Display completed payments or processed refunds on an invoice so your clients can see their payment history. Add a Payment Process a Refund Add a Payment Navigate to an invoice from the S...
Article Contents Issue a refund Issue a refund from a contact record Issue a refund Navigate to Sales > Invoices to locate the invoice Click the payment you want to refund At the bottom of th...
Tags are labels that are applied to contact records, and are used primarily for marketing. Tags are one of the most powerful segmentation tools in your Keap application. Tags segment your contact...
Business profile Business Details Default Time Zone Default Language Update your brand settings Business profile Click on your user avatar and select Settings Click "Business profile...
Set up Keap Pay Accept Payments through Keap Pay Payment Dashboard Deposit Dashboard Keap Pay Details Keap Pay FAQ Keap Pay is a fully embedded Payments Option owned and sponsored by Keap. By...
Creating/Adding a User Creating a Role Managing Permissions Changing a user’s role User Preferences (Ultimate only) User Teams (Ultimate only) Creating/Adding a User Click on your avat...
Set Up Stripe Accept Stripe and PayPal Manage Account Disconnect Stripe ACH/Direct Debit FAQs Set Up Stripe Navigate to the Settings option in the drop-down at the top right of the pa...
For those not using Keap Pay, Keap has built integrations with some of the world's leading merchant accounts to enable you to accept payments with Stripe, PayPal, eWay, or Authorize.Net (with a c...
When applying for Keap Pay, we ask for information that is essential to the onboarding and underwriting process. Some of this information is for legally-required “Know Your Customer” (KYC) or “...
Legacy Alert! 6-12-24. We are sunsetting legacy API keys. Legacy API keys will be disabled and cease to work on Oct 31, 2024. The ability to generate new API keys will not be allowed after July ...
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