Payment – DepositFix | Billing Solution for growing coaching companies

Getting Started
- Getting Started with DepositFix
  - Create Your DepositFix Account
  - Connect HubSpot to DepositFix
  - Disconnect DepositFix from HubSpot
DepositFix Forms
- Products
  - Create Your First Product
  - Manage Your Products
  - Subscription Products
  - Build Installment / Payment Plan products
  - Manage Product Inventory
- Form Builder
  - Build a New Form
  - Clone an Existing Form
  - Publish Your Form
  - Set up Redirect After Payment
  - Test Your Depositfix Form
- Embedding DepositFix on your Website
  - Embedding your Form on a HubSpot Page
  - Embedding your Form on a WordPress page
  - Embedding your Form on a Wix Page
  - Embedding your Form on a Squarespace Page
- Advanced Customization
  - Styling Your DepositFix Forms
  - JavaScript Callbacks
  - Rename Labels on Your Form (Translations)
  - Multiple Contacts
  - Separate Credit Card Fields
  - Multi-step forms (staged forms)
  - Countdown Timer
  - Loading the form with Preselected Products (Show Product Selection)
  - Loading the form with Pre-selected Products (Hide Product Selection)
Payment
- Payment Gateways
  - Stripe
  - PayPal documentation
  - CardConnect
  - Authorize.net
- Payment Methods
  - Apple Pay
  - Google Pay
  - BACS Direct Debit (Stripe)
  - Bank Transfers (ACH)
  - Offline Payments
- Coupons and Discount Codes
  - Creating and Using Discount Codes
  - Passing Discount Codes Through URL
  - Dynamic (auto-generated) Discount Codes
- Payment Reports and Invoices
  - Payment Overview
  - Payment Invoices
  - Refund Payments
HubSpot x DepositFix
- What Does DepositFix Create in Your HubSpot Account?
- Payment Events
- Pre-defined Workflows and Email Templates
- HubSpot CRM Extension
- Hubspot Deals Integration
- HubSpot Custom Workflow Actions
Reporting
- Revenue Report
- Contacts
Settings and Features
- Sales Tax
- Users
- Public Billing Profile
- Membership Add-on
- Analytics
Integrations
- Zapier
  - Setting up The Zapier Integration Triggers
  - Understanding DepositFix Data in Zapier
  - Setting up Zapier Actions
- QuickBooks Online
  - Overview and Pre-requisites
  - Configuring QuickBooks Online
  - Troubleshooting and Disconnecting QuickBooks Online
FAQ
- What Happens When I Edit Contacts on HubSpot?
- Can I Connect Multiple HubSpot Portals?
- Can I Send Payment Receipts
- Can I use HubSpot Captcha with my DepositFix forms?
- What Are Your Security Standards?
- How to Troubleshoot Declined Cards (Stripe Failed Payments)
- Does DepositFix Support Two-Factor Authentication (2FA)?
More

Payment Gateways

Stripe

PayPal documentation

CardConnect

Authorize.net

Payment Methods

Apple Pay

Google Pay

BACS Direct Debit (Stripe)

Bank Transfers (ACH)

Offline Payments

Coupons and Discount Codes

Creating and Using Discount Codes

Passing Discount Codes Through URL

Dynamic (auto-generated) Discount Codes

Payment Reports and Invoices

Payment Overview

Payment Invoices

Refund Payments