TekMatix Blog & Help Articles
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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, 2025•3 min read
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, 2025•2 min read
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, 2025•2 min read
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, 2025•3 min read
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, 2025•2 min read
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, 2025•2 min read
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, 2025•3 min read
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, 2025•3 min read
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, 2025•2 min read
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, 2025•3 min read
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, 2025•2 min read
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, 2025•2 min read
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