# Upmind

## Docs

- [How Do My Clients Add a Payment Method](https://docs.upmind.com/client-self-service/client-area/how-do-my-clients-add-a-payment-method.md): As your customers are choosing the payment method, you can add any payment gateway to it.
- [How Do My Clients Change Account Settings](https://docs.upmind.com/client-self-service/client-area/how-do-my-clients-change-account-settings.md): Clients learn how to change passwords and add two-factor authentication to be secure.
- [How Do My Clients Check Their Account Balance](https://docs.upmind.com/client-self-service/client-area/how-do-my-clients-check-their-account-balance.md): Clients can easily check their account credit balance and top up their accounts.
- [How Do My Clients Create Contract Delegates](https://docs.upmind.com/client-self-service/client-area/how-do-my-clients-create-contract-delegates.md): As your customer can add third parties to a subscription, creating contract delegates helps you stay organized and free.
- [How Do My Clients Manage Tickets](https://docs.upmind.com/client-self-service/client-area/how-do-my-clients-manage-tickets.md): Customers can open new tickets and request support.
- [How Do My Clients Place an Order](https://docs.upmind.com/client-self-service/client-area/how-do-my-clients-place-an-order.md): As the customer completes the order processing, placing an order is easier with Upmind.
- [How Do My Clients Register and Log in](https://docs.upmind.com/client-self-service/client-area/how-do-my-clients-register-and-log-in.md): Your customers follow these steps.
- [How Do My Clients Review Billings](https://docs.upmind.com/client-self-service/client-area/how-do-my-clients-review-billings.md): Clients can review billings, invoices, credit notes, and funds in a credit account.
- [How to Find Support PIN in Client Area](https://docs.upmind.com/client-self-service/client-area/how-to-find-support-pin-in-client-area.md): When your client needs it, you can follow a few steps for this and be secure.
- [Overview of the Client Area Dashboard](https://docs.upmind.com/client-self-service/client-area/overview-of-the-client-area-dashboard.md): Upmind makes it easier for clients to manage everything in one place.
- [Adding JS / Live Chat Widget](https://docs.upmind.com/client-self-service/customisation/adding-js-live-chat-widget.md): Helps you manage all the queries on your hands and makes things easier.
- [Creating a Sales Website](https://docs.upmind.com/client-self-service/customisation/creating-a-sales-website.md): You can add widgets, plan cards, and many more with this feature.
- [Customising Behaviour](https://docs.upmind.com/client-self-service/customisation/customising-behaviour.md): Customising behaviour enables you to change the admin area or client area based on the experience and the modifications required.
- [Upmind API Guide: Generating API Tokens](https://docs.upmind.com/developers/api-tokens/upmind-api-guide-generating-api-tokens.md): How to generate API tokens for all your needs while using a perfect flow of your business.
- [Stripe SDK (Payment Flow)](https://docs.upmind.com/developers/stripe-sdk-payment-flow.md): If you're building your own frontend and trying to implement a basic order payment flow using the Stripe SDK, this guide will walk you through the main steps. It's not a complete guide, but instead intended to point you in the right direction.
- [Upmind API - Affiliate Cookie Flow](https://docs.upmind.com/developers/upmind-api-affiliate-cookie-flow.md): Integrate affiliate tracking with Upmind.
- [Consuming Webhooks](https://docs.upmind.com/developers/webhooks/consuming-webhooks.md): Details webhooks, including payload structure and best practices for receiving, authenticating, and processing event data at the endpoints.
- [Webhook Events with Client Address Triggers](https://docs.upmind.com/developers/webhooks/webhook-events-with-client-address-triggers.md): Monitor when client addresses are created, updated, or deleted.
- [Webhook Events with Client Triggers](https://docs.upmind.com/developers/webhooks/webhook-events-with-client-triggers.md): Track actions like registration, updates, and password changes for clients.
- [Webhook Events with Contract Product Triggers](https://docs.upmind.com/developers/webhooks/webhook-events-with-contract-product-triggers.md): Capture events for product activation, renewal, cancellation, and status changes.
- [Webhook Events with Invoice Payment Triggers](https://docs.upmind.com/developers/webhooks/webhook-events-with-invoice-payment-triggers.md): Detect when invoice payments are received or refunded.
- [Webhook Events with Invoice Triggers](https://docs.upmind.com/developers/webhooks/webhook-events-with-invoice-triggers.md): Respond to invoice lifecycle actions such as creation, payment, refund, and reminders.
- [Webhook Events with Provision Result Triggers](https://docs.upmind.com/developers/webhooks/webhook-events-with-provision-result-triggers.md): Get notified upon successful or failed service provisioning.
- [Webhook Events with Ticket Message Triggers](https://docs.upmind.com/developers/webhooks/webhook-events-with-ticket-message-triggers.md): Track posts, edits, and deletions of messages in ticket conversations.
- [Webhook Events with Ticket Triggers](https://docs.upmind.com/developers/webhooks/webhook-events-with-ticket-triggers.md): Log new tickets, status changes, reopens, and direct replies in support workflows.
- [Webhooks Overview](https://docs.upmind.com/developers/webhooks/webhooks-overview.md): How to use webhooks for real-time notifications to automate workflows and integrate with third-party software.
- [Quick Start Guide for Digital Agencies](https://docs.upmind.com/for-digital-agencies/quick-start-guide-for-digital-agencies.md): Simplified setup to automate billing, project management, and client support.
- [Quick Start Guide for Managed Service Providers ](https://docs.upmind.com/for-managed-service-providers/quick-start-guide-for-managed-service-providers.md): Fast, practical setup to automate billing, client management, and service provisioning for MSPs.
- [How to Configure SpamExperts for Upmind](https://docs.upmind.com/for-web-hosts/auto-login/how-to-configure-spamexperts-for-upmind.md): Configure and sell SpamExperts auto login product with Upmind.
- [Domain Transfer Setup](https://docs.upmind.com/for-web-hosts/domain-names/domain-transfer-setup.md): Configure your domain transfer setup as a product option.
- [How to add a Domain Availability Checker widget to your website](https://docs.upmind.com/for-web-hosts/domain-names/how-to-add-a-domain-availability-checker-widget-to-your.md): Add a Domain Availability Checker widget to your website so people can find out about their preferred domain availability instantly.
- [How to Add a TLD](https://docs.upmind.com/for-web-hosts/domain-names/how-to-add-a-tld.md): Add TLD products to your hosting business.
- [How to Input Domain Settings](https://docs.upmind.com/for-web-hosts/domain-names/how-to-input-domain-settings.md): Upmind extracts the necessary information from Host Control so you don't have to worry about it.
- [How to Sell Domain Names](https://docs.upmind.com/for-web-hosts/domain-names/how-to-sell-domain-names.md): Learn all about how to sell domain names in Upmind.
- [Managing TLDs](https://docs.upmind.com/for-web-hosts/domain-names/managing-tlds.md): Upmind offer advance configuration options for Managing TLDs
- [Recommended TLD billing settings](https://docs.upmind.com/for-web-hosts/domain-names/recommended-tld-billing-settings.md): Recommended TLD billing settings enable you to select top-level domains based on the query and purchase decision.
- [Using Multiple Registrars](https://docs.upmind.com/for-web-hosts/domain-names/using-multiple-registrars.md): Utilise many registrars to sell domain names.
- [Why Your TLD isn’t Showing in the Store?](https://docs.upmind.com/for-web-hosts/domain-names/why-your-tld-isnt-showing-in-the-store.md): Troubleshoot missing TLD.
