FAQs in this section
Can I create a duplicate of a payment record?
How will I get to know if my customers made the payment?
Can I create a Payment from Quick Create?
What is the Payments module?
Is the Payments module available in the Sales Starter edition?
I can see Send Link and Pay Now buttons in Payments. What do they do?
How can I install the Payments module?
How can I accept payments from my customers?
Can I create multiple payments on a single credit note?
How can I configure Authorize.Net payment gateway?
How can I configure my Stripe account?
What are the payment gateways supported by Vtiger CRM?
How can I create a payment record?
Can I create a payment for a vendor?
Can I create a payment from invoices?
Can I attach multiple payments to a purchase order?
How is payments related to invoices?
How can I track incoming payments?
How can I track outgoing payments?
How can I track the payment I initiated?
How can I track payments from invoices?
How can I track payments from bills?
How can I track payments from credit notes?
How can I track payments from purchase orders?
How can I export a payment record?
How can I print a payment record?
How can I change the template of a payment?
Can I link multiple payments to a single invoice record?
Can I edit a payment linked to an invoice?
Is the Payments module available by default?
Can I create multiple payments for a bill record?
My payment status says refunded - what does this mean?
What are the benefits of the Payments module?

How can my customers make the payment?

You can send the payment link to your customers using which they can make the payment.

Follow these steps to initiate the payment by the customer:

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Payments module.
  4. Open any pending payment record.
  5. Click the Do button in the Summary View.
  6. Select the Send Link option.
  7. Select the gateway through which you want to process the payment. An email compose window will be opened with the payment link embedded in it.
  8. Enter the recipient’s details.
  9. Click Send.

When your customers click on the payment link, they will be sent to the secure online payment gateway. Here, they can provide their credit card or bank account details and successfully complete the payment process.

To know more about Payments, click here.
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