Features

Close the payment inside the conversation, with one link

Customers should be able to pay the moment they decide to buy. In Bitrix24 we generate a payment link straight from the deal, send it by message and show the status to sales in real time.

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At a glance

One-click payment links
Collection through messaging
Live payment status
Automatic payment documents
Linked to orders and stock

THE PROBLEM

The sale closes, the collection drags

The customer says yes, but sending bank details and waiting for a receipt stretches payment over days.
The rep has no idea whether the money arrived and has to ask accounting every single time.
Which orders are paid and which are still pending is not visible on one screen.
Payment documents are produced and sent by hand, so customers call back saying they never got one.
When collection slips, the cash flow forecast slips with it.

THE FIX

We put payment inside the sales flow

Payment stops being a separate errand and becomes a stage of the deal. The rep sends the link without leaving the conversation, and the system tracks the rest.

A payment link is generated in one click from a deal or from the catalog.
The link goes out over WhatsApp, SMS, email or live chat.
The customer opens it and chooses whichever payment method they prefer.
When payment completes, you get a confirmation and the customer receives a payment document.
Sales reps can check payment status any time and follow the process in real time.
Once paid, the deal advances and invoicing or delivery tasks open automatically.

One-click payment links from a deal

Bitrix24 lets you accept online payments for your products and services: create a payment link from inside the deal and send it to the customer.

Picking the item from your catalog is enough; the link is built with the right amount and contents. The customer opens the link and chooses their preferred payment method.

Links are generated automatically from catalog product and price data.
Customers choose their own payment method without being walked through it.
You receive a confirmation the moment the payment goes through.
The sale can close without the customer ever visiting your site.

Payment documents and customer experience

Once the money arrives, the payment document is sent straight to the customer's smartphone.

The manual step of preparing a document and emailing it disappears entirely. The customer gets proof of purchase immediately.

The payment document is generated and delivered automatically.
No employee step is required to send it.
Customers do not have to chase anyone for confirmation.
Document and payment record stay on the related CRM deal.

Real-time payment status

Your sales reps can check the current payment status whenever they want and follow the process in real time.

When a customer calls, the answer is on the record rather than in the accounting team's inbox. We add the automations that move the deal forward as soon as payment lands.

Pending, paid or canceled status is visible on the deal card.
Reps answer payment questions without escalating to another team.
Invoicing and delivery tasks open automatically after payment.
Collection data rolls up into CRM reports.

Collecting payments through order forms

Not every payment has to go through a one-to-one conversation.

With the Bitrix24 form builder you create order forms, registration forms or fully custom forms with conditional fields, then embed them on your site or show them in a pop-up. Every submission creates a new lead or deal in CRM.

Order, registration and conditional-field forms start from ready templates.
The block-based designer controls fields, colors, fonts and buttons.
Required fields stop incomplete submissions.
Forms are embedded in the page or shown as a time-delayed pop-up.
A Google Analytics connection measures form and payment conversions.

CAPABILITIES

What you get

One-click payment links

Select the product and amount inside the deal and generate the link. When the customer pays, that same link updates the CRM record without anyone touching it.

Collection through messaging

Send the link over WhatsApp, Telegram, Instagram or live chat. The customer pays without leaving the app, and the whole exchange is written to the CRM record.

Live payment status

Pending, paid, cancelled or refunded; every link shows its state on the record. Reps answer customer questions without calling accounting.

Automatic payment documents

Once payment clears, the document is delivered to the customer's phone. Preparing and emailing documents by hand disappears from the process entirely.

Linked to orders and stock

Because the item comes from the catalog, the stock movement and order record are created together. Collections, inventory and sales reports read from the same data.

Collection reporting

We report how many links each rep sent, how many were paid and how long payment took on average. Cash flow forecasting stops being guesswork.

BEST FIT

Who is this for?

These are the teams we deploy this module with most often. If your scenario is not listed, let's talk it through anyway.

Teams closing deals by phone or WhatsApp who want payment up front
Clinics, schools and consultancies taking deposits for appointments and services
E-commerce and retail brands with high-volume, low-ticket transactions
Businesses with field sales teams who need to collect payment on site
Finance teams chasing bank transfers who want to shorten days-to-cash

How would this work in your process?

In a free 30-minute call we listen to your workflow and map out how this would run in your company.

Book a free consultation

SETUP

How we roll it out

We handle the setup; you just walk us through your process.

01
Mapping the collection scenario
We go through which products and services get paid for how, whether you work upfront or in installments, and which channel you want to collect through.
02
Connecting payment methods
We connect virtual POS, payment service providers and bank transfer notifications via Bitrix24 Market applications or the REST API.
03
Catalog and form setup
We tidy catalog prices and currencies so payment links carry the right amount, and build the order forms where you need them.
04
Automation and reporting
We automate stage progression, invoicing and delivery tasks once payment lands, and build the collection report your managers actually need.

Works together with

CRM deals and sales pipelinesProduct catalog and online storeCRM forms and site widgetWhatsApp, Telegram and live chatInvoice and quote documentsGoogle Analytics conversion trackingAccounting integrations via REST API

EXPLORE

Related features

The modules we most often roll out alongside this one; they reinforce each other in the same setup.

Surveys & Feedback

Satisfaction is built from small signals at every touchpoint, not from one annual survey. In Bitrix24 we combine survey forms, conversation ratings and callback requests into one report.

Document Management

When files live on desktops, in email threads and in personal cloud accounts, nobody knows which version is current. We put your entire document structure on one drive with clear permissions.

E-Signature

A decision that's already been made shouldn't wait days on couriers and wet ink. With Bitrix24 Sign you send the document from the CRM and the signed copy comes back to the same record.

Frequently Asked Questions

Which payment methods can you connect?

Virtual POS for card payments, payment service providers and bank transfer notifications are the ones we set up most often. If your bank or provider has no ready-made app in Bitrix24 Market, we build a custom integration over the REST API.

Can payment links expire?

Yes, links can carry a validity period. We add an automation that opens a reminder task for the rep when a link expires, so follow-up continues on its own when the customer goes quiet.

Can payment data flow into our accounting software?

It can. When a payment is recorded, a REST API or webhook flow creates the matching document in your accounting system. The same figure is never typed twice, and reconciliation gets much simpler.

How are partial payments and refunds handled?

Partial payments are stored as separate records and the remaining balance stays visible on the deal. On a refund the related payment is marked cancelled and tasks open for the stock and revenue corrections.

Let's configure this around your business

Book a free intro call and we'll walk through your process and show which settings fit you.