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If your user role has permissions to manage payment gateway connections you can find them in the account settings. Accessing Payment Gateways Find payment gateways under your account settings. Click...
The company settings area in your account settings is where you input your business info, as well as the option to add your company logo. View your Company Settings. This...
Spiffy comes equipped with the ability to send a couple of different types of notification emails to your customers. Payment Emails – Failed payment, card expiring/expired emails. Receipt Emails –...
Add new users to your team and give them access to your Spiffy account. This comes in handy when you may have another member of your team that needs access...
There are two different ways to charge tax for your products and services with Spiffy Use our Taxes by Spiffy solution Integrate with third-party TaxJar for more advanced reporting and...
Fields store information about customers and orders and seamlessly map to integrations. Fields are in charge of storing and sending information. They’re typically used in conjunction with text inputs or...
Discount Codes or Promo Codes are a great way to give your customers a chance to purchase your offer at a discounted rate. When creating a discount in Spiffy, you...
Connect integrations easily with Spiffy via your account settings.
Security is important, especially when you are dealing with financial data. That is why Spiffy offers the ability for your users to enable Two Factor Authentication for logging in. Spiffy’s...
Set a universal timezone on your Spiffy account to help standardize dashboard stats and order timestamps for teams across multiple time zones. By default, all dashboards and timestamps are based...
Use your own domain for all customer-facing Spiffy pages Setting up a custom domain can be technical. Adding a custom domain will change URLs, links, and embed code across your...