Zapiy Platform Tutorials & Feature Updates

Take Control: Instantly Charge and View Customer Payments in Your CRM

Take Control: Instantly Charge and View Customer Payments in Your CRM

Gloria Briones
Published on: 19/03/2025

Zapiy now allows you to integrate your payment processing directly into your CRM. This doesn’t just streamline the process—it creates a seamless workflow, so your team spends less time tracking payments and more time doing what they do best.

Smart CRMPayments & Invoicing
Control the Flow: Easily Record Partial Payments on Every Invoice

Control the Flow: Easily Record Partial Payments on Every Invoice

Gloria Briones
Published on: 17/03/2025

By adopting a straightforward approach to recording partial invoice payments, you not only make it easier for your customers to pay but also take control of your accounts receivable with confidence.

Payments & InvoicingIntegrations
Floating Signatures: Speeding Up Proposals and Contract Closures

Floating Signatures: Speeding Up Proposals and Contract Closures

Gloria Briones
Published on: 24/02/2025

Zapiy's Floating signatures introduce a game-changing solution by allowing signatories to place their signatures anywhere within proposals, estimate contracts, audit reports, or agreements. Whether it’s a formal contract, an estimate approval, or a business proposal, floating signatures provide a seamless experience by reducing friction in the signing process.

Payments & InvoicingContracts & Estimates
Precision Billing Made Easy: Introducing Partial Quantities in Invoices

Precision Billing Made Easy: Introducing Partial Quantities in Invoices

Gloria Briones
Published on: 03/02/2025

Zapiy's Partial Quantities in Invoices feature introduces partial amounts in invoices, letting you bill precisely what you deliver—down to the decimal quantities. It’s a long-awaited feature designed to make your billing process as accurate as your work. Think of it as precision billing for the real world. No more spreadsheets, no more compromises—just clean, accurate invoices that keep clients happy and cash flowing.

Payments & Invoicing