- [How to Integrate and Sell Titan Email Products](https://docs.upmind.com/for-web-hosts/email-service/how-to-integrate-and-sell-titan-email-products.md): Configure Titan products and automate provisioning with Upmind
- [Quick Start Guide for Hosting Companies or Resellers](https://docs.upmind.com/for-web-hosts/quick-start-guide-for-hosting-companies-or-resellers.md): Get your hosting business up and running fast with Upmind’s automation platform.
- [How to Link BD Reseller to Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-bd-reseller-to-upmind.md): Integrate BD Reseller domain registrar with Upmind.
- [How to Link CentralNic Reseller with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-centralnic-reseller-with-upmind.md): Integrate CentralNic Reseller domain registrar with Upmind.
- [How to Link ConnectReseller with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-connectreseller-with-upmind.md): Integrate ConnectReseller domain registrar with Upmind.
- [How to Link Domain Name API to Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-domain-name-api-to-upmind.md): Integrate Domain Name API domain registrar with Upmind.
- [How to Link Enom with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-enom-with-upmind.md): Integrate Enom domain registrar with Upmind.
- [How to Link EURid with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-eurid-with-upmind.md): Integrate EURid domain registrar with Upmind.
- [How to Link EuroDNS with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-eurodns-with-upmind.md): Integrate EuroDNS domain registrar with Upmind.
- [How to Link GoDaddy with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-godaddy-with-upmind.md): Integrate GoDaddy domain registrar with Upmind.
- [How to Link Hexonet with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-hexonet-with-upmind.md): Integrate Hexonet domain registrar with Upmind.
- [How to Link InternetBS with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-internetbs-with-upmind.md): Integrate InternetBS domain registrar with Upmind.
- [How to Link InterNetX with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-internetx-with-upmind.md): Integrate InterNetX domain registrar with Upmind.
- [How to Link LogicBoxes with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-logicboxes-with-upmind.md): Integrate LogicBoxes domain registrar with Upmind.
- [How to Link Moniker to Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-moniker-to-upmind.md): Integrate Moniker domain registrar with Upmind.
- [How to Link Namecheap with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-namecheap-with-upmind.md): Integrate Namecheap domain registrar with Upmind.
- [How to Link NameSilo with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-namesilo-with-upmind.md): Integrate NameSilo domain registrar with Upmind.
- [How to Link NetEarthOne with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-netearthone-with-upmind.md): Integrate NetEarthOne domain registrar with Upmind.
- [How to Link Netim with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-netim-with-upmind.md): Integrate Netim domain registrar with Upmind.
- [How to Link Netistrar to Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-netistrar-to-upmind.md): Integrate Netistrar domain registrar with Upmind.
- [How to Link Nominet with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-nominet-with-upmind.md): Integrate Nominet domain registrar with Upmind.
- [How to Link OpenProvider with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-openprovider-with-upmind.md): Integrate OpenProvider domain registrar with Upmind.
- [How to Link OpenSRS with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-opensrs-with-upmind.md): Integrate OpenSRS domain registrar with Upmind.
- [How to Link OpusDNS to Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-opusdns-to-upmind.md): Integrate OpusDNS domain registrar with Upmind.
- [How to Link Realtime Register with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-realtime-register-with-upmind.md): Integrate Realtime Register domain registrar with Upmind.
- [How to Link Resell.biz with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-resellbiz-with-upmind.md): Integrate Resell.biz domain registrar with Upmind.
- [How to Link ResellerClub Domains with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-resellerclub-domains-with-upmind.md): Integrate ResellerClub Domains domain registrar with Upmind.
- [How to Link Synergy Wholesale with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-synergy-wholesale-with-upmind.md): Integrate Synergy Wholesale domain registrar with Upmind.
- [How to Link TPP Wholesale with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-tpp-wholesale-with-upmind.md): Integrate TPP Wholesale domain registrar with Upmind.
- [How to Link UG Registry with Upmind](https://docs.upmind.com/for-web-hosts/registrar-guides/how-to-link-ug-registry-with-upmind.md): Integrate UG Registry domain registrar with Upmind.
- [How Can I Offer Multiple WHM/cPanel Reseller Accounts in One Upmind Instance](https://docs.upmind.com/for-web-hosts/sell-web-hosting/how-can-i-offer-multiple-whmcpanel-reseller-accounts-in-one.md): Use provision configurations to do this.
- [How to Create Hosting Welcome Emails](https://docs.upmind.com/for-web-hosts/sell-web-hosting/how-to-create-hosting-welcome-emails.md): Found in product notifications once you create a product.
- [How to sell 20i & StackCP hosting](https://docs.upmind.com/for-web-hosts/sell-web-hosting/how-to-sell-20i-and-stackcp-hosting.md): Configure and sell 20i and StackCP hosting products with Upmind.
- [How to Sell CentosWeb Panel](https://docs.upmind.com/for-web-hosts/sell-web-hosting/how-to-sell-centosweb-panel.md): Sell CentosWeb Panel hosting products with Upmind.
- [How to sell Direct Admin hosting](https://docs.upmind.com/for-web-hosts/sell-web-hosting/how-to-sell-direct-admin-hosting.md): Configure and sell DirectAdmin hosting products with Upmind.
- [How to sell Enhance hosting](https://docs.upmind.com/for-web-hosts/sell-web-hosting/how-to-sell-enhance-hosting.md): Add Enhance web server to sell hosting products through Upmind.
- [How to Sell PanelAlpha Hosting](https://docs.upmind.com/for-web-hosts/sell-web-hosting/how-to-sell-panelalpha-hosting.md): Configure and sell PanelAlpha hosting products with Upmind.
- [How to sell Plesk hosting](https://docs.upmind.com/for-web-hosts/sell-web-hosting/how-to-sell-plesk-hosting.md): Configure and sell Plesk hosting products with Upmind.
- [How to Sell SPanel Hosting](https://docs.upmind.com/for-web-hosts/sell-web-hosting/how-to-sell-spanel-hosting.md): Configure and sell SPanel hosting products with Upmind.
- [How to Sell Webuzo Hosting](https://docs.upmind.com/for-web-hosts/sell-web-hosting/how-to-sell-webuzo-hosting.md): Configure and sell Webuzo hosting products with Upmind.
- [How to sell WHM/cPanel hosting](https://docs.upmind.com/for-web-hosts/sell-web-hosting/how-to-sell-whmcpanel-hosting.md): Configure and sell cPanel hosting products with Upmind.
- [Integrating Marketgoo to Upmind](https://docs.upmind.com/for-web-hosts/seo/integrating-marketgoo-to-upmind.md): A step-by-step guide is here to help with white-label SEO tools that empower the clients to achieve online success
- [Integrating Ranking Coach to Upmind](https://docs.upmind.com/for-web-hosts/seo/integrating-ranking-coach-to-upmind.md): Connect Ranking Coach with Upmind
- [How to add Linode products](https://docs.upmind.com/for-web-hosts/servers/how-to-add-linode-products.md): Configure Akamai Linode products and automate provisioning and basic management of Linode servers
- [How to add Manual Server products](https://docs.upmind.com/for-web-hosts/servers/how-to-add-manual-server-products.md): This guide explains how to add products and orders for manually provisioned servers
- [How to add VirtFusion products](https://docs.upmind.com/for-web-hosts/servers/how-to-add-virtfusion-products.md): Configure VirtFusion products and automate provisioning and basic management of virtual servers
- [How to add Virtualizor products](https://docs.upmind.com/for-web-hosts/servers/how-to-add-virtualizor-products.md): Configure Virtualizor products and automate provisioning and basic management of virtual servers
- [How to Sell ispmanager Licensing](https://docs.upmind.com/for-web-hosts/software-licenses/how-to-sell-ispmanager-licensing.md): Configure and sell ispmanager licensing products with Upmind
- [How to Sell Pax8 M365 Licensing](https://docs.upmind.com/for-web-hosts/software-licenses/how-to-sell-pax8-m365-licensing.md): Configure and sell Pax8 M365 licensing products with Upmind
- [How to Integrate and Sell Basekit](https://docs.upmind.com/for-web-hosts/website-builders/how-to-integrate-and-sell-basekit.md)
- [How to Integrate and Sell Duda](https://docs.upmind.com/for-web-hosts/website-builders/how-to-integrate-and-sell-duda.md)
- [How to Integrate and Sell Weebly](https://docs.upmind.com/for-web-hosts/website-builders/how-to-integrate-and-sell-weebly.md)
- [How to Integrate and Sell Yola](https://docs.upmind.com/for-web-hosts/website-builders/how-to-integrate-and-sell-yola.md): Yola is a simple website builder that helps you create professional-looking websites without any coding
- [WHMCS Comparison](https://docs.upmind.com/for-web-hosts/whmcs-comparison.md): In this guide we explain some key differences between Upmind and WHMCS. We assume that you are familiar with WHMCS. If you are not, then the short answer here is that Upmind probably has everything you need.
