Accept payment in the deal form

Author: Stacy Smith

Last update: May 26, 2023.

CRM.Payment is a tool for accepting payment in the deal form. It allows you to accept payment via special systems connected to Bitrix24.

Advantages of CRM.Payment

Simplicity - all you need to do is to send an SMS message to a customer. The customer follows the link and pays the order.
Fast - it takes your manager a couple of minutes to generate an order link, send it to a customer, and accept the order payment. Every step is saved to the deal timeline.
Customer loyalty - even if the offline store is closed, you can still chat with a customer. The customer values your availability and effort and becomes loyal.

Web version

Mobile app

How CRM.Payment works

In the deal form, click Receive payment.

What to do if there is no Receive payment button

You won't see the Receive payment button in a deal if it has been hidden by any chance. Click the gear button on the right of the field and select Show Accept Payment button.

Specify the product the customer has chosen.

Any payment system should be connected to Bitrix24.

Read more in the article - Connect payment systems in Sales Center.

Select No Delivery and click Send.

The Delivery item is in gray color when delivery services are not connected.

The customer will receive an SMS with a link to the payment page.

To use SMS messages for the CRM.Payment option, you should first set up an integration with the messaging service. You can set up the built-in Twilio integration or look for a solution in our Market.

The customer gets the SMS message with a link to the order page.

They follow the link and check the information about their order. Then they select a suitable payment method (in our case, it's PayPal) and tap Pay.

Learn how a client pays an order in the CRM Store from the article - How a client pays an order.

After the payment is processed, it will be displayed in the deal timeline.

CRM.Payment is now available in Mobile CRM. Contact your client, accept payment, and track its status in the Mobile app anywhere at any time.

How CRM.Payment works

Open a deal in Mobile CRM and tap the Receive payment button.

Select Payment only in the slider.

Check the product list. Tap on + to add more products if necessary. Then tap Continue.

You will see the list of connected payment systems. Turn on the toggle switch to skip this step in the future.

Currently, you can configure payment systems in the web version only. Read more in the article - Connect payment systems in the Sales Center.

Finally, send a payment link to your client via SMS.

To use SMS messages for the CRM.Payment option, you should first set up an integration with the messaging service. You can set up the built-in Twilio integration or look for a solution in our Market.

When the message is sent, you can go back to the deal form. Payment details will be displayed in the Deal records section.

Also, you can resend the payment link to your client if they haven't received it for some reason. Click the three dots button and select Send link again.