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Introduction to Payments

The Payments section helps you manage the financial side of your business, from sending quotes to collecting payments.

Overview​

SMBcrm Payments provides tools for creating professional invoices, sending estimates, managing contracts, and processing payments directly within the platform.

Key Features​

Invoicing​

  • Create Invoices - Generate professional invoices quickly
  • Recurring Invoices - Set up automatic billing for subscriptions
  • Invoice Templates - Customize your invoice appearance
  • Payment Reminders - Automatic reminders for overdue invoices

Estimates & Quotes​

  • Create Estimates - Send professional quotes to prospects
  • Convert to Invoice - Turn accepted estimates into invoices
  • Estimate Expiration - Set validity periods for quotes
  • E-signatures - Collect signatures on estimates

Contracts & Documents​

  • Contract Templates - Create reusable contract templates
  • E-signatures - Collect legally binding signatures
  • Document Storage - Store signed documents with contacts

Payment Processing​

  • Multiple Payment Methods - Accept cards, bank transfers, and more
  • Payment Links - Send direct links for easy payment
  • Partial Payments - Accept deposits and payment plans
  • Refunds - Process refunds when needed

Getting Started​

  1. Navigate to Payments in the left sidebar
  2. Connect your payment processor (Stripe, etc.)
  3. Create your first invoice or estimate
  4. Send to your customer
  5. Track payment status

Next Steps​