- [Admin Area vs. Client Area](https://docs.upmind.com/getting-started/admin-area-vs-client-area.md): Upmind lets you have a separate Admin Area for management and staff, and a Client Area for clients, so things can be managed smoothly and don't tie up.
- [How to Create an Upmind Account](https://docs.upmind.com/getting-started/how-to-create-an-upmind-account.md): Get started with Upmind in 30 seconds.
- [How to Use Upmind's Knowledge Base](https://docs.upmind.com/getting-started/how-to-use-upminds-knowledge-base.md): Your guide to finding answers, learning the platform, and getting the most out of Upmind's documentation resources.
- [What Does Upmind Do?](https://docs.upmind.com/getting-started/what-does-upmind-do.md): Upmind is the all-in-one business solution for any online business. Billing automation, Client management, Online Store, Customer support you name it, Upmind has it.
- [Create a Hosting Package](https://docs.upmind.com/guides-for-web-hosting-accounts/create-a-hosting-package.md): You can map Upmind products to WHM packages and then create products.
- [Link a WHM Account to Upmind](https://docs.upmind.com/guides-for-web-hosting-accounts/link-a-whm-account-to-upmind.md): Manage reseller account with Upmind.
- [Understanding an Order](https://docs.upmind.com/guides-for-web-hosting-accounts/understanding-an-order.md): Now you have your account ready, and you can go through the purchase and see what your customer wants.
- [Information Security](https://docs.upmind.com/legal-and-information/information-security.md): Upmind’s information security.
- [Privacy Policy](https://docs.upmind.com/legal-and-information/privacy-policy.md): Upmind's privacy policy.
- [Terms and Conditions](https://docs.upmind.com/legal-and-information/terms-and-conditions.md): Upmind's terms and conditions.
- [Upmind IP Addresses](https://docs.upmind.com/legal-and-information/upmind-ip-addresses.md): Whitelist IP addresses.
- [Admin Area Dashboard](https://docs.upmind.com/managing-your-account/admin-area-dashboard.md): Detailed overview for monitoring your business health and activity.
- [Getting Help from Upmind](https://docs.upmind.com/managing-your-account/getting-help-from-upmind.md): If you're stuck or having questions, confusion, or any kind of help, Upmind is always available with its superior and dedicated team of support to help you.
- [How to Change Your Admin Password](https://docs.upmind.com/managing-your-account/how-to-change-your-admin-password.md): Follow these steps to change your Upmind account password. You can also enable two-factor authentication to add a layer of security to your Upmind e-commerce account.
- [How to Close Your Upmind Account](https://docs.upmind.com/managing-your-account/how-to-close-your-upmind-account.md): You can close it very easily in minutes, no questions asked.
- [How to Manage Account Security as an Admin/Staff](https://docs.upmind.com/managing-your-account/how-to-manage-account-security-as-an-adminstaff.md): Security Management is important for any Account. Manage account security for your Upmind account and secure your complete automation platform account.
- [How to Manage Your Admin Profile](https://docs.upmind.com/managing-your-account/how-to-manage-your-admin-profile.md): Add or change your admin information, such as name, address, email, avatar, etc, as you want.
- [How to Manage Two-Factor Authentication (2FA) as a Client](https://docs.upmind.com/managing-your-account/managing-2fa-two-factor-authentication-in-upmind/how-to-manage-two-factor-authentication-2fa-as-a-client.md): Enable, disable, and manage two-factor authentication on your Upmind client account.
- [How to Manage Two-Factor Authentication (2FA) as an Admin/Staff](https://docs.upmind.com/managing-your-account/managing-2fa-two-factor-authentication-in-upmind/how-to-manage-two-factor-authentication-2fa-as-an-adminstaff.md): Enable, disable, enforce, and manage two-factor authentication for your admin or staff account.
- [Upgrade Your Plan](https://docs.upmind.com/managing-your-account/upgrade-your-plan.md): Get more, do more, achieve more with Upmind. Upgrade your plan and move forward faster and better than before. See how to upgrade your current plan with Upmind.
- [How Multi-language Works](https://docs.upmind.com/setup-and-configuration/branding/how-multi-language-works.md): Setup your e-commerce store with a multilingual feature and start global.
- [How to Add a Custom Domain Name](https://docs.upmind.com/setup-and-configuration/branding/how-to-add-a-custom-domain-name.md): Brand your site with a unique URL. Point a unique domain to your default Upmind web address and learn how to add a custom domain name.
- [How to Add Brands](https://docs.upmind.com/setup-and-configuration/branding/how-to-add-brands.md): Upmind makes it easy to add, manage, and customise brand settings on an e-commerce platform.
- [How to Add Your Custom URL to the Logo Button](https://docs.upmind.com/setup-and-configuration/branding/how-to-add-your-custom-url-to-the-logo-button.md): Your navigation is now a little easier with the addition of the custom URL.
- [How to Configure Business Settings](https://docs.upmind.com/setup-and-configuration/branding/how-to-configure-business-settings.md): Gives you a window and automates your business in many ways so you can focus on other important tasks.
- [How to Configure Your Brand Settings](https://docs.upmind.com/setup-and-configuration/branding/how-to-configure-your-brand-settings.md): Start today with your brand and excel. Upmind makes your business easier and faster.
- [How to Create Client Area Templates](https://docs.upmind.com/setup-and-configuration/branding/how-to-create-client-area-templates.md): Start with your client area for your business to provide a separate dashboard.
- [How to Reset Brand Data](https://docs.upmind.com/setup-and-configuration/branding/how-to-reset-brand-data.md): With Upmind's branding feature, you can rest brand data after you see what you can do with Upmind. For every client or new one, you can always reset information.
- [How to Set the Landing Page](https://docs.upmind.com/setup-and-configuration/branding/how-to-set-the-landing-page.md): The Upmind e-commerce platform gives you three options: login page, restoration page, or store page.
- [User Interface Overview](https://docs.upmind.com/setup-and-configuration/branding/user-interface-overview.md): Customise the client area experience, from appearance and behaviour to registration and checkout.
- [What is an Organisation?](https://docs.upmind.com/setup-and-configuration/branding/what-is-an-organisation.md): Understand your Upmind account structure.
- [Email Messages vs Notifications](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/email-messages-vs-notifications.md): Use email templates to save time and automate messaging for important triggers.
- [Email Template Twig Variables Overview](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/email-template-twig-variables-overview.md): Introduction to Twig variables in Upmind email templates.
