You can accept payment during a conversation with a client. Generate a payment link and send it to the Open Channel chat.
When you get a message from a client, click the Start selling button in the chat.
The CRM.Payment and Delivery page will open.
First of all, select a product from the catalog or create a new one.
You can add product price, quantity, discount and edit unit of measurement if needed.
Then you need to connect a payment system.
Connect payment systems in Sales Center
Bitrix24 will automatically create a deal within a payment. You can specify the automatic actions for the stage change.
Finally, click Send. The generated link will appear in the deal.
The client will follow the link and and click Pay. There will be an automatic notification in the chat and in the deal form.
In brief
- Click the Start selling button in the chat.
- Select a product from the catalog or create a new one. Add product price, quantity, discount and edit unit of measurement if needed.
- Connect a payment system.
- Specify the automatic actions for the deal stage change.
- Click Send. The customer can follow the link and pay for the order.
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