TekMatix Blog & Help Articles

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How To Set Up a Funnel with Multiple Currencies in Tekmatix

How To Set Up a Funnel with Multiple Currencies in Tekmatix

Make your funnels more global by letting users choose their preferred currency before checking out. ...more

Payment ,Funnels and Websites

June 21, 20253 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, le... ...more

Payment ,Invoices

June 21, 20252 min read

How To Recover Lost Sales with the New Abandoned Cart Link in Tekmatix

How To Recover Lost Sales with the New Abandoned Cart Link in Tekmatix

Boost conversions by letting your customers return to their cart—no matter what device they use. Here's how! ...more

Payment

June 21, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

How To Collect Payments or Donations Using Forms in Tekmatix

Collect fixed or flexible payments—including donations—directly within forms using the Payment element. Set up payment-enabled forms, customize suggested amounts, enable user-defined contributions, an... ...more

Payment ,Form

June 14, 20253 min read

How To Sell Multiple Products in One Seamless Checkout Using Tekmatix Payment Links

How To Sell Multiple Products in One Seamless Checkout Using Tekmatix Payment Links

If you're selling a mix of one-time items (products or courses) and recurring services (coaching plans or subscriptions), it's now easier than ever to simplify the buying experience. Bundle both types... ...more

Payment

June 14, 20252 min read

How To Stay on Top of Document Views in Tekmatix for Faster Follow-Ups

How To Stay on Top of Document Views in Tekmatix for Faster Follow-Ups

When it comes to closing deals, timing is everything. That’s why Tekmatix has introduced an easy way to get notified the moment your document is first viewed by a recipient. ...more

Payment ,Workflow

June 14, 20252 min read

How To Save Time with Bulk Product Actions in Tekmatix

How To Save Time with Bulk Product Actions in Tekmatix

Now, with Bulk Actions on the Products Page, you can make large-scale changes in just a few clicks — all from one place. ...more

Payment

June 12, 20253 min read

How To Offer Flexible Payment Plans with Tekmatix Estimates

How To Offer Flexible Payment Plans with Tekmatix Estimates

Collect deposits, set installment plans, and automate invoices to get paid in stages instead of waiting for full payments upfront. ...more

Payment ,Invoices

June 12, 20253 min read

How To Record Backdated Transactions in Tekmatix Invoices

How To Record Backdated Transactions in Tekmatix Invoices

Tekmatix now allows you to manually record past payments with a specific date, ensuring your bookkeeping stays clean and accurate—especially when syncing reports or prepping for tax season. ...more

Payment ,Invoices

June 12, 20252 min read

How To Apply Coupons to Subscription Products in Tekmatix

How To Apply Coupons to Subscription Products in Tekmatix

Tekmatix now allows you to apply coupons to subscription-based products for a specific duration — not just as a one-time discount. Configure coupon durations, what options are available, and how to us... ...more

Payment

June 12, 20253 min read

How To Manage Multiple PDFs in Tekmatix Documents & Contracts

How To Manage Multiple PDFs in Tekmatix Documents & Contracts

Combine multiple PDFs into one streamlined file—or reorder them before sending—you’ll love the new Multiple PDF Upload & Page Rearrangement update in the Documents & Contracts section. ...more

Payment

May 27, 20252 min read

How To Add PDFs to Existing Documents and Templates in Tekmatix

How To Add PDFs to Existing Documents and Templates in Tekmatix

With Tekmatix’s latest enhancement, you can now upload additional PDF files directly into your existing Documents or Templates—no need to start over or rebuild from scratch. ...more

Payment ,proposals

May 22, 20252 min read

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