Learn how to save a credit card to a customer's profile in the OrbisX CRM for detailers. You can assign multiple users to a client profile and then you can add their card when making a payment. The card will save and you will now be able to select the card under the...
Invoices
Setup Recurring Invoices
It's super easy to make recurring invoices in the OrbisX CRM for detailers. Literally within 2 clicks you can save a recurring profile for a customer when creating their invoice. You can set them to automatically be created weekly, monthly, quarterly, yearly etc. and...
How to Enable Online Payments
Getting paid is easy and fast in OrbisX CRM for detailers. Learn how to setup and enable online payments in the system. You will need to setup a free Stripe.com account to process online payments. Stripe will be your payment gateway and will handle fraud detection,...
Invoice Approvals and Job Completion Approvals
Your work flow is important. Some detailers and shops want to collect customer signatures for invoices and also signatures and approval once the job is completed. We have built this into the OrbisX system based on feedback from members to ensure that your workflow can...
CRM Maintenance and Duplicate Entries
Duplicate entries such as multiple profiles for one client etc. can make things confusing, add clutter and make it harder to keep track of the right info in your OrbisX CRM. The CRM Maintenance tool is a great feature to help keep your database duplicate-free. Learn...
Marking Invoices Paid
Easily mark invoices paid in the OrbisX CRM and you can even add bulk payments for many invoices at once. You have the option to enter offline payments as well as online payments if you have setup your online payment gateway. If you have setup the online payments...