- [Email Triggers and Actions](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/email-triggers-and-actions.md): Overview of emails, actions, and triggers.
- [How does Email work in Upmind](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/how-does-email-work-in-upmind.md): How incoming/outgoing email works in Upmind to configure your web host to send email messages with the Upmind name and branding.
- [How to BCC Trustpilot in Upmind](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/how-to-bcc-trustpilot-in-upmind.md): Automatically copy emails to external services for reviews or archiving.
- [How to Create and Send Client Bulk Email Messages](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/how-to-create-and-send-client-bulk-email-messages.md): Save time by reusing templates or creating new ones.
- [How to Create and Send Product & Service Bulk Email Messages](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/how-to-create-and-send-product-and-service-bulk-email.md): Notify customers about product or service changes in bulk.
- [How to Email a Client](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/how-to-email-a-client.md): With a few clicks, you can now send organized and informative emails to your clients easily.
- [How to Format Email Templates](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/how-to-format-email-templates.md): Upmind makes formating email templates easier for you so you can work with ease.
- [How to Test Emails](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/how-to-test-emails.md): Send test emails to confirm configuration and template appearance.
- [How to View Email Logs](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/how-to-view-email-logs.md): Track sent, failed, and queued emails with search and filtering.
- [How the Import System Works](https://docs.upmind.com/setup-and-configuration/importing-data/how-the-import-system-works.md): Upmind automates your information and business so you can import your important data easily.
- [Importing CSV Data](https://docs.upmind.com/setup-and-configuration/importing-data/importing-csv-data.md): CSV for all fields and sample data needed to import the necessary information.
- [Importing from WHMCS](https://docs.upmind.com/setup-and-configuration/importing-data/importing-from-whmcs.md): Import your WHMCS data, files, and all other necessary information.
- [Importing Tickets from SupportPal](https://docs.upmind.com/setup-and-configuration/importing-data/importing-tickets-from-supportpal.md): Importing tickets from SupportPal has never been easier with Upmind. It gives you an automated system to import all your support tickets in a few steps.
- [About Default Notification Templates](https://docs.upmind.com/setup-and-configuration/notifications/about-default-notification-templates.md): Pre-generated notifications for your business.
- [How to Create & Disable Notifications](https://docs.upmind.com/setup-and-configuration/notifications/how-to-create-and-disable-notifications.md): Automate notifications with triggers and discover several ways to disable them.
- [How to Get Email Notification When a Client Open Support Ticket](https://docs.upmind.com/setup-and-configuration/notifications/how-to-get-email-notification-when-a-client-open-support.md): Set up client ticket email alerts.
- [How to Integrate with Slack](https://docs.upmind.com/setup-and-configuration/notifications/how-to-integrate-with-slack.md): Integrate Slack with Upmind.
- [How to Send a Test Notification](https://docs.upmind.com/setup-and-configuration/notifications/how-to-send-a-test-notification.md): Preview results while creating a message.
- [How to Send Admin Emails for New Orders](https://docs.upmind.com/setup-and-configuration/notifications/how-to-send-admin-emails-for-new-orders.md): Configure new order staff email trigger.
- [Notifications Overview](https://docs.upmind.com/setup-and-configuration/notifications/notifications-overview.md): Send messages based on Upmind events.
- [FraudMind™ Fraud Prevention and Security](https://docs.upmind.com/setup-and-configuration/orders-services/fraudmindtm-fraud-prevention-and-security.md): Customise settings to protect your e-commerce business. If needed, you can block access to the e-commerce store.
- [How to Enable Guest Checkout](https://docs.upmind.com/setup-and-configuration/orders-services/how-to-enable-guest-checkout.md): Know more about guest checkout, to require an account login before completing a purchase.
- [How to Manage the Basket](https://docs.upmind.com/setup-and-configuration/orders-services/how-to-manage-the-basket.md): Customise the online store, choose the home currency, contact details, and more.
- [How to Review Orders](https://docs.upmind.com/setup-and-configuration/orders-services/how-to-review-orders.md): Review orders and quickly survey e-commerce transaction activity. Check unpaid invoices, review open baskets, and more.
- [Order Options Overview](https://docs.upmind.com/setup-and-configuration/orders-services/order-options-overview.md): You can customise invoices and the client view as you like. With Upmind, the options are limitless.
- [How to Create Terms and Conditions](https://docs.upmind.com/setup-and-configuration/other-setup-items/how-to-create-terms-and-conditions.md): Create the terms and conditions page for your Upmind e-commerce. It should describe the terms and conditions to help buyers and protect sellers.
- [How to Set Up Parent Client Branding](https://docs.upmind.com/setup-and-configuration/other-setup-items/parent-and-child-accounts-in-upmind/how-to-set-up-parent-client-branding.md): Customise the branding of Child Accounts.
- [What are Parent & Child Accounts and how do they work in Upmind](https://docs.upmind.com/setup-and-configuration/other-setup-items/parent-and-child-accounts-in-upmind/what-are-parent-and-child-accounts-and-how-do-they.md): In Upmind, you can now set up parent and child accounts. This system is particularly useful for businesses, especially if you need to control and manage multiple accounts under a single umbrella.
- [What is the Best Image Size for My Pictures?](https://docs.upmind.com/setup-and-configuration/other-setup-items/what-is-the-best-image-size-for-my-pictures.md): Find out all about images and visuals for your business site with Upmind.
- [How to Create Staff Users](https://docs.upmind.com/setup-and-configuration/staff-users/how-to-create-staff-users.md): Add unlimited team members to your organisation and manage what they can do. You can also impersonate them when needed.
- [How to Create User Groups](https://docs.upmind.com/setup-and-configuration/staff-users/how-to-create-user-groups.md): Control what happens on an e-commerce store by setting user permissions. Create a user group with specific permissions and assign a user to the group.
- [How to Restrict Staff Access to Client Profiles](https://docs.upmind.com/setup-and-configuration/staff-users/how-to-restrict-staff-access-to-client-profiles.md): Protect sensitive client information.
- [Staff Login & Account Access](https://docs.upmind.com/setup-and-configuration/staff-users/staff-login-and-account-access.md): People can access according to their user permissions and work on the same dashboard.
- [Place a 'Rapid' order (experimental)](https://docs.upmind.com/uncategorised/place-a-rapid-order-experimental.md)
- [Building a Custom Checkout with Headless Setup](https://docs.upmind.com/using-cart-20/choosing-a-quick-start-path/building-a-custom-checkout-with-headless-setup.md): A technical guide to integrating Upmind's commerce logic into your own frontend using the headless setup.
- [Launching with the Ready-made Cart](https://docs.upmind.com/using-cart-20/choosing-a-quick-start-path/launching-with-the-ready-made-cart.md): A step-by-step guide to getting your Upmind storefront live quickly using the hosted Cart with no custom code required.
- [Configuring Your Store with UI Metadata](https://docs.upmind.com/using-cart-20/choosing-what-to-implement-for-your-business/configuring-your-store-with-ui-metadata.md): A complete reference for using UI Metadata to control how your Cart 2.0 storefront looks, behaves, and what it shows.
- [Exploring Example Scenarios](https://docs.upmind.com/using-cart-20/choosing-what-to-implement-for-your-business/exploring-example-scenarios.md): Real-world implementation examples to help you see which Cart 2.0 approach fits businesses like yours.
- [Setting Up Theming with CSS Variables](https://docs.upmind.com/using-cart-20/choosing-what-to-implement-for-your-business/setting-up-theming-with-css-variables.md): A reference guide for using CSS variables and design tokens to style your Cart 2.0 storefront to match your brand.
