You can use the Stripe gateway to receive payments for the invoices.
Follow these steps to use Stripe:
- Log in to the CRM.
- Go to the Payments module.
- Select a payment record for an invoice. You can directly make a payment if you have the customer’s card details and have received consent.
- Hover over the three dots icon and click ‘Pay Now’ if you have the customer’s card details.
- Enter the customer details on the Stripe Checkout page and pay.
- You can also send the payment link to the customer via email.
- Click on the email icon at the top.
- Select Stripe Gateway.
- Send Email.