Fortapay

Infusionsoft Invoicing Made Simple

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Need Help? These videos will help you get your Fortapay app setup and ready for your customers.

Fortapay Configuration Videos:

Video 1: Overview Expand
Video 2: Settings Expand
Video 3: Automate Billing and Collection Expand
Video 4: Sending Invoices Expand
Video 5: Configure a Dashboard Expand
Video 6: Geeking Out Expand

Campaign Setup Videos: (Only applicable if you've purchased the Ready-made Campaigns)

Video: Billing Center Onboarding Expand
Video: Send Receipts Expand
Video: Admin & Event Triggers Expand
Video: Upcoming Auto-charges Expand
Video: Open Invoice Notices Expand
Video: Expired Cards Expand
Video: Failed Auto-charges Expand

Recent Updates Videos:

Video: Custom Pages Expand

Other Help Articles:

  • Fortapay/Infusionsoft Automation Workflow
  • Fortapay Content Areas
  • Infusionsoft Custom Invoice Template
  • Sample Fortapay Email Templates

15 minutes could save you hours of headaches. Get started now!

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