Pay Release Notes
October 5, 2023
Big Release
💡 The latest big release is the new Buyers ...
What are the eligibility requirements for our buyers?
To be eligible to use Capchase Pay as a payment method, your buyer must ...
Setting up and managing your account
User roles
Pay Admin: This role has access to everything in the Capc...
Using Capchase Pay - short how-to videos
Qualify your customers instantly
Your first step to qualifying your cu...
Creating Deals With Multiple Items
Leverage service items to give your customers payment flexibility and bi...
Payments Processing Times
Payment processing times may vary depending on several factors, such as ...
What’s the Pay Portal?
The Pay Buyers Portal is the place where your Buyers can manage and see ...
Proposals: Expedite Deals with Capchase Pay
Proposals: Expedite Deals with Capchase Pay
Capchase Pay's Proposals fea...
Understanding ACV Minimum Requirements for Capchase Pay
Understanding ACV Minimum Requirements for Capchase Pay
At Capchase, we ...
Complex Schedules: Tailoring Payment Solutions
Offer more flexibility for your Buyers to pay!
Complex Schedules address...
Creating and managing deals from Hubspot CRM
Create and manage Buyers and Deals directly from your Hubspot CRM
Capcha...
HubSpot and Capchase Pay Integration
HubSpot and Capchase Pay Integration
Capchase Pay offers an integration ...
Deals status
You can keep track of and edit existing deals on your ‘All deals’ tab. H...
Buyers Page
Where you can find everything about your Buyers
Buyers Page
The Buyers p...
Deals Dashboard
Keep track of your deals’ status in one place!
Deals
A deal is a contrac...
How can I integrate Pay with Salesforce?
Capchase-Salesforce Integration
Capchase Pay offers an integration with ...
Finance Panel
The latest insights and reporting into your deals, provided by Capchase....
When will I receive the upfront ARR for my contract?
As soon as the first debit to your client is completed, Capchase will se...
Where does Capchase hold its Pay reserves?
We hold our Pay reserves in USD, EUR, and GBP accounts at JPMorgan Chase...
How does the Pay reserve work and when will it be used?
The Pay reserve exists as a safeguard in case a buyer fails to repay Cap...
Can I cancel a payment link after it has already been sent?
If the payment link has already been accepted and completed by your clie...
Can Capchase Pay be used by sole proprietors?
Unfortunately, Capchase is unable to provide services to individuals, so...
Can I transfer an active subscription to Pay?
Yes, you can convert active subscriptions to Pay!
To transfer an existin...
What do my clients see once they've received a payment link?
Payment links are sent to your clients as the final step in getting thei...
Creating deals from Salesforce CRM
This article will guide you through the whole process that a sales repre...
What payment methods does Pay offer for my clients?
Capchase Pay customers can make payments via ACH direct debits in the Un...
Which countries does Capchase Pay support?
For a SaaS vendor to offer more flexible payment terms to a client (the ...
Can payment links expire?
Yes, Payment Lins will expire according to the validity you set up while...
How to handle Pay deals using the Capchase Vendor Hub dashboard
This demo will guide you through the process a sales representative must...
How the KYB process works for our clients' buyers
What is the KYB process?
In today's digital age, it has become increasin...