TekMatix Blog & Help Articles
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How To Automate Coupon Expiry Workflows in Tekmatix When Redemption Limits Are Reached
Learn how to use Tekmatix workflows to automate alerts and actions when a coupon reaches its redemption limit. Prevent overuse, notify your team, and control promotions in real-time. ...more
Payment ,Workflow Triggers
August 03, 2025•2 min read
How To Trigger Workflows When a Coupon Code Is Redeemed in Tekmatix
Learn how to trigger Tekmatix workflows when a coupon code is successfully redeemed in a completed purchase. Automate follow-ups, loyalty rewards, and sales alerts based on real coupon usage. ...more
Payment ,Workflow Triggers
August 03, 2025•3 min read
How To Trigger Workflows When a Coupon Code Is Applied in Tekmatix
Learn how to set up automation in Tekmatix when a coupon code is applied at checkout. Trigger real-time follow-ups, internal alerts, and sales actions—whether or not the purchase is completed. ...more
Payment ,Workflow Triggers
August 03, 2025•3 min read
How To Automate Post-Promotion Actions When a Coupon Code Expires in Tekmatix
Learn how to automate your marketing workflows in Tekmatix when a coupon expires. Notify teams, send follow-ups to customers, and keep your campaigns clean and effective. ...more
Payment ,Workflow Triggers
August 03, 2025•3 min read
How To Link Custom Values to Text and Date Fields in Tekmatix Documents and Contracts
Learn how to link text and date fields to contact custom values in Tekmatix documents. Automate field population, sync signed data, and export filled info via CSV. ...more
Payment ,Documents and Contracts
August 03, 2025•2 min read
How to Add PayPal Buttons to Your Payment Elements in Tekmatix
Learn how to easily add PayPal and PayLater buttons to your Tekmatix payment elements, including forms, funnels, invoices, and links. Improve checkout experience and boost conversions with this step-b... ...more
Integrations ,Payment
August 03, 2025•3 min read
How To Add Processing Charges or Additional Fees to Customer Payments in Tekmatix
Learn how to enable and customize processing fees on Tekmatix invoices, funnels, forms, and more. Step-by-step setup to help you recover costs and ensure billing transparency. ...more
Payment
July 12, 2025•3 min read
How To Customize Your Tekmatix Payment Links with Your Brand Colors
Use the same Brand Board across your funnels, emails, community pages, and now your payment links to maintain a cohesive and recognizable experience for your audience. ...more
Payment
July 12, 2025•2 min read
How To Choose Between Typed or Hand-Drawn Signatures in Documents & Contracts
Easily choose between hand-drawn or typed signatures in Tekmatix documents. Learn how to configure your digital signature settings for compliance and flexibility. ...more
Payment
July 12, 2025•2 min read
How To Enable Buy Now, Pay Later (BNPL) on Order Forms and Payment Links in Tekmatix
Learn how to enable Buy Now Pay Later (BNPL) on Tekmatix order forms and payment links using Stripe. Boost sales with Klarna, Affirm, and Afterpay. ...more
Payment
July 12, 2025•3 min read
How To Use Direct Payments in Estimates via the Tekmatix Mobile App
Easily enable direct payments in your Tekmatix mobile estimates. This step-by-step guide shows how to let clients pay instantly after accepting an estimate—no follow-ups required. ...more
Payment ,Settings &Mobile App
July 12, 2025•3 min read
How To Set Up Payment Gateways in Tekmatix to Power Affiliate Product Sales
Learn how to integrate Stripe, PayPal, NMI, or Authorize.net in Tekmatix to manage product sales and affiliate payouts. Follow simple steps to set a default gateway and start accepting payments throug... ...more
Integrations ,Payment &Affiliate Manager
June 28, 2025•2 min read
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