Accept Payments from Agreement Form with Bitrix24
Posted: Sun Dec 22, 2024 6:38 am
Accept payment in the agreement form
NOTE: CRM.Payment is a tool for accepting payments in the form of an agreement. It allows you to accept payments through special systems connected to Bitrix24 .
Advantages of CRM: Payment
Simplicity – all you have to do is send an SMS message to a customer, they follow the link and pay for the order.
Fast – it takes a few minutes for your admin to create usa phone numbers list an order link, send it to a customer, and accept the order payment. Each step is recorded in the deal timeline.
Customer loyalty – you can chat with a customer even if the offline store is closed. The customer will value your availability and effort and will become loyal.
Click Get Paid on the agreement form
Accept payments from itrix24 Agreement form
Receiving Payment
What to do if there is no get paid button?
Luckily, you won’t see the Receive payment button on a hidden deal. Click the gear button to the right of the field and select Show Accept Payment button .
Accept payments from Bitrix24 Agreement form
Accept Payment
Specify the product the customer selected.
Accept payments from Bitrix24 Agreement form
Select Product
Any payment system must be connected to Bitrix24 .
Accept payments from Bitrix24 Agreement form
Connection Options
Select No Delivery and click Submit .
send
Send
NOTE : When delivery services are not connected, the Delivery item is grayed out.
How does CRM.Payment work?
Delivery
The customer receives an SMS message with a link to the order page.
How does CRM.Payment work?
Pay Order
They follow the link and check the information about their order. Then they choose a suitable payment method.
How does CRM.Payment work?
Pay Order
Once the payment is processed the deal will be displayed in the timeline.
How does CRM.Payment work?
Track Payment
CRM.Payment is now in Mobile CRM. Contact your customer, accept payment and track its status anytime, anywhere in the Mobile app.
How does CRM.Payment work in Mobile Application ?
Open a deal in mobile CRM and tap the Get paid button.
How does CRM.Payment work in Mobile App?
Get Paid
Select Payment only on the slider .
How does CRM.Payment work in Mobile App?
Just Pay
Check the product list. Tap on + to add more products if needed. Then tap Continue
How does CRM.Payment work in Mobile App?
Agreement Elements
You will see a list of connected payment systems. Turn on the toggle switch to skip this step in the future.
NOTE : Currently you can only configure payment systems in the web version.
How does CRM.Payment work in Mobile App?
Payment Systems
Finally, send your customer a payment link via SMS.
How does CRM.Payment work in Mobile App?
Message
NOTE: To use SMS in the CRM.Payment option, you must first integrate with the messaging service.
Once the message is sent, you can return to the deal form. Payment details will be displayed in the Deal records section.
NOTE: CRM.Payment is a tool for accepting payments in the form of an agreement. It allows you to accept payments through special systems connected to Bitrix24 .
Advantages of CRM: Payment
Simplicity – all you have to do is send an SMS message to a customer, they follow the link and pay for the order.
Fast – it takes a few minutes for your admin to create usa phone numbers list an order link, send it to a customer, and accept the order payment. Each step is recorded in the deal timeline.
Customer loyalty – you can chat with a customer even if the offline store is closed. The customer will value your availability and effort and will become loyal.
Click Get Paid on the agreement form
Accept payments from itrix24 Agreement form
Receiving Payment
What to do if there is no get paid button?
Luckily, you won’t see the Receive payment button on a hidden deal. Click the gear button to the right of the field and select Show Accept Payment button .
Accept payments from Bitrix24 Agreement form
Accept Payment
Specify the product the customer selected.
Accept payments from Bitrix24 Agreement form
Select Product
Any payment system must be connected to Bitrix24 .
Accept payments from Bitrix24 Agreement form
Connection Options
Select No Delivery and click Submit .
send
Send
NOTE : When delivery services are not connected, the Delivery item is grayed out.
How does CRM.Payment work?
Delivery
The customer receives an SMS message with a link to the order page.
How does CRM.Payment work?
Pay Order
They follow the link and check the information about their order. Then they choose a suitable payment method.
How does CRM.Payment work?
Pay Order
Once the payment is processed the deal will be displayed in the timeline.
How does CRM.Payment work?
Track Payment
CRM.Payment is now in Mobile CRM. Contact your customer, accept payment and track its status anytime, anywhere in the Mobile app.
How does CRM.Payment work in Mobile Application ?
Open a deal in mobile CRM and tap the Get paid button.
How does CRM.Payment work in Mobile App?
Get Paid
Select Payment only on the slider .
How does CRM.Payment work in Mobile App?
Just Pay
Check the product list. Tap on + to add more products if needed. Then tap Continue
How does CRM.Payment work in Mobile App?
Agreement Elements
You will see a list of connected payment systems. Turn on the toggle switch to skip this step in the future.
NOTE : Currently you can only configure payment systems in the web version.
How does CRM.Payment work in Mobile App?
Payment Systems
Finally, send your customer a payment link via SMS.
How does CRM.Payment work in Mobile App?
Message
NOTE: To use SMS in the CRM.Payment option, you must first integrate with the messaging service.
Once the message is sent, you can return to the deal form. Payment details will be displayed in the Deal records section.