Mallow Help Center

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Quick start guide PCI Compliance forms - Fiserv PCI Compliance forms - Sola Install Mallow on your phone

Add users to your account Create an invoice Update a subscription Update a Recurring Invoice Store payment methods on file Recover failed or incomplete payments Build a contract template Send an agreement Update your company info Add or change your profile photo Connect Mallow and QBO Disconnect Mallow and QBO Use Mallow table views Sign or reject an agreement

Invoicing and Payments

Mallow's fee structure explained What is Interchange? What is Interchange+ pricing? Invoicing best practices Chargebacks and Disputes International payments Payment rails available in Mallow Delayed and withheld payouts Invoice types Access stored payment methods What happens to canceled invoices? ACH bank transfer payments Managing chargebacks and disputes Clients dashboard Overdue invoice reminders Why does my subscription say Date TBD? Prevent duplicate payment charges Invoice in USD and CAD Refund a paid invoice Void an in-flight ACH payment

Contracts and eSignatures

Envelope limits – we don't have any Are eSignatures legally-binding with Mallow? Cancelling a contract Delete an agreement Audit trails on completed agreements Review rejection feedback on agreements Agreements dashboard and statuses

How is payment information stored in Mallow? Is Mallow PCI-compliant? Are my funds safe with Mallow? Is Mallow a payment processor?

Your Mallow Account

Cancel a subscription Branding and White-labeling Account bans and restrictions Find and read product updates Navigate the Mallow portal on mobile Home dashboard Temporary lock outs Stuck loading screens Switch between Mallow accounts

Integrations and API

Does Mallow integrate with other software? What does the Mallow x QBO integration do? How Mallow reconciles with existing QuickBooks invoices Vault payment email template configuration How Mallow syncs invoices and payments with QuickBooks Online

Submit a feature request How can I contact Mallow? Where is Mallow located? Who can use Mallow? How does Mallow compare to other tools? Change your bank account in Mallow Client Portal

Manage Guest Customers Pay through a payment link Create and manage payment links Payment Links overview

All Collections

Payment Links

Manage Guest Customers

Pay through a payment link

Create and manage payment links

Payment Links overview