How do I search Transactions
Transactions are the ‘payment’ objects that sit inside Jetpack CRM. Generally, these are created on the back of invoices (especially...
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Importing Transactions into Jetpack CRM with CSV Importer PRO
This guide will cover a basic import of transactions, with assignment to contacts or companies, into Jetpack CRM. We will... -
Exporting Transactions
How to Export Transactions There are two ways you can export transactions from Jetpack CRM. Option 1 Option 2 -
How do I create a Transaction?
First, you’ll need to make sure transactions are enabled. Follow these steps for that: You can find detailed instructions for... -
Can I create recurring payments?
It’s not currently possible to create recurring payments in Jetpack CRM. However, we do have an open feature request for...
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