- [Using the Decision Guide](https://docs.upmind.com/using-cart-20/choosing-what-to-implement-for-your-business/using-the-decision-guide.md): A practical guide to choosing the right Cart 2.0 implementation approach for your business.
- [Applying Accessibility Considerations](https://docs.upmind.com/using-cart-20/customizing-and-theming-your-cart/applying-accessibility-considerations.md): An overview of how Cart 2.0 handles accessibility through themes, design tokens, and consistent interaction patterns.
- [Configuring Options in Cart and Portal](https://docs.upmind.com/using-cart-20/customizing-and-theming-your-cart/configuring-options-in-cart-and-portal.md): A full reference for everything you can customize in Cart 2.0's storefront and Client Portal, from layouts and copy to styling and feature toggles.
- [Understanding Cart 2.0](https://docs.upmind.com/using-cart-20/getting-started-with-cart-20/understanding-cart-20.md): A breakdown of Cart 2.0's architecture, layers, and storefront changes over Cart 1.0.
- [Understanding the Cart Architecture](https://docs.upmind.com/using-cart-20/getting-started-with-cart-20/understanding-the-cart-architecture.md): A look at how Cart 2.0's modular layers fit together and what each one does.
- [Planning Your Migration Strategy](https://docs.upmind.com/using-cart-20/migrating-from-cart-10-to-cart-20/planning-your-migration-strategy.md): A phased approach to migrating from Cart 1.0 to Cart 2.0 safely, with a full pre-launch checklist to validate before going live.
- [Understanding the Migration Overview](https://docs.upmind.com/using-cart-20/migrating-from-cart-10-to-cart-20/understanding-the-migration-overview.md): A clear breakdown of what changes, what stays the same, and what to review when moving from Cart 1.0 to Cart 2.0.
- [Understanding Key Terms in the Glossary](https://docs.upmind.com/using-cart-20/understanding-key-terms-in-the-glossary.md)
- [Affiliate: Enable and Request Manual Commission Withdrawals](https://docs.upmind.com/using-upmind/affiliates/affiliate-enable-and-request-manual-commission-withdrawals.md): Allow affiliates to request their commissions manually and manage requests easily.
- [Create an Affiliate System](https://docs.upmind.com/using-upmind/affiliates/create-an-affiliate-system.md): Build your referral network
- [Create an Affiliate Tier](https://docs.upmind.com/using-upmind/affiliates/create-an-affiliate-tier.md): Set your commissions
- [How do My Clients Create and Manage Affiliate Sales](https://docs.upmind.com/using-upmind/affiliates/how-do-my-clients-create-and-manage-affiliate-sales.md): Help your clients generate revenue
- [What are Affiliate Links and How do they work?](https://docs.upmind.com/using-upmind/affiliates/what-are-affiliate-links-and-how-do-they-work.md): Check What are Affiliate Links and How do they work? Affiliate helps you to grow more with others efforts and earn more profit doing less. Click Now!
- [A Guide to Account Level Delegates](https://docs.upmind.com/using-upmind/client-management/a-guide-to-account-level-delegates.md)
- [Automation Overrides on Client Level](https://docs.upmind.com/using-upmind/client-management/automation-overrides-on-client-level.md)
- [Client Number Setting](https://docs.upmind.com/using-upmind/client-management/client-number-setting.md)
- [How Do Delegates Work?](https://docs.upmind.com/using-upmind/client-management/how-do-delegates-work.md): Clients share access to their products and support tickets
- [How Does the Affiliate System Work](https://docs.upmind.com/using-upmind/client-management/how-does-the-affiliate-system-work.md): Build a referral network
- [How Impersonating a Client Works](https://docs.upmind.com/using-upmind/client-management/how-impersonating-a-client-works.md): Experience your store from the client perspective
- [How to Add & Manage Clients](https://docs.upmind.com/using-upmind/client-management/how-to-add-and-manage-clients.md): A suite of client management tools
- [How to Add Client Custom Fields](https://docs.upmind.com/using-upmind/client-management/how-to-add-client-custom-fields.md): Collect and save structured data
- [How to Add Client Tags](https://docs.upmind.com/using-upmind/client-management/how-to-add-client-tags.md): Manage client records efficiently
- [How to Add Delegates in Your Admin and Client Area](https://docs.upmind.com/using-upmind/client-management/how-to-add-delegates-in-your-admin-and-client-area.md)
- [How to Create Account Notes and Secrets](https://docs.upmind.com/using-upmind/client-management/how-to-create-account-notes-and-secrets.md): Securely save important remarks and information.
- [How to Manage Client Settings](https://docs.upmind.com/using-upmind/client-management/how-to-manage-client-settings.md): Update profiles and security information
- [How to Manage Leads](https://docs.upmind.com/using-upmind/client-management/how-to-manage-leads.md): Capture and manage prospective client relationships efficiently
- [How to Transfer Ownership and Merge Client's Accounts](https://docs.upmind.com/using-upmind/client-management/how-to-transfer-ownership-and-merge-clients-accounts.md): Consolidate and simplify client data and management
- [Storing Client Notes and Secrets](https://docs.upmind.com/using-upmind/client-management/storing-client-notes-and-secrets.md)
- [Auto-accepting Requests](https://docs.upmind.com/using-upmind/how-subscription-cancellation-works/auto-accepting-requests.md): Auto-accept requests to cancel overdue products.
- [Cancellation Fields](https://docs.upmind.com/using-upmind/how-subscription-cancellation-works/cancellation-fields.md): Manage custom fields for subscription cancellation.
- [Retention Systems (Beta)](https://docs.upmind.com/using-upmind/how-subscription-cancellation-works/retention-systems-beta.md): Overview of tools designed to measure and improve retention.
- [Subscription Cancellation Options](https://docs.upmind.com/using-upmind/how-subscription-cancellation-works/subscription-cancellation-options.md): Configure subscription cancellations.
- [Turning on/off Auto-renew](https://docs.upmind.com/using-upmind/how-subscription-cancellation-works/turning-onoff-auto-renew.md): Stop recurring payments.
- [What happens when Clients don't Pay ](https://docs.upmind.com/using-upmind/how-subscription-cancellation-works/what-happens-when-clients-dont-pay.md): What happens when a client does not pay an invoice?
- [A Guide to Invoice Consolidation](https://docs.upmind.com/using-upmind/invoicing-and-taxes/a-guide-to-invoice-consolidation.md): Combine multiple charges into a single invoice.
- [About Multi-Currency](https://docs.upmind.com/using-upmind/invoicing-and-taxes/about-multi-currency.md): Automate currency conversions.
- [Advanced Subscription Pricing Tools](https://docs.upmind.com/using-upmind/invoicing-and-taxes/advanced-subscription-pricing-tools.md): Managing complex recurring subscription pricing.
- [Bulk Operations for Subscription Pricing, Billing Intervals, and Status](https://docs.upmind.com/using-upmind/invoicing-and-taxes/bulk-operations-for-subscription-pricing-billing-intervals-and-status.md): Changes to subscriptions and invoices.
- [Configuring Recurring Invoice Generation, Due Dates, and Automation Interval](https://docs.upmind.com/using-upmind/invoicing-and-taxes/configuring-recurring-invoice-generation-due-dates-and-automation-interval.md): Automating billing cycles and due dates at brand, product, and contract product levels.
- [How to Add Additional Information to an Invoice](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-add-additional-information-to-an-invoice.md): Adding notes, fields, or custom info.
- [How to Add Currencies and Exchange Rates](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-add-currencies-and-exchange-rates.md): Customise the exchange rate from the base currency.
- [How to Check an Invoice Status](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-check-an-invoice-status.md): Monitor and understand invoice states.
