitor sales performance, revenue, and customer preferences with integrated analytics and reporting.

Easy Integration with Funnels: Use products and collections in sales funnels to automate the sales process and boost conversions.

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Orders

The Orders feature helps you track and manage customer orders from start to finish. From the moment an order is placed until it’s fulfilled, you can monitor every step, ensuring that your customers receive their products or services promptly and accurately.

features

Order Tracking: Keep a detailed log of every order, including payment status, fulfillment, and delivery.

Order Management: Modify or update orders as needed, with the ability to apply discounts, change quantities, or adjust prices.

Fulfillment Status: Track the fulfillment process, including shipping details and delivery confirmation.

Order History: Access a complete history of all orders for a specific customer, providing valuable insights into their purchasing behavior.

Automated Notifications: Set up automated notifications to inform customers about the status of their orders, including shipping and delivery updates.

14 days free trial

Subscriptions

Subscriptions allow you to manage recurring payments with ease. Whether you're offering a monthly service or an annual product subscription The PeakLevel subscription management feature automates the billing process, ensuring timely payments and reducing the administrative burden.

features

Recurring Billing: Set up and manage recurring payments for subscriptions, with automated invoicing and payment processing.

Flexible Payment Plans: Offer customers various payment options, such as monthly, quarterly, or annual billing cycles.

Subscription Management: Easily upgrade, downgrade, or cancel subscriptions, with prorated billing options.

Subscription Analytics: Track subscription metrics such as churn rate, lifetime value, and growth trends.

Automated Notifications: Notify customers about upcoming renewals, failed payments, or subscription changes.

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Coupons

The Coupons feature allows you to create and manage discount codes that can be applied to invoices, orders, or subscriptions. This is an excellent way to incentivize purchases, reward loyal customers, or run promotional campaigns.

features

Custom Coupon Codes: Generate unique coupon codes for specific promotions or customer segments.

Discount Options: Offer percentage-based or fixed-amount discounts, with the ability to set minimum purchase requirements.

Expiration Dates: Set start and end dates for coupon validity, controlling the duration of your promotions.

Usage Limits: Limit the number of times a coupon can be used, either per customer or overall.

Coupon Reporting: Track coupon usage to measure the success of your promotions and adjust strategies accordingly.

14 days free trial

Payment Links

Payment Links make it easy for your customers to pay online by generating secure links that can be shared through various channels. Whether you're sending an invoice, taking a direct payment, or accepting donations, Payment Links provide a simple and convenient way for customers to complete transactions.

features

Customizable Links: Generate payment links tailored to specific products, services, or amounts.

Multiple Payment Options: Accept various payment methods, including credit/debit cards, PayPal, and more.

Link Sharing: Share payment links via email, SMS, social media, or even embed them on your website.

One-Time or Recurring Payments: Create links for one-time payments or set up recurring payments through the same link.

Real-Time Payment Tracking: Monitor payments in real-time, ensuring you know when a payment is made.

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The PeakLevel features

Key Features of The PeakLevel

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