In Bitrix24, you can send a payment link to a client for a product or service. The link opens a checkout page.
This article explains how to customize the checkout page template.
Quick answer
If company details are already added in the CRM: CRM → Deals → Deal name → Receive payment → Bitrix24 automatically adds the company name and phone number to the checkout page.
If company details are not added in the CRM: CRM → Deals → Deal name → Receive payment → Provide your contact information → Enter the company name → Enter the contact phone number → Save.
Edit the checkout page template: Sites and Stores → Online stores → Chat enabled sales → Pages → Checkout.
Detailed answer
Go to CRM → Deals. Open the deal and click Receive payment.
The payment page will open. Add the company contact details in one of these ways:
- Click Enter company details in the left menu.
- Click Provide your contact information in the top right corner.
In both cases, the settings page will open.
If the company name and phone number are already added to the company details, CRM fills them in automatically. By default, the first phone number is used. You can select another number, and it will appear on the checkout page.
If the company details are not filled in, add them manually. The information will appear on the checkout page automatically.
The checkout page is ready. Send the payment link to the client.
You can also add more information to the checkout page and customize its design.
Customize the checkout page template
By default, the company name and order number appear at the top of the checkout page. The company phone number appears at the bottom. To change the header information, for example to remove the order number, disable the standard header and create a custom one.
Go to Online stores, find Chat enabled sales, and open Pages.
Open the Checkout page.
Click Design and disable the Show header option in the first block. The standard header with the company name and order number will no longer appear on the checkout page.
To create a custom page header, click Add block.
To switch to the mobile view, tap the arrow on the left.
In brief
- You can customize the checkout page by adding the company name and phone number and changing the page template.
- If company details are filled in, the company name and phone number appear on the checkout page automatically. To add them, click Receive payment → Provide your contact information.
- You can edit the checkout page template here: Sites and Stores → Online stores → Chat enabled sales → Pages → Checkout.