HomeUsing UpmindUsing Upmind167 articlesClient ManagementHow to Add & Manage ClientsHow to Create Account Notes and SecretsHow Do Delegates Work?A Guide to Account Level DelegatesHow to Add Client Custom FieldsHow to Add Delegates in Your Admin and Client AreaHow to Manage Client SettingsHow Impersonating a Client WorksHow Does the Affiliate System WorkHow to Add Client TagsStoring Client Notes and SecretsAutomation Overrides on Client LevelClient Number SettingHow to Transfer Ownership and Merge Client's AccountsHow to Manage LeadsService DeskAbout Upmind's Service Desk FeaturesHow to Open and Assign Client TicketsHow to Customise the Ticket & Support SystemHow to Create Support DepartmentHow to Create a TicketHow to Manage Spam TicketsHow to Create Ticket DelegatesHow Do My Clients Create TicketsHow to Enable a Support PINTicket SchedulingHow to Lock a TicketManaging Ticket Flows and OptimizationsHow to Add Signatures on Ticket MessagesBulk Support Ticket UpdatesManage Client ServicesHow to Modify a Subscription ContractHow to Change Subscription Invoice SettingsHow to Change a Subscription Service LevelHow to Use Order TemplatesAdd an existing product or serviceHow to Add Existing Domain Names to an Upmind Client Account.How to change the renewal date of a subscriptionInvoicing & TaxesQuick Invoice GuideHow to Configure Invoice SettingsInvoice Numbering and PrefixesHow to Configure a Proforma InvoiceHow to Set Sales Taxes (e.g., VAT, GST)About Multi-CurrencyHow to Add Currencies and Exchange RatesHow to Configure Subscription OptionsAdvanced Subscription Pricing ToolsConfiguring Recurring Invoice Generation, Due Dates, and Automation IntervalBulk Operations for Subscription Pricing, Billing Intervals, and StatusSchedule Price Changes for Contract ProductsHow to Check an Invoice StatusHow to Regenerate InvoicesHow to Issue Refunds & Credit NotesA Guide to Invoice ConsolidationHow to Edit an Invoice PDF TemplateHow to Add Additional Information to an InvoiceInvoice SharedHow to Use Swap Payment in an InvoiceHow to Use Credit LimitHow to Manage Renewal Automation SettingsRevenue RecognitionLocked InvoicesLegacy InvoicesHow to Handle Grace Periods in UpmindPayment MethodsPayments In Upmind2 articlesHow to Take Manual PaymentsPayment Options OverviewDifferences Between Stored Payment Methods and One-Time Payment MethodsHow to Set up Automatic PaymentsHow to Manage the Payment Interval Before Invoice Due DateHow to Make Payments in Different CurrenciesHow to Use Different Payment MethodsHow to Add PayPal as a Payment Method7 articlesGocardless Access Token Webhooks2 articlesHow To Add Payment Gateways25 articlesHow Staff Can Top Up Account CreditProduct ManagementHow to Create ProductsHow to Add Product BillingHow to Add Product AttributesHow to Add Product OptionsHow to Set Up Preselected Product Options/AttributesHow to Edit a Product CategoryHow to Create Product BundlesHow to Create Price ListsSubscription Settings OverviewHow to Manage Free TrialsHow to Create a Setup FeeAuto-Populating Catalogue PricesHow to Add Upgrade/Downgrade Options for ProductsHow to Change Contract Product's CurrencyHow to Use Contract Product TagsCreate Product NotificationsConfigure Product AutomationContract Automation TerminologyHow to Add RecommendationsWhat If Your Product or Service is Not Showing?Split Bulk Orders into Separate Contract ProductsProvisioningWhat is Provisioning?How Does Provisioning Work?What are the Benefits of Provisioning?Provision Configurations2 articlesDynamic DeployementProvisioning Options for Web HostingA Guide to cPanel/WHM Provisioning OptionsHow to Remove a Provisioning ConfigurationContract Product Provision ManagementBrand Provisioning FieldsProvisioning SettingsUpmind MarketplaceProduct Notes and SecretsNew Domain Search ToolMarketing ToolsHow to Create a Basic Promotion CodeHow to Create a Promo Code for a Group of ItemsHow to Create an Advanced Promo CodeReportingAbout Insights and ReportsHow to Set Up Google Tag Manager with UpmindHow to Get the GTM Script URLHow to Set Up Google Analytics with UpmindSupported Event TypesAnalytics and TrackingWhat is Churn Rate?Invoice Reporting for AccountsSetting up Export to Amazon S3 in UpmindWhat is Customer Lifetime Value (LTV)AffiliatesCreate an Affiliate SystemCreate an Affiliate TierHow do My Clients Create and Manage Affiliate SalesWhat are Affiliate Links and How do they work?Affiliate: Enable and Request Manual Commission WithdrawalsOrderingPlace a 'Rapid' order (experimental)How Subscription Cancellation WorksSubscription Cancellation OptionsAuto-accepting RequestsRetention Systems (Beta)Cancellation FieldsTurning on/off Auto-renewWhat happens when Clients don't Pay