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

Revenue Report

The Report tab opens your revenue report, which shows your full revenue over a specific period.

You can filter through date range (last 6 months, this year, last year, and all time), product, form, discount and payment status

You can also group the results by one of the grouping options (product, form, discount and status)

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Export your report into CSV using the Export button

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Last updated on August 6, 2021

HubSpot Custom Workflow Actions Contacts