Welcome to the Payments hub. This centralized dashboard allows you to collect payments, manage subscriptions, create invoices, and organize your products seamlessly within your CRM.
Pro-Tip
Before creating any products or invoices, make sure to connect your preferred payment processor (like Stripe or PayPal) in the Integrations tab to ensure money routes directly to your bank account.
1. The Payments Ecosystem
The Payments module replaces disconnected third-party tools by bringing your entire revenue operation into one place. Here are the core components:
Products
Create digital or physical products with one-time pricing or recurring subscriptions.
Invoices
Send professional, itemized invoices that customers can pay instantly online.
Payment Links
Generate simple, shareable links to collect payments via SMS or email without a full website.