TekMatix Blog & Help Articles
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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
How to Collect Payments with Recurring Appointments Using the Tekmatix Booking Widget
Integrate payment collection directly into your recurring appointment workflows with Tekmatix’s Booking Widget. This guide will walk you through setting up and utilizing this feature, complete with a ... ...more
Calendar & Scheduling ,Calendars Payment &Appointment
May 22, 2025•3 min read
How To Manage Payment Methods with Tekmatix's Stripe Integration
With Tekmatix's Stripe integration, business users can enable or disable specific payment methods across different sales channels, ensuring a seamless checkout experience. This guide walks you through... ...more
Integrations ,Payment
May 22, 2025•3 min read
How To Set Up Custom URL Redirection for Documents & Contracts in Tekmatix
Tekmatix now allows users to redirect clients to a custom URL after signing a document or completing a payment. ...more
Payment
May 22, 2025•2 min read
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