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Quick & Simple Overview of Payment Section
Quick & Simple Overview of Payment Section

How to use the payment section and its functionality

Shannon O'Neil avatar
Written by Shannon O'Neil
Updated over a week ago

Curates' Payment section is designed to help clean up the entire payment process.


You'll learn how-to

  1. Add, remove, and modify payments

  2. Edit the bottom "Balance remaining" payment line

  3. Add credit card fees, optional gratuity, remove payment line

  4. Send refunds


Important Points to note

  • The only way to change the amount of the "remaining balance" bottom payment line is to either change the date of the line or change the payments listed above.

  • Credit card fees should be added to the templates so they are always there.

  • Full refunds on card payments can be done within Curate however partial refunds only show in Curate for recording purposes, those refunds would need to be made directly from the integrated payment system.

  • Automated payment reminders can be set up with Workflows for Established Subscribers and higher.


More Resources


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