- [How to Configure a Proforma Invoice](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-configure-a-proforma-invoice.md): Setting up quotes and pre-bill drafts.
- [How to Configure Invoice Settings](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-configure-invoice-settings.md): Default invoice options, templates, and preferences.
- [How to Configure Subscription Options](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-configure-subscription-options.md): Manage global subscription settings.
- [How to Edit an Invoice PDF Template](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-edit-an-invoice-pdf-template.md): Customize invoice appearance.
- [How to Handle Grace Periods in Upmind](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-handle-grace-periods-in-upmind.md): Control when services suspend, cancel, and close after a missed payment.
- [How to Issue Refunds & Credit Notes](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-issue-refunds-and-credit-notes.md): For paid and unpaid invoices.
- [How to Manage Renewal Automation Settings](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-manage-renewal-automation-settings.md): Customise invoice dates and renewals.
- [How to Regenerate Invoices](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-regenerate-invoices.md): Admins and store staff can regenerate an invoice with updated data.
- [How to Set Sales Taxes (e.g., VAT, GST)](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-set-sales-taxes-eg-vat-gst.md): Add and manage tax rules.
- [How to Use Credit Limit](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-use-credit-limit.md): Manage prepaid balances and limits.
- [How to Use Swap Payment in an Invoice](https://docs.upmind.com/using-upmind/invoicing-and-taxes/how-to-use-swap-payment-in-an-invoice.md): Share invoices with clients or teams.
- [Invoice Numbering and Prefixes](https://docs.upmind.com/using-upmind/invoicing-and-taxes/invoice-numbering-and-prefixes.md): Customising invoice sequences and IDs.
- [Invoice Shared](https://docs.upmind.com/using-upmind/invoicing-and-taxes/invoice-shared.md): Share invoices with clients or teams.
- [Legacy Invoices](https://docs.upmind.com/using-upmind/invoicing-and-taxes/legacy-invoices.md): View and analyse historical billing data imported from a previous platform.
- [Locked Invoices](https://docs.upmind.com/using-upmind/invoicing-and-taxes/locked-invoices.md): Locked invoices during payment processing.
- [Quick Invoice Guide](https://docs.upmind.com/using-upmind/invoicing-and-taxes/quick-invoice-guide.md): Introduction to creating and sending invoices.
- [Revenue Recognition](https://docs.upmind.com/using-upmind/invoicing-and-taxes/revenue-recognition.md): Track and report deferred revenue.
- [Schedule Price Changes for Contract Products](https://docs.upmind.com/using-upmind/invoicing-and-taxes/schedule-price-changes-for-contract-products.md): Automating future price adjustments.
- [Add an existing product or service](https://docs.upmind.com/using-upmind/manage-client-services/add-an-existing-product-or-service.md): If the customer already has an existing product or service that isn't yet billed in Upmind, this guide will explain how to add it to their account
- [How to Add Existing Domain Names to an Upmind Client Account.](https://docs.upmind.com/using-upmind/manage-client-services/how-to-add-existing-domain-names-to-an-upmind-client.md): If the customer already has a product or service that hasn't been billed in Upmind, this guide will show you how to add it to their account. Because domains have specific expiry dates and renewal dates, we'll guide you on synchronizing the due dates after the import.
- [How to Change a Subscription Service Level](https://docs.upmind.com/using-upmind/manage-client-services/how-to-change-a-subscription-service-level.md): Upgrade or downgrade a subscription
- [How to Change Subscription Invoice Settings](https://docs.upmind.com/using-upmind/manage-client-services/how-to-change-subscription-invoice-settings.md): Edit due dates, payment methods, and more
- [How to change the renewal date of a subscription](https://docs.upmind.com/using-upmind/manage-client-services/how-to-change-the-renewal-date-of-a-subscription.md)
- [How to Modify a Subscription Contract](https://docs.upmind.com/using-upmind/manage-client-services/how-to-modify-a-subscription-contract.md): Adjust subscription terms, pricing, and reactivate products
- [How to Use Order Templates](https://docs.upmind.com/using-upmind/manage-client-services/how-to-use-order-templates.md)
- [How to Create a Basic Promotion Code](https://docs.upmind.com/using-upmind/marketing-tools/how-to-create-a-basic-promotion-code.md): Discount code for all items
- [How to Create a Promo Code for a Group of Items](https://docs.upmind.com/using-upmind/marketing-tools/how-to-create-a-promo-code-for-a-group-of.md): Discount code for selected items
- [How to Create an Advanced Promo Code](https://docs.upmind.com/using-upmind/marketing-tools/how-to-create-an-advanced-promo-code.md): Different codes for different products
- [Place a 'Rapid' order (experimental)](https://docs.upmind.com/using-upmind/ordering/place-a-rapid-order-experimental.md)
- [Differences Between Stored Payment Methods and One-Time Payment Methods](https://docs.upmind.com/using-upmind/payment-methods/differences-between-stored-payment-methods-and-one-time-payment-methods.md): Stored vs one-time payment methods
- [How to Add GoCardless as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/gocardless-access-token-webhooks/how-to-add-gocardless-as-a-payment-method.md): Configure GoCardless payment gateway
- [Manually Adding GoCardless Mandate Tokens in Upmind](https://docs.upmind.com/using-upmind/payment-methods/gocardless-access-token-webhooks/manually-adding-gocardless-mandate-tokens-in-upmind.md): Configure GoCardless mandate tokens
- [How Staff Can Top Up Account Credit](https://docs.upmind.com/using-upmind/payment-methods/how-staff-can-top-up-account-credit.md)
- [Adding Payment Gateways in Upmind](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/adding-payment-gateways-in-upmind.md): Customise payment options
- [How to Add Adyen as a Payment Method in Upmind](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-adyen-as-a-payment-method-in-upmind.md)
- [How to Add Bank Transfer as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-bank-transfer-as-a-payment-method.md): Let customers wire money to your account
- [How to Add BitPay as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-bitpay-as-a-payment-method.md): Set up BitPay to take payments in Upmind
- [How to Add Blockonomics as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-blockonomics-as-a-payment-method.md): Learn How to Add Blockonomics as a Payment Method in Upmind. You can receive payments from your customers using CoinGate. Check Now!
- [How to Add Braintree as a Payment Method in Upmind](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-braintree-as-a-payment-method-in-upmind.md): Set up Braintree to take payments in Upmind
- [How to Add CoinGate as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-coingate-as-a-payment-method.md): Set up CoinGate to take payments in Upmind
- [How to Add dLocal as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-dlocal-as-a-payment-method.md): Set up dLocal to take payments in Upmind
- [How to Add Flutterwave as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-flutterwave-as-a-payment-method.md): Set up Flutterwave to take payments in Upmind
- [How to Add GoCardless as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-gocardless-as-a-payment-method.md): Set up GoCardless to take payments in Upmind
- [How to Add MercadoPago as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-mercadopago-as-a-payment-method.md)
- [How to Add Micropayment as Payment Gateway](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-micropayment-as-payment-gateway.md): Set up Micropayment to take payments in Upmind
- [How to Add Offline as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-offline-as-a-payment-method.md): Give customers an offline option
- [How to Add Opayo as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-opayo-as-a-payment-method.md): Set up Opayo to take payments in Upmind
- [How to Add Openpay as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-openpay-as-a-payment-method.md): Set up Openpay to take payments in Upmind
- [How to Add PayFast as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-payfast-as-a-payment-method.md): Set up PayFast to take payments in Upmind
- [How to Add Paysafecard as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-paysafecard-as-a-payment-method.md): Set up Paysafecard to take payments in Upmind
- [How to Add Paystack as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-paystack-as-a-payment-method.md): Set up Paystack to take payments in Upmind
- [How to Add Paytm as a Payment Method in Upmind](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-paytm-as-a-payment-method-in-upmind.md): Set up Paytm to take payments in Upmind.
- [How to Add PayU as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-payu-as-a-payment-method.md): Set up PayU to take payments in Upmind
- [How to Add PesaPal as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-pesapal-as-a-payment-method.md): Set up PesaPal to take payments in Upmind
- [How to Add RazorPay as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-razorpay-as-a-payment-method.md): Set up RazorPay to take payments in Upmind.
- [How to Add RazorPay Checkout as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-razorpay-checkout-as-a-payment-method.md): Set up RazorPay Checkout to take payments in Upmind.
- [How to Add SSLCOMMERZ as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-sslcommerz-as-a-payment-method.md): Set up SSLCOMMERZ to take payments in Upmind
- [How to Add Stripe as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-payment-gateways/how-to-add-stripe-as-a-payment-method.md): Set up Stripe to take payments in Upmind
- [How to Add PayPal Billing Agreement as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-paypal-as-a-payment-method/how-to-add-paypal-billing-agreement-as-a-payment-method.md): Configure PayPal Billing Agreement
- [How to Add PayPal Express as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-paypal-as-a-payment-method/how-to-add-paypal-express-as-a-payment-method.md): Configure PayPal Express
- [How to Add PayPal Legacy Subscription (Callbacks) as Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-paypal-as-a-payment-method/how-to-add-paypal-legacy-subscription-callbacks-as-payment-method.md): Configure PayPal Legacy Subscription (Callbacks)
- [How to Add PayPal Pro as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-paypal-as-a-payment-method/how-to-add-paypal-pro-as-a-payment-method.md): Configure PayPal Pro
- [How to Add PayPal Pro (REST) as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-paypal-as-a-payment-method/how-to-add-paypal-pro-rest-as-a-payment-method.md): You will know How to Add Paypal Pro (REST) as a Payment Method in this article. As some people still use Rest, it is useful for them and you. Check Now!
- [How to Add PayPal Subscription Agreement as a Payment Method](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-paypal-as-a-payment-method/how-to-add-paypal-subscription-agreement-as-a-payment-method.md): Configure PayPal Subscripton Agreement
- [Using PayPal with Upmind](https://docs.upmind.com/using-upmind/payment-methods/how-to-add-paypal-as-a-payment-method/using-paypal-with-upmind.md): Configure PayPal with ease
- [How to Make Payments in Different Currencies](https://docs.upmind.com/using-upmind/payment-methods/how-to-make-payments-in-different-currencies.md): Flexible transactions with many payment options
- [How to Manage the Payment Interval Before Invoice Due Date](https://docs.upmind.com/using-upmind/payment-methods/how-to-manage-the-payment-interval-before-invoice-due-date.md): Managing invoice payment timing
- [How to Set up Automatic Payments](https://docs.upmind.com/using-upmind/payment-methods/how-to-set-up-automatic-payments.md): Configure gateways, billing, and more
- [How to Take Manual Payments](https://docs.upmind.com/using-upmind/payment-methods/how-to-take-manual-payments.md): Manually process unpaid invoices
- [How to Use Different Payment Methods](https://docs.upmind.com/using-upmind/payment-methods/how-to-use-different-payment-methods.md): Optimally set up payment methods on invoices
- [Payment Options Overview](https://docs.upmind.com/using-upmind/payment-methods/payment-options-overview.md): A summary of payment resources
- [Available Payment Gateways](https://docs.upmind.com/using-upmind/payment-methods/payments-in-upmind/available-payment-gateways.md): Integrate many payment gateways with Upmind
- [How Payments Work in Upmind](https://docs.upmind.com/using-upmind/payment-methods/payments-in-upmind/how-payments-work-in-upmind.md)
- [Auto-Populating Catalogue Prices](https://docs.upmind.com/using-upmind/product-management/auto-populating-catalogue-prices.md): With the auto-populating catalogue price you can effortlessly manage subscription terms and prices within the product catalogue. Check now!
- [Configure Product Automation](https://docs.upmind.com/using-upmind/product-management/configure-product-automation.md): Learn how to configure subscription automation for your online store. You can set subscription renewal settings and many more. Check Now!
- [Contract Automation Terminology](https://docs.upmind.com/using-upmind/product-management/contract-automation-terminology.md): Contract Automation Terminology lets you automate the contracts based on several facts such as pending, subscription, renewal and many more. Check Now!
- [Create Product Notifications](https://docs.upmind.com/using-upmind/product-management/create-product-notifications.md): Create product notifications for your store and you can send message automatically with an update, add, delete of a product or service. Check Now!
- [How to Add Product Attributes](https://docs.upmind.com/using-upmind/product-management/how-to-add-product-attributes.md): Create product options in your e-commerce store with the product attributes feature. Check now how to add product attributes, options based on size, colour, material, and more.
- [How to Add Product Billing](https://docs.upmind.com/using-upmind/product-management/how-to-add-product-billing.md): Customise product prices and currencies. You can create recurring payments, decide which price displays on the customer page, and more.
- [How to Add Product Options](https://docs.upmind.com/using-upmind/product-management/how-to-add-product-options.md): Learn how to add product options with different sizes and prices to your e-commerce store. Give e-commerce shoppers multiple product options easily. Check Now!
- [How to Add Recommendations](https://docs.upmind.com/using-upmind/product-management/how-to-add-recommendations.md): Learn how to add recommendations on the way to check out. It enables you to cross-sell products or service without selling or marketing. Check Now!
- [How to Add Upgrade/Downgrade Options for Products](https://docs.upmind.com/using-upmind/product-management/how-to-add-upgradedowngrade-options-for-products.md): Learn How to Add Upgrade/Downgrade Options for Products on your online store. clients easily switch between different packages with higher or lower prices. Check Now!
- [How to Change Contract Product's Currency](https://docs.upmind.com/using-upmind/product-management/how-to-change-contract-products-currency.md): Learn How to Change Contract Product's Currency with Upmind. upon request from customer, admin and staffs can change the contract product's currency. Check Now!
- [How to Create a Setup Fee](https://docs.upmind.com/using-upmind/product-management/how-to-create-a-setup-fee.md): Check out how to create setup fee for your e-commerce store with ease. You can now charge for setting up the products or service to the store. Check Now!
- [How to Create Price Lists](https://docs.upmind.com/using-upmind/product-management/how-to-create-price-lists.md): Learn how to create a price list for your e-commerce store. It leads you to a better product management throughout the online e-commerce store. Check Now!
- [How to Create Product Bundles](https://docs.upmind.com/using-upmind/product-management/how-to-create-product-bundles.md): Learn how to create product bundles and Add products with different sizes and prices to your e-commerce store. Give e-commerce shoppers multiple product options.
- [How to Create Products](https://docs.upmind.com/using-upmind/product-management/how-to-create-products.md): Learn how to add products or services to your e-commerce Upmind store. You can also upload product images and set bulk order settings. Check Now!
- [How to Edit a Product Category](https://docs.upmind.com/using-upmind/product-management/how-to-edit-a-product-category.md): Learn how to edit a product category in Upmind. You can update, edit, modify, or change the categories based on your store setup. Check Now!
- [How to Manage Free Trials](https://docs.upmind.com/using-upmind/product-management/how-to-manage-free-trials.md): Setup, configure, and automate free trial offers for your products and services.
- [How to Set Up Preselected Product Options/Attributes](https://docs.upmind.com/using-upmind/product-management/how-to-set-up-preselected-product-optionsattributes.md): Learn how to set up preselected product options or attributes. You can offer a variety of options based on size, price, quantity, and more. Check Now in Upmind!
- [How to Use Contract Product Tags](https://docs.upmind.com/using-upmind/product-management/how-to-use-contract-product-tags.md): Tag and organise contract-based products
- [Split Bulk Orders into Separate Contract Products](https://docs.upmind.com/using-upmind/product-management/split-bulk-orders-into-separate-contract-products.md): Efficient management of bulk purchases by automatically splitting into individual contracts
- [Subscription Settings Overview](https://docs.upmind.com/using-upmind/product-management/subscription-settings-overview.md): Subscription Settings Overview enables to customise the global settings for your online store as you like. The options are limitless. Check now in Upmind!
- [What If Your Product or Service is Not Showing?](https://docs.upmind.com/using-upmind/product-management/what-if-your-product-or-service-is-not-showing.md): Read this article and know the to do list, What If Your Product or Service is Not Showing? Check out and explore Upmind now!
- [A Guide to cPanel/WHM Provisioning Options](https://docs.upmind.com/using-upmind/provisioning/a-guide-to-cpanelwhm-provisioning-options.md): Options for cPanel/WHM provisioning
- [Brand Provisioning Fields](https://docs.upmind.com/using-upmind/provisioning/brand-provisioning-fields.md): Customise provisioning fields
- [Contract Product Provision Management](https://docs.upmind.com/using-upmind/provisioning/contract-product-provision-management.md): Manage business processes
- [Dynamic Deployement](https://docs.upmind.com/using-upmind/provisioning/dynamic-deployement.md): How specific provision configurations are chosen
- [How Does Provisioning Work?](https://docs.upmind.com/using-upmind/provisioning/how-does-provisioning-work.md): Step-by-step guide to provisioning in Upmind
- [How to Remove a Provisioning Configuration](https://docs.upmind.com/using-upmind/provisioning/how-to-remove-a-provisioning-configuration.md): Remove any provision configuration to organise your services
- [New Domain Search Tool](https://docs.upmind.com/using-upmind/provisioning/new-domain-search-tool.md): New domain search tool delivers fast, trustworthy, and relevant domain suggestions from external engines.
- [Product Notes and Secrets](https://docs.upmind.com/using-upmind/provisioning/product-notes-and-secrets.md): Create and store non-sensitive and sensitive information on products and services
- [Provision Categories in Upmind](https://docs.upmind.com/using-upmind/provisioning/provision-configurations/provision-categories-in-upmind.md): Upmind offers 8 provisioning categories
- [Provision Configurations in Upmind](https://docs.upmind.com/using-upmind/provisioning/provision-configurations/provision-configurations-in-upmind.md): Choose from several categories
- [Provisioning Options for Web Hosting](https://docs.upmind.com/using-upmind/provisioning/provisioning-options-for-web-hosting.md): Options for web hosting provisioning
- [Provisioning Settings](https://docs.upmind.com/using-upmind/provisioning/provisioning-settings.md): General provisioning automation settings
- [Upmind Marketplace](https://docs.upmind.com/using-upmind/provisioning/upmind-marketplace.md): Offer and sell more to your clients
- [What are the Benefits of Provisioning?](https://docs.upmind.com/using-upmind/provisioning/what-are-the-benefits-of-provisioning.md): Provisioning offers many benefits
- [What is Provisioning?](https://docs.upmind.com/using-upmind/provisioning/what-is-provisioning.md): Upmind’s provisioning automates the complete setup and management of services through APIs, while the Marketplace offers a curated catalogue of ready-to-buy, pre-built services. Below, we explain how our provisioning system works
- [About Insights and Reports](https://docs.upmind.com/using-upmind/reporting/about-insights-and-reports.md): Get all the data you need to understand how your e-commerce site is performing on the Insights and Reports section
- [Analytics and Tracking](https://docs.upmind.com/using-upmind/reporting/analytics-and-tracking.md): Types of events tracked and reported by Upmind
- [How to Get the GTM Script URL](https://docs.upmind.com/using-upmind/reporting/how-to-get-the-gtm-script-url.md): Locate and use your Google Tag Manager Script URL in Upmind
- [How to Set Up Google Analytics with Upmind](https://docs.upmind.com/using-upmind/reporting/how-to-set-up-google-analytics-with-upmind.md): Instructions for connecting Google Analytics for tracking
- [How to Set Up Google Tag Manager with Upmind](https://docs.upmind.com/using-upmind/reporting/how-to-set-up-google-tag-manager-with-upmind.md): Integrate Google Tag Manager code to gain actionable insights
- [Invoice Reporting for Accounts](https://docs.upmind.com/using-upmind/reporting/invoice-reporting-for-accounts.md): How to generate and use invoice reports for accounts
- [Setting up Export to Amazon S3 in Upmind](https://docs.upmind.com/using-upmind/reporting/setting-up-export-to-amazon-s3-in-upmind.md): Configuring automated report exports to Amazon S3 storage
- [Supported Event Types](https://docs.upmind.com/using-upmind/reporting/supported-event-types.md): Types of events tracked and reported by Upmind
- [What is Churn Rate?](https://docs.upmind.com/using-upmind/reporting/what-is-churn-rate.md): The measure of customer retention and its effect on business
- [What is Customer Lifetime Value (LTV)](https://docs.upmind.com/using-upmind/reporting/what-is-customer-lifetime-value-ltv.md): The importance of Customer Lifetime Value, a key profit metric
- [About Upmind's Service Desk Features](https://docs.upmind.com/using-upmind/service-desk/about-upminds-service-desk-features.md): Learn about Upmind's  service desk features designed for e-commerce customer support tools and ticket system so you can manage customers efficiently. Check Now!
- [Bulk Support Ticket Updates](https://docs.upmind.com/using-upmind/service-desk/bulk-support-ticket-updates.md): Manage multiple client tickets at once without going one by one.
- [How Do My Clients Create Tickets](https://docs.upmind.com/using-upmind/service-desk/how-do-my-clients-create-tickets.md): Learn how to my clients can create support tickets for your e-commerce store. Create info when you onboard new clients. Setup for your clients. Check Now!
- [How to Add Signatures on Ticket Messages](https://docs.upmind.com/using-upmind/service-desk/how-to-add-signatures-on-ticket-messages.md)
- [How to Create a Ticket](https://docs.upmind.com/using-upmind/service-desk/how-to-create-a-ticket.md): Admins and other users can manage tickets
- [How to Create Support Department](https://docs.upmind.com/using-upmind/service-desk/how-to-create-support-department.md): Create unique departments
- [How to Create Ticket Delegates](https://docs.upmind.com/using-upmind/service-desk/how-to-create-ticket-delegates.md): Share messages with a group
- [How to Customise the Ticket & Support System](https://docs.upmind.com/using-upmind/service-desk/how-to-customise-the-ticket-and-support-system.md): Create unique departments, add message forwarding, and more
- [How to Enable a Support PIN](https://docs.upmind.com/using-upmind/service-desk/how-to-enable-a-support-pin.md)
- [How to Lock a Ticket](https://docs.upmind.com/using-upmind/service-desk/how-to-lock-a-ticket.md)
- [How to Manage Spam Tickets](https://docs.upmind.com/using-upmind/service-desk/how-to-manage-spam-tickets.md)
- [How to Open and Assign Client Tickets](https://docs.upmind.com/using-upmind/service-desk/how-to-open-and-assign-client-tickets.md): Read, assign, and respond to client tickets
- [Managing Ticket Flows and Optimizations](https://docs.upmind.com/using-upmind/service-desk/managing-ticket-flows-and-optimizations.md)
- [Ticket Scheduling](https://docs.upmind.com/using-upmind/service-desk/ticket-scheduling.md)