Transactions

Transactions are the ‘payment’ objects that sit inside Jetpack CRM. Generally, these are created on the back of invoices (especially...

This guide will cover a basic import of transactions, with assignment to contacts or companies, into Jetpack CRM. We will...

How to Export Transactions There are two ways you can export transactions from Jetpack CRM. Option 1 Option 2

First, you’ll need to make sure transactions are enabled. Follow these steps for that: You can find detailed instructions for...

It’s not currently possible to create recurring payments in Jetpack CRM. However, we do have an open feature request for...