If you need help integrating different forms of payment, take a look at the articles in our Payment Integrations folder. These guides walk you through connecting and managing the payment providers supported by your CRM.

Frequently Asked Questions #

What payment integrations are available? #

The Payment Integrations section covers the supported payment providers you can connect to your CRM, including major processors used for invoices, estimates, and online checkout.

Where do I find setup guides for each payment provider? #

Each provider has its own step-by-step article inside the Payment Integrations folder. Open the folder and select the provider you want to connect.

Do I need a separate account with the payment provider? #

Yes. You will need an active account with the payment provider before connecting it to your CRM, since the integration links your existing merchant account.

Can I connect more than one payment provider? #

In most cases you can configure multiple providers, but the available options depend on your plan and the provider’s compatibility with your CRM.

Will customers be able to pay online once a provider is connected? #

Once a payment provider is connected and configured, customers can pay invoices and estimates online through the payment methods you enable.