Track the payment status in the deal form

The sales process is not only negotiations with clients about payments but also tracking these payments and making sure that the payment is received. In the deal form, you can see all the necessary information: when the SMS message has been delivered, which payment method has been chosen by the client, and when the payment has been made.

Deal timeline

All the necessary information is displayed in the deal timeline: SMS message status, the payment method selected by the client, payment status, order status, payment amount.

SMS message status - sent or delivered. It may take about a minute to deliver an SMS message.

Order status - sent, viewed, paid.

Payment system - a payment method selected by the client.

Payment amount - the amount paid by the client.


You can also see the payment status in the kanban view:

Learn how to automate the order handling in the article - Improve the efficiency of order handling.

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