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Getting Started

  • Introduction
  • Conceptual model
  • Setting up Upodi
  • PCI Compliance
  • Going live
  • Known configurations

Quick Guides

  • Quickstart
  • New subscription business
  • E-commerce & Webshop

Product plans

  • Product Plan
    • Editing plans
    • Handling changes
  • Types of charges
    • Charge Type Metered
  • Charge Setup
  • Aligning to subscription
  • Pricing models
    • Discounting
    • Discount code
  • Currencies
    • Choosing a currency strategy

Customers & subscriptions

  • Customer
    • Contact
    • Payment methods
  • Subscriptions
    • Subscription charges
    • Pausing and resuming subscriptions
    • Switching plans
  • Customer e-mails
    • Merging e-mail content
    • Delivery confirmation
    • PDF invoices

Billing & Invoicing

  • Invoice
    • Payment terms
    • Credit notes & Refunds
    • e-Invoicing
  • Taxation (VAT)
  • Payment
    • Selecting a payment gateway
    • Settlements & Payouts
    • Collective Billing
    • Billing cycle
    • Manual Payment Method
    • Payment Status
    • PSD2 & Subscriptions
    • Payment Method Health
  • Dunning

Payment Providers

  • Credit Cards
    • Adyen
    • AltaPay
    • DIBS D2
    • ePay
    • NetAxept
    • PayLike.io
    • QuickPay
    • Stripe
    • Klarna
    • NETS Easy
  • Direct Debit
    • Adyen SEPA
    • Adyen iDEAL
    • GoCardless
    • Betalingsservice
    • Leverandørservice
    • MobilePay Invoice
  • Wallet
    • Adyen Vipps
    • Adyen ApplePay
    • Braintree (PayPal)
    • MobilePay Subscriptions
  • Common practises
    • Resources
  • Country specific
    • Fælles Indbetalingskort

Upodi for Apps

  • Finance
    • Billy's Billing
    • Dinero
    • Dynamics 365 Business Central
    • Quickbooks
    • XERO
    • E-conomic
  • Invoice processing
    • Sproom
  • Shipping
    • Shipmondo

Administration

  • User management
  • Business Units
  • Managing your environments

Configurations

  • Configuring e-mail

Security and compliance

  • Datacenters
  • IP Addresses
  • GDPR

Analytics

  • Working with PowerBI

Migration

  • Credit card import
    • PGP
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Updated almost 2 years ago