Adaptive AI · By Adaptation Living LLC
Sell products and services, invoice customers, manage subscriptions, and reconcile transactions.
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Authentication & Security
Your emails are being blocked because one or more components in your email campaign have been flagged by public blacklists (RBLs/DBLs) — this could be your…
Read guideCommerce
Practical Adaptive AI instructions for “Getting Started - Create and Send Invoices,” including setup, verification, troubleshooting, and best practices by…
Read guideCommerce
A Payment Link creates a hosted checkout for a selected product. It can be shared as a generic link, a recipient-specific link, or sent directly to saved…
Read guideE-Commerce Store
Weight, dimensions, SKU, inventory, and digital-file settings live on the saved price or variant detail page, not only on the product's first creation screen.
Read guideE-Commerce Store
Practical Adaptive AI instructions for “How to Print Packing Slips for Your Ecommerce Orders,” including setup, verification, troubleshooting, and best…
Read guideE-Commerce Store
An online store is a virtual platform that allows businesses to sell products or services to customers globally.
Read guideE-Commerce Store
When customers leave items in their cart without completing a purchase, it creates missed revenue opportunities.
Read guideE-Commerce Store
Store owners can now increase their average order value by upselling additional products after users complete their checkout.
Read guideForms
Practical Adaptive AI instructions for “Payment in Forms (Including Donations),” including setup, verification, troubleshooting, and best practices by…
Read guideGetting Started w/ Payments
seamless customer experience. This document provides an overview of two key features designed to simplify payment management: adding cards on file and…
Read guideGetting Started w/ Payments
Practical Adaptive AI instructions for “How to Streamline Payments with Automated Invoice Reminders,” including setup, verification, troubleshooting, and…
Read guideGetting Started w/ Payments
Adaptive AI Phone displays payment methods dynamically if business users have Stripe connected as their default payment provider for processing payments…
Read guideGetting Started w/ Payments
Both one-time and recurring products can be sold on 1-step and 2-step order forms for Funnels version 2.
Read guideGetting Started w/ Payments
When a subscription payment fails, an invoice is generated and sent to the customer.
Read guideInvoices & Estimates
ACH Direct Debit is now available as a payment method on invoices. This supports one-time invoices, Text2Pay links, and recurring invoices along with…
Read guideInvoices & Estimates
You can now attach up to 10 files (with a 20MB total size limit ) directly to your estimates, invoices, recurring invoices, and estimate templates.
Read guideInvoices & Estimates
This article explains how to configure invoices to support bank-only transfers in Adaptive AI.
Read guideInvoices & Estimates
This article will show you how to edit invoices even after they’ve been partially paid.
Read guideInvoices & Estimates
An active or scheduled recurring invoice can be updated for future billing frequency, dates, products, services, and notification behavior.
Read guideInvoices & Estimates
A payment schedule divides one invoice into predefined installments by percentage or fixed amount, each with its own due date and payment status.
Read guideInvoices & Estimates
If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it.
Read guideInvoices & Estimates
Importing invoices using a CSV file provides a range of efficiency and accuracy benefits that streamline operations and eliminate redundant data entry.
Read guideInvoices & Estimates
This article outlines the recent upgrade to the PDF generation pipeline for invoices and receipts in Adaptive AI.
Read guideInvoices & Estimates
Practical Adaptive AI instructions for “Setting up QuickBooks Integration,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideMembership/Courses Sites
Creating a paid course offer through products provides flexibility in how you package and sell your digital education content.
Read guideMobile Payments
You can now accept in-person payments via the Adaptive AI mobile app using NMI and Authorize.net.
Read guideMobile Payments
Estimates can be built and managed from the dedicated "Estimates" section in the mobile app.
Read guideMobile Payments
Practical Adaptive AI instructions for “Mobile UI Improvements for E-commerce Stores,” including setup, verification, troubleshooting, and best practices by…
Read guideOrders, Subscriptions, and Transactions
This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product…
Read guideOrders, Subscriptions, and Transactions
The Subscriptions CSV Export feature allows you to download subscription records from the Payments → Subscriptions dashboard.
Read guideOrders, Subscriptions, and Transactions
This document explains how to export transaction records, how the export file is delivered, and how to interpret the CSV format — including multiple line…
Read guideOrders, Subscriptions, and Transactions
Practical Adaptive AI instructions for “How to Modify Existing Subscriptions,” including setup, verification, troubleshooting, and best practices by…
Read guideOrders, Subscriptions, and Transactions
This article will show you how to import historical transactions and orders into your Adaptive AI sub-account using CSV files.
Read guideOrders, Subscriptions, and Transactions
Our flexible ‘Pause and Resume Subscription’ feature gives customers the freedom to temporarily pause one of their subscription whenever they need, without…
Read guideOrders, Subscriptions, and Transactions
Practical Adaptive AI instructions for “Payments - What is listed on the Subscriptions page?,” including setup, verification, troubleshooting, and best…
Read guideOrders, Subscriptions, and Transactions
With the latest update, businesses can now configure automatic payment retries in case of a payment failure for subscriptions.
Read guidePayment Links
Make your payment experience seamless and on-brand with Adaptive AI's Payment Link customization features.
Read guidePayment Links
Payment links are a great way to sell products and or services without the need of a website.
Read guidePayment Links
Text-To-Pay Links let you request and collect payments instantly via SMS directly from a conversation. No website required!
Read guideStores (E-commerce)
Custom Product Details Page (PDPs) in Adaptive AI let you build dedicated, on-brand pages for individual products—perfect for richer storytelling and higher…
Read guideSurveys
What’s New: We’re excited to introduce Payments Integration into surveys! You can now seamlessly collect payments or sell products directly from your surveys.
Read guideSurveys
This article shows how to use Order Bumps in Adaptive AI’s Surveys. By adding engaging bump offers, you can increase revenue and provide upsell…
Read guideCommerce
Connecting Stripe to Adaptive AI allows you to process supported payments through your sub-account and use Stripe across eligible Adaptive AI payment…
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