Forms
Payment in Forms (Including Donations)
Practical Adaptive AI instructions for “Payment in Forms (Including Donations),” including setup, verification, troubleshooting, and best practices by…
Read guideAdaptive AI · By Adaptation Living LLC
Payments Overview
Understand the payments dashboard and core transaction flow.
54 guides in this area
Step-by-step library
Guides for Payments Overview
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Getting Started w/ Payments
How to add and manage your customer's cards on file
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
How to Streamline Payments with Automated Invoice Reminders
Practical Adaptive AI instructions for “How to Streamline Payments with Automated Invoice Reminders,” including setup, verification, troubleshooting, and…
Read guideGetting Started w/ Payments
Manage payment methods displayed with Stripe integration
Adaptive AI Phone displays payment methods dynamically if business users have Stripe connected as their default payment provider for processing payments…
Read guideMobile Payments
Accepting In-Person Payments with NMI and Authorize.net in the Mobile POS
You can now accept in-person payments via the Adaptive AI mobile app using NMI and Authorize.net.
Read guideSurveys
Payments Integration in Surveys | Collect Payments & Sell Products
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 guideCommerce
Getting Started - Connect Stripe
Connecting Stripe to Adaptive AI allows you to process supported payments through your sub-account and use Stripe across eligible Adaptive AI payment…
Read guideInvoices & Estimates
ACH Debit payment method on invoices
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
Bank-Only Transfers for Invoice Payments (SEPA & ACH)
This article explains how to configure invoices to support bank-only transfers in Adaptive AI.
Read guideInvoices & Estimates
Editing of Payment Schedules and Partially Paid Invoices
This article will show you how to edit invoices even after they’ve been partially paid.
Read guideCommerce
Getting Started - Setup Payment Links
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 guidePayment Links
How to Customize Payment Links with Your Brand Colors
Make your payment experience seamless and on-brand with Adaptive AI's Payment Link customization features.
Read guideInvoices & Estimates
How to Set Up Flexible Payment Plans in Invoices
A payment schedule divides one invoice into predefined installments by percentage or fixed amount, each with its own due date and payment status.
Read guidePayment Links
Payment Links
Payment links are a great way to sell products and or services without the need of a website.
Read guideOrders, Subscriptions, and Transactions
Payments - What is listed on the Subscriptions page?
Practical Adaptive AI instructions for “Payments - What is listed on the Subscriptions page?,” including setup, verification, troubleshooting, and best…
Read guideGetting Started w/ Payments
Selling products on order forms with available payment providers
Both one-time and recurring products can be sold on 1-step and 2-step order forms for Funnels version 2.
Read guideOrders, Subscriptions, and Transactions
Subscription Settings - Failed Payment Retries
With the latest update, businesses can now configure automatic payment retries in case of a payment failure for subscriptions.
Read guideGetting Started w/ Payments
What happens in case of a payment failure for a Subscription?
When a subscription payment fails, an invoice is generated and sent to the customer.
Read guideInvoices & Estimates
Attachments in Estimates and Invoices
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 guideAuthentication & Security
Blacklisted Domain or IP - Remove from Blocklists and Restore Delivery
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 guideStores (E-commerce)
Custom Product Details Page for E-commerce Stores
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 guideOrders, Subscriptions, and Transactions
Export or Download Orders as CSV
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
Export or Download Subscriptions as CSV
The Subscriptions CSV Export feature allows you to download subscription records from the Payments → Subscriptions dashboard.
Read guideOrders, Subscriptions, and Transactions
Export or Download Transactions as CSV
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 guideCommerce
Getting Started - Create and Send Invoices
Practical Adaptive AI instructions for “Getting Started - Create and Send Invoices,” including setup, verification, troubleshooting, and best practices by…
Read guideE-Commerce Store
How to Add Product Weights, Dimension, and SKU Information in Your Ecom 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 guideMembership/Courses Sites
How to Create a Product and Attach It to a Membership Course Offer
Creating a paid course offer through products provides flexibility in how you package and sell your digital education content.
Read guideInvoices & Estimates
How to Edit Recurring Invoices
An active or scheduled recurring invoice can be updated for future billing frequency, dates, products, services, and notification behavior.
