Getting 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 guideAdaptive AI · By Adaptation Living LLC
Subscriptions
Create and manage recurring billing and subscription records.
24 guides in this area
Step-by-step library
Guides for Subscriptions
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.
Invoices & 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
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 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
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 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 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 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 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 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 guideContact Details View
How to Create Subscriptions & Invoices from Contact's Profile
Practical Adaptive AI instructions for “How to Create Subscriptions & Invoices from Contact's Profile,” including setup, verification, troubleshooting, and…
Read guideDeliverability
Preference Management (Email Unsubscription Management)
Give contacts control over the types of marketing emails they want. Preference Management lets each location create subscription categories, link them to…
Read guideCalendar Settings & Preferences
Configure Recurring Calendar Appointments
Recurring appointments are appointments or meetings that occur at regular intervals, such as every day, every week, or every month.
Read guideCountdown Timer
How to Create a Recurring Timer?
A recurring timer is a useful tool for managing and promoting events, sales, or activities that happen regularly.
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 guideSocial Planner
How to post Recurring Social Posts through the Social Planner?
Recurring posts provide a streamlined way to create evergreen content across various social platforms, scheduled daily, weekly, monthly, or yearly.
Read guideCountdown Timer
How to Use Wait Time in Recurring Timer
This article shows you how to add a custom wait time between cycles of a recurring countdown timer.
Read guideWebinars
Recurring Webinar Settings
Recurring Webinar Settings let you automate a series of live sessions in minutes—no more cloning events, juggling dates, or confusing your audience.
Read guideAdaptive AI Email
Microsoft Smart Network Data Services (SNDS)
If you've purchased an IP subscription, you now have access to IP Status Monitoring through a Microsoft SNDS (Smart Network Data Services) integration.
Read guideAffiliate Campaigns
How to Use Commission Length & Variable Commissions in Affiliate Manager
Commission Length limits how many recurring transactions earn commission, while Variable Commissions can change the rate over time.
Read guideWebinars
Webinar Video Analytics
Webinar Video Analytics brings data-rich dashboards to your live, on-demand, and recurring webinars, so you can see exactly where viewers drop off, which…
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