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How to Use Zapier Integrations to Automate Your Business Workflows

Stax

For example, you can connect your Stax account to your CRM or Google Sheets in just a few clicks. Every time you create an invoice or process a payment, a trigger event will fire, prompting Zapier to automatically log the new customer data and send it to your CRM platform.

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What is Click to Pay and How Does It Work?

Stax

This is to ensure customers can easily find the button when evaluating payment options on your site. For businesses using a subscription-based sales model, Click to Pay supports recurring payments and your customers will be able to easily authorize recurring charges using their stored card information.

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What are Mobile Payment Services and How Do You Select the Right One for Your Business?

Stax

Mobile payments allow you to accept payments anywhere Traditional POS systems can be heavy and difficult to move around within storefronts, making sales channels such as tradeshows, events, or pop-up stores difficult to execute. First, the merchant sends a secure payment link to facilitate a transaction.

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The Credit Card Chargeback Process Explained: What Merchants Need to Know

Stax

when someone has canceled a subscription and still receives a charge) Goods or services not being received after the purchase Being charged an incorrect amount Unauthorized credit card usage (i.e. These records can serve as valuable evidence in the event of a chargeback dispute, helping you present your case to the card networks or issuers.

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The Ultimate Guide to Online Payment Processing

Stax

You need the services of a reliable payment service provider to securely accept and process card payments and the right provider for you will be one that supports your preferred payment methods, sales model (one-time payments or subscriptions), and geographical reach (international sales).

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Credit Card Processing for Small Business: Everything You Need to Know

Stax

To set up credit card payment processing for your business, you need to apply for a merchant account, and upon approval, get a payment gateway (online payments) and payment terminals (card readers, virtual terminals) to start accepting card payments. Stax takes a unique approach.

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Unearned Revenue: What it is and What it Means for Subscription Businesses

Stax

The concept of unearned revenue can easily trip up SaaS companies that offer subscription services and products on a recurring basis. Unlike when selling ordinary products, you cannot recognize the revenue earned from a subscription all at once. In the case of SaaS subscriptions, this could take several months—or even years.