Payments and Invoices
Get paid without leaving your CRM. Set up invoices, collect payments, and track what's outstanding so revenue doesn't get lost in someone's inbox.
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Connecting a Payment ProcessorConnect Stripe or PayPal to COFFEE CRM so you can accept payments and send invoices.
Creating and Sending an InvoiceCreate an invoice, add line items, and email or text it to a customer for payment.
Setting Up Products and PricingCreate reusable products with set prices so you can sell them anywhere in COFFEE CRM.
Creating a Payment Link or Order FormBuild a shareable payment link or order form so customers can pay without a full checkout funnel.
Setting Up Recurring SubscriptionsCreate subscription products that charge customers monthly, weekly, or annually on autopilot.
Tracking Payments and Transaction HistoryFind every payment, filter by status, and see transaction history for any contact.