Payments connected to the customer, the invoice and the sale
Send the customer a payment link in WhatsApp, they pay by card on a secure page, and the payment is recorded on their record together with the invoice.
What the payment system does
The money comes in through a licensed payment processor, and the system connects it to the customer and the documents.
Payment link for the customer
An amount and a description, and you get a link to send in WhatsApp or SMS.
Payment page
A clean page with your business name and logo, where the customer enters card details.
Pay an invoice
A link that pays an existing invoice and closes the balance.
Recurring billing
A fixed monthly charge for the customer, as agreed.
Automatic receipt
After a successful payment, a document goes out to the customer.
A clear picture
How much came in, from whom and when.
The card never passes through you
Card details are entered on the payment processor's page. The system stores only the amount, the customer, the reference number and the last 4 digits.
- Payment from the phone, no call needed
- Status for every link: sent, paid
- The payment is recorded on the customer record
- A receipt goes out automatically
How it works
Create a payment link
From the customer record or an open invoice.
The customer pays
On a secure page, from the phone, by card.
Everything is recorded
The payment, the receipt and the balance update on their own.
Why payments inside the CRM
In many businesses, payment is where a sale gets stuck: the customer said yes, but you have to call back, ask for card details over the phone and key them into a terminal. With a payment link, the customer's decision turns into a payment in the same minute. And because the link comes from the customer record, the sale, the payment and the invoice stay connected.
Together with the invoicing system
Payments and invoicing work together: after a successful payment, a document goes out to the customer, and the payment is recorded against their open invoice. Your accountant gets the same data in the monthly export.
Who it is for
Businesses that sell a service or product by phone, in WhatsApp or at a meeting, and want to get paid right away: service providers, clinics, consultants, nonprofits collecting donations, and businesses with monthly subscriptions.
Everything connected to the lead
The Voice Bot qualifies the lead, the rep closes, the link goes out, the customer pays and the document is sent. All these steps are recorded on the same record, so at the end of the month you see exactly which channel and which rep every dollar came from.
Common questions
Do I need a card terminal?
Payments run through a licensed payment processor connected to the system. Our team connects it when your account is opened.
Do you store card details?
No. The customer types them on the payment processor's page. The system stores only the amount, the reference number and the last 4 digits.
Can I send a payment link in WhatsApp?
Yes. Create a link from the customer record and send it in WhatsApp or by SMS.
Does the invoice go out on its own?
Yes, after a successful payment, when the invoicing system is connected.
Payments in ENIGMA 360°
Get paid by card from a link in WhatsApp, and an invoice goes out to the customer without you typing anything.
Create an account