Read guideOrders, Subscriptions, and Transactions
How to Modify Existing Subscriptions
Practical Adaptive AI instructions for “How to Modify Existing Subscriptions,” including setup, verification, troubleshooting, and best practices by…
Read guideE-Commerce Store
How to Print Packing Slips for Your Ecommerce Orders
Practical Adaptive AI instructions for “How to Print Packing Slips for Your Ecommerce Orders,” including setup, verification, troubleshooting, and best…
Read guideE-Commerce Store
How to Set Up an E-Commerce Online Store (Websites)
An online store is a virtual platform that allows businesses to sell products or services to customers globally.
Read guideInvoices & Estimates
How to view all "Chart of Accounts" in Xero Integration?
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
Import Invoices Using CSV
Importing invoices using a CSV file provides a range of efficiency and accuracy benefits that streamline operations and eliminate redundant data entry.
Read guideOrders, Subscriptions, and Transactions
Import Transactions and Orders using CSV files
This article will show you how to import historical transactions and orders into your Adaptive AI sub-account using CSV files.
Read guideMobile Payments
Mobile Estimates Dashboard and Builder
Estimates can be built and managed from the dedicated "Estimates" section in the mobile app.
Read guideMobile Payments
Mobile UI Improvements for E-commerce Stores
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
Pause and Resume Subscriptions
Our flexible ‘Pause and Resume Subscription’ feature gives customers the freedom to temporarily pause one of their subscription whenever they need, without…
Read guideInvoices & Estimates
PDF Generation for Invoices and Receipts
This article outlines the recent upgrade to the PDF generation pipeline for invoices and receipts in Adaptive AI.
Read guideE-Commerce Store
Recover Lost Sales with Automatic Abandoned Checkout Emails
When customers leave items in their cart without completing a purchase, it creates missed revenue opportunities.
Read guideInvoices & Estimates
Setting up QuickBooks Integration
Practical Adaptive AI instructions for “Setting up QuickBooks Integration,” including setup, verification, troubleshooting, and best practices by Adaptation…
Read guideSurveys
Surveys - How to Setup and Use Order Bumps
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 guidePayment Links
Text-To-Pay Links
Text-To-Pay Links let you request and collect payments instantly via SMS directly from a conversation. No website required!
Read guideE-Commerce Store
Upsell Products in Online Store checkouts
Store owners can now increase their average order value by upselling additional products after users complete their checkout.
Read guideCalendar Settings & Preferences
Collecting Payments in Calendars
Calendar Payments are now possible when booking an appointment. It allows the location to receive payments when a client or customer books for a certain…
Read guideGetting Started w/ Payments
How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases.
Read guideScheduling Appointments
Payments Tab in Calendars
The Payments tab in Adaptive AI’s appointment modal centralizes payment tracking and collection for any booking.
Read guideWordpress
WordPress: Payment Failure Notifications via Email & Adaptive AI Plugin
These alerts appear clearly within the wp-admin interface and guide users to take immediate action, reducing the risk of site disruptions due to unpaid…
Read guideWorkflow Builder
Workflow Trigger - Payment received
The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM.
Read guideCalendar Settings & Preferences
Buy Now, Pay Later with Klarna and Affirm in Calendars
Buy Now, Pay Later in Calendars lets businesses offer installment-based payment options during booking checkout.
Read guideCreating Calendars
Calendar Widget Reorder
The Calendar Widget Reorder feature allows users to customize the order of steps in the calendar widget: the Date & Time Selector, the Form, and Payments…
Read guideGetting Started w/ Payments
Customize Email and SMS notifications for invoicing
This feature lets businesses make email and text notifications for invoicing instead of using the system's default ones.
Read guideFunnels and Websites
How to Add a Two‑Step Order Form to a Funnel
Two‑Step Order Forms split checkout into two lightweight screens. Step 1 typically captures contact and shipping details while Step 2 collects payment and…
Read guideInvoices & Estimates
How to Create and Manage Recurring Invoices in Adaptive AI
Navigate to the Payments section from the left menu and click on Invoices & Estimates. This is where you can manage all your invoices, including recurring ones.
Read guideQR Codes
QR Code Features Landing Page
The QR Code area supports creating, organizing, and measuring codes for destinations such as pages, forms, messages, calls, email, and payments.
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