Streamlining Payments: How to Integrate Your Payment Provider and Send Invoices
Integrating a payment processor with your CRM helps streamline your billing process, allowing you to quickly collect payments, manage products, and send digital invoices or payment links. Here is a step-by-step guide on how to configure payments in your system.
Connecting Your Payment Integration
Navigate to the Payments module in the left sidebar menu.
Click on the Integrations tab at the top of the payments dashboard.
Locate your payment processor or POS provider (such as Square) and complete the integration setup.
Setting Up Products & Payment Links
Once your provider is connected:
Create Products: Set up your services or products under the Products tab so they can easily be added to future invoices.
Subscriptions & Payment Links: Use the Payment Links or Subscriptions tabs to generate e-commerce links. These are ideal for sending quick text or email payment options to clients who want to book treatments remotely or close a sale after an initial consultation.
How to Create and Send an Invoice
Go to the Invoices & Estimates tab inside the Payments module.
Click the blue "+ New" button and select "New Invoice".
Search for your customer by name, email, or phone number.
Click "Add Product" to select the service or treatment package being billed.
Review the price total, then click "Send" to deliver the invoice directly to the client's email, or generate a shareable payment link to send via text.