Adaptive AI · By Adaptation Living LLC
Current plan, platform usage, and invoices.
28 guides in this area
Step-by-step library
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.
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Practical Adaptive AI instructions for “How to Create Subscriptions & Invoices from Contact's Profile,” including setup, verification, troubleshooting, and…
Read guideGetting Started w/ Payments
When a subscription payment fails, an invoice is generated and sent to the customer.
Read guideInvoices & Estimates
An active or scheduled recurring invoice can be updated for future billing frequency, dates, products, services, and notification behavior.
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
Practical Adaptive AI instructions for “How to Modify Existing Subscriptions,” including setup, verification, troubleshooting, and best practices by…
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 guideDeliverability
Give contacts control over the types of marketing emails they want. Preference Management lets each location create subscription categories, link them to…
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 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 guideCommerce
Practical Adaptive AI instructions for “Getting Started - Create and Send Invoices,” including setup, verification, troubleshooting, and best practices by…
Read guideInvoices & Estimates
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 guideInvoices & Estimates
Invoicing is a very important part of any business. It helps you keep track of your expenses, and it also allows you to get paid for the work that you do.
Read guideInvoices & Estimates
Quickly link an invoice or estimate while managing an individual deal in the CRM.
Read guideGetting Started w/ Payments
Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases.
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 guideGetting Started w/ Payments
Practical Adaptive AI instructions for “How to Streamline Payments with Automated Invoice Reminders,” including setup, verification, troubleshooting, and…
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 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
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
This article will show you how to import historical transactions and orders into your Adaptive AI sub-account using CSV files.
Read guideAdaptive AI Email
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 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
Practical Adaptive AI instructions for “Setting up QuickBooks Integration,” including setup, verification, troubleshooting, and best practices by Adaptation…
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