Hermon
Help center
Getting started
  • Set up your workspace
  • Read your dashboard
  • Understand roles and permissions
Leads
  • Work with leads and saved views
  • Capture opt-ins and track UTMs
  • Manage marketing sources
Appointments
  • Manage appointments and log call outcomes
  • Customise statuses and outcomes
  • Set up appointment event types
Contracts & payments
  • Create a contract and record payments
  • Match unmatched payments
  • Update, void and refund
  • Manage subscriptions
Programs & delivery
  • Create and manage programs
  • Manage deliveries
  • Work inside a delivery
  • Set up delivery and task statuses
Team & integrations
  • Invite your team and connect integrations
  • Add custom fields
  • Set up notifications
  • Use webhooks and API keys
  • Connect Meta Ads
  • Track Typeform forms
  • Update your profile
Open HermonGo to the app
  1. Help center
  2. Contracts & payments

Contracts & payments

Close the deal, send the contract and track every payment.

  • Create a contract and record payments

    Turn a won call into a contract, send it for signature and keep track of every payment until the full amount is collected.

    8 min read

  • Match unmatched payments

    Link payments that came in from Stripe, Mollie or Whop without a contract to the right contract, so your collected revenue is complete.

    6 min read

  • Update, void and refund

    Read contract and payment statuses, change a contract after it was created, void a deal that fell through, record refunds and delete a draft.

    8 min read

  • Manage subscriptions

    Create subscription and commission contracts, get the client onto a checkout link, follow the billing cycles and cancel a subscription when it ends.

    7 min read