Bitrix24Care

Payment system integrations in Bitrix24

We understand that payment preferences can vary from country to country. However, we are committed to making it as convenient as possible for your customers to pay you.

There are multiple ways to utilize payment systems in Bitrix24, and the use cases remain consistent across the options. Our integration apps allow you to connect your merchant accounts and seamlessly integrate them into the standard payment options provided by Bitrix24.

Here is a list of some of the payment system apps available for integration with Bitrix24. Please note that this is not an exhaustive list:

We strive to keep this list up-to-date, but we encourage you to check our Market for the most current selection which includes solutions from our partners.

To learn how to install these apps on your Bitrix24 account, please refer to our informative article.

Account Types, Verification, and Modes

Every payment processing service has its own guidelines for suitable account types and verification procedures when working with external systems. These guidelines are subject to change, so we recommend referring to the official documentation provided by your chosen processor.

Typically, you will need a verified business account to receive customer payments. The required credentials can be as simple as an email address, but in many cases, you will need a pair of secret keys from your admin account dashboard. The specific requirements vary depending on the processor's API configuration.

Most apps also offer a sandbox environment where you can test payments before going live. We highly recommend taking advantage of this feature to ensure that everything is functioning perfectly and your customers have the best possible experience.

Use cases

Using payment processors in Bitrix24 is consistent across all apps. The following examples are based on Authorize.net and Stripe integrations but are applicable to other apps as well.

Receive e-invoice payments

Let your clients pay off the regular invoices using online payment options. This particular option is currently supported in old version of invoices only.

To do that, first, generate an invoice link by using Actions context menu in CRM > Sales > Invoices subsection within a specific invoice you had previously created.

Invoice link (old invoices).jpeg

And send it to your client.
Generated invoice link.jpeg

When your customer opens the invoice you've generated and shared with them, they will find various payment options that you have connected.

They can easily select the most convenient one by simply clicking on a payment system widget in the 'Pay using' section of the invoice.
Old invoices. Choose payment method.jpeg

After selecting a suitable payment option, the customer will be able to enter payment details (such as debit card details) in a new frame within the invoice or to be redirected to a payment gateway provided by your processor.

Exact mechanism depends on processors' requirements and API standards to be complied with. Here are some examples of how that may look.


Skrill as payment option.jpeg

If everything goes smoothly, the customer will be delighted to see a success notification either in the same frame section or on the payment page.

Successful payment frame.jpeg

Successful payment frame in Stripe.jpeg

Online Store payments

The payment process in Bitrix24 online stores is designed to be simple and user-friendly. When your customer decides to make a purchase, they will be directed to the shopping cart where they can provide the necessary information for delivery and order processing.

We offer a variety of connected payment systems, allowing your customers to choose the one that suits them best for making their payment.

Choose payment option in online store.jpeg

The next step for your customer remains unchanged: they need to proceed with the payment for their order by providing the necessary payment method details.

Order payment in online store.jpeg

To easily keep track of your orders and completed payments, simply check your deals. Whenever a store payment is made, a new deal will be created, containing all the necessary order and payment details.

You can find all the relevant information about the processed payment in both the timeline of the deal and the dedicated section on the deal card for tracking payment orders. 

This way, you'll have all the information you need at your fingertips.

Deal created after payment.jpeg 

CRM.Payment in deals and new invoices

This feature offers a highly convenient and user-friendly solution for receiving payments directly from your CRM. 

Additionally, it allows you to effortlessly establish basic automation rules that effectively manage your deals based on their payment status.

Receive payment option in deals.jpeg
 
Receive payment configuration page.jpeg 

To ensure a smooth payment process, check if the following conditions are met before sending a payment link via SMS:

  1. Make sure that a contact number is specified in the deal card.
  2. Configure at least one SMS provider in the Contact Center to enable outbound message sending.

Once you have completed the setup, simply click on the Send button, and the payment link will be sent to your customer.

You can easily track the status of the payment by monitoring the timeline events. 

These events will indicate when your customer visited the payment page, selected a payment method, and successfully completed the payment process.

SMS link sent.jpeg
 Payment events in the CRM timeline.jpeg
After choosing their preferred payment option, your customer can easily proceed with the payment using the same method as demonstrated above.

The process for new invoices is very similar, with just one important difference. 

Instead of staying in the current section, you'll need to switch to the CRM section and navigate to Sales > Invoices subsection to find the corresponding CRM element.

Once you've done that, your next step is to send the payment link to your client, just like you would for deals.


CRM Payment in new invoices.jpeg

When customers click on the payment gateway link, they will have the option to preview the invoice related to their payment, download it, or even share it as a link.


Forwarding options.jpeg


Chat-enabled Sales

As a Bitrix24 user, you've probably connected all of the relevant open channels to your account.

But why stop there? How about making it even easier for your customers to pay by providing payment links during your chat conversations? Offering online payment options can make a significant difference in enhancing customer experience.

Start selling at any point of contact by just a few clicks:

Chat-enabled sales. Start selling.jpeg  

Select or create products on the fly or explore some other payment options provided by Bitrix24:

Chat-enabled sales. Generate links.jpeg 

The customer will receive a link along with a pre-configured message. Additionally, a deal will be created to ensure that no sale goes unnoticed.

Chat-enabled sales. Link sent out.jpeg 
A client proceeds with the payment process, using a smartphone for example.

Smartphone. Chat-enabled sales.jpg 

CRM + Online-Store

Not always will you need a complex online store with multiple pages and many features. A simple one-page online store adapted to mobile devices might be just right to get you started, especially it's so easy in Bitrix24. 

A customer browses through your products and finds a suitable item:

mobile online store.jpg

Adds it to cart or proceeds to checkout:

mobile cart.jpg

Then they may enter basic contact information and proceed with ordering the product:

mobile order form.jpg

After the order is successfully placed, the customer starts the payment process:

placed order form.jpg

Depending on the payment processors configured on your account, a customer will see a list of options at the checkout:

mobile payment type selection.jpg

Integrated payment systems in CRM forms

We have another great option that could be really valuable for your business: integrating payment systems directly into your CRM forms.

This is especially important for companies that rely on online sales through web forms. If you're interested, we have an article on this topic that you can check out at the following link.

We understand that there are many different ways to offer payment options to your clients, and it can be overwhelming. 

That's why we recommend configuring the options that your audience is most likely to use, and optimizing the selection of payment processors based on the regions where you sell. This way, you can offer your clients both choice and convenience.


Data protection and privacy

Our payment apps prioritize the security and privacy of your customers' financial data. We do not store or access any of their sensitive information. Instead, all data transferred to payment processors is encrypted and securely stored on their end.

In order to ensure a smooth payment process and keep you informed about its status, we do need to extract and transfer certain transaction-related details. 

These include:

  • A unique transaction ID
  • Information indicating which payment method (credit card, Paypal, etc.) was used
  • Specific data related to the selected payment type (such as credit card details)
  • The payment amount and currency
  • The current payment status

Rest assured that each integration app we offer fully complies with all relevant national laws and adheres to the strict security measures implemented by trusted payment processors. Your customers' data is in safe hands.

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