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:
- Carte Bancaire
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.
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.
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.
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.
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.
CRM.Payment in deals and new invoices
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.
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.
CRM + Online-Store
Integrated payment systems in 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.
- 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.