eCommerce

How to view payment information

Payments

  • Payment statuses

    Last Updated: 17.12.2025

    You can monitor each payment's status to see if it needs further action. This helps you quickly understand if a payment was successful, pending, canceled, refunded, or declined by the payment system.

  • Create and use promo codes

    Last Updated: 24.10.2025

    You can add promo codes that customers can apply when making a purchase through the payment form or shopping cart on your SendPulse-powered website. This helps attract a larger audience and increase sales.

  • View payment data

    Last Updated: 17.12.2025

    All payments processed through SendPulse or third-party tools are automatically logged in your CRM system. This feature allows you to monitor customer payments, access contact and product data, and maintain accurate accounting records.

  • Generate payment links in CRM

    Last Updated: 17.12.2025

    You can create payment links in your CRM system and share them with customers. This will make their payment process more comfortable, and your accountants will have another tool for reporting.

Products

  • Сreate a subscription

    Last Updated: 20.01.2026

    Subscriptions let you automate recurring payments for digital products or services on a fixed schedule. They simplify payment management, help you track subscriber activity, and store all data in your CRM system.

  • Add a product tax

    Last Updated: 28.11.2025

    Use taxes to include mandatory charges in your product prices. This makes the total cost clear to buyers as they browse and purchase items. After checkout, the system sends tax data to your payment provider and analytics tools.

  • View products in deals

    Last Updated: 13.08.2025

    When a customer places an order on your website or follows a payment link, the CRM system creates a deal with your selected name and linked contact. In the Products and Payments tabs, the deal will show purchase details.

  • Add a product

    Last Updated: 28.11.2025

    The Products section allows you to manage your online store’s stock and interact with potential customers in the CRM system. In this section, you can add new products and classify them by parameters and categories.

  • Use categories

    Last Updated: 02.07.2025

    Categories in the Products section can help you organize and manage your stock more efficiently and find what you need quickly.

  • View products

    Last Updated: 20.01.2026

    In the Products section, you can find and view your products. Let’s talk about the filters that can help you find products quickly and the product data you can view.

  • Add hidden product fields

    Last Updated: 02.07.2025

    Hidden fields store data that's not visible to visitors on your product pages. They're designed to send metadata to external tools, such as payment systems, that you've integrated.

  • Manage products

    Last Updated: 02.07.2025

    To effectively manage products in the CRM system, you can edit their characteristics and move them between categories. This will help keep the data up-to-date, optimize information organization, and simplify